CocaCola Company (The) $KO Holdings Cut by Edgar Lomax Co. VA

Edgar Lomax Co. VA reduced its position in shares of CocaCola Company (The) (NYSE:KO) by 22.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 735,335 shares of the company’s stock after selling 214,990 shares during the period. CocaCola makes up 3.8% of Edgar Lomax Co. VA’s portfolio, making the stock its 6th biggest holding. Edgar Lomax Co. VA’s holdings in CocaCola were worth $48,767,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Paulson Wealth Management Inc. raised its holdings in shares of CocaCola by 2.2% in the 2nd quarter. Paulson Wealth Management Inc. now owns 6,773 shares of the company’s stock valued at $479,000 after acquiring an additional 149 shares in the last quarter. Summitry LLC increased its position in shares of CocaCola by 1.9% in the second quarter. Summitry LLC now owns 7,865 shares of the company’s stock worth $556,000 after purchasing an additional 149 shares during the last quarter. Ashton Thomas Securities LLC raised its stake in CocaCola by 1.2% in the third quarter. Ashton Thomas Securities LLC now owns 12,656 shares of the company’s stock valued at $835,000 after purchasing an additional 149 shares in the last quarter. Cetera Trust Company N.A lifted its position in CocaCola by 0.5% during the second quarter. Cetera Trust Company N.A now owns 30,371 shares of the company’s stock valued at $2,149,000 after purchasing an additional 150 shares during the last quarter. Finally, Diversified Enterprises LLC grew its stake in CocaCola by 1.0% in the 3rd quarter. Diversified Enterprises LLC now owns 14,656 shares of the company’s stock worth $972,000 after buying an additional 150 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

Shares of CocaCola stock opened at $76.96 on Friday. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. CocaCola Company has a one year low of $65.35 and a one year high of $82.00. The business’s 50 day simple moving average is $74.72 and its two-hundred day simple moving average is $71.05. The stock has a market capitalization of $330.98 billion, a P/E ratio of 25.32, a price-to-earnings-growth ratio of 3.27 and a beta of 0.35.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same quarter last year, the business earned $0.55 earnings per share. The business’s revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts forecast that CocaCola Company will post 2.96 EPS for the current 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 paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. CocaCola’s payout ratio is currently 67.11%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Management is accelerating a digital transformation across marketing, supply‑chain and analytics aimed at driving long‑term efficiency and margin expansion — a clear fundamental tailwind if execution stays on track. Is Coca-Cola’s Digital Transformation a Catalyst for Margin Expansion?
• Positive Sentiment: Coca‑Cola recently raised its quarterly dividend (supporting yield investor demand) and remains a long‑standing dividend stalwart — this helps steady demand from income‑oriented funds. Valuation Check After Another Dividend Raise For Income Investors
• Positive Sentiment: Major brokerages continue to favor KO (consensus “Buy” with several target raises), which supports medium‑term investor confidence and limits downside.
• Neutral Sentiment: KO has been a trending topic on screens and in sector roundups (Zacks/Yahoo); this can bring short‑term attention and flows but is not a direct company catalyst. KO Is a Trending Stock: Facts to Know
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which roughly stabilizes share ownership over time but doesn’t remove near‑term volatility. KO Institutional Ownership
• Negative Sentiment: Significant insider selling on March 2–3: CEO James Quincey (250,688 shares), CFO John Murphy (72,449 shares) and other senior execs trimmed holdings — large, clustered sales have likely driven short‑term selling pressure and negative sentiment. SEC Form 4 (Quincey) SEC Form 4 (Murphy)
• Negative Sentiment: Analyst/coverage pieces raising questions about earnings quality and reporting nuances add to caution among value‑oriented traders and may deepen short‑term weakness. Seeking Alpha: Earnings Quality Still Not Great

Analyst Ratings Changes

A number of research firms have weighed in on KO. Bank of America raised their price target on CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Barclays raised their price objective on CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. Morgan Stanley reissued an “overweight” rating and set a $87.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group lowered their price objective on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $84.33.

Insider Activity at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 28,765 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total value of $2,284,228.65. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Beatriz R. Perez sold 21,326 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $80.75, for a total value of $1,722,074.50. Following the transaction, the executive vice president directly owned 173,728 shares in the company, valued at $14,028,536. This trade represents a 10.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 869,045 shares of company stock valued at $68,407,201 in the last quarter. 0.97% of the stock is currently owned by company insiders.

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.