Vaughan Nelson Investment Management L.P. Has $1.60 Million Stock Holdings in CocaCola Company (The) $KO

Vaughan Nelson Investment Management L.P. trimmed its position in CocaCola Company (The) (NYSE:KO) by 51.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,950 shares of the company’s stock after selling 23,960 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in CocaCola were worth $1,604,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of KO. Headlands Technologies LLC bought a new stake in CocaCola during the second quarter valued at about $26,000. Marquette Asset Management LLC acquired a new position in shares of CocaCola during the 3rd quarter worth about $27,000. Cloud Capital Management LLC acquired a new position in shares of CocaCola during the 3rd quarter worth about $27,000. KERR FINANCIAL PLANNING Corp bought a new stake in CocaCola during the 3rd quarter valued at approximately $31,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in CocaCola in the 3rd quarter valued at approximately $30,000. 70.26% of the stock is owned by institutional investors.

CocaCola Trading Down 0.3%

KO stock opened at $76.05 on Wednesday. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.00. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The business’s 50 day moving average is $77.04 and its 200-day moving average is $72.05. The firm has a market cap of $327.31 billion, a P/E ratio of 25.01, a P/E/G ratio of 3.19 and a beta of 0.35.

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

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 13th will be given a dividend of $0.53 per share. This is an increase from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. CocaCola’s dividend payout ratio is 69.74%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Royal Bank Of Canada set a $87.00 price target on CocaCola in a report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research report on Thursday, January 22nd. Truist Financial set a $85.00 target price on shares of CocaCola in a research note on Wednesday, February 11th. Evercore restated an “outperform” rating and issued a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Finally, Citigroup boosted their price objective on shares of CocaCola from $85.00 to $87.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to MarketBeat, CocaCola currently has a consensus rating of “Buy” and a consensus target price of $84.80.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola announced a major growth commitment — a $1 billion investment in South Africa through 2030, signaling confidence in long‑term demand and distribution expansion in a key emerging market. Coca-Cola To Invest $1 Billion In South Africa Through 2030
• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and kept a Buy rating, lifting the street outlook and providing upside from current levels. Deutsche Bank raises KO price target
• Positive Sentiment: Analyst coverage is broadly bullish — Deutsche Bank and others highlight strong return potential for KO, which supports investor interest. Deutsche Bank Forecasts Strong Price Appreciation for CocaCola
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which should help revenue and margin leverage in the premium dairy segment. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: KO continues to be highlighted as a defensive, dividend‑paying pick by Barclays, Zacks and other outlets — supporting demand from income‑oriented investors in volatile markets. 5 Defensive Stocks to Buy Amid Market’s Recent Bloodbath
• Neutral Sentiment: Leadership change: CEO James Quincey is stepping down with the company creating a chief digital officer role to accelerate AI/digital transformation — a strategic shift that could boost long‑term efficiency but creates short‑term transition risk. Coca‑Cola CEO Shift Puts AI And Valuation In Fresh Focus
• Neutral Sentiment: KO is ramping up AI and cloud across its value chain to improve execution and innovation; analysts see efficiency upside but note this is an enhancement to the beverage model rather than a full tech pivot. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Negative Sentiment: A few analyst notes flag mixed demand and growth challenges in certain markets — a reminder that top‑line execution and regional variability could pressure near‑term revenue compared with optimistic narratives. The Zacks Analyst Blog: Exxon, The Coca‑Cola and Uber

Insider Activity

In other CocaCola news, CEO James Quincey sold 337,824 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 342,546 shares in the company, valued at $26,410,296.60. The trade was a 49.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bruno Pietracci sold 28,765 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.41, for a total transaction of $2,284,228.65. The SEC filing for this sale provides additional information. Insiders sold a total of 892,925 shares of company stock worth $70,254,796 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.