Florida Trust Wealth Management Co boosted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 9.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 105,271 shares of the company’s stock after buying an additional 8,786 shares during the quarter. Florida Trust Wealth Management Co’s holdings in CocaCola were worth $7,359,000 at the end of the most recent quarter.
A number of other institutional investors have also recently made changes to their positions in KO. Ethos Financial Group LLC lifted its stake in shares of CocaCola by 183.0% in the fourth quarter. Ethos Financial Group LLC now owns 12,705 shares of the company’s stock worth $888,000 after acquiring an additional 8,216 shares during the period. Princeton Global Asset Management LLC increased its position in CocaCola by 2.1% during the 4th quarter. Princeton Global Asset Management LLC now owns 59,201 shares of the company’s stock valued at $4,139,000 after purchasing an additional 1,242 shares during the period. Ascent Group LLC raised its holdings in CocaCola by 6.8% during the 4th quarter. Ascent Group LLC now owns 94,892 shares of the company’s stock worth $6,634,000 after purchasing an additional 6,043 shares during the last quarter. Semitam Bonam LLC bought a new position in CocaCola during the 4th quarter worth approximately $201,000. Finally, JB Capital LLC lifted its position in shares of CocaCola by 1.1% in the 4th quarter. JB Capital LLC now owns 13,510 shares of the company’s stock worth $945,000 after purchasing an additional 151 shares during the period. Institutional investors own 70.26% of the company’s stock.
Insider Activity
In other news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 17,725 shares of the company’s stock, valued at $1,371,383.25. This represents a 57.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were 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. In the last ninety days, insiders have sold 892,925 shares of company stock valued at $70,254,796. Corporate insiders own 0.90% of the company’s stock.
CocaCola News Roundup
- 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?
CocaCola Stock Performance
Shares of KO stock opened at $76.68 on Friday. The firm has a 50 day moving average of $77.30 and a 200-day moving average of $72.22. The company has a market cap of $330.03 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 3.24 and a beta of 0.36. 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 – Get Free Report) last released its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. The company had revenue of $11.82 billion for 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%. CocaCola’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities analysts forecast that CocaCola Company will post 2.96 earnings per share for the current year.
CocaCola Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were issued a dividend of $0.53 per share. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is currently 69.74%.
Analysts Set New Price Targets
KO has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Citigroup boosted their target price on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft upped their price target on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Royal Bank Of Canada set a $87.00 price target on CocaCola in a report on Wednesday, February 11th. Finally, Barclays lifted their price objective 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 issued a Buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $84.80.
Read Our Latest Analysis on KO
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.
Further Reading
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