Allworth Financial LP Raises Position in CocaCola Company (The) $KO

Allworth Financial LP grew its stake in CocaCola Company (The) (NYSE:KO) by 2.3% during the third quarter, Holdings Channel reports. The firm owned 609,073 shares of the company’s stock after purchasing an additional 13,743 shares during the period. Allworth Financial LP’s holdings in CocaCola were worth $40,394,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of KO. Headlands Technologies LLC purchased a new stake in CocaCola in the 2nd quarter valued at $26,000. Marquette Asset Management LLC purchased a new position in CocaCola during the 3rd quarter worth $27,000. Cloud Capital Management LLC bought a new stake in shares of CocaCola in the 3rd quarter worth $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola in the 3rd quarter worth $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of CocaCola in the third quarter valued at about $31,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies published a bullish forecast calling for strong price appreciation for KO, a direct buy‑side vote of confidence that can support the stock or limit downside after recent weakness. Jefferies Forecasts Strong Price Appreciation for CocaCola
• Positive Sentiment: Coca‑Cola secured a prominent marketing win by bringing Sprite back to the NBA via a sponsorship deal — a revenue/brand exposure positive that may help beverage sales and youth engagement over time. Coca-Cola brings Sprite back to the NBA
• Positive Sentiment: Coverage pieces and lists continue to include KO among attractive high‑yielding stocks, keeping it on investor radars for dividend income strategies. This supports demand from income‑oriented buyers. 3 No-Brainer High-Yielding Stocks to Buy
• Neutral Sentiment: Market writeups note KO trading steady within the S&P 500; this suggests moves are more about sector/market flows than company‑specific shocks. The Coca-Cola Company Steady in S&P 500 Trade Activity
• Neutral Sentiment: Comparisons and feature articles (e.g., Coca‑Cola vs. PepsiCo, and pieces highlighting other dividend stocks) provide context but are unlikely to trigger large moves unless they lead to fund flows. Coca‑Cola vs. PepsiCo
• Neutral Sentiment: Corporate community/CSR items (e.g., Coca‑Cola Scholars honored by the American Indian College Fund) are reputation positives but have limited near‑term stock impact. American Indian College Fund Honors Coca‑Cola Scholars
• Negative Sentiment: A market note highlighted that KO declined more than the broader market in the latest session — investors may be trimming positions after a recent run or reacting to mixed fundamentals (Coke recently beat EPS but missed revenue estimates), contributing to today’s weakness. Coca‑Cola (KO) Declines More Than Market
• Neutral Sentiment: Industry commentary highlighting other long‑running dividend payers can shift investor attention away from blue‑chips like KO but isn’t an immediate threat to Coca‑Cola’s business. Meet Wall Street’s Greatest Dividend Stock

Insiders Place Their Bets

In related news, insider Bruno Pietracci sold 28,765 shares of CocaCola 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.97% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $75.98 on Thursday. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. The firm has a market cap of $326.76 billion, a price-to-earnings ratio of 24.99, a P/E/G ratio of 3.25 and a beta of 0.35. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $82.00. The firm’s 50-day simple moving average is $76.20 and its two-hundred day simple moving average is $71.57.

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

CocaCola Increases Dividend

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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on KO. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a report on Thursday, January 22nd. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research note on Wednesday, March 11th. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Truist Financial set a $85.00 target price on CocaCola in a report on Wednesday, February 11th. Finally, Evercore reaffirmed an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. One 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.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $84.60.

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.