Elser Financial Planning Inc Takes Position in CocaCola Company (The) $KO

Elser Financial Planning Inc acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 16,143 shares of the company’s stock, valued at approximately $1,129,000. CocaCola accounts for 0.8% of Elser Financial Planning Inc’s portfolio, making the stock its 21st biggest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Apexium Financial LP boosted its stake in CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after purchasing an additional 142 shares in the last quarter. Prosperity Financial Group Inc. raised its stake in shares of CocaCola by 3.9% in the 3rd quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after buying an additional 148 shares in the last quarter. Ashton Thomas Securities LLC raised its stake in shares of CocaCola by 1.2% in the 3rd quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock worth $835,000 after buying an additional 149 shares in the last quarter. Diversified Enterprises LLC lifted its holdings in shares of CocaCola by 1.0% in the third quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock valued at $972,000 after buying an additional 150 shares during the period. Finally, Capital Management Associates Inc lifted its holdings in shares of CocaCola by 4.0% in the third quarter. Capital Management Associates Inc now owns 3,915 shares of the company’s stock valued at $260,000 after buying an additional 150 shares during the period. Institutional investors own 70.26% of the company’s stock.

Insiders Place Their Bets

In other news, insider Bruno Pietracci sold 28,765 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 892,925 shares of company stock valued at $70,254,796 over the last 90 days. 0.90% of the stock is owned by corporate insiders.

CocaCola Stock Performance

Shares of NYSE KO opened at $76.05 on Wednesday. The stock’s fifty day simple moving average is $77.04 and its 200 day simple moving average is $72.05. The stock has a market capitalization of $327.31 billion, a price-to-earnings ratio of 25.01, a PEG ratio of 3.19 and a beta of 0.35. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $82.00.

CocaCola (NYSE:KO) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.56 by $0.02. The business had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.CocaCola’s revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, sell-side analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal 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 issued a $0.53 dividend. 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 annualized dividend and a dividend yield of 2.8%. CocaCola’s dividend payout ratio is 69.74%.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on KO. Citigroup lifted their target price on CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Evercore reissued an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a report on Wednesday, February 11th. TD Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, February 11th. Jefferies Financial Group lifted their price objective 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, Morgan Stanley set a $88.00 target price on shares of CocaCola in a research note on Wednesday, March 11th. One equities research 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.com, the stock has a consensus rating of “Buy” and a consensus target price of $84.80.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

CocaCola Company 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.