CocaCola Company (The) $KO Shares Newly Acquired by LifeGoal Investments LLC

LifeGoal Investments LLC bought a new position in CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 11,824 shares of the company’s stock, valued at approximately $1,018,000.

A number of other large investors have also made changes to their positions in KO. Louisbourg Investments Inc. purchased a new position in CocaCola during the 1st quarter worth approximately $25,000. Guardian Partners Inc. acquired a new stake in shares of CocaCola in the second quarter worth $27,000. Horizons Wealth Management acquired a new stake in shares of CocaCola in the third quarter worth $31,000. Bard Associates Inc. purchased a new position in shares of CocaCola during the fourth quarter valued at $30,000. Finally, Atomic Invest LLC grew its holdings in shares of CocaCola by 38.7% during the second quarter. Atomic Invest LLC now owns 437 shares of the company’s stock valued at $36,000 after buying an additional 122 shares in the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on KO. Jefferies Financial Group raised their price objective on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Weiss Ratings raised CocaCola from a “buy (b+)” rating to a “buy (a-)” rating in a report on Thursday, September 3rd. BNP Paribas Exane raised their price objective on CocaCola from $90.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Citigroup boosted their target price on CocaCola from $97.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $93.00 target price (up from $83.00) on shares of CocaCola in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.95.

CocaCola Price Performance

Shares of NYSE:KO opened at $87.73 on Friday. The company has a market cap of $377.48 billion, a price-to-earnings ratio of 26.35, a PEG ratio of 3.34 and a beta of 0.32. The business has a 50 day moving average price of $88.00 and a 200 day moving average price of $82.73. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. CocaCola Company has a twelve month low of $66.00 and a twelve month high of $92.49.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the previous year, the business posted $0.87 EPS. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts predict that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Tuesday, September 15th were paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.4%. The ex-dividend date was Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong volume growth and higher outlook support the bullish case. Coca-Cola’s recent results included approximately 5% volume growth, improved pricing and margins, while the company has raised its outlook and exceeded earnings expectations in recent quarters. Its latest reported quarter also beat estimates on both earnings and revenue. Coca-Cola Raises Its Outlook
• Positive Sentiment: Potential earnings growth could drive additional appreciation. One analysis argues that expanding earnings may lift KO toward $100 before 2028, implying further upside if the company delivers on its growth projections and FY 2026 EPS guidance of $3.27–$3.30. Prediction: Earnings Growth Will Push Coca-Cola Stock to $100
• Positive Sentiment: Institutional buying and product innovation add support. Diversified Management more than doubled its KO position in the third quarter, while new zero-sugar, prebiotic and flavored soda offerings could help Coca-Cola respond to changing consumer preferences. Diversified Management Acquires Coca-Cola Shares
• Neutral Sentiment: Costa Coffee may be sold again. Reports that Coca-Cola is exploring a sale of Costa could indicate a portfolio reshaping or a focus on higher-return beverage brands, but deal terms, timing and the effect on earnings remain unclear. Coca-Cola Looks to Sell Costa Coffee
• Negative Sentiment: Valuation leaves less room for disappointment. KO trades around 26 times earnings and above its historical valuation averages. Analysts note that much of the recent volume and execution strength may already be reflected in the share price. Is Coca-Cola’s Safety Premium Getting Too Expensive?
• Negative Sentiment: Some analysts remain cautious. A bearish earnings preview cited elevated valuation and insider selling as reasons to maintain a “Sell” view, potentially weighing on upside despite Coca-Cola’s defensive qualities. Coca-Cola Earnings Preview

Insider Transactions at CocaCola

In other CocaCola news, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $87.31, for a total value of $13,313,290.73. Following the sale, the chief financial officer directly owned 279,917 shares in the company, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of CocaCola stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 926,620 shares of company stock worth $83,075,714. 0.90% of the stock is currently owned by insiders.

About CocaCola

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.