M Holdings Securities Inc. Acquires New Position in CocaCola Company (The) $KO

M Holdings Securities Inc. acquired a new position in shares of CocaCola Company (The) (NYSE:KO) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 24,798 shares of the company’s stock, valued at approximately $1,645,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in KO. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola during the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola in the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola in the 3rd quarter worth approximately $30,000. Finally, Wealth Watch Advisors INC purchased a new position in CocaCola in the 3rd quarter valued at approximately $34,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO John Murphy sold 72,449 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $80.52, for a total value of $5,833,593.48. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. The trade was a 20.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 892,925 shares of company stock worth $70,254,796 in the last quarter. Corporate insiders own 0.97% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on KO. Jefferies Financial Group reduced their price objective on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. UBS Group raised their price target on CocaCola from $82.00 to $87.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Barclays lifted their price target on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research report on Wednesday. Finally, Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $84.40.

CocaCola Price Performance

KO stock opened at $77.34 on Friday. The stock’s 50 day moving average price is $75.64 and its 200 day moving average price is $71.37. The firm has a market cap of $332.60 billion, a P/E ratio of 25.44, a PEG ratio of 3.25 and a beta of 0.35. 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 Company has a 1 year low of $65.35 and a 1 year high of $82.00.

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

CocaCola Increases Dividend

The business also recently disclosed 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. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio (DPR) is 67.11%.

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.