18,155 Shares in CocaCola Company (The) $KO Purchased by Markowski Investments

Markowski Investments bought a new stake in shares of CocaCola Company (The) (NYSE:KO) in the second quarter, Holdings Channel reports. The fund bought 18,155 shares of the company’s stock, valued at approximately $1,475,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of KO. Brighton Jones LLC increased its holdings 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 holdings in CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola during the 1st quarter valued at $210,000. Jump Financial LLC increased its holdings in shares of CocaCola by 450.5% in the second quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after purchasing an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. increased its holdings in shares of CocaCola by 548.2% in the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after purchasing an additional 899 shares during the period. 70.26% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently issued reports on KO. Argus lifted their price objective on CocaCola from $91.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Citigroup raised their price target on CocaCola from $97.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. TD Cowen boosted their price objective on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Truist Financial set a $88.00 price objective on shares of CocaCola in a research report on Friday, June 26th. Finally, UBS Group set a $104.00 target price on shares of CocaCola and gave the company a “buy” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $95.76.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains attractive to income-focused investors after extending its dividend-growth streak to 64 consecutive years. Its global brands and pricing power are viewed as defenses against inflation and a weaker dollar. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Positive Sentiment: Recent operating momentum remains supportive: second-quarter net revenue increased about 7% to $13.38 billion, organic revenue rose 6%, global unit case volume grew 5%, and comparable operating margin expanded to 35.6%. Management also raised full-year guidance in July. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Neutral Sentiment: Analysts continue to treat KO as a highly defensive consumer-staples holding, with its stable demand and dividend history compared favorably with PepsiCo. However, the stock’s roughly 26% year-to-date gain has made valuation a more important part of the investment case. PepsiCo vs. Coca-Cola: Which Stock Has the Edge?
• Negative Sentiment: Valuation concerns are becoming more prominent near the stock’s highs. Commentary has cited a forward P/E around 25.7 times, a modest dividend yield, and limited upside relative to several analyst price targets. Investors are also watching potential volume pressure from nutrition-program restrictions. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns
• Negative Sentiment: Quiver Quantitative data shows 24 insider sales and no insider purchases over the past six months. While such transactions may reflect compensation or diversification, the imbalance can reinforce profit-taking concerns after the strong rally. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns

CocaCola Stock Performance

CocaCola stock opened at $88.05 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The company has a market capitalization of $378.84 billion, a PE ratio of 26.44, a P/E/G ratio of 3.46 and a beta of 0.34. The firm has a fifty day simple moving average of $86.10 and a two-hundred day simple moving average of $81.18. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $92.49.

CocaCola (NYSE:KO) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period last year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Research analysts expect that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is 63.66%.

Insiders Place Their Bets

In other CocaCola news, CFO John Murphy sold 152,483 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the sale, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. The trade was a 35.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the completion of the transaction, the executive vice president owned 223,330 shares in the company, valued at $20,186,798.70. This represents a 18.29% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 1,050,604 shares of company stock worth $93,022,219. 0.90% of the stock is currently owned by corporate insiders.

About CocaCola

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.