Mitsubishi UFJ Trust & Banking Corp Raises Holdings in CocaCola Company (The) $KO

Key Points

• Mitsubishi UFJ Trust & Banking Corp raised its stake in Coca‑Cola by 0.9% to 2,208,091 shares, valued at about $154.4 million at the end of the quarter.
• Wall Street consensus is a Buy with an average price target of $85, as several banks recently raised targets into the mid‑$80s.
• Coca‑Cola's latest quarter saw an EPS beat ($0.58 vs. $0.56) but a revenue miss ($11.82B vs. $12.04B); the company set FY26 EPS guidance of 3.210–3.240 and raised its quarterly dividend to $0.53 (annualized $2.12, ~2.8% yield).

Mitsubishi UFJ Trust & Banking Corp increased its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 0.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,208,091 shares of the company's stock after acquiring an additional 19,541 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.05% of CocaCola worth $154,368,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in KO. Brighton Jones LLC grew its position in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company's stock worth $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC grew its position in CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock worth $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in CocaCola in the first quarter worth approximately $210,000. Jump Financial LLC boosted its position in shares of CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company's stock worth $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. boosted its position in shares of CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company's stock worth $75,000 after buying an additional 899 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on KO shares. Citigroup raised their price target on CocaCola from $85.00 to $87.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. Barclays raised their price target on CocaCola from $77.00 to $83.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft raised their price target on CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a research report on Monday, March 30th. Finally, Wells Fargo & Company raised their price target on CocaCola from $79.00 to $87.00 and gave the stock an "overweight" rating in a research report on Monday, February 9th. Fifteen analysts have rated the stock with a Buy rating, According to MarketBeat, CocaCola presently has a consensus rating of "Buy" and an average price target of $85.00.

CocaCola Stock Down 1.6%

Shares of NYSE KO opened at $75.43 on Tuesday. The stock has a market cap of $324.67 billion, a P/E ratio of 24.81, a PEG ratio of 3.24 and a beta of 0.36. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. The business's fifty day simple moving average is $77.16 and its 200-day simple moving average is $73.37.

CocaCola (NYSE:KO - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. The business had revenue of $11.82 billion for the quarter, compared to analysts' expectations of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The company's revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the firm earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities analysts predict that CocaCola Company will post 3.23 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were paid a $0.53 dividend. The ex-dividend date was Friday, March 13th. This is an increase from CocaCola's previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. CocaCola's payout ratio is 69.74%.

Insiders Place Their Bets

In other news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president directly owned 17,725 shares in the company, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is owned by company insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reaffirmed a Buy rating on KO, which supports the bullish case that the company’s brand strength and dividend policy still attract investors. RBC Reaffirms Buy
• Positive Sentiment: Peer results from Keurig Dr Pepper showed stronger‑than‑expected demand and durable beverage pricing, suggesting Coca‑Cola could also demonstrate resilience in pricing even if volume recovery lags. Keurig Results & Pricing Signal
• Positive Sentiment: Analyst writeups (TipRanks) highlight KO’s defensive qualities and 2.7% dividend yield, which can support the stock in a risk‑off environment and attract income‑focused buyers ahead of the print. TipRanks Dividend/Defense Note
• Neutral Sentiment: Earnings previews (Invezz, Yahoo) expect KO to report whether revenue rebounds after a recent sub‑par quarter; results that meet guidance may calm the market, while any downside would increase pressure. Invezz Earnings Preview
• Neutral Sentiment: Yahoo Finance and other previews compile key items investors will watch (pricing, volume, margin trends and FY26 guidance) — these are likely to determine short‑term reaction but are not yet directional. Yahoo Earnings Prep
• Negative Sentiment: Barron’s warns Coca‑Cola faces consumer fatigue from prior price increases and a structural shift to zero‑sugar options, which could pressure volumes and limit pricing power moving forward. Barron's: Consumer Fatigue
• Negative Sentiment: Analysts (Zacks) caution that soft volumes and a stretched valuation could cap upside even if pricing holds — a weaker print on volume or guidance would likely push the stock lower. Zacks: Volume & Valuation Risk

About CocaCola

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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