AR Asset Management Inc. Acquires 6,364 Shares of CocaCola Company (The) $KO

AR Asset Management Inc. boosted its holdings in CocaCola Company (The) (NYSE:KO) by 3.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 176,595 shares of the company’s stock after acquiring an additional 6,364 shares during the period. CocaCola comprises 2.6% of AR Asset Management Inc.’s holdings, making the stock its 9th biggest position. AR Asset Management Inc.’s holdings in CocaCola were worth $13,430,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in shares of CocaCola by 0.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after buying an additional 129 shares in the last quarter. HORAN Wealth LLC increased its stake in CocaCola by 3.9% in the first quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock valued at $263,000 after acquiring an additional 130 shares during the last quarter. Beacon Financial Advisory LLC boosted its holdings in shares of CocaCola by 0.5% in the 1st quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock valued at $2,041,000 after purchasing an additional 136 shares in the last quarter. Vestia Personal Wealth Advisors increased its stake in shares of CocaCola by 3.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares during the last quarter. Finally, Alteri Wealth LLC increased its stake in shares of CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after purchasing an additional 141 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. JPMorgan Chase & Co. upped their price objective on CocaCola from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Wells Fargo & Company lifted their price target on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Monday, May 18th. Piper Sandler restated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Citigroup raised their price objective on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Finally, TD Cowen boosted their price objective on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $89.33.

Insider Activity

In other news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the sale, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. In the last three months, insiders have sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Performance

Shares of CocaCola stock opened at $82.32 on Thursday. The stock has a market cap of $354.19 billion, a price-to-earnings ratio of 25.89, a P/E/G ratio of 3.32 and a beta of 0.34. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $85.68. The company’s fifty day moving average is $81.39 and its 200 day moving average is $77.94. 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 announced its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion during 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%.CocaCola’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period last year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Sell-side analysts forecast that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s payout ratio is 66.67%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola is getting attention for an AI-powered brand overhaul that aims to strengthen global recognition, support premium pricing, and improve marketing efficiency across more than 200 markets. Investors may view this as a sign the company is using technology to defend and expand its brand moat. Coca-Cola (KO) AI Brand Overhaul Puts Valuation Back In Focus
• Positive Sentiment: Separate coverage highlighted that Coca-Cola has used AI to improve its own branding and marketing, which may help drive better execution and sales efficiency. Another article pointed to a 15% vending-related surge tied to new AI marketing efforts, reinforcing the idea that digital tools could be boosting demand. Coca-Cola Used AI to Make Itself More Coca-Cola
• Neutral Sentiment: Market commentary noted that KO has already had a strong run this year, with shares up sharply over the past six months and valuation now a bigger focus. That can support confidence in the stock, but it also suggests less room for error at current levels. 2 Reasons to Watch KO and 1 to Stay Cautious
• Negative Sentiment: A hacking group claimed responsibility for a cyberattack on Coca-Cola’s Fairlife unit, with reports saying the gang threatened to publish stolen data unless it received a ransom. Production at Fairlife was reportedly disrupted, raising concerns about near-term sales and operational continuity for one of Coca-Cola’s fastest-growing businesses. Gang claims responsibility for hack at Coca-Cola’s fairlife unit
• Negative Sentiment: Additional coverage said Fairlife production was halted after the ransomware attack, which could temporarily affect store shelves and investor sentiment even if Coca-Cola’s core beverage business remains intact. A Ransomware Attack Just Halted Coca-Cola’s Fairlife Production and Knocked the Stock Down 4%. Should Dividend Investors Care?

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.