Moody Lynn & Lieberson LLC Increases Stake in CocaCola Company (The) $KO

Moody Lynn & Lieberson LLC raised its position in CocaCola Company (The) (NYSE:KO) by 24.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 235,193 shares of the company’s stock after acquiring an additional 45,790 shares during the period. Moody Lynn & Lieberson LLC’s holdings in CocaCola were worth $16,442,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in KO. Headlands Technologies LLC purchased a new position in CocaCola during the second quarter worth about $26,000. Marquette Asset Management LLC purchased a new stake in CocaCola in the 3rd quarter valued at approximately $27,000. Cloud Capital Management LLC acquired a new position in CocaCola during the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new position in CocaCola during the 3rd quarter worth approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of CocaCola during the 3rd quarter worth approximately $31,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.

CocaCola Price Performance

Shares of NYSE:KO opened at $76.05 on Wednesday. The firm has a market capitalization of $327.31 billion, a price-to-earnings ratio of 25.01, a price-to-earnings-growth ratio of 3.19 and a beta of 0.35. 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 business’s 50 day simple moving average is $77.04 and its 200-day simple moving average is $72.05. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00.

CocaCola (NYSE:KO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion during 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%.CocaCola’s quarterly revenue was up 2.2% on a year-over-year basis. During the same period last year, the business posted $0.55 EPS. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. As a group, equities analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a $0.53 dividend. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is 69.74%.

More CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Deutsche Bank raised its price target on KO to $86 and put a Buy rating on the stock — a clear analyst endorsement that boosts upside expectations and can support the share price. Deutsche Bank raises KO price target to $86
• Positive Sentiment: Coca‑Cola is expanding Fairlife production capacity to meet strong demand, which supports revenue and margin outlooks in its premium dairy business. Coca‑Cola expands Fairlife production capacity
• Positive Sentiment: Institutional coverage is highlighting KO as a defensive pick (low beta, steady dividends), which can attract inflows during market volatility and support relative outperformance. Barclays names top 4 defensive stocks
• Neutral Sentiment: Analysts and outlets are noting KO’s ramp of AI and cloud across the value chain — improvements to execution, insights and innovation but not a wholesale tech pivot; this supports efficiency and growth potential but is execution‑dependent. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Technical/price commentary says KO is building momentum after a pullback and holding key support levels — helpful for traders but not a fundamental catalyst. KO price forecast: momentum builds after pullback
• Neutral Sentiment: Dividend‑stock comparisons (PepsiCo vs Coca‑Cola) and model analyses keep KO on income investors’ radars — supports steady demand but not an immediate price driver. PepsiCo vs Coca‑Cola: The better dividend stock
• Negative Sentiment: Coca‑Cola announced a CEO transition tied to the next phase of AI/digital growth and is creating a chief digital officer role — leadership change raises near‑term uncertainty around execution and valuation while signaling a strategic shift that will take time to prove out. Coca‑Cola CEO shift puts AI and valuation in fresh focus
• Negative Sentiment: Some headlines urge caution despite KO’s outperformance (reasons to watch and one to be cautious), highlighting valuation and macro risks that could pressure shares amid broader market weakness. 2 reasons to watch KO and 1 to stay cautious

Insiders Place Their Bets

In other news, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $17,754,735. The trade was a 9.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Monica Howard Douglas sold 23,880 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the completion of the sale, the executive vice president owned 17,725 shares in the company, valued at $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 892,925 shares of company stock valued at $70,254,796. Company insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

KO has been the subject of several recent analyst reports. Wells Fargo & Company raised their price target on CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Jefferies Financial Group increased their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. TD Cowen reissued a “buy” rating on shares of CocaCola in a report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. upped their price target on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $84.80.

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.