Illinois Municipal Retirement Fund Boosts Stake in CocaCola Company (The) $KO

Illinois Municipal Retirement Fund boosted its holdings in CocaCola Company (The) (NYSE:KO) by 11.8% during the third quarter, Holdings Channel.com reports. The fund owned 347,360 shares of the company’s stock after buying an additional 36,681 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in CocaCola were worth $23,037,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in shares of CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC grew its position in 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 acquiring an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in CocaCola in the first quarter valued at $210,000. Moran Wealth Management LLC increased its stake in CocaCola by 13.5% in the second quarter. Moran Wealth Management LLC now owns 73,247 shares of the company’s stock valued at $5,182,000 after acquiring an additional 8,693 shares during the last quarter. Finally, Mitchell Mcleod Pugh & Williams Inc. raised its position in CocaCola by 6.7% during the second quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 26,458 shares of the company’s stock valued at $1,872,000 after purchasing an additional 1,672 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on KO. Jefferies Financial Group cut their price objective on CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday. Morgan Stanley reaffirmed an “overweight” rating and issued a $87.00 target price on shares of CocaCola in a research note on Wednesday. Truist Financial set a $85.00 price target on shares of CocaCola in a research report on Wednesday. TD Cowen reissued a “buy” rating on shares of CocaCola in a research note on Wednesday. Finally, Evercore restated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. One analyst has rated the stock with a Strong Buy rating and seventeen have assigned a Buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $83.29.

Trending Headlines about CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/overweight views (UBS to $87, JPMorgan to $83, TD Cowen $85), giving KO visible upside from current levels and supporting investor buying. UBS raises Coca‑Cola target
• Positive Sentiment: Analyst commentary broadly remains bullish after the quarter — research notes highlight resilient margins, pricing power and durable cash flow that support dividends and buybacks. Analysts trending StrongBuy
• Positive Sentiment: MarketBeat and other coverage point to institutional accumulation and a thesis that KO can still reach the mid‑$80s on steady cash flow and capital returns — a supportive backdrop for the stock. MarketBeat: No Rally? Coca‑Cola’s Results Still Look Like a Sweet Deal
• Neutral Sentiment: Q4 EPS beat consensus ($0.58 vs. ~$0.56) and the company reiterated FY‑2026 EPS guidance (3.210–3.240), providing some reassurance on profit and shareholder returns. Zacks: Q4 EPS beat
• Negative Sentiment: Revenue disappointed (miss vs. consensus), and management’s conservative/top‑line guidance and a one‑off impairment (BODYARMOR trademark) have kept some investors cautious — these items drove the initial post‑earnings pullback. Reuters: Coca‑Cola misses Q4 revenue
• Negative Sentiment: Valuation pushback: some analysts/commentary warn KO is trading at a premium to peers after the recent run, tempering upside for new entrants. Seeking Alpha: Valuation concerns

Insider Activity

In other news, EVP Manuel Arroyo sold 139,689 shares of CocaCola stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $70.80, for a total transaction of $9,889,981.20. Following the sale, the executive vice president owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. The trade was a 70.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Nancy Quan sold 31,625 shares of the stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $15,894,396.10. The trade was a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 509,138 shares of company stock valued at $38,186,963. Corporate insiders own 0.97% of the company’s stock.

CocaCola Trading Up 2.5%

KO opened at $78.70 on Thursday. The firm has a market capitalization of $338.55 billion, a price-to-earnings ratio of 25.89, a PEG ratio of 3.95 and a beta of 0.36. CocaCola Company has a one year low of $65.35 and a one year high of $79.20. The business has a 50 day simple moving average of $71.73 and a two-hundred day simple moving average of $69.95. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.00.

CocaCola (NYSE:KO) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. The company had revenue of $11.80 billion during the quarter, compared to analyst estimates 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 quarter last year, the firm posted $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Analysts predict that CocaCola Company will post 2.96 EPS for the current year.

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.