R Squared Ltd Invests $2.47 Million in CocaCola Company (The) $KO

R Squared Ltd bought a new stake in shares of CocaCola Company (The) (NYSE:KO) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 37,263 shares of the company’s stock, valued at approximately $2,471,000. CocaCola makes up 1.1% of R Squared Ltd’s portfolio, making the stock its 7th biggest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of CocaCola by 0.4% during the third quarter. Vanguard Group Inc. now owns 368,885,160 shares of the company’s stock worth $24,464,464,000 after purchasing an additional 1,443,189 shares in the last quarter. Norges Bank acquired a new stake in shares of CocaCola in the second quarter valued at about $3,846,270,000. Legal & General Group Plc raised its holdings in shares of CocaCola by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 27,281,552 shares of the company’s stock valued at $1,930,170,000 after buying an additional 285,794 shares during the period. Invesco Ltd. raised its holdings in shares of CocaCola by 10.9% during the 2nd quarter. Invesco Ltd. now owns 25,328,083 shares of the company’s stock valued at $1,791,962,000 after buying an additional 2,497,585 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in CocaCola by 5.1% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 19,495,775 shares of the company’s stock worth $1,292,960,000 after acquiring an additional 938,116 shares in the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.

CocaCola Stock Performance

CocaCola stock opened at $80.48 on Friday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $81.09. The company has a current ratio of 1.46, a quick ratio of 1.25 and a debt-to-equity ratio of 1.23. The stock has a market cap of $346.12 billion, a P/E ratio of 26.47, a price-to-earnings-growth ratio of 3.37 and a beta of 0.36. The stock has a 50 day moving average of $73.80 and a 200-day moving average of $70.74.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a net margin of 27.34% and a return on equity of 41.31%. The business had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same quarter in the previous year, the firm earned $0.55 earnings per share. The business’s revenue was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, analysts expect that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be paid a $0.53 dividend. This is a boost from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.6%. CocaCola’s dividend payout ratio (DPR) is currently 67.11%.

Key Stories Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks Research raised several quarterly and annual EPS forecasts for KO (Q1/Q2 2026–2027 and FY2026–FY2028), lifting FY2027 and FY2028 estimates and nudging nearer‑term quarter estimates higher — a direct fundamental reason for positive sentiment around earnings power and forward profitability. Read More.
• Neutral Sentiment: Citi conference participation: CFO John Murphy will present at the Citi Global Consumer & Retail Conference on March 9, providing investors live access to management commentary and an earnings‑cycle update (could clarify strategy and outlook but is informational rather than catalytic). Read More.
• Neutral Sentiment: Operational / strategic moves: Coca‑Cola is pausing U.S. availability of Topo Chico temporarily for production upgrades while promoting BodyArmor as the official NCAA March Madness sports drink and preparing a CEO transition — mixed near‑term supply disruption vs. marketing/brand gains and leadership change. Read More.
• Neutral Sentiment: Industry context & comparisons: Analyst pieces weighing PepsiCo vs. Coca‑Cola and coverage of Keurig Dr Pepper’s plans provide sector framing — useful for relative valuation and positioning but not company‑specific catalysts. Read More.
• Negative Sentiment: Short interest rose sharply in February — shorted shares increased ~21.5% to ~41.2M (about 1.0% of float) with a ~1.8 days‑to‑cover — that can pressure sentiment and amplify downside on weak news or earnings. Data source: Market data

Insider Activity

In other news, CEO James Quincey sold 337,824 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the transaction, the chief executive officer owned 342,546 shares of the company’s stock, valued at approximately $26,410,296.60. This trade represents a 49.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.97% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Jefferies Financial Group lowered their price objective on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Barclays upped their target price on shares of CocaCola from $77.00 to $83.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a report on Wednesday, February 11th. Bank of America lifted their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Finally, UBS Group lifted their price target on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the company. Based on data from MarketBeat, CocaCola currently has an average rating of “Buy” and an average target price of $84.33.

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.