Dimensional Fund Advisors LP Purchases 1,027,774 Shares of CocaCola Company (The) $KO

Dimensional Fund Advisors LP increased its position in shares of CocaCola Company (The) (NYSE:KO) by 5.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,302,828 shares of the company’s stock after acquiring an additional 1,027,774 shares during the quarter. Dimensional Fund Advisors LP owned about 0.43% of CocaCola worth $1,213,819,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Headlands Technologies LLC acquired a new position in shares of CocaCola during the second quarter worth $26,000. Marquette Asset Management LLC purchased a new position in CocaCola during the 3rd quarter worth $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the 3rd quarter valued at about $27,000. Redmont Wealth Advisors LLC purchased a new stake in CocaCola in the third quarter valued at about $30,000. Finally, Winnow Wealth LLC acquired a new stake in CocaCola in the second quarter worth about $43,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Stock Down 1.1%

NYSE:KO opened at $79.32 on Wednesday. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The company’s fifty day moving average price is $74.41 and its 200-day moving average price is $70.96. CocaCola Company has a 1-year low of $65.35 and a 1-year high of $82.00. The firm has a market capitalization of $341.13 billion, a P/E ratio of 26.09, a PEG ratio of 3.36 and a beta of 0.35.

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

CocaCola Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a $0.53 dividend. The ex-dividend date is Friday, March 13th. This represents a $2.12 annualized dividend and a yield of 2.7%. This is a boost from CocaCola’s previous quarterly dividend of $0.51. CocaCola’s payout ratio is currently 67.11%.

Insider Activity

In other news, CEO James Quincey sold 337,824 shares of CocaCola stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 342,546 shares of the company’s stock, valued at $26,410,296.60. The trade was a 49.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Murphy sold 72,449 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $80.52, for a total transaction of $5,833,593.48. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $22,538,916.84. This represents a 20.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 566,036 shares of company stock worth $44,410,822 over the last 90 days. Company insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Major brokerages maintain a favorable view—KO was given a consensus “Buy” rating by brokerages, which supports investor confidence and may limit downside pressure. Brokerage Consensus
• Positive Sentiment: KO continues to appear in dividend-focused lists (e.g., retirement/dividend growth roundups), reinforcing its reputation as a dependable income stock for yield-oriented investors and likely supporting long-term demand. Fool: Dividend Stocks
• Neutral Sentiment: Coverage pieces and sector screens highlight consumer staples (including KO) as potential earnings-beaters, offering a watchlist signal but not a direct catalyst. These articles may attract attention from dividend and defensive‑fund flows rather than trigger immediate price moves. Zacks: Consumer Staples
• Neutral Sentiment: Articles revisiting Berkshire Hathaway’s portfolio moves mention KO in the context of Buffett-era shifts; this is informational and can influence sentiment among value investors but is not a company-specific catalyst. MarketBeat: Berkshire Review
• Neutral Sentiment: Coca‑Cola FEMSA (KOF) proposed a 2026 ordinary dividend payable quarterly—positive for the Coca‑Cola system’s franchise/partner stability, but the direct impact on KO PLC’s stock is limited. TipRanks: KOF Dividend
• Neutral Sentiment: Coverage on KO’s long dividend streak and a new investor‑relations chief frames a valuation debate—this keeps the stock in focus for income investors but may prolong volatility as market participants reassess fair value. Yahoo Finance: Dividend Streak & IR
• Negative Sentiment: Insider selling: CFO John Murphy sold 72,449 shares (~$5.8M at ~\$80.52), reducing his holding by ~20.6%. Large insider sales can weigh on sentiment and are likely a key driver behind intraday weakness. SEC Form 4

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. TD Cowen restated a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $83.00 price target on shares of CocaCola in a research note on Thursday, January 29th. Royal Bank Of Canada set a $87.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Jefferies Financial Group dropped their price objective on shares of CocaCola from $88.00 to $87.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $84.33.

CocaCola 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.