Markowski Investments Takes Position in CocaCola Company (The) $KO

Markowski Investments bought a new position in shares of CocaCola Company (The) (NYSE:KO) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 18,155 shares of the company’s stock, valued at approximately $1,475,000.

Other large investors have also added to or reduced their stakes in the company. Louisbourg Investments Inc. purchased a new stake in shares of CocaCola in the first quarter worth approximately $25,000. Guardian Partners Inc. purchased a new stake in CocaCola in the 2nd quarter valued at $27,000. Anfield Capital Management LLC lifted its stake in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after acquiring an additional 294 shares in the last quarter. Headlands Technologies LLC purchased a new position in CocaCola during the 2nd quarter worth $26,000. Finally, Evolution Wealth Management Inc. grew its stake in shares of CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after acquiring an additional 357 shares in the last quarter. Institutional investors own 70.26% of the company’s stock.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca-Cola remains attractive to income-focused investors after extending its dividend-growth streak to 64 consecutive years. Its global brands and pricing power are viewed as defenses against inflation and a weaker dollar. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Positive Sentiment: Recent operating momentum remains supportive: second-quarter net revenue increased about 7% to $13.38 billion, organic revenue rose 6%, global unit case volume grew 5%, and comparable operating margin expanded to 35.6%. Management also raised full-year guidance in July. Safety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollar
• Neutral Sentiment: Analysts continue to treat KO as a highly defensive consumer-staples holding, with its stable demand and dividend history compared favorably with PepsiCo. However, the stock’s roughly 26% year-to-date gain has made valuation a more important part of the investment case. PepsiCo vs. Coca-Cola: Which Stock Has the Edge?
• Negative Sentiment: Valuation concerns are becoming more prominent near the stock’s highs. Commentary has cited a forward P/E around 25.7 times, a modest dividend yield, and limited upside relative to several analyst price targets. Investors are also watching potential volume pressure from nutrition-program restrictions. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns
• Negative Sentiment: Quiver Quantitative data shows 24 insider sales and no insider purchases over the past six months. While such transactions may reflect compensation or diversification, the imbalance can reinforce profit-taking concerns after the strong rally. Coca-Cola Stock Opinions on Recent Highs and Valuation Concerns

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on KO. Weiss Ratings raised shares of CocaCola from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday. Barclays upped their price objective on shares of CocaCola from $91.00 to $93.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Piper Sandler lifted their target price on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. boosted their target price on CocaCola from $90.00 to $96.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $95.76.

Insider Transactions at CocaCola

In other news, insider Sanket Ray sold 9,958 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $86.50, for a total transaction of $861,367.00. Following the transaction, the insider owned 62,105 shares of the company’s stock, valued at $5,372,082.50. This represents a 13.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman James Quincey sold 145,947 shares of the stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $90.09, for a total value of $13,148,365.23. Following the transaction, the chairman owned 122,833 shares of the company’s stock, valued at $11,066,024.97. The trade was a 54.30% 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. Over the last 90 days, insiders sold 1,050,604 shares of company stock valued at $93,022,219. 0.90% of the stock is currently owned by insiders.

CocaCola Stock Performance

Shares of KO stock opened at $88.05 on Friday. The firm has a market cap of $378.84 billion, a price-to-earnings ratio of 26.44, a P/E/G ratio of 3.46 and a beta of 0.34. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $92.49. The firm’s 50-day simple moving average is $86.10 and its two-hundred day simple moving average is $81.18.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. During the same period in the prior year, the firm earned $0.87 EPS. The company’s revenue was up 6.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts forecast that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

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.