Envestnet Portfolio Solutions Inc. Grows Stock Position in CocaCola Company (The) $KO

Envestnet Portfolio Solutions Inc. boosted its holdings in CocaCola Company (The) (NYSE:KO) by 13.2% during the second quarter, Holdings Channel reports. The institutional investor owned 254,949 shares of the company’s stock after buying an additional 29,658 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in CocaCola were worth $20,720,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Eurizon SLJ Capital Ltd acquired a new position in shares of CocaCola in the 4th quarter valued at $552,000. Farther Finance Advisors LLC grew its stake in shares of CocaCola by 38.1% during the 4th quarter. Farther Finance Advisors LLC now owns 111,598 shares of the company’s stock valued at $7,802,000 after buying an additional 30,786 shares during the period. King Luther Capital Management Corp increased its holdings in shares of CocaCola by 0.8% during the 4th quarter. King Luther Capital Management Corp now owns 3,852,525 shares of the company’s stock worth $269,330,000 after buying an additional 31,694 shares during the last quarter. Cibc World Market Inc. increased its holdings in shares of CocaCola by 4.8% during the 4th quarter. Cibc World Market Inc. now owns 1,759,546 shares of the company’s stock worth $123,010,000 after buying an additional 79,946 shares during the last quarter. Finally, SBI Okasan Asset Management Co.Ltd. purchased a new position in shares of CocaCola in the 4th quarter worth $1,544,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Transactions at CocaCola

In other CocaCola news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the sale, the chief financial officer owned 279,917 shares in the company, valued at $24,439,553.27. This represents a 35.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the transaction, the executive vice president directly owned 157,400 shares in the company, valued at approximately $13,128,734. This represents a 13.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,433,535 shares of company stock valued at $121,922,698 over the last 90 days. Corporate insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on KO shares. UBS Group set a $104.00 price target on shares of CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. Argus boosted their price target on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, July 30th. Weiss Ratings restated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. Jefferies Financial Group increased their price objective on shares of CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of CocaCola from $90.00 to $96.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $95.76.

CocaCola Trading Up 1.0%

KO opened at $87.57 on Friday. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $90.92. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The stock has a market capitalization 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 firm’s fifty day moving average price is $83.35 and its 200 day moving average price is $79.75.

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

CocaCola Dividend Announcement

The company also recently declared 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. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Trending Headlines about CocaCola

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

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.