Stephens Inc. AR Lowers Stock Position in CocaCola Company (The) $KO

Stephens Inc. AR trimmed its position in shares of CocaCola Company (The) (NYSE:KO) by 2.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 292,489 shares of the company’s stock after selling 7,220 shares during the period. Stephens Inc. AR’s holdings in CocaCola were worth $22,651,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in KO. Brighton Jones LLC lifted its holdings in shares of CocaCola by 13.3% during the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock valued at $2,433,000 after acquiring an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of CocaCola by 3.4% in the fourth 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 during the 1st quarter valued at about $210,000. Jump Financial LLC lifted its position in CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after acquiring an additional 32,392 shares in the last quarter. Finally, Osterweis Capital Management Inc. lifted its position in CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after acquiring an additional 899 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 analysts have issued reports on the stock. Truist Financial set a $88.00 price objective on shares of CocaCola in a research report on Friday, June 26th. Morgan Stanley set a $89.00 price objective on shares of CocaCola in a research report on Wednesday, June 10th. Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. TD Cowen lifted their price objective on CocaCola from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Jefferies Financial Group upped their price target on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Fifteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and an average price target of $86.88.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: 24/7 Wall St. says Coca-Cola’s fourth straight earnings beat, strong momentum, and defensive positioning could support a move toward a new high, with an implied upside target of $91.13. Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
• Positive Sentiment: Zacks noted KO hit a 52-week high as resilient demand, market share gains, and strong execution continue to fuel momentum. Coca-Cola Stock Hits 52-Week High: Time to Buy or Wait for Now?
• Positive Sentiment: Several outlets pointed to Coca-Cola as a favored blue-chip and dividend stock, reinforcing investor interest in its earnings strength and income profile. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: Some coverage focused on whether analysts’ bullish ratings and dividend appeal make KO a good long-term holding, but these pieces did not add fresh company-specific catalysts. Coca-Cola (KO) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Articles about dividend investing and whether to buy before earnings mainly reiterated Coca-Cola’s steady growth and income characteristics rather than introducing new news. Should Dividend Stock Investors Buy Coca-Cola Stock Before Earnings?

Insiders Place Their Bets

In other CocaCola news, EVP Jennifer K. Mann sold 23,984 shares of the stock in a transaction 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 sale, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. This trade represents a 13.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $34,960,398.48. Following the completion of the sale, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders have sold 899,905 shares of company stock valued at $71,832,315 over the last three months. Company insiders own 0.90% of the company’s stock.

CocaCola Stock Performance

KO stock opened at $83.93 on Monday. The stock’s 50 day simple moving average is $80.18 and its 200 day simple moving average is $76.76. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $84.14. The firm has a market cap of $361.11 billion, a P/E ratio of 26.39, a P/E/G ratio of 3.36 and a beta of 0.34. 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 earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the previous year, the firm earned $0.73 earnings per share. The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities research analysts predict that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th were issued a dividend of $0.53 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. CocaCola’s dividend payout ratio is 66.67%.

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.