CocaCola Company (The) $KO Stock Position Boosted by Fayez Sarofim & Co

Fayez Sarofim & Co raised its holdings in CocaCola Company (The) (NYSE:KO) by 0.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,272,831 shares of the company’s stock after buying an additional 113,599 shares during the period. CocaCola comprises about 2.9% of Fayez Sarofim & Co’s holdings, making the stock its 8th largest position. Fayez Sarofim & Co owned 0.35% of CocaCola worth $1,241,223,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Louisbourg Investments Inc. acquired a new position in shares of CocaCola in the 1st quarter valued at $25,000. Guardian Partners Inc. acquired a new stake in CocaCola during the 2nd quarter worth $27,000. Anfield Capital Management LLC lifted its position in CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares during the last quarter. Headlands Technologies LLC purchased a new stake in CocaCola in the second quarter valued at $26,000. Finally, Evolution Wealth Management Inc. boosted its stake in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on KO. Barclays raised their price objective on CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. The Goldman Sachs Group reissued a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Jefferies Financial Group upped their target price on CocaCola from $95.00 to $104.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. HSBC downgraded CocaCola from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Finally, Bank of America lifted their price target on CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Fifteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $95.76.

CocaCola Trading Down 1.7%

NYSE KO opened at $90.07 on Thursday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. The firm has a market cap of $387.53 billion, a PE ratio of 27.05, a P/E/G ratio of 3.20 and a beta of 0.33. CocaCola Company has a one year low of $65.35 and a one year high of $92.49. The firm’s fifty day moving average is $84.93 and its two-hundred day moving average is $80.69.

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

CocaCola Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.12 annualized dividend and a yield of 2.4%. CocaCola’s dividend payout ratio is currently 63.66%.

Insider Activity

In other CocaCola news, CFO John Murphy sold 152,483 shares of the 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 completion of the sale, the chief financial officer directly owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This trade represents a 35.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Sanket Ray sold 9,958 shares of CocaCola stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $86.50, for a total value of $861,367.00. Following the completion of the transaction, the insider owned 62,105 shares in the company, valued at $5,372,082.50. This trade represents a 13.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,594,900 shares of company stock worth $136,568,617 over the last quarter. 0.90% of the stock is owned by insiders.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola launched a new Fanta Halloween campaign aimed at making the brand a larger part of seasonal consumer spending. The initiative could support marketing engagement and incremental sales, although its near-term financial impact is uncertain. Coca-Cola launches the Fanta Halloween campaign
• Positive Sentiment: Analyst coverage remains generally favorable, with Coca-Cola carrying an average “Moderate Buy” rating. Recent quarterly earnings beats, global brand strength and full-year 2026 EPS guidance of $3.27-$3.30 continue to support the growth-compounder narrative. Coca-Cola receives Moderate Buy recommendation
• Neutral Sentiment: Coca-Cola’s quarterly dividend remains an important part of the investment case, with a declared payment of $0.53 per share and an annualized yield of about 2.3%. However, higher bond yields may make income-oriented investors less willing to pay a premium for defensive dividend stocks. 5 Blue-Chip Dividend Stocks to Buy
• Negative Sentiment: The 30-year Treasury yield has risen above 5.2%, increasing competition for Coca-Cola’s dividend and potentially pressuring the valuation of this low-beta, defensive stock. 30-Year Treasury yield rises above Coca-Cola yield
• Negative Sentiment: Recent market commentary says Coca-Cola is declining more than the broader market, while comparisons with PepsiCo highlight concerns about relative growth and performance. With KO trading at roughly 27 times earnings and after a strong rally, investors may be taking profits or demanding faster growth. Coca-Cola declines more than the market

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.