HF Advisory Group LLC Buys 7,993 Shares of CocaCola Company (The) $KO

HF Advisory Group LLC boosted its stake in CocaCola Company (The) (NYSE:KO) by 89.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 16,886 shares of the company’s stock after buying an additional 7,993 shares during the quarter. HF Advisory Group LLC’s holdings in CocaCola were worth $1,181,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of KO. Brighton Jones LLC raised its holdings in CocaCola by 13.3% in the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after purchasing an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of CocaCola by 3.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in shares of CocaCola in the 1st quarter worth about $210,000. River Wealth Advisors LLC increased its stake in shares of CocaCola by 4.7% in the 2nd quarter. River Wealth Advisors LLC now owns 8,769 shares of the company’s stock worth $620,000 after acquiring an additional 397 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of CocaCola in the 2nd quarter worth about $209,000. 70.26% of the stock is owned by institutional investors.

Insider Transactions at CocaCola

In other news, CEO James Quincey sold 337,824 shares of the company’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the transaction, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This represents a 49.65% 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. Also, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total value of $1,847,595.60. Following the sale, the executive vice president directly owned 17,725 shares in the company, valued at $1,371,383.25. This trade represents a 57.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 892,925 shares of company stock valued at $70,254,796. Insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

Shares of KO stock opened at $76.68 on Friday. The company has a market capitalization of $330.03 billion, a price-to-earnings ratio of 25.22, a price-to-earnings-growth ratio of 3.22 and a beta of 0.36. 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 one year low of $65.35 and a one year high of $82.00. The company’s 50-day moving average is $77.22 and its 200 day moving average is $72.11.

CocaCola (NYSE:KO) last issued its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The firm had revenue of $11.82 billion for the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the prior year, the firm posted $0.55 earnings per share. The business’s revenue 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 expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th were issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s dividend payout ratio is 69.74%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola plans to invest $1 billion in South Africa through 2030, expanding distribution and capacity in a high‑growth market; that long‑term capex commitment supports revenue upside in emerging markets. Coca‑Cola To Invest $1 Billion In South Africa Through 2030
• Positive Sentiment: Deutsche Bank (reported by AmericanBankingNews) is forecasting strong price appreciation for KO, and analyst optimism can help lift sentiment and flows into the stock. Deutsche Bank Aktiengesellschaft Forecasts Strong Price Appreciation for CocaCola
• Positive Sentiment: Zacks highlights Coca‑Cola’s history of earnings surprises and argues KO has the setup to beat again, supporting upside to estimates and helping sentiment ahead of the next report. Will Coca‑Cola (KO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: KO continues to be highlighted as a reliable dividend stock (Dividend King/Aristocrat narratives), which attracts income-focused and defensive investors amid macro uncertainty. The 5 Safest Dividend Aristocrats Are Perfect For Retirees Needing Growth & Income
• Neutral Sentiment: Coke Florida rolled out limited‑edition America250 cans — a branding/marketing push that supports awareness but is unlikely to move near‑term fundamentals materially. Coca‑Cola Beverages Florida Unveils America250 Commemorative Cans
• Neutral Sentiment: Recent writeups on valuation note mixed short‑term share performance and higher near‑term multiples, which keeps some investors focused on price vs. fundamentals rather than driving a clear buy/sell signal. A Look At Coca‑Cola (KO) Valuation After Mixed Recent Share Performance
• Negative Sentiment: A Zacks analyst blog flagged mixed demand and growth challenges alongside other large caps, highlighting potential near‑term headwinds that could cap upside if execution slips. The Zacks Analyst Blog: Exxon, The Coca‑Cola and Uber

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on KO shares. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. TD Cowen reaffirmed a “buy” rating on shares of CocaCola in a research note on Wednesday, February 11th. JPMorgan Chase & Co. lifted their target price on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Wells Fargo & Company boosted their price target on CocaCola from $79.00 to $87.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Finally, Morgan Stanley set a $88.00 price target on CocaCola in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $84.80.

CocaCola 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.