Meiji Yasuda America Inc Purchases New Position in CocaCola Company (The) $KO

Meiji Yasuda America Inc purchased a new stake in CocaCola Company (The) (NYSE:KO) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 89,218 shares of the company’s stock, valued at approximately $6,237,000. CocaCola accounts for approximately 1.4% of Meiji Yasuda America Inc’s portfolio, making the stock its 19th largest position.

A number of other hedge funds have also modified their holdings of the company. Vanguard Group Inc. raised its position in shares of CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock valued at $26,200,276,000 after acquiring an additional 5,886,352 shares during the period. State Street Corp raised its position in shares of CocaCola by 0.6% in the 3rd quarter. State Street Corp now owns 165,858,003 shares of the company’s stock valued at $11,083,296,000 after acquiring an additional 923,278 shares during the period. Geode Capital Management LLC raised its position in shares of CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock valued at $6,273,037,000 after acquiring an additional 433,547 shares during the period. Norges Bank acquired a new stake in shares of CocaCola in the 4th quarter valued at approximately $3,865,807,000. Finally, Franklin Resources Inc. raised its position in shares of CocaCola by 3.1% in the 4th quarter. Franklin Resources Inc. now owns 40,289,857 shares of the company’s stock valued at $2,816,697,000 after acquiring an additional 1,195,581 shares during the period. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently weighed in on KO. Wells Fargo & Company increased their price target on shares of CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. JPMorgan Chase & Co. increased their price target on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Morgan Stanley set a $89.00 price target on shares of CocaCola in a research report on Wednesday. Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research note on Monday, May 4th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday, March 30th. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $86.69.

Insider Transactions at CocaCola

In other news, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the transaction, the chairman directly owned 122,833 shares of the company’s stock, valued at $9,842,608.29. This trade represents a 78.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% 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. Insiders sold 875,921 shares of company stock valued at $69,831,810 in the last ninety days. 0.90% of the stock is currently owned by corporate insiders.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Investors are focusing on World Cup-related demand, with several reports saying the 2026 FIFA tournament could lift beverage sales and make Coca-Cola a beneficiary of higher consumption during the event. Marriott, Flutter, Coca-Cola among stocks poised to gain from FIFA World Cup 2026
• Positive Sentiment: Morgan Stanley reportedly named Coca-Cola its top beverage pick ahead of the FIFA World Cup, citing improved long-term growth potential and favorable recent operating trends. KO Stock Extends Rally: Coca-Cola Is Morgan Stanley’s Top Beverage Bet Ahead Of FIFA World Cup
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 earnings estimates for KO, reinforcing expectations that Coca-Cola can continue delivering steady profit growth. The World Cup Is Coming—These 3 Stocks Could Cash In
• Positive Sentiment: New bullish write-ups continue to highlight Coca-Cola’s valuation, dividend strength, and resilient demand, keeping the stock attractive to both growth and income investors. Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
• Neutral Sentiment: EVP Jennifer K. Mann sold 100,000 shares, but the transaction was part of a pre-arranged 10b5-1 plan and was tied to tax withholding on equity awards, making it less concerning than discretionary insider selling. CocaCola (NYSE:KO) EVP Jennifer Mann Sells 100,000 Shares
• Neutral Sentiment: Analysts still broadly rate KO a Buy, which supports the stock, but the consensus target suggests much of the optimism is already reflected in the share price. CocaCola Company (The) (NYSE:KO) Receives Consensus Rating of “Buy” from Analysts
• Negative Sentiment: One article noted that while Coca-Cola could benefit from World Cup spending, another stock may offer more upside, which slightly tempers the near-term enthusiasm for KO relative to peers. The World Cup Is Coming—These 3 Stocks Could Cash In

CocaCola Price Performance

NYSE KO opened at $82.65 on Friday. The business has a 50 day simple moving average of $78.58 and a 200 day simple moving average of $75.63. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The stock has a market cap of $355.58 billion, a price-to-earnings ratio of 25.99, a PEG ratio of 3.34 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping 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 business had revenue of $12.47 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the prior year, the business earned $0.73 EPS. CocaCola’s revenue for the quarter was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is presently 66.67%.

About CocaCola

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.