Douglas Lane & Associates LLC Reduces Stake in CocaCola Company (The) $KO

Douglas Lane & Associates LLC decreased its holdings in CocaCola Company (The) (NYSE:KO) by 7.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 874,052 shares of the company’s stock after selling 74,357 shares during the quarter. Douglas Lane & Associates LLC’s holdings in CocaCola were worth $75,238,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of KO. O Keefe Stevens Advisory Inc. grew its stake in shares of CocaCola by 9.6% during the 3rd quarter. O Keefe Stevens Advisory Inc. now owns 20,754 shares of the company’s stock worth $1,786,000 after purchasing an additional 1,825 shares during the period. Legacy Wealth Asset Management LLC lifted its stake in shares of CocaCola by 96.8% in the 3rd quarter. Legacy Wealth Asset Management LLC now owns 24,762 shares of the company’s stock valued at $2,132,000 after purchasing an additional 12,177 shares during the period. Hardin Capital Partners LLC lifted its stake in shares of CocaCola by 5.0% in the 3rd quarter. Hardin Capital Partners LLC now owns 11,632 shares of the company’s stock valued at $1,001,000 after purchasing an additional 557 shares during the period. LifeGoal Investments LLC purchased a new stake in CocaCola during the third quarter worth $1,018,000. Finally, Monument Capital Management boosted its holdings in CocaCola by 10.0% during the third quarter. Monument Capital Management now owns 21,822 shares of the company’s stock worth $1,878,000 after buying an additional 1,980 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on KO shares. Rothschild & Co Redburn lifted their price objective on shares of CocaCola from $86.00 to $92.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and set a $93.00 target price (up from $83.00) on shares of CocaCola in a research report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on CocaCola in a research note on Friday, August 14th. BNP Paribas Exane upped their price target on CocaCola from $90.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Finally, HSBC raised their price objective on CocaCola from $90.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.95.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola’s recent performance remains supportive: quarterly revenue rose 6.2% year over year to $13.37 billion, while adjusted EPS of $0.97 exceeded analyst expectations. The company has also raised its outlook, with fiscal 2026 EPS guidance of $3.27–$3.30, reinforcing confidence in earnings growth. Coca-Cola Raises Its Outlook
• Positive Sentiment: New product initiatives, including zero-sugar and prebiotic beverages and new Banana and Vanilla Coca-Cola flavors, could help sustain volume growth and appeal to consumers seeking healthier options. Coca-Cola Product Launches
• Positive Sentiment: Coca-Cola’s defensive profile, global distribution network, high profit margin and long dividend record continue to attract income-oriented investors, particularly amid concerns about economic growth. Coca-Cola Dividend Commentary
• Neutral Sentiment: Reports that Coca-Cola is again exploring a sale of Costa Coffee point to a possible strategic reset after the roughly $5 billion acquisition struggled to generate expected growth. A sale could simplify the portfolio and potentially raise cash, but the outcome and financial impact remain uncertain. Coca-Cola Looks to Sell Costa Coffee
• Negative Sentiment: At roughly 26 times earnings and above its historical valuation average, KO may already reflect much of its earnings and volume-growth progress. Analysts also continue to flag limited upside and the risk that the company’s safety premium is too expensive. Coca-Cola Valuation Analysis

CocaCola Price Performance

Shares of NYSE KO traded up $0.41 during midday trading on Friday, hitting $88.18. The stock had a trading volume of 3,749,564 shares, compared to its average volume of 16,859,730. 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 stock has a 50 day simple moving average of $88.00 and a 200-day simple moving average of $82.73. The company has a market capitalization of $379.41 billion, a PE ratio of 26.49, a P/E/G ratio of 3.34 and a beta of 0.32. CocaCola Company has a 1 year low of $66.00 and a 1 year high of $92.49.

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

CocaCola Dividend Announcement

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

Insider Buying and Selling

In other news, CFO John Murphy sold 152,483 shares of CocaCola stock in a transaction dated 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 transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the transaction, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. This trade represents a 13.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 926,620 shares of company stock worth $83,075,714 over the last 90 days. 0.90% of the stock is owned by insiders.

CocaCola Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Its portfolio includes sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and other ready-to-drink products. The company’s best-known brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, Powerade, Minute Maid, fairlife, and Georgia Coffee.

Founded in 1886, the company develops, owns, licenses, markets, and distributes beverage brands through a network of bottling partners, distributors, retailers, and food-service operators.