Public Employees Retirement System of Ohio reduced its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 5.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,467,580 shares of the company's stock after selling 92,715 shares during the period. Public Employees Retirement System of Ohio's holdings in CocaCola were worth $119,270,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Louisbourg Investments Inc. purchased a new stake in CocaCola in the 1st quarter valued at about $25,000. Guardian Partners Inc. purchased a new position in shares of CocaCola in the 2nd quarter worth approximately $27,000. Anfield Capital Management LLC grew its holdings in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock valued at $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC bought a new position in shares of CocaCola in the second quarter valued at approximately $26,000. Finally, Evolution Wealth Management Inc. increased its position in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company's stock valued at $27,000 after acquiring an additional 357 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
KO has been the topic of a number of recent analyst reports. UBS Group set a $104.00 price target on CocaCola and gave the stock a "buy" rating in a report on Wednesday, July 29th. HSBC lowered CocaCola from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 28th. Seaport Research Partners set a $95.00 target price on CocaCola in a research note on Friday, August 14th. The Goldman Sachs Group reissued a "neutral" rating and issued a $86.00 price target (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Finally, Morgan Stanley restated an "overweight" rating and set a $100.00 price target (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, CocaCola presently has a consensus rating of "Moderate Buy" and a consensus price target of $95.76.
Read Our Latest Analysis on CocaCola
Insider Activity
In related news, Chairman James Quincey sold 436,296 shares of the company's stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through 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, CFO John Murphy sold 152,483 shares of the firm's stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the transaction, the chief financial officer directly owned 279,917 shares of the company's stock, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,594,900 shares of company stock valued at $136,568,617. 0.90% of the stock is currently owned by corporate insiders.
CocaCola Stock Performance
NYSE:KO opened at $89.16 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The business has a fifty day simple moving average of $85.12 and a two-hundred day simple moving average of $80.76. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $92.49. The company has a market capitalization of $383.59 billion, a P/E ratio of 26.77, a P/E/G ratio of 3.14 and a beta of 0.33.
CocaCola (NYSE:KO - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, beating analysts' consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analysts' expectations of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The business's revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.
CocaCola Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued 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 yield of 2.4%. CocaCola's dividend payout ratio is 63.66%.
CocaCola News Roundup
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
About CocaCola
(
Free Report)
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.
Featured Articles
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Before you consider CocaCola, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and CocaCola wasn't on the list.
While CocaCola currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead.
This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
