M Holdings Securities Inc. Makes New $4.46 Million Investment in Coca-Cola Company (The) $KO

M Holdings Securities Inc. purchased a new stake in Coca-Cola Company (The) (NYSE:KO) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 48,193 shares of the company’s stock, valued at approximately $4,456,000.

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

Insider Activity at Coca-Cola

In other news, EVP Beatriz R. Perez sold 67,548 shares of the firm’s stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $94.91, for a total transaction of $6,410,980.68. Following the transaction, the executive vice president owned 160,428 shares in the company, valued at approximately $15,226,221.48. This trade represents a 29.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 Coca-Cola 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 completion of the sale, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $20,186,798.70. The trade was a 18.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 228,913 shares of company stock valued at $21,056,900. 0.90% of the stock is owned by corporate insiders.

Coca-Cola Stock Performance

Shares of Coca-Cola stock opened at $95.69 on Monday. Coca-Cola Company has a 12 month low of $67.27 and a 12 month high of $97.39. The stock has a market cap of $411.63 billion, a PE ratio of 28.14, a price-to-earnings-growth ratio of 3.73 and a beta of 0.28. The company has a quick ratio of 1.19, a current ratio of 1.38 and a debt-to-equity ratio of 0.93. The business has a fifty day simple moving average of $89.96 and a 200-day simple moving average of $82.69.

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

Coca-Cola Announces Dividend

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

Key Stories Impacting Coca-Cola

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

• Positive Sentiment: Coca-Cola shares reportedly reached a record high as investors sought defensive stocks amid a market downturn. Its established brands and dividend income may be attracting buyers looking for more resilient businesses. Coca-Cola Stock Hits Record High as Market Crashes
• Positive Sentiment: Recent articles point to Coca-Cola’s shelf presence, distribution reach and consumer habits as sources of a durable competitive advantage. The company’s ability to raise prices while still growing volume supports the long-term investment case. Coca-Cola Stock Is a Buy Thanks to Shelf Space and Habits
• Positive Sentiment: Investors are also focusing on the company’s 64 consecutive years of dividend increases. Its latest quarterly results beat estimates, with revenue up year over year, and coverage says the company raised its outlook and dividend—supporting its earnings and income appeal. Coca-Cola Earnings Beat Lifts Guidance and Dividend
• Positive Sentiment: Margin expansion despite higher marketing spending, supported by productivity gains and disciplined pricing, suggests Coca-Cola is balancing investment with profitability. Can Coca-Cola Keep Expanding Margins While Investing More?
• Neutral Sentiment: Executive Beatriz Perez sold 67,548 shares, but the reported sale was to cover tax withholding on vested equity awards, making it a limited signal about her view of the business. Coca-Cola EVP Share Sale
• Negative Sentiment: After a strong run this year and a move to record levels, valuation may constrain further gains; one dividend-focused article suggests prospective investors consider waiting before buying. Coca-Cola’s Dividend Record and Valuation

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Citigroup raised their price objective on Coca-Cola from $102.00 to $103.00 and gave the stock a “buy” rating in a research note on Wednesday, October 28th. HSBC increased their price target on Coca-Cola from $90.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Morgan Stanley raised their price objective on shares of Coca-Cola from $100.00 to $103.00 and gave the company an “overweight” rating in a research note on Wednesday, October 28th. BNP Paribas Exane upped their price objective on Coca-Cola from $90.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Finally, Daiwa Securities Group raised their target price on Coca-Cola from $83.00 to $93.00 and gave the company an “outperform” rating in a research note on Thursday, July 30th. One 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. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $97.26.

Coca-Cola 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.