Nippon Life Global Investors Americas Inc. Lowers Stock Holdings in CocaCola Company (The) $KO

Nippon Life Global Investors Americas Inc. lessened its stake in shares of CocaCola Company (The) (NYSE:KO) by 77.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,790 shares of the company’s stock after selling 181,540 shares during the quarter. Nippon Life Global Investors Americas Inc.’s holdings in CocaCola were worth $3,592,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Norges Bank acquired a new position in CocaCola in the 2nd quarter valued at $3,846,270,000. Vanguard Group Inc. lifted its position in CocaCola by 1.7% in the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock valued at $25,996,519,000 after purchasing an additional 6,241,163 shares during the period. Laurel Wealth Advisors LLC boosted its holdings in CocaCola by 7,239.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,149,632 shares of the company’s stock valued at $435,086,000 after purchasing an additional 6,065,840 shares in the last quarter. Assenagon Asset Management S.A. increased its position in CocaCola by 343.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,486,096 shares of the company’s stock worth $297,518,000 after purchasing an additional 3,474,015 shares during the period. Finally, Schroder Investment Management Group increased its position in CocaCola by 28.7% during the 2nd quarter. Schroder Investment Management Group now owns 11,713,984 shares of the company’s stock worth $828,764,000 after purchasing an additional 2,613,316 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other CocaCola news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $15,894,396.10. This represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, COO Henrique Braun sold 40,390 shares of CocaCola stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the completion of the sale, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at approximately $4,441,707.53. This represents a 39.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 225,252 shares of company stock worth $15,953,007 in the last three months. 0.97% of the stock is currently owned by insiders.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management shakeup and new chief digital officer announced, aimed at stepping up digital marketing, consumer data capabilities and e‑commerce — could help accelerate top‑line growth and margin expansion over time. 1 Prediction for KO in 2026
• Positive Sentiment: Dividend durability and Buffett association continue to support investor demand: KO remains a Dividend King with 63+ years of increases, attracting income‑oriented and long‑term holders. This background reduces downside in uncertain markets. 1 Prediction for KO in 2026
• Positive Sentiment: Short‑term attention from a viral Lionel Messi video has driven incremental retail interest and helped lift sentiment and trading volume recently. Such publicity can create near‑term positive momentum. 1 Prediction for KO in 2026
• Neutral Sentiment: Planned IPO of Hindustan Coca‑Cola Beverages (HCCB) in India (targeting roughly $1B) could unlock value and raise capital for brand initiatives, but the benefit depends on deal structure and use of proceeds. Execution timeline and proceeds are uncertain. Coca-Cola plans to pop the cap on $1 billion HCCB IPO this year
• Neutral Sentiment: Valuation is middling for a defensive consumer name (P/E in the mid‑20s in recent coverage). That tradeoff — steady cash flow and dividends vs. limited high‑growth upside — makes KO more attractive to income investors than growth seekers. 2 Buffett Stocks to Load Up On—And 1 to Ditch
• Negative Sentiment: Potential risks: the HCCB IPO and continued strategy of asset‑light brand focus could reduce consolidated revenue growth and introduce short‑term execution/market‑reaction risk; if growth remains reliant on pricing rather than volume, margin and volume sensitivity could cap upside. Coca‑Cola is on track for a $1B summer IPO of its India bottler

Analyst Ratings Changes

Several research analysts have issued reports on the company. Evercore ISI reiterated an “outperform” rating on shares of CocaCola in a research report on Tuesday, October 21st. Bank of America increased their price target on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a report on Friday, November 7th. UBS Group reiterated a “buy” rating on shares of CocaCola in a research note on Friday, December 5th. Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $79.08.

CocaCola Stock Down 0.1%

Shares of NYSE:KO opened at $70.44 on Friday. The company has a market capitalization of $303.01 billion, a P/E ratio of 23.32, a P/E/G ratio of 3.62 and a beta of 0.39. The stock’s fifty day simple moving average is $70.60 and its 200-day simple moving average is $69.33. CocaCola Company has a 52-week low of $61.37 and a 52-week high of $74.38. The company has a quick ratio of 1.00, a current ratio of 1.21 and a debt-to-equity ratio of 1.30.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, October 21st. The company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The company had revenue of $12.46 billion for the quarter, compared to analyst estimates of $12.46 billion. CocaCola had a net margin of 27.34% and a return on equity of 43.62%. The firm’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.77 EPS. CocaCola has set its FY 2025 guidance at 2.966-2.966 EPS. As a group, equities research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Company 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.