37,263 Shares in CocaCola Company (The) $KO Bought by R Squared Ltd

R Squared Ltd acquired a new position in CocaCola Company (The) (NYSE:KO) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 37,263 shares of the company’s stock, valued at approximately $2,471,000. CocaCola accounts for approximately 1.1% of R Squared Ltd’s investment portfolio, making the stock its 7th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in the business. Headlands Technologies LLC bought a new position in shares of CocaCola in the 2nd quarter worth about $26,000. Marquette Asset Management LLC acquired a new stake in CocaCola during the third quarter worth about $27,000. Cloud Capital Management LLC acquired a new stake in CocaCola during the third quarter worth about $27,000. Redmont Wealth Advisors LLC bought a new position in CocaCola in the third quarter worth about $30,000. Finally, MMA Asset Management LLC acquired a new position in CocaCola in the second quarter valued at approximately $34,000. Institutional investors own 70.26% of the company’s stock.

Insider Activity at CocaCola

In other news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total value of $26,046,230.40. Following the completion of the sale, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This represents a 49.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.97% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Bank of America increased their price target on CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Truist Financial set a $85.00 target price on CocaCola in a research note on Wednesday, February 11th. Barclays boosted 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. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $84.33.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks Research raised several quarterly and annual EPS forecasts for KO (Q1/Q2 2026–2027 and FY2026–FY2028), lifting FY2027 and FY2028 estimates and nudging nearer‑term quarter estimates higher — a direct fundamental reason for positive sentiment around earnings power and forward profitability. Read More.
• Neutral Sentiment: Citi conference participation: CFO John Murphy will present at the Citi Global Consumer & Retail Conference on March 9, providing investors live access to management commentary and an earnings‑cycle update (could clarify strategy and outlook but is informational rather than catalytic). Read More.
• Neutral Sentiment: Operational / strategic moves: Coca‑Cola is pausing U.S. availability of Topo Chico temporarily for production upgrades while promoting BodyArmor as the official NCAA March Madness sports drink and preparing a CEO transition — mixed near‑term supply disruption vs. marketing/brand gains and leadership change. Read More.
• Neutral Sentiment: Industry context & comparisons: Analyst pieces weighing PepsiCo vs. Coca‑Cola and coverage of Keurig Dr Pepper’s plans provide sector framing — useful for relative valuation and positioning but not company‑specific catalysts. Read More.
• Negative Sentiment: Short interest rose sharply in February — shorted shares increased ~21.5% to ~41.2M (about 1.0% of float) with a ~1.8 days‑to‑cover — that can pressure sentiment and amplify downside on weak news or earnings. Data source: Market data

CocaCola Trading Up 0.0%

Shares of KO stock opened at $80.48 on Friday. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.25 and a current ratio of 1.46. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $81.09. The stock has a fifty day moving average of $73.80 and a two-hundred day moving average of $70.74. The firm has a market capitalization of $346.12 billion, a PE ratio of 26.47, a price-to-earnings-growth ratio of 3.37 and a beta of 0.36.

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

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders 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 yield of 2.6%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is 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.