Natural Investments LLC Trims Holdings in CocaCola Company (The) $KO

Natural Investments LLC lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 45.7% in the second quarter, Holdings Channel reports. The institutional investor owned 6,739 shares of the company’s stock after selling 5,665 shares during the quarter. Natural Investments LLC’s holdings in CocaCola were worth $547,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Eurizon SLJ Capital Ltd acquired a new position in CocaCola in the fourth quarter worth $552,000. Banco Santander S.A. raised its holdings in shares of CocaCola by 3.1% during the second quarter. Banco Santander S.A. now owns 1,090,758 shares of the company’s stock worth $88,646,000 after purchasing an additional 32,723 shares during the period. King Luther Capital Management Corp lifted its position in shares of CocaCola by 0.8% in the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after buying an additional 31,694 shares during the last quarter. Cibc World Market Inc. lifted its position in shares of CocaCola by 4.8% in the 4th quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock worth $123,010,000 after buying an additional 79,946 shares during the last quarter. Finally, SBI Okasan Asset Management Co.Ltd. bought a new position in shares of CocaCola in the 4th quarter worth about $1,544,000. Institutional investors own 70.26% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Argus boosted their price objective on shares of CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. HSBC downgraded CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Bank of America upped their target price on CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Evercore reiterated an “outperform” rating and set a $100.00 price target on shares of CocaCola in a research report on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, CocaCola presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Stock Down 0.2%

CocaCola stock opened at $90.91 on Monday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola Company has a one year low of $65.35 and a one year high of $91.86. The company has a 50-day simple moving average of $84.27 and a 200-day simple moving average of $80.41. The firm has a market capitalization of $391.14 billion, a P/E ratio of 27.30, a P/E/G ratio of 3.18 and a beta of 0.33.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. CocaCola’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the firm posted $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts expect that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. CocaCola’s dividend payout ratio (DPR) is presently 63.66%.

Insider Activity at CocaCola

In related news, Chairman James Quincey sold 145,947 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This represents a 54.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This 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. In the last 90 days, insiders have sold 1,483,535 shares of company stock valued at $126,442,198. Company insiders own 0.90% of the company’s stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst coverage remains generally supportive, with brokers highlighting Coca-Cola as an investment candidate. Recent quarterly results also exceeded expectations, with earnings and revenue above consensus and revenue growth of 6.2% year over year. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Investors have been seeking established, lower-volatility companies, helping Coca-Cola reach an all-time high and break above $90 for the first time. Its strong brand portfolio and defensive characteristics may be attractive amid market uncertainty. Coca-Cola Hits All-Time High
• Positive Sentiment: Coca-Cola’s long dividend record continues to support its appeal to income-focused investors. Berkshire Hathaway reportedly receives approximately $848 million annually from its Coca-Cola holdings, underscoring the scale and consistency of the payout. Dividend King Pays Berkshire
• Neutral Sentiment: Coverage is also examining Coca-Cola’s cash flow and dividend sustainability as interest rates and bond yields rise. Higher yields could increase the relative appeal of fixed-income investments, although Coca-Cola’s recurring cash generation remains central to its income-investor case. Coca-Cola Cash Flow as Yields Rise
• Negative Sentiment: Executive Vice President Nancy Quan sold 50,000 shares worth about $4.5 million. The filing states the sale covered tax withholding tied to vested equity awards, reducing its negative signaling value, though it may create modest near-term selling pressure.

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.