Fairtree Asset Management Pty Ltd Increases Stake in CocaCola Company (The) $KO

Fairtree Asset Management Pty Ltd increased its holdings in CocaCola Company (The) (NYSE:KO) by 33.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 46,691 shares of the company’s stock after acquiring an additional 11,694 shares during the quarter. CocaCola accounts for 1.5% of Fairtree Asset Management Pty Ltd’s investment portfolio, making the stock its 18th largest holding. Fairtree Asset Management Pty Ltd’s holdings in CocaCola were worth $3,264,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in shares of CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after buying an additional 5,886,352 shares during the period. Franklin Resources Inc. boosted its holdings in CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after acquiring an additional 5,135,198 shares in the last quarter. Danske Bank A S purchased a new position in CocaCola during the 3rd quarter valued at $226,443,000. PFA Pension Forsikringsaktieselskab bought a new position in CocaCola in the 4th quarter worth $179,167,000. Finally, Danica Pension Livsforsikringsaktieselskab purchased a new stake in shares of CocaCola in the 3rd quarter worth about $161,130,000. 70.26% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on KO. Evercore reiterated an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. TD Cowen lifted their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Jefferies Financial Group upped their target price on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Citigroup raised their target price on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday. Finally, Morgan Stanley set a $88.00 price target on CocaCola in a research report on Wednesday, March 11th. Fifteen investment analysts have rated the stock with a Buy rating, According to MarketBeat, CocaCola currently has a consensus rating of “Buy” and a consensus target price of $86.53.

CocaCola Price Performance

Shares of NYSE KO opened at $81.90 on Wednesday. The company has a 50 day simple moving average of $77.19 and a two-hundred day simple moving average of $74.43. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.66. The company has a market capitalization of $352.36 billion, a price-to-earnings ratio of 25.75, a P/E/G ratio of 3.24 and a beta of 0.35. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the prior year, the business posted $0.73 EPS. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders 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 annualized dividend and a dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is presently 66.67%.

Insider Buying and Selling

In related news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. The sale was disclosed in a document filed 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 Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders have sold a total of 786,726 shares of company stock worth $62,547,977 over the last quarter. 0.90% of the stock is owned by insiders.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citigroup and Wells Fargo both raised their price targets on Coca-Cola and kept bullish ratings, signaling continued confidence in the company’s earnings visibility, pricing power, and defensive appeal. CocaCola (NYSE:KO) Price Target Raised to $90.00 at Wells Fargo & Company
• Positive Sentiment: Analysts highlighted Coca-Cola’s strong Q1 performance, including double-digit organic growth and margin expansion, reinforcing the view that the company can keep delivering steady results even in a tougher market. Coca-Cola: Quality Still Deserves A Premium Valuation
• Positive Sentiment: Wells Fargo remained positive on KO, and Citi said the upcoming 2026 FIFA World Cup could lift beverage volumes, adding a possible catalyst for summer demand. Citi Raises Coca-Cola Price Target to $91: World Cup Could Pour Volumes Higher
• Neutral Sentiment: Coca-Cola launched Fresca Hard, expanding into flavored malt beverages and broadening its ready-to-drink portfolio; the move could support long-term growth, but its near-term financial impact is still unclear. Coca-Cola’s Fresca Hard Launch And What It Could Mean For KO Investors
• Neutral Sentiment: EVP Nancy Quan sold shares, but the filing says the transaction was to cover tax withholding tied to equity award vesting, which makes it less concerning than a discretionary insider sale. SEC Form 4 filing
• Negative Sentiment: Some commentary noted that Coca-Cola’s international growth brings volatility risks from FX, conflict, and commodity inflation, which could pressure margins if those headwinds intensify. Coca-Cola’s International Growth: Key Driver or Volatility 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.