Ibex Wealth Advisors Makes New $4.79 Million Investment in Coca-Cola Company (The) $KO

Ibex Wealth Advisors bought a new stake in Coca-Cola Company (The) (NYSE:KO) during the third quarter, Holdings Channel reports. The institutional investor bought 55,684 shares of the company’s stock, valued at approximately $4,793,000.

Other hedge funds also recently bought and sold shares of the company. Garrett Wealth Advisory Group LLC raised its stake in shares of Coca-Cola by 1.7% during the 3rd quarter. Garrett Wealth Advisory Group LLC now owns 6,274 shares of the company’s stock worth $540,000 after purchasing an additional 107 shares in the last quarter. Certified Advisory Corp grew its stake in shares of Coca-Cola by 0.3% in the 3rd quarter. Certified Advisory Corp now owns 33,711 shares of the company’s stock valued at $2,902,000 after buying an additional 108 shares in the last quarter. Lantern Wealth Advisors LLC increased its holdings in Coca-Cola by 3.6% in the second quarter. Lantern Wealth Advisors LLC now owns 3,316 shares of the company’s stock worth $270,000 after buying an additional 115 shares during the last quarter. New Wave Wealth Advisors LLC increased its holdings in Coca-Cola by 4.4% in the third quarter. New Wave Wealth Advisors LLC now owns 2,747 shares of the company’s stock worth $248,000 after buying an additional 116 shares during the last quarter. Finally, Gill Capital Partners LLC increased its holdings in Coca-Cola by 4.1% in the second quarter. Gill Capital Partners LLC now owns 2,992 shares of the company’s stock worth $243,000 after buying an additional 117 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Coca-Cola news, EVP Beatriz Perez sold 67,548 shares of the company’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $94.91, for a total transaction of $6,410,980.68. Following the completion of the sale, the executive vice president owned 160,428 shares of the company’s stock, valued at $15,226,221.48. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $90.93, for a total value of $10,126,419.45. Following the transaction, the insider owned 41,365 shares in the company, valued at approximately $3,761,319.45. This trade represents a 72.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 249,498 shares of company stock valued at $23,025,238 over the last 90 days. 0.90% of the stock is currently owned by company insiders.

Trending Headlines about Coca-Cola

Here are a few of the latest headlines about KO:

• Positive Sentiment: Shares reached a fresh all-time high near $100, reflecting continued investor demand and extending the stock’s recent run. KO Stock Alert: Coca-Cola Just Hit a New All-Time High
• Positive Sentiment: Call-option activity was unusually high, with traders acquiring about 60,740 contracts—roughly 18% above typical volume. This may signal increased bullish positioning, though options activity is not a guarantee of future performance.
• Neutral Sentiment: The latest analyst estimate updates are mixed: FY2026 estimates were lifted, while Zacks Research trimmed its Q1 2028 EPS estimate slightly, from $0.95 to $0.94. FY2026 EPS Estimates for Coca-Cola Lifted by Zacks Research

Coca-Cola Stock Up 1.7%

Shares of NYSE:KO traded up $1.64 on Friday, reaching $99.08. The company had a trading volume of 18,016,764 shares, compared to its average volume of 18,540,020. Coca-Cola Company has a twelve month low of $67.27 and a twelve month high of $99.30. The stock has a 50-day moving average price of $90.83 and a 200 day moving average price of $83.31. The stock has a market capitalization of $426.24 billion, a P/E ratio of 29.14, a P/E/G ratio of 3.80 and a beta of 0.28. The company has a quick ratio of 1.19, a current ratio of 1.38 and a debt-to-equity ratio of 0.93.

Coca-Cola (NYSE:KO) last issued its quarterly earnings data on Tuesday, October 27th. The company reported $0.91 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.03. The business had revenue of $13.35 billion for the quarter, compared to analyst estimates of $12.92 billion. Coca-Cola had a return on equity of 38.79% and a net margin of 28.65%. The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.82 EPS. On average, equities analysts expect that Coca-Cola Company will post 3.34 EPS for the current year.

Coca-Cola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, December 1st. Coca-Cola’s payout ratio is 62.35%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Evercore reaffirmed an “outperform” rating and set a $100.00 price objective (up from $88.00) on shares of Coca-Cola in a research report on Tuesday, July 28th. JPMorgan Chase & Co. boosted their target price on shares of Coca-Cola from $95.00 to $98.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 28th. UBS Group boosted their target price on shares of Coca-Cola from $104.00 to $106.00 and gave the stock a “buy” rating in a research report on Wednesday, October 28th. Argus increased their price target on shares of Coca-Cola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Weiss Ratings downgraded shares of Coca-Cola from a “buy (a+)” rating to a “buy (a)” rating in a report on Friday, October 23rd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Coca-Cola has an average rating of “Moderate Buy” and a consensus price target of $97.26.

About Coca-Cola

The Coca-Cola Company (NYSE: KO) is a global beverage company headquartered in Atlanta, Georgia. Founded in 1886, it is best known for Coca-Cola, one of the world’s most recognized soft drink brands. The company owns, licenses, and markets a broad portfolio of beverages, including sparkling soft drinks, water, sports drinks, coffee, tea, juice, dairy and plant-based beverages, and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta, Dasani, smartwater, Powerade, Minute Maid, Simply, fairlife, and Costa Coffee, among others.