Rakuten Investment Management Inc. Purchases 61,595 Shares of Coca-Cola Company (The) $KO

Rakuten Investment Management Inc. boosted its position in shares of Coca-Cola Company (The) (NYSE:KO) by 9.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 695,028 shares of the company’s stock after buying an additional 61,595 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Coca-Cola were worth $60,356,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of KO. Guardian Partners Inc. acquired a new stake in Coca-Cola in the 2nd quarter valued at about $27,000. Horizons Wealth Management acquired a new position in shares of Coca-Cola in the 3rd quarter worth approximately $31,000. Atomic Invest LLC raised its holdings in shares of Coca-Cola by 38.7% in the 2nd quarter. Atomic Invest LLC now owns 437 shares of the company’s stock worth $36,000 after purchasing an additional 122 shares in the last quarter. Timbuktu Capital Management LLC bought a new stake in shares of Coca-Cola in the 2nd quarter worth approximately $41,000. Finally, Putney Financial Group LLC acquired a new stake in Coca-Cola during the third quarter valued at approximately $43,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Coca-Cola

Here are the key news stories impacting Coca-Cola this week:

• Positive Sentiment: Coca-Cola’s 64-year record of annual dividend increases supports its appeal to income-focused investors. Berkshire Hathaway is expected to collect about $848 million in KO dividends in 2026. Article: Coca-Cola vs. Monster Beverage
• Positive Sentiment: Coverage says Coca-Cola is passing higher costs on to consumers, demonstrating pricing power while inflation persists. Other coverage notes continued revenue and earnings growth and a generally upward revenue trend. Article: Coca-Cola Is Exercising its Pricing Power as Inflation Persists
• Neutral Sentiment: A six-month outlook article focuses on what may determine KO’s next stretch, but the supplied listing does not specify its conclusions. Article: What Will Decide Coca-Cola Stock Over The Next Six Months?
• Negative Sentiment: Some commentary frames Coca-Cola as a defensive “shelter” investment rather than a strong-growth story, which may weigh on sentiment when investors seek faster growth. A reported reduction in the consensus price target adds a cautionary signal, though the cited target is in Swiss francs. Article: Coca-Cola: Investors Are Buying Shelter, Not Growth

Analyst Upgrades and Downgrades

KO has been the topic of several recent research reports. Bank of America lifted their price target on shares of Coca-Cola from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Freedom Broker increased their price objective on Coca-Cola from $85.00 to $89.00 and gave the company a “hold” rating in a research report on Wednesday, October 28th. Sanford C. Bernstein reissued a “market perform” rating and set a $93.00 price objective (up from $83.00) on shares of Coca-Cola in a research note on Wednesday, July 29th. Rothschild & Co Redburn lifted their target price on Coca-Cola from $86.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, UBS Group boosted their target price on Coca-Cola from $104.00 to $106.00 and gave the stock a “buy” rating in a research report on Wednesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.26.

Coca-Cola Price Performance

KO stock opened at $94.75 on Wednesday. Coca-Cola Company has a one year low of $67.27 and a one year high of $96.25. The firm has a 50-day moving average of $89.63 and a two-hundred day moving average of $82.31. The firm has a market capitalization of $407.59 billion, a PE ratio of 27.87, a P/E/G ratio of 3.74 and a beta of 0.28. The company has a current ratio of 1.38, a quick ratio of 1.19 and a debt-to-equity ratio of 0.93.

Coca-Cola (NYSE:KO) last released its earnings results on Tuesday, October 27th. The company reported $0.91 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.03. Coca-Cola had a net margin of 28.65% and a return on equity of 38.79%. The business had revenue of $13.35 billion for the quarter, compared to the consensus estimate of $12.92 billion. During the same period last year, the firm posted $0.82 earnings per share. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. On average, analysts forecast that Coca-Cola Company will post 3.34 earnings per share for the current year.

Coca-Cola Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be paid a $0.53 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.12 dividend on an annualized basis and a yield of 2.2%. Coca-Cola’s dividend payout ratio (DPR) is currently 62.35%.

Insiders Place Their Bets

In other Coca-Cola news, insider Bruno Pietracci sold 111,365 shares of Coca-Cola stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the transaction, the insider directly owned 41,365 shares in the company, valued at approximately $3,761,319.45. The trade was a 72.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 50,000 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $90.39, for a total transaction of $4,519,500.00. Following the sale, the executive vice president directly owned 223,330 shares in the company, valued at approximately $20,186,798.70. This trade represents a 18.29% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 171,323 shares of company stock worth $15,507,286. Corporate insiders own 0.90% of the company’s stock.

Coca-Cola Company Profile

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands.

The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.

The Coca-Cola Company serves consumers in more than 200 countries and territories through a system that includes company-operated operations, independent bottling partners, distributors, retailers, and food-service providers.