Savvy Advisors Inc. grew its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 29.6% in the 4th quarter, Holdings Channel reports. The firm owned 47,783 shares of the company’s stock after acquiring an additional 10,902 shares during the quarter. Savvy Advisors Inc.’s holdings in CocaCola were worth $3,341,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of CocaCola by 0.4% during the third quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock worth $24,464,464,000 after buying an additional 1,443,189 shares during the period. State Street Corp lifted its holdings in CocaCola by 0.6% in the third quarter. State Street Corp now owns 165,858,003 shares of the company’s stock valued at $11,083,296,000 after buying an additional 923,278 shares during the period. Franklin Resources Inc. lifted its holdings in CocaCola by 15.1% in the third quarter. Franklin Resources Inc. now owns 39,094,276 shares of the company’s stock valued at $2,592,732,000 after buying an additional 5,135,198 shares during the period. Legal & General Group Plc boosted its position in CocaCola by 2.8% during the third quarter. Legal & General Group Plc now owns 28,051,787 shares of the company’s stock valued at $1,860,395,000 after acquiring an additional 770,235 shares during the last quarter. Finally, Invesco Ltd. boosted its position in CocaCola by 5.5% during the third quarter. Invesco Ltd. now owns 26,721,843 shares of the company’s stock valued at $1,772,193,000 after acquiring an additional 1,393,760 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.
Insider Buying and Selling
In related news, CEO James Quincey sold 337,824 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total value of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. This trade represents a 49.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Bruno Pietracci sold 28,765 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $79.41, for a total transaction of $2,284,228.65. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 892,925 shares of company stock worth $70,254,796 over the last quarter. Corporate insiders own 0.90% of the company’s stock.
Wall Street Analyst Weigh In
Read Our Latest Analysis on KO
CocaCola Stock Performance
Shares of KO opened at $76.68 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The company has a market cap of $330.03 billion, a PE ratio of 25.22, a P/E/G ratio of 3.24 and a beta of 0.36. The stock has a 50-day moving average of $77.30 and a 200-day moving average of $72.22. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The business had revenue of $11.82 billion for 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%.The firm’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities research analysts predict that CocaCola Company will post 2.96 EPS for the current fiscal year.
CocaCola Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were given a dividend of $0.53 per share. The ex-dividend date of this dividend was Friday, March 13th. This is a positive change 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 payout ratio is currently 69.74%.
CocaCola News Roundup
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?
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.
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