Epoch Investment Partners Inc. Has $57.28 Million Holdings in CocaCola Company (The) $KO

Epoch Investment Partners Inc. increased its holdings in shares of CocaCola Company (The) (NYSE:KO) by 2.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 753,182 shares of the company’s stock after acquiring an additional 21,116 shares during the period. Epoch Investment Partners Inc.’s holdings in CocaCola were worth $57,279,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of KO. Anfield Capital Management LLC raised its holdings in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new stake in CocaCola in the 1st quarter valued at about $25,000. Headlands Technologies LLC bought a new position in shares of CocaCola in the second quarter worth about $26,000. Evolution Wealth Management Inc. grew its stake in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares during the last quarter. Finally, Daytona Street Capital LLC bought a new stake in shares of CocaCola during the fourth quarter valued at approximately $29,000. Institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on KO shares. 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 CocaCola in a research report on Wednesday, June 10th. Piper Sandler restated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Wells Fargo & Company upped their price target on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of CocaCola in a report on Friday. Fourteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $89.33.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title
• Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title
• Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title
• Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title
• Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title
• Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title

CocaCola Trading Up 1.3%

KO opened at $82.19 on Friday. The firm’s fifty day moving average is $81.43 and its two-hundred day moving average is $78.05. The firm has a market cap of $353.60 billion, a PE ratio of 25.84, a price-to-earnings-growth ratio of 3.29 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 debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36.

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

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.

Insider Transactions at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction that occurred on 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 sale, the chairman directly owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 Nancy Quan sold 31,625 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 899,905 shares of company stock valued at $71,832,315 in the last ninety days. 0.90% of the stock is currently owned by corporate insiders.

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.