Epoch Investment Partners Inc. Lowers Stock Holdings in CocaCola Company (The) $KO

Epoch Investment Partners Inc. trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 2.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 732,066 shares of the company’s stock after selling 14,933 shares during the period. Epoch Investment Partners Inc.’s holdings in CocaCola were worth $51,179,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Anfield Capital Management LLC boosted its stake in shares of CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the period. Headlands Technologies LLC purchased a new position in shares of CocaCola in the 2nd quarter valued at about $26,000. Evolution Wealth Management Inc. boosted its stake in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after buying an additional 357 shares during the period. Daytona Street Capital LLC purchased a new position in shares of CocaCola in the 4th quarter valued at about $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of CocaCola in the 3rd quarter valued at about $30,000. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

CocaCola Trading Up 0.0%

KO opened at $82.63 on Monday. The firm has a market cap of $355.51 billion, a price-to-earnings ratio of 25.98, a price-to-earnings-growth ratio of 3.30 and a beta of 0.35. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $84.04. The business’s 50 day moving average is $78.70 and its two-hundred day moving average is $75.70. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.81 by $0.05. The company had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, research analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s payout ratio is presently 66.67%.

Insider Activity

In related news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president directly owned 207,400 shares in the company, valued at $16,480,004. The trade was a 32.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president owned 223,330 shares in the company, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 899,905 shares of company stock valued at $71,832,315. Company insiders own 0.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. TD Cowen lifted their price objective on CocaCola from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Sanford C. Bernstein assumed coverage on CocaCola in a research note on Thursday. They issued a “market perform” rating and a $84.00 price objective for the company. Citigroup lifted their price objective on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Finally, Jefferies Financial Group lifted their price objective on CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $86.69.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: RBC Capital reiterated its buy view on Coca-Cola, reinforcing Wall Street’s generally favorable stance on KO and supporting the stock’s recent strength.
• Positive Sentiment: Several reports highlighted Coca-Cola as a potential beneficiary of the 2026 FIFA World Cup, with expectations that beverage volume and consumer spending could rise during the tournament.
• Positive Sentiment: Market commentary also pointed to strong Q1 results, including an earnings and revenue beat, solid organic growth, and volume gains, which continue to underpin the bullish investment case. Coca-Cola’s Q1 Results Prove It’s a Good Buy to Hold and Hold
• Positive Sentiment: Investor interest remains supported by Coca-Cola’s reliable dividend and defensive profile, which continue to attract income-focused buyers.
• Neutral Sentiment: EVP Jennifer K. Mann disclosed a stock sale, but it was conducted under a pre-arranged 10b5-1 plan and tied to equity-award tax withholding, making it less of a concern than discretionary insider selling.

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.