CocaCola Company (The) $KO Position Boosted by Sunbelt Securities Inc.

Sunbelt Securities Inc. boosted its holdings in CocaCola Company (The) (NYSE:KO) by 23.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 107,709 shares of the company’s stock after acquiring an additional 20,695 shares during the quarter. Sunbelt Securities Inc.’s holdings in CocaCola were worth $7,143,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Headlands Technologies LLC bought a new position in shares of CocaCola in the second quarter worth $26,000. Marquette Asset Management LLC bought a new stake in shares of CocaCola during the third quarter valued at about $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola in the third quarter worth about $27,000. Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the third quarter worth about $30,000. Finally, Turning Point Benefit Group Inc. bought a new position in CocaCola in the 3rd quarter valued at about $33,000. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of CocaCola stock opened at $77.61 on Wednesday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The stock has a market cap of $333.77 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 3.26 and a beta of 0.35. The company’s 50-day moving average price is $76.03 and its two-hundred day moving average price is $71.53.

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

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be issued a dividend of $0.53 per share. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola’s payout ratio is 69.74%.

Insider Transactions at CocaCola

In other CocaCola news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.50, for a total value of $1,872,702.00. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO John Murphy sold 99,437 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $80.42, for a total value of $7,996,723.54. Following the completion of the transaction, the chief financial officer directly owned 410,550 shares in the company, valued at $33,016,431. This represents a 19.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 892,925 shares of company stock valued at $70,254,796 in the last 90 days. 0.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. TD Cowen reiterated a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Evercore reiterated an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. UBS Group boosted their target price on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Barclays upped their target price on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $84.60.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 and maintains a Buy rating — a material analyst upgrade that signals upside versus current levels and can support investor demand. Benzinga
• Positive Sentiment: Analysts and reports point to zero‑sugar variants (Coke Zero Sugar, Sprite Zero Sugar) as a margin and pricing tailwind, helping volume growth and profitability as consumers shift to low‑calorie options. This reinforces KO’s ability to expand margins even if top‑line growth is modest. Zacks: Is Zero Sugar Acting as a Margin Driver
• Positive Sentiment: Coca‑Cola secured a high‑profile Sprite sponsorship with the NBA, increasing brand exposure for Sprite and supporting marketing-driven volume gains in a key demographic. This is especially relevant as the company pushes flavored and zero‑sugar innovations. MSN: Sprite back to the NBA
• Positive Sentiment: KO appears on a “high‑yielding stocks to buy” list, which can attract income‑focused investors given Coca‑Cola’s dividend profile. Inclusion in retail investor lists can help support demand. 247WallSt: High‑Yielding Stocks
• Neutral Sentiment: Corporate philanthropy: The American Indian College Fund honored Coca‑Cola First Generation Scholars — a reputational/ESG positive but with limited direct near‑term impact on the stock. GlobeNewswire: Coca‑Cola Scholars
• Negative Sentiment: Some commentary urges caution: a Seeking Alpha piece recommends a defensive stance on KO, arguing valuation and macro risks may limit near‑term upside — a viewpoint that can weigh on sentiment among growth‑oriented holders. Seeking Alpha: Time To Play Defensive
• Negative Sentiment: Coverage noting a product shift (new Mango Citrus Sprite Walmart exclusive) and the retirement of long‑serving board member Maria Elena Lagomasino raises governance and valuation questions for some investors—mixed operational upside but also structural change that can introduce near‑term uncertainty. Yahoo Finance: Product Shift & Board Change

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.