Sei Investments Co. increased its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,892,726 shares of the company’s stock after purchasing an additional 15,207 shares during the period. Sei Investments Co.’s holdings in CocaCola were worth $143,941,000 at the end of the most recent quarter.
Several other large investors also recently made changes to their positions in KO. Brighton Jones LLC lifted its stake in CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC raised its position in CocaCola by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after acquiring an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in CocaCola in the first quarter worth $210,000. Jump Financial LLC increased its holdings in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock valued at $2,800,000 after acquiring an additional 32,392 shares during the last quarter. Finally, Osterweis Capital Management Inc. grew its stake in CocaCola by 548.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock valued at $75,000 after buying an additional 899 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.
Key Stories Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Analysts and market commentary remain constructive heading into Coca-Cola’s upcoming Q2 earnings report, pointing to expected revenue growth, pricing strength, and margin expansion despite some volume pressure. Coca-Cola Q2 Earnings: Should You Buy the Stock Ahead of the Release?
- Positive Sentiment: Coca-Cola’s latest earnings already beat Wall Street estimates, reinforcing the company’s reputation for steady cash generation and dividend reliability, which continues to attract income-focused investors. Should You Buy Coca-Cola Stock Before July 28?
- Positive Sentiment: Investor interest in KO remains supported by its dividend appeal, with commentary noting the stock’s popularity among large funds and even appearing in President Donald Trump’s financial disclosures as a favored dividend holding. Coca-Cola (KO): President Donald Trump’s Favorite Dividend Stock Pick
- Neutral Sentiment: Several articles focus on how Coca-Cola’s brand refresh and AI-driven marketing overhaul could improve efficiency and support premium positioning over time, but this is more of a long-term strategic angle than an immediate stock catalyst. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
- Neutral Sentiment: Broader dividend-stock comparisons and ETF commentary featuring KO are informational, but unlikely to materially affect near-term trading. This Dividend ETF Choice Could Shape Your Income Strategy Through 2026 (KO)
- Negative Sentiment: One report flagged KO as declining more than the broader market, suggesting some investor profit-taking or caution ahead of earnings and after a strong run. Coca-Cola (KO) Declines More Than Market: Some Information for Investors
- Negative Sentiment: A recent hack claim targeting Coca-Cola’s Fairlife unit adds a small reputational and operational overhang, though the direct financial impact appears limited so far. Well-known hacking group claims responsibility for attack on Coca-Cola’s Fairlife
- Negative Sentiment: One bearish piece argued investors could find better income opportunities elsewhere, highlighting lower valuations and higher yields in alternative dividend stocks. You Can Do Better Than Coca-Cola Stock. Buy This High-Yield Dividend Stock Instead.
Insider Buying and Selling at CocaCola
CocaCola Price Performance
Shares of NYSE KO opened at $81.11 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09. The firm has a market cap of $348.97 billion, a PE ratio of 25.51, a PEG ratio of 3.33 and a beta of 0.34. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $85.68. The company has a fifty day moving average price of $81.41 and a 200 day moving average price of $78.02.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating 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 firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the business posted $0.73 EPS. The business’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. Research analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 66.67%.
Analysts Set New Price Targets
A number of equities analysts recently issued reports on the stock. Wells Fargo & Company boosted their target price on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, May 18th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Morgan Stanley set a $89.00 target price on CocaCola in a research note on Wednesday, June 10th. TD Cowen raised their price target on shares of CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Piper Sandler reissued an “overweight” rating on shares of CocaCola in a report on Friday, June 26th. Fourteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.33.
Check Out Our Latest Report on CocaCola
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.
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