Jefferies Financial Group Inc. Has $12.59 Million Position in CocaCola Company (The) $KO

Jefferies Financial Group Inc. lifted its stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 890.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 154,907 shares of the company's stock after purchasing an additional 139,269 shares during the quarter. Jefferies Financial Group Inc.'s holdings in CocaCola were worth $12,589,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Triton Financial Group Inc bought a new stake in CocaCola in the 2nd quarter valued at about $3,301,000. Strive Financial Group LLC grew its stake in CocaCola by 20.3% in the second quarter. Strive Financial Group LLC now owns 7,021 shares of the company's stock valued at $571,000 after acquiring an additional 1,185 shares during the period. Fayez Sarofim & Co grew its stake in CocaCola by 0.7% in the second quarter. Fayez Sarofim & Co now owns 15,272,831 shares of the company's stock valued at $1,241,223,000 after acquiring an additional 113,599 shares during the period. Proficio Capital Partners LLC bought a new stake in shares of CocaCola during the second quarter valued at approximately $1,546,000. Finally, Pure Financial Advisors LLC increased its holdings in shares of CocaCola by 14.1% during the second quarter. Pure Financial Advisors LLC now owns 17,450 shares of the company's stock valued at $1,418,000 after acquiring an additional 2,163 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Chairman James Quincey sold 436,296 shares of the business's stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the transaction, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. The trade was a 78.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the company's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total value of $4,519,500.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company's stock, valued at approximately $20,186,798.70. This represents a 18.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 1,594,900 shares of company stock worth $136,568,617. Corporate insiders own 0.90% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Morgan Stanley reiterated an "overweight" rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Wells Fargo & Company upped their price objective on shares of CocaCola from $90.00 to $95.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Bank of America raised their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a "buy" rating in a research note on Friday, July 10th. Royal Bank Of Canada lifted their price objective on shares of CocaCola from $87.00 to $96.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. Finally, Citigroup upped their target price on shares of CocaCola from $97.00 to $100.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $95.76.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst-model upgrade supports the shares. Zacks upgraded Coca-Cola to Rank #2 (Buy), citing improving earnings prospects. The company’s latest quarter also showed momentum, with revenue up 6.2% year over year and EPS of $0.97 exceeding consensus by $0.04. Coca-Cola Upgraded to Buy: Here's What You Should Know
• Positive Sentiment: Defensive positioning is attracting demand. Market commentary indicates investors are favoring staples such as KO amid a more defensive trading environment. Coca-Cola’s relatively stable demand, strong margins and dividend profile can benefit from this rotation. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Brand marketing could support seasonal sales. Coca-Cola launched a Fanta Halloween campaign designed to expand the brand’s presence during another major holiday period. The initiative is strategically positive, although its direct financial impact is not yet quantified. Coca-Cola launches Fanta Halloween campaign
• Neutral Sentiment: Post-earnings momentum is being reassessed. KO has gained since its latest earnings report, but analysts are watching estimate revisions and forward guidance to determine whether that performance can continue. Management’s full-year 2026 EPS guidance is $3.27–$3.30. Coca-Cola Up 1.1% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Higher bond yields pressure dividend-stock valuations. The 30-year Treasury yield has moved above 5.2%, making government bonds more competitive with Coca-Cola’s dividend and potentially weighing on income-oriented demand. The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola

CocaCola Stock Performance

NYSE KO opened at $89.16 on Friday. The company has a fifty day moving average price of $85.12 and a 200-day moving average price of $80.76. The firm has a market cap of $383.59 billion, a price-to-earnings ratio of 26.77, a PEG ratio of 3.14 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49.

CocaCola (NYSE:KO - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same period last year, the firm earned $0.87 earnings per share. The firm's revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts predict that CocaCola Company will post 3.29 EPS for the current fiscal year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.4%. CocaCola's dividend payout ratio (DPR) is currently 63.66%.

CocaCola 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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