Calamos Wealth Management LLC Purchases 8,984 Shares of CocaCola Company (The) $KO

Calamos Wealth Management LLC increased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 58.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,397 shares of the company’s stock after buying an additional 8,984 shares during the quarter. Calamos Wealth Management LLC’s holdings in CocaCola were worth $1,855,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in KO. Beacon Financial Advisory LLC raised its position in shares of CocaCola by 0.5% during the first quarter. Beacon Financial Advisory LLC now owns 26,844 shares of the company’s stock worth $2,041,000 after purchasing an additional 136 shares during the period. Vestia Personal Wealth Advisors grew its position in shares of CocaCola by 3.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after purchasing an additional 140 shares during the period. Alteri Wealth LLC grew its position in shares of CocaCola by 1.9% in the 4th quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock valued at $541,000 after purchasing an additional 141 shares during the period. Apexium Financial LP increased its stake in CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares in the last quarter. Finally, Lbmc Investment Advisors LLC increased its stake in CocaCola by 0.4% during the 4th quarter. Lbmc Investment Advisors LLC now owns 38,886 shares of the company’s stock worth $2,718,000 after purchasing an additional 143 shares in the last quarter. 70.26% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Bank of America raised their target price on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Friday, July 10th. JPMorgan Chase & Co. boosted their price target on shares of CocaCola from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Wells Fargo & Company increased their price objective on shares of CocaCola from $87.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, May 18th. Morgan Stanley set a $89.00 price objective on CocaCola in a report on Wednesday, June 10th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $88.44.

CocaCola Price Performance

NYSE:KO opened at $83.15 on Wednesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. The firm’s fifty day moving average price is $80.99 and its two-hundred day moving average price is $77.41. CocaCola Company has a one year low of $65.35 and a one year high of $85.68. The company has a market cap of $357.76 billion, a P/E ratio of 26.15, a P/E/G ratio of 3.37 and a beta of 0.34.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The company’s revenue was up 11.4% on a year-over-year basis. During the same quarter last year, the company earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities analysts expect that CocaCola Company will post 3.26 earnings per share for the current year.

CocaCola Dividend Announcement

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. This represents a $2.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, June 15th. CocaCola’s dividend payout ratio is 66.67%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and media outlets are spotlighting KO as a rock-solid dividend stock for long-term investors, reinforcing its appeal to income-focused buyers. Article Title
• Positive Sentiment: Coverage of Coca-Cola’s 64th dividend increase underscores the company’s long track record of returning cash to shareholders, which can attract dividend investors. Article Title
• Positive Sentiment: Recent commentary also points to KO’s digital push, with data-driven marketing and connected packaging seen as potential supports for engagement and future growth. Article Title
• Neutral Sentiment: Several articles compare KO with peers like PepsiCo, Johnson & Johnson, and Keurig Dr Pepper, but these pieces are largely valuation and income comparisons rather than catalysts that would materially change near-term fundamentals. Article Title
• Neutral Sentiment: KO is also being mentioned as a low-beta defensive name as investors rotate toward stability amid geopolitical tension and volatility, which supports the stock’s defensive profile but is not a direct company-specific catalyst. Article Title
• Neutral Sentiment: One article estimated how many shares would be needed to generate $12,000 in annual dividend income, which mainly highlights KO’s suitability for income planning rather than signaling a business change. Article Title
• Negative Sentiment: Some commentary frames KO as an expensive, low-growth premium stock versus peers like Keurig Dr Pepper, which could weigh on sentiment if investors focus on valuation rather than stability. Article Title

Insider Buying and Selling

In other news, Chairman James Quincey sold 436,296 shares of the stock in a transaction dated Friday, June 5th. The shares were 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 Jennifer K. Mann sold 100,000 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the sale, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last quarter, insiders have sold 899,905 shares of company stock worth $71,832,315. Company insiders own 0.90% of the company’s stock.

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.