Infrastructure Capital Advisors LLC Sells 22,480 Shares of CocaCola Company (The) $KO

Key Points

• Infrastructure Capital Advisors LLC sharply reduced its Coca-Cola stake in the fourth quarter, selling 22,480 shares and leaving it with 5,899 shares valued at about $412,000.
• Coca-Cola continues to attract bullish analyst and media coverage, with articles highlighting its defensive qualities, dividend appeal, and potential long-term growth catalysts such as emerging-market expansion and pricing power.
• The company reported strong recent fundamentals, including quarterly EPS of $0.86 versus $0.81 expected and revenue of $12.47 billion, while also declaring a quarterly dividend of $0.53 per share for a 2.7% yield.

Infrastructure Capital Advisors LLC trimmed its holdings in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 79.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,899 shares of the company's stock after selling 22,480 shares during the quarter. Infrastructure Capital Advisors LLC's holdings in CocaCola were worth $412,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Anfield Capital Management LLC increased its position in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock worth $25,000 after acquiring an additional 294 shares during the period. Headlands Technologies LLC bought a new position in CocaCola during the second quarter worth about $26,000. Evolution Wealth Management Inc. increased its position in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company's stock worth $27,000 after acquiring an additional 357 shares during the period. Daytona Street Capital LLC bought a new position in CocaCola during the fourth quarter worth about $29,000. Finally, Redmont Wealth Advisors LLC bought a new position in CocaCola during the third quarter worth about $30,000. 70.26% of the stock is owned by institutional investors.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KO is being highlighted as a blue-chip and defensive stock to own in a choppy market, with multiple articles noting its stability, brand strength, and income appeal. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
• Positive Sentiment: Several bullish pieces say Coca-Cola still has long-term growth catalysts that may not be fully reflected in the stock, including emerging-market expansion, pricing power, and margin improvement efforts. Coca-Cola: The Future Growth Catalysts Not Being Priced In
• Positive Sentiment: KO is also being pitched as a dividend king and a stock that can keep rewarding patient investors, reinforcing its appeal to income-focused buyers. 3 Dividend Kings With Income, Stability, and a Possible Catalyst
• Neutral Sentiment: Some coverage says Coca-Cola remains a trending stock and a widely watched name, but these articles are mostly attention generators rather than new fundamental catalysts. CocaCola Company (The) (KO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Another article frames KO as a candidate for long-term compounding alongside other iconic brands, but it does not introduce a specific new business or financial development. 3 Stocks That Have Made Long-Term Investors Rich (and Could Do It Again)
• Negative Sentiment: One recent bearish view argues Coca-Cola’s valuation has become stretched, with forward earnings multiples in the mid-20s and a lower dividend yield reducing the stock’s relative attractiveness. Coca-Cola's Dividend Is Strong But The Valuation Is Difficult To Get Bullish On

Insider Activity

In other news, EVP Nancy Quan sold 31,625 shares of the firm's stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the firm's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $83.41, for a total transaction of $2,000,505.44. Following the completion of the sale, the executive vice president owned 157,400 shares in the company, valued at approximately $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. Corporate insiders own 0.90% of the company's stock.

CocaCola Price Performance

KO stock opened at $79.87 on Thursday. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04. The firm has a market cap of $343.62 billion, a P/E ratio of 25.11, a P/E/G ratio of 3.21 and a beta of 0.35. The company's 50-day moving average price is $78.91 and its two-hundred day moving average price is $75.86.

CocaCola (NYSE:KO - Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period last year, the firm earned $0.73 EPS. The business's quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Monday, June 15th. CocaCola's dividend payout ratio (DPR) is presently 66.67%.

Wall Street Analyst Weigh In

KO has been the topic of a number of recent research reports. Weiss Ratings raised shares of CocaCola from a "buy (b)" rating to a "buy (b+)" rating in a research report on Monday, May 4th. Citigroup raised their target price on shares of CocaCola from $90.00 to $91.00 and gave the company a "buy" rating in a report on Monday, May 18th. JPMorgan Chase & Co. raised their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an "overweight" rating in a report on Wednesday, April 29th. Wells Fargo & Company raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the company an "overweight" rating in a report on Monday, May 18th. Finally, Jefferies Financial Group raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a "buy" rating in a report on Monday, March 16th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, CocaCola has an average rating of "Moderate Buy" and an average price target of $86.69.

CocaCola Company Profile

The Coca‑Cola Company NYSE: KO is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.

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