CocaCola Company (The) $KO Shares Acquired by Empowered Funds LLC

Empowered Funds LLC boosted its stake in CocaCola Company (The) (NYSE:KO) by 41.9% in the first quarter, Holdings Channel.com reports. The firm owned 506,861 shares of the company’s stock after acquiring an additional 149,676 shares during the quarter. Empowered Funds LLC’s holdings in CocaCola were worth $38,547,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Geneos Wealth Management Inc. grew its stake in shares of CocaCola by 0.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 40,879 shares of the company’s stock valued at $3,109,000 after buying an additional 129 shares during the period. HORAN Wealth LLC raised its position in shares of CocaCola by 3.9% in the 1st quarter. HORAN Wealth LLC now owns 3,458 shares of the company’s stock worth $263,000 after buying an additional 130 shares during the period. Wills Financial Group LLC raised its position in shares of CocaCola by 1.3% in the 1st quarter. Wills Financial Group LLC now owns 10,170 shares of the company’s stock worth $816,000 after buying an additional 133 shares during the period. Beacon Financial Advisory LLC boosted its holdings in CocaCola by 0.5% in the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock valued at $2,041,000 after acquiring an additional 136 shares during the last quarter. Finally, Vestia Personal Wealth Advisors boosted its holdings in CocaCola by 3.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after acquiring an additional 140 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

Analysts Set New Price Targets

KO has been the subject of several research analyst reports. Morgan Stanley set a $89.00 price target on CocaCola in a research note on Wednesday, June 10th. Truist Financial set a $88.00 price objective on CocaCola in a research note on Friday, June 26th. JPMorgan Chase & Co. boosted their target price on CocaCola from $85.00 to $90.00 and gave the stock an “overweight” rating in a report on Friday, July 10th. Weiss Ratings upgraded CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Finally, UBS Group increased their target price on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Fourteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $89.33.

CocaCola Price Performance

Shares of KO stock opened at $84.08 on Tuesday. The firm has a fifty day simple moving average of $81.49 and a 200-day simple moving average of $78.24. The company has a market capitalization of $361.77 billion, a PE ratio of 26.44, a price-to-earnings-growth ratio of 3.33 and a beta of 0.34. CocaCola Company has a twelve month low of $65.35 and a twelve month high of $85.68. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the firm posted $0.73 EPS. The firm’s quarterly revenue was up 11.4% on a year-over-year basis. Equities research analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 66.67%.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Retail investors have reportedly been buying KO ahead of earnings, adding to bullish momentum. Analysts expect approximately $0.92–$0.93 in quarterly EPS and $13.17 billion in revenue. Smart Investors Snap Up Coca-Cola Stock Ahead of Q2 Earnings
• Positive Sentiment: Coca-Cola’s defensive profile and dividend history continue to attract income-oriented investors. Its 2.58% dividend yield and record of maintaining payouts through market downturns support demand for the stock. Dividend Kings and Market Crashes
• Positive Sentiment: Investors are watching whether Coca-Cola can extend its recent performance advantage over PepsiCo. Strong brand equity and sustained demand remain key reasons for optimism before the results. Coca-Cola Q2 Preview
• Neutral Sentiment: The options market indicates that earnings could produce a significant move, with roughly $10.7 billion in market value potentially at stake. This signals elevated volatility rather than a clear directional outcome. Coca-Cola Earnings and Options Market
• Neutral Sentiment: Valuation signals are mixed: discounted-cash-flow analysis suggests KO may be undervalued, while earnings-based multiples appear expensive after a 67.7% five-year return. Coca-Cola Valuation Analysis
• Negative Sentiment: The elevated share price increases the risk of a disappointing reaction if Coca-Cola’s results, margins or forward guidance fail to meet expectations. Investors are specifically focused on margin pressure and whether full-year 2026 EPS guidance of $3.24–$3.27 remains achievable. Coca-Cola Earnings Preview and Risks

Insider Activity

In related news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 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, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 899,905 shares of company stock worth $71,832,315 over the last ninety days. Corporate insiders own 0.90% of the company’s stock.

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.