Principal Securities Inc. Grows Position in CocaCola Company (The) $KO

Principal Securities Inc. grew its stake in shares of CocaCola Company (The) (NYSE:KO) by 5.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 137,974 shares of the company’s stock after acquiring an additional 7,235 shares during the quarter. Principal Securities Inc.’s holdings in CocaCola were worth $9,646,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Vestia Personal Wealth Advisors boosted its position in shares of CocaCola by 3.8% during the fourth quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock worth $275,000 after purchasing an additional 140 shares in the last quarter. Alteri Wealth LLC boosted its position in shares of CocaCola by 1.9% during the fourth quarter. Alteri Wealth LLC now owns 7,738 shares of the company’s stock worth $541,000 after purchasing an additional 141 shares in the last quarter. Apexium Financial LP boosted its position in shares of CocaCola by 1.2% during the third quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock worth $810,000 after purchasing an additional 142 shares in the last quarter. Stockman Wealth Management Inc. boosted its position in shares of CocaCola by 1.7% during the fourth quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock worth $622,000 after purchasing an additional 147 shares in the last quarter. Finally, 1ST Source Bank boosted its position in shares of CocaCola by 0.7% during the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after purchasing an additional 147 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Trading Down 1.1%

KO opened at $82.65 on Friday. The stock has a market capitalization of $355.58 billion, a P/E ratio of 25.99, a P/E/G ratio of 3.34 and a beta of 0.35. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $84.04. The firm’s fifty day simple moving average is $78.58 and its 200 day simple moving average is $75.63. The company has a current ratio of 1.36, a quick ratio of 1.15 and a debt-to-equity ratio of 1.09.

CocaCola (NYSE:KO) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period in the previous year, the business earned $0.73 EPS. The company’s revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts anticipate that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Announces Dividend

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

Insider Buying and Selling at CocaCola

In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the sale, the executive vice president directly owned 207,400 shares in the company, valued at approximately $16,480,004. The trade was a 32.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction 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 sale, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. The trade was a 78.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. In the last three months, insiders have sold 875,921 shares of company stock worth $69,831,810. Insiders own 0.90% of the company’s stock.

CocaCola News Roundup

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

Analysts Set New Price Targets

A number of brokerages have recently weighed in on KO. UBS Group lifted their price target on shares of CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Wells Fargo & Company boosted their price objective 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. Jefferies Financial Group boosted their price objective on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Finally, Morgan Stanley set a $89.00 price objective on shares of CocaCola in a research report on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $86.69.

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.