Lmcg Investments LLC Sells 11,235 Shares of CocaCola Company (The) $KO

Key Points

• Lmcg Investments reduced its Coca-Cola stake by 3.8% in the third quarter, selling 11,235 shares and retaining 281,307 shares valued at approximately $24.2 million. Institutional investors collectively own 70.26% of KO.
• Coca-Cola recently exceeded quarterly expectations with adjusted EPS of $0.97 and revenue of $13.37 billion, while analysts maintain a broadly bullish view with a consensus target price of $96.27. The company also declared a quarterly dividend of $0.53 per share, yielding about 2.3%.
• Valuation and upcoming earnings are key risks: shares trade near their 52-week high at roughly 28 times earnings, and investors are watching the October 27 report for evidence of continued growth. Positive catalysts include KFC’s planned switch to Coca-Cola beverages and volume-led recent growth.

Lmcg Investments LLC decreased its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 3.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 281,307 shares of the company's stock after selling 11,235 shares during the quarter. CocaCola makes up about 1.3% of Lmcg Investments LLC's holdings, making the stock its 20th biggest position. Lmcg Investments LLC's holdings in CocaCola were worth $24,215,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Louisbourg Investments Inc. acquired a new position in shares of CocaCola in the first quarter worth $25,000. Guardian Partners Inc. purchased a new stake in shares of CocaCola during the second quarter worth $27,000. Horizons Wealth Management purchased a new stake in shares of CocaCola during the third quarter worth $31,000. Atomic Invest LLC raised its holdings in shares of CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company's stock worth $36,000 after acquiring an additional 122 shares in the last quarter. Finally, Timbuktu Capital Management LLC purchased a new stake in shares of CocaCola during the second quarter worth $41,000. Institutional investors and hedge funds own 70.26% of the company's stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: KFC plans to replace PepsiCo beverages with Coca-Cola products at its U.S. restaurants beginning in January. The agreement could provide incremental sales volume and improve Coca-Cola’s restaurant-channel presence. KFC swaps Pepsi for Coca-Cola
• Positive Sentiment: Recent growth has been supported more by higher beverage volumes than by price increases, suggesting Coca-Cola is gaining consumer demand rather than relying solely on pricing. Analysts and commentators expect the company’s global distribution strategy and beverage portfolio to support further growth. Coca-Cola growth outlook
• Positive Sentiment: Wells Fargo and UBS reiterated Buy ratings, reinforcing the bullish analyst view. Coca-Cola’s defensive profile, reliable cash generation and 64 consecutive years of dividend increases also make it attractive while interest rates remain elevated. Wells Fargo Buy rating
• Neutral Sentiment: Investors are focused on the October 27 earnings release. Coca-Cola’s previous quarter exceeded expectations, with $0.97 in adjusted earnings per share and $13.37 billion in revenue, but the upcoming report must validate expectations for continued earnings growth.
• Negative Sentiment: Valuation is a key concern: KO trades at roughly 28 times earnings after rising about 35%–40% this year, while its dividend yield has fallen to approximately 2.2%. Profit-taking or disappointment in guidance could pressure the stock near its 52-week high. Coca-Cola valuation analysis
• Negative Sentiment: One earnings preview argues that Coca-Cola may not have the strongest setup for another consensus beat, creating a near-term risk if results or guidance fall short of elevated investor expectations. Coca-Cola earnings preview

CocaCola Stock Performance

Shares of KO opened at $92.66 on Thursday. The company's fifty day moving average is $88.86 and its 200-day moving average is $83.75. CocaCola Company has a 12 month low of $67.27 and a 12 month high of $94.10. The firm has a market cap of $398.66 billion, a price-to-earnings ratio of 27.83, a price-to-earnings-growth ratio of 3.64 and a beta of 0.32. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97.

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 business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same quarter last year, the firm earned $0.87 EPS. CocaCola's revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities analysts expect that CocaCola Company will post 3.30 EPS for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, December 1st. CocaCola's dividend payout ratio is presently 63.66%.

Insider Activity

In other news, EVP Nancy Quan sold 50,000 shares of the company's stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This represents a 18.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of the company's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $86.50, for a total value of $861,367.00. Following the sale, the insider owned 62,105 shares of the company's stock, valued at approximately $5,372,082.50. This trade represents a 13.82% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 926,620 shares of company stock valued at $83,075,714. Corporate insiders own 0.90% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. TD Cowen reissued a "buy" rating on shares of CocaCola in a research report on Friday, October 16th. Morgan Stanley reaffirmed an "overweight" rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Daiwa Securities Group upped their target price on CocaCola from $83.00 to $93.00 and gave the stock an "outperform" rating in a research report on Thursday, July 30th. DZ Bank reaffirmed a "buy" rating on shares of CocaCola in a research note on Wednesday, July 29th. Finally, HSBC lifted their price target on CocaCola from $90.00 to $98.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $96.27.

CocaCola Profile

The Coca-Cola Company NYSE: KO is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world's most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.

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