Oppenheimer & Co. Inc. Sells 15,742 Shares of CocaCola Company (The) $KO

Key Points

• Oppenheimer & Co. Inc. reduced its stake in Coca‑Cola by 10.3% in Q4, selling 15,742 shares and now holds 137,265 shares valued at about $9.6 million.
• Significant insider selling has occurred recently: CEO James Quincey sold 337,824 shares (~$26.0M) and insiders have sold 892,925 shares totaling roughly $70.3M in the last 90 days.
• Coca‑Cola beat Q1 expectations (EPS $0.86 vs $0.81, revenue $12.47B, +11.4% YoY), set FY2026 guidance of $3.240–3.270 EPS, declared a $0.53 quarterly dividend, and saw analysts raise price targets (average target ~$86.27 with predominantly Buy ratings).

Oppenheimer & Co. Inc. lessened its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 10.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,265 shares of the company's stock after selling 15,742 shares during the quarter. Oppenheimer & Co. Inc.'s holdings in CocaCola were worth $9,596,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Vestia Personal Wealth Advisors increased its holdings in shares of CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company's stock worth $275,000 after acquiring an additional 140 shares in the last quarter. Apexium Financial LP increased its holdings in shares of CocaCola by 1.2% in the third quarter. Apexium Financial LP now owns 12,154 shares of the company's stock worth $810,000 after acquiring an additional 142 shares in the last quarter. Stockman Wealth Management Inc. increased its holdings in shares of CocaCola by 1.7% in the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company's stock worth $622,000 after acquiring an additional 147 shares in the last quarter. Prosperity Financial Group Inc. increased its holdings in shares of CocaCola by 3.9% in the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company's stock worth $262,000 after acquiring an additional 148 shares in the last quarter. Finally, Ashton Thomas Securities LLC increased its holdings in shares of CocaCola by 1.2% in the third quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company's stock worth $835,000 after acquiring an additional 149 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

Insider Activity

In related news, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO James Quincey sold 337,824 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares of the company's stock, valued at $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on KO shares. JPMorgan Chase & Co. increased their price target on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a report on Wednesday. TD Cowen increased their price target on CocaCola from $85.00 to $90.00 and gave the stock a "buy" rating in a report on Wednesday. Barclays increased their price target on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a report on Thursday. Deutsche Bank Aktiengesellschaft increased their price target on CocaCola from $83.00 to $86.00 and gave the stock a "buy" rating in a report on Monday, March 30th. Finally, UBS Group increased their price objective on CocaCola from $90.00 to $92.00 and gave the stock a "buy" rating in a report on Wednesday. Fifteen analysts have rated the stock with a Buy rating, Based on data from MarketBeat, CocaCola has an average rating of "Buy" and an average target price of $86.27.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 results beat expectations: Coca‑Cola reported stronger-than-expected Q1 revenue and EPS (double‑digit top‑line growth) that drove positive sentiment around durable growth and near-term guidance. Is Coca‑Cola a Buy, Hold, or Sell After Its Q1 2026 Earnings Report?
• Positive Sentiment: Dividend increase/quarterly dividend declared: KO declared a quarterly dividend (record June 15; payable July 1), reinforcing its dividend‑king status and supporting income investor demand.
• Positive Sentiment: Analysts are raising targets and ratings after earnings: Several firms have lifted price targets and reiterated/raised ratings following the Q1 beat, signaling analyst confidence in growth momentum. Example coverage of these upgrades is here. Morgan Stanley raises Coca‑Cola stock price target after earnings
• Positive Sentiment: Additional shop‑window coverage and buy recommendations: TD Cowen, JPMorgan and Barclays commentary mentioned in recent coverage has been constructive (higher targets / buy or overweight stances), which can help sustain buying interest. Is The Coca‑Cola Company (KO) One of the Best Large Cap Dividend Growth Stocks to Invest in?
• Neutral Sentiment: Shareowners re‑elected the board and rejected several ESG proposals at the annual meeting — the outcome supports current management strategy but leaves ESG activists disappointed; it’s governance news that may matter to some institutional holders. Coca‑Cola Shareowners Back Board, Reject ESG Proposals
• Negative Sentiment: Some analysts are cautious: Goldman Sachs has a Hold on KO, which could cap near‑term upside and weigh on momentum despite the broader wave of upgrades. Coca‑Cola (KO) Gets a Hold from Goldman Sachs

CocaCola Stock Down 0.2%

NYSE:KO opened at $78.62 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.25 and a current ratio of 1.36. The company has a market cap of $338.40 billion, a PE ratio of 24.72, a PEG ratio of 3.19 and a beta of 0.35. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00. The stock has a 50-day simple moving average of $77.12 and a 200 day simple moving average of $73.52.

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

CocaCola Announces Dividend

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

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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