Whalen Wealth Management Inc. Takes Position in CocaCola Company (The) $KO

Whalen Wealth Management Inc. bought a new stake in CocaCola Company (The) (NYSE:KO) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 7,389 shares of the company’s stock, valued at approximately $517,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Headlands Technologies LLC bought a new stake in shares of CocaCola during the 2nd quarter valued at $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola during the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of CocaCola during the third quarter worth $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of CocaCola in the 3rd quarter valued at about $31,000. 70.26% of the stock is owned by institutional investors.

CocaCola Trading Down 0.1%

Shares of CocaCola stock opened at $76.68 on Friday. The company has a market capitalization of $330.03 billion, a price-to-earnings ratio of 25.22, a P/E/G ratio of 3.24 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The business has a fifty day simple moving average of $77.30 and a two-hundred day simple moving average of $72.18. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

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

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a $0.53 dividend. The ex-dividend date of this dividend was Friday, March 13th. This is a boost from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. CocaCola’s dividend payout ratio (DPR) is presently 69.74%.

Insider Activity

In related news, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Bruno Pietracci sold 28,765 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. Insiders own 0.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on KO. Deutsche Bank Aktiengesellschaft upped their price objective on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research report on Monday, March 30th. Evercore restated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. upped their price target on CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Jefferies Financial Group raised their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Finally, Barclays boosted their price objective on shares of CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $84.80.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Defensive‑sector tailwind: analysis highlights consumer staples like KO outperforming as recession odds rise, supporting demand for KO’s steady dividends and low beta. As Recession Odds Climb, Defensive Sectors Continue to Outperform (KO)
• Positive Sentiment: Dividend credibility: Coca‑Cola is featured among “safest dividend aristocrats,” reinforcing appeal to income investors who value the company’s long dividend growth record. The 5 Safest Dividend Aristocrats Are Perfect For Retirees Needing Growth & Income
• Positive Sentiment: Brand/marketing initiative: Coke Florida rolled out limited‑edition America250 cans — a consumer/PR boost that can help share gains in local markets and supports brand engagement. Coca‑Cola Beverages Florida Unveils America250 Commemorative Cans
• Neutral Sentiment: Analyst/coverage attention: pieces from Zacks and Yahoo revisit KO’s valuation and status as a trending stock — they raise investor awareness but offer mixed signals on near‑term upside. Is Trending Stock CocaCola Company (The) (KO) a Buy Now?
• Neutral Sentiment: Market‑wide commentary: a Motley Fool piece on buying blue‑chip weakness notes broad market softness; such macro pressure can create buying opportunities but doesn’t single out KO materially. Two Blue Chip Stocks I’d Buy Into This Week’s Weakne
• Negative Sentiment: Dividend sustainability concern: coverage questions whether the recent $0.53 quarterly dividend increase is fully supported by earnings and cash flow, raising the risk that higher payout expectations pressure valuation if growth slows. Investors focused on payout ratios and free cash flow should dig into the company’s guidance and capital allocation plans. Is Coca‑Cola Paying More in Dividends Than It Can Afford?

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.