Stephens Inc. AR Trims Holdings in CocaCola Company (The) $KO

Stephens Inc. AR lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 6.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 300,900 shares of the company’s stock after selling 21,670 shares during the quarter. Stephens Inc. AR’s holdings in CocaCola were worth $20,221,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in CocaCola during the first quarter worth about $210,000. Parallel Advisors LLC boosted its holdings in CocaCola by 4.7% in the 2nd quarter. Parallel Advisors LLC now owns 89,819 shares of the company’s stock valued at $6,355,000 after purchasing an additional 4,046 shares during the last quarter. Finally, Apella Capital LLC grew its stake in shares of CocaCola by 14.0% in the 2nd quarter. Apella Capital LLC now owns 20,192 shares of the company’s stock valued at $1,434,000 after buying an additional 2,483 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

CocaCola Price Performance

KO stock opened at $71.17 on Wednesday. The business’s fifty day moving average price is $70.52 and its 200 day moving average price is $69.33. CocaCola Company has a 12-month low of $61.30 and a 12-month high of $74.38. The company has a current ratio of 1.21, a quick ratio of 1.00 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $306.16 billion, a PE ratio of 23.57, a P/E/G ratio of 3.63 and a beta of 0.39.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, October 21st. The company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.78 by $0.04. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The company had revenue of $12.46 billion during the quarter, compared to analysts’ expectations of $12.46 billion. During the same quarter last year, the company posted $0.77 EPS. The firm’s revenue was up 5.4% compared to the same quarter last year. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. On average, sell-side analysts anticipate that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $0.51 dividend. This represents a $2.04 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Monday, December 1st. CocaCola’s dividend payout ratio (DPR) is presently 67.55%.

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Manuel Arroyo sold 139,689 shares of the stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the sale, the executive vice president directly owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Max R. Levchin purchased 7,206 shares of the business’s stock in a transaction on Friday, October 24th. The stock was acquired at an average price of $69.87 per share, for a total transaction of $503,483.22. Following the completion of the purchase, the director owned 14,267 shares of the company’s stock, valued at $996,835.29. This represents a 102.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 225,252 shares of company stock valued at $15,953,007. 0.90% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Barclays reaffirmed an “overweight” rating on shares of CocaCola in a research report on Thursday, October 23rd. Weiss Ratings reissued a “buy (b-)” rating on shares of CocaCola in a research note on Wednesday, October 8th. Evercore ISI reaffirmed an “outperform” rating on shares of CocaCola in a research note on Tuesday, October 21st. Bank of America increased their price target on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Piper Sandler boosted their price objective on shares of CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat, CocaCola has an average rating of “Buy” and a consensus price target of $79.08.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola outperformed as the broader market weakened, attracting buyers looking for defensive, dividend‑paying names; that relative strength is helping KO trade up today. Coca‑Cola (KO) gains as market dips: What you should know
• Positive Sentiment: Analysts and investors are highlighting Coca‑Cola’s innovation pipeline (zero‑sugar SKUs, hydration, and RTD coffee) as a volume catalyst that could support revenue/volume growth if execution continues. This gives upside potential to operational outlooks ahead of earnings. Coca‑Cola’s Innovation Pipeline: Catalyst for Volume Acceleration?
• Neutral Sentiment: Analysts show mixed views on KO — some highlight steady cash flow and dividends while others flag valuation and margin pressure; differing analyst takes can sustain trading volatility but don’t force a clear directional bias. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Market commentary is focused on Q4 2025 expectations ahead of earnings — investors are positioning around guidance and EPS cadence, so results and management commentary could swing short‑term sentiment. Coca‑Cola’s Q4 2025 earnings: What to expect
• Negative Sentiment: Coca‑Cola has stopped the sale process for Costa Coffee after private‑equity bids came in below expectations, which signals weaker buyer interest and means the company foregoes near‑term sale proceeds; that raises questions about asset valuation and strategic optionality. Coca‑Cola scraps Costa Coffee sale, FT reports

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.