Pinnacle Associates Ltd. Lowers Position in CocaCola Company (The) $KO

Pinnacle Associates Ltd. lessened its stake in shares of CocaCola Company (The) (NYSE:KO) by 4.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 180,169 shares of the company’s stock after selling 7,476 shares during the period. Pinnacle Associates Ltd.’s holdings in CocaCola were worth $11,949,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC raised its stake in CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after acquiring an additional 4,591 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola in the first quarter worth $210,000. United Bank increased its stake in shares of CocaCola by 9.5% in the second quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after purchasing an additional 7,903 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. raised its position in shares of CocaCola by 379.3% during the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 51,151 shares of the company’s stock valued at $3,619,000 after purchasing an additional 40,480 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of NYSE:KO opened at $77.11 on Monday. The firm has a market cap of $331.63 billion, a price-to-earnings ratio of 25.37, a P/E/G ratio of 3.23 and a beta of 0.35. The firm has a fifty day moving average price of $74.86 and a 200 day moving average price of $71.12. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $82.00. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46.

CocaCola (NYSE:KO) last announced its quarterly 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 revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, sell-side analysts expect that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a dividend of $0.53 per share. 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 dividend on an annualized basis and a dividend yield of 2.7%. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Truist Financial set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. UBS Group increased their price target on CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $83.00 price target on shares of CocaCola in a report on Thursday, January 29th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group cut their target price on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $84.33.

Insider Transactions at CocaCola

In related news, EVP Nancy Quan sold 23,556 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $17,754,735. The trade was a 9.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 869,045 shares of company stock valued at $68,407,201. 0.90% of the stock is owned by insiders.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Citi reaffirmed a buy on KO / stayed constructive on the name, which supports demand from institutional and growth‑oriented analysts. Read More.
• Positive Sentiment: Coca‑Cola’s recent dividend raise and coverage as a Dividend King/Aristocrat reinforce its appeal to income investors and conservative portfolios; that steady payout profile is a structural positive for valuation support. Read More.
• Positive Sentiment: Analysts and trade pieces highlight KO’s digital transformation (marketing, supply‑chain, analytics) as a potential multi‑quarter margin catalyst — a reason for longer‑term upside if execution cuts costs and boosts mix. Read More.
• Positive Sentiment: Street support and raised targets (multiple firms have buy/overweight ratings and higher price targets, leaving a consensus target above the current price) provide analyst backing for the shares. Read More.
• Neutral Sentiment: Feature pieces show KO is a “trending” name and gets investor attention — useful context for flows but not an immediate fundamental catalyst. Read More.
• Neutral Sentiment: Commentary on an alternate Coca‑Cola‑related listing described as a “monster stock” may attract growth‑oriented flows to related tickers but doesn’t materially change KO’s staples profile. Read More.
• Negative Sentiment: Large, disclosed insider sales this week (CEO James Quincey, EVP Nancy Quan, Bruno Pietracci, CFO reports) represent a clear near‑term sentiment headwind and likely source of fresh supply into the market. Read More.
• Negative Sentiment: Coverage tied these insider sells to immediate selling pressure and short‑term price drops in several headlines, amplifying downside risk for traders focused on near‑term momentum. Read More.

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.