Stevens Capital Management LP Invests $2.11 Million in CocaCola Company (The) $KO

Stevens Capital Management LP purchased a new stake in shares of CocaCola Company (The) (NYSE:KO) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 31,773 shares of the company’s stock, valued at approximately $2,107,000.

Other hedge funds also recently added to or reduced their stakes in the company. Darden Wealth Group Inc boosted its stake in CocaCola by 4.9% during the 3rd quarter. Darden Wealth Group Inc now owns 5,331 shares of the company’s stock valued at $354,000 after purchasing an additional 250 shares during the last quarter. Lion Street Advisors LLC lifted its holdings in shares of CocaCola by 116.3% during the third quarter. Lion Street Advisors LLC now owns 28,617 shares of the company’s stock valued at $1,898,000 after purchasing an additional 15,388 shares in the last quarter. Kidder Stephen W boosted its position in shares of CocaCola by 9.0% during the third quarter. Kidder Stephen W now owns 9,050 shares of the company’s stock valued at $600,000 after buying an additional 750 shares during the last quarter. Northern Financial Advisors Inc increased its holdings in CocaCola by 13.7% in the 3rd quarter. Northern Financial Advisors Inc now owns 24,931 shares of the company’s stock worth $1,653,000 after buying an additional 3,009 shares in the last quarter. Finally, Y.D. More Investments Ltd raised its position in CocaCola by 242.5% in the 3rd quarter. Y.D. More Investments Ltd now owns 10,089 shares of the company’s stock worth $669,000 after buying an additional 7,143 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at CocaCola

In related news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the completion of the transaction, the chief executive officer owned 342,546 shares in the company, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.97% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

KO has been the subject of a number of research analyst reports. Bank of America lifted their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Truist Financial set a $85.00 price target on CocaCola in a report on Wednesday, February 11th. Morgan Stanley reaffirmed an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Finally, TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $84.33.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola raised its quarterly dividend (now $0.53/share) and confirmed the payout schedule — a ~3.9% bump and the 64th consecutive annual increase, reinforcing its Dividend King status and attracting income investors. Coca‑Cola Raises Dividend
• Positive Sentiment: Management is executing a CEO succession that pairs a digital‑first push with the dividend growth story — investors view this as continuity with a growth tilt, supporting multiple expansion. CEO Shift and Strategy
• Positive Sentiment: Industry coverage highlights that health‑focused product innovation and digital/channel growth could offset input‑cost pressure for soft drink makers, favoring leaders like KO. Soft Drinks Industry Outlook
• Positive Sentiment: Some bullish commentary and price targets (e.g., articles arguing KO can reach triple‑digits) add optimism to momentum traders. Bullish Price Target
• Neutral Sentiment: Zacks and other outlets note increased investor attention and search interest in KO — higher visibility can amplify moves in either direction but is not direct fundamental news. Investor Attention Note
• Neutral Sentiment: Coca‑Cola disclosed executive pay details ahead of the CEO transition — useful for governance-focused investors but unlikely to move fundamentals materially in the short term. Exec Pay Disclosure
• Neutral Sentiment: Recent quarterly results showed an EPS beat ($0.58 vs. $0.56) but a slight revenue miss; management set FY‑2026 EPS guidance of ~3.21–3.24 — mixed operational data that supports the dividend case but tempers growth expectations.
• Negative Sentiment: Benzinga warns KO’s value score has weakened after a ~15% YTD rally and highlights a tepid 2026 outlook, raising concerns that upside may be limited absent stronger top‑line momentum. Valuation/Outlook Warning

CocaCola Trading Up 1.1%

NYSE:KO opened at $79.79 on Friday. CocaCola Company has a one year low of $65.35 and a one year high of $80.41. The business has a fifty day moving average price of $73.00 and a 200-day moving average price of $70.45. The firm has a market capitalization of $343.24 billion, a price-to-earnings ratio of 26.25, a price-to-earnings-growth ratio of 3.31 and a beta of 0.36. 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 (NYSE:KO) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the previous year, the company posted $0.55 earnings per share. CocaCola’s revenue for the quarter was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Sell-side analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is currently 67.11%.

CocaCola Company 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.