CocaCola Company (The) $KO Shares Bought by Regal Investment Advisors LLC

Regal Investment Advisors LLC raised its stake in CocaCola Company (The) (NYSE:KO) by 23.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 95,288 shares of the company’s stock after purchasing an additional 18,389 shares during the period. Regal Investment Advisors LLC’s holdings in CocaCola were worth $6,319,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Brown Brothers Harriman & Co. raised its stake in CocaCola by 5.5% during the third quarter. Brown Brothers Harriman & Co. now owns 758,768 shares of the company’s stock valued at $50,321,000 after buying an additional 39,707 shares in the last quarter. Banque Transatlantique SA lifted its holdings in CocaCola by 4.1% during the 3rd quarter. Banque Transatlantique SA now owns 49,562 shares of the company’s stock worth $3,283,000 after buying an additional 1,973 shares during the last quarter. FORA Capital LLC acquired a new position in shares of CocaCola in the 3rd quarter worth approximately $5,990,000. FreeGulliver LLC increased its holdings in shares of CocaCola by 11.3% in the 3rd quarter. FreeGulliver LLC now owns 21,960 shares of the company’s stock valued at $1,456,000 after acquiring an additional 2,236 shares during the last quarter. Finally, Epoch Investment Partners Inc. increased its holdings in shares of CocaCola by 1.1% in the 3rd quarter. Epoch Investment Partners Inc. now owns 746,999 shares of the company’s stock valued at $49,541,000 after acquiring an additional 8,024 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction dated Tuesday, March 3rd. The shares were 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 $17,754,735. This trade represents a 9.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO James Quincey sold 250,688 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the transaction, the chief executive officer directly owned 278,155 shares of the company’s stock, valued at $22,013,186.70. The trade was a 47.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 892,925 shares of company stock worth $70,254,796. 0.97% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on KO. Royal Bank Of Canada set a $87.00 price objective on CocaCola in a research note on Wednesday, February 11th. Wells Fargo & Company boosted their target price on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Truist Financial set a $85.00 target price on shares of CocaCola in a report on Wednesday, February 11th. UBS Group raised their price target on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Barclays lifted their price target on shares of CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $84.40.

CocaCola Trading Down 0.4%

Shares of NYSE KO opened at $77.34 on Friday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00. The company has a market cap of $332.60 billion, a price-to-earnings ratio of 25.44, a price-to-earnings-growth ratio of 3.25 and a beta of 0.35. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The stock’s 50 day simple moving average is $75.64 and its 200 day simple moving average is $71.37.

CocaCola (NYSE:KO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The firm had revenue of $11.82 billion during the quarter, compared to the consensus estimate of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities research analysts expect that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The company also recently declared 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. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Friday, March 13th. CocaCola’s payout ratio is currently 67.11%.

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.