CocaCola Company (The) $KO Shares Sold by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC decreased its position in shares of CocaCola Company (The) (NYSE:KO) by 45.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 24,604 shares of the company’s stock after selling 20,187 shares during the period. Perennial Investment Advisors LLC’s holdings in CocaCola were worth $1,632,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of KO. Vanguard Group Inc. lifted its stake in shares of CocaCola by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock worth $24,464,464,000 after purchasing an additional 1,443,189 shares during the period. Norges Bank purchased a new stake in shares of CocaCola in the second quarter valued at $3,846,270,000. Legal & General Group Plc grew its position in shares of CocaCola by 1.1% in the second quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after purchasing an additional 285,794 shares during the period. Invesco Ltd. increased its stake in CocaCola by 10.9% in the second quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock valued at $1,791,962,000 after purchasing an additional 2,497,585 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in CocaCola by 5.1% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 19,495,775 shares of the company’s stock worth $1,292,960,000 after buying an additional 938,116 shares during the period. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on KO. Evercore reissued an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Morgan Stanley reiterated an “overweight” rating and set a $87.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Truist Financial set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. Finally, Barclays increased their price target on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $84.33.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

Insider Transactions at CocaCola

In other CocaCola news, EVP Nancy Quan sold 23,556 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $17,754,735. This trade represents a 9.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 869,045 shares of company stock worth $68,407,201 in the last quarter. 0.97% of the stock is owned by corporate insiders.

CocaCola Stock Up 0.1%

Shares of NYSE:KO opened at $77.11 on Friday. The stock has a 50-day simple moving average of $74.86 and a 200-day simple moving average of $71.11. The stock has a market capitalization of $331.63 billion, a P/E ratio of 25.37, a PEG ratio of 3.23 and a beta of 0.35. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion for the quarter, compared to analyst estimates of $12.04 billion. During the same quarter last year, the firm posted $0.55 earnings per share. CocaCola’s revenue for the quarter was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s dividend payout ratio is currently 67.11%.

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.