Thomasville National Bank Takes Position in CocaCola Company (The) $KO

Thomasville National Bank acquired a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 124,936 shares of the company’s stock, valued at approximately $10,154,000.

Other large investors also recently bought and sold shares of the company. Sterling Investment Counsel LLC boosted its position in CocaCola by 1.4% during the second quarter. Sterling Investment Counsel LLC now owns 39,946 shares of the company’s stock valued at $3,246,000 after purchasing an additional 555 shares in the last quarter. Ticino Wealth raised its holdings in CocaCola by 14.0% in the second quarter. Ticino Wealth now owns 10,967 shares of the company’s stock worth $891,000 after purchasing an additional 1,345 shares in the last quarter. Clarity Financial LLC lifted its position in shares of CocaCola by 4.8% during the second quarter. Clarity Financial LLC now owns 3,304 shares of the company’s stock valued at $269,000 after buying an additional 151 shares during the last quarter. Farmers & Merchants Investments Inc. lifted its position in shares of CocaCola by 1.7% during the second quarter. Farmers & Merchants Investments Inc. now owns 115,698 shares of the company’s stock valued at $9,403,000 after buying an additional 1,981 shares during the last quarter. Finally, Venturi Wealth Management LLC boosted its holdings in shares of CocaCola by 24.4% in the 2nd quarter. Venturi Wealth Management LLC now owns 23,836 shares of the company’s stock valued at $1,981,000 after buying an additional 4,681 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

CocaCola Stock Up 1.0%

NYSE:KO opened at $87.57 on Friday. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $90.92. The company has a market cap of $376.77 billion, a PE ratio of 26.30, a P/E/G ratio of 3.03 and a beta of 0.33. The company’s 50 day moving average is $83.35 and its two-hundred day moving average is $79.75.

CocaCola (NYSE:KO) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the company posted $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts anticipate that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be paid a $0.53 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Insider Activity at CocaCola

In other news, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the transaction, the insider directly owned 35,393 shares in the company, valued at $3,172,982.45. This trade represents a 68.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 145,947 shares of CocaCola stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This trade represents a 54.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,433,535 shares of company stock worth $121,922,698 in the last quarter. 0.90% of the stock is owned by insiders.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Strong earnings underpin investor confidence: Coca-Cola’s latest quarter exceeded expectations, with EPS of $0.97 versus the $0.93 consensus and revenue of $13.37 billion versus $13.17 billion expected. Revenue increased 6.2% year over year, while full-year 2026 guidance remains $3.27–$3.30 in EPS. The debates that matter for KO stock
• Positive Sentiment: Profit estimates are moving higher: Zacks Research raised its FY2026 EPS forecast to $3.29 from $3.26, FY2027 to $3.51 from $3.47 and FY2028 to $3.74 from $3.71. Several quarterly estimates were also increased, suggesting analysts see continued earnings momentum. Coca-Cola analyst estimates
• Positive Sentiment: Defensive and dividend characteristics remain attractive: Coca-Cola’s globally recognized brands, approximately 2.4% dividend yield and long dividend-growth record make KO appealing to income-oriented investors seeking stability while markets become less certain. Its long-standing Berkshire Hathaway holding also reinforces the stock’s “buy and hold” reputation. Warren Buffett stocks to buy and hold
• Neutral Sentiment: Investors are monitoring consumer pressure: Articles focus on gasoline prices, inflation data and their potential effect on household spending. Coca-Cola’s affordable beverage portfolio may prove relatively resilient, although sustained cost-of-living pressure could affect volumes or product mix. Coca-Cola and gasoline prices
• Neutral Sentiment: International bottler updates have limited direct impact: Coca-Cola İçecek’s disclosures about its regional bottling network and debt redemption relate primarily to the separate bottler, COLZF, rather than directly to KO. Coca-Cola Icecek bottling network
• Negative Sentiment: Valuation creates downside risk: After its recent rally, KO trades near 26 times earnings. Analysts are debating whether the premium is justified by Coca-Cola’s growth and margin performance, leaving less room for disappointment. Coca-Cola valuation analysis
• Negative Sentiment: Insider selling may weigh modestly on sentiment: Insider Sanket Ray sold 9,958 shares for about $861,000, reducing his direct holding by 13.8%. The transaction is not necessarily a fundamental warning, but it could attract attention at elevated share-price levels. Coca-Cola insider sale

Wall Street Analyst Weigh In

KO has been the subject of several recent analyst reports. Truist Financial set a $88.00 price objective on shares of CocaCola in a research note on Friday, June 26th. Jefferies Financial Group raised their target price on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $93.00 price target on shares of CocaCola in a report on Wednesday, July 29th. JPMorgan Chase & Co. upped their price target on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, Barclays raised their price objective on CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

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.