CocaCola Company (The) $KO Shares Bought by Howard Financial Services LTD.

13 Sep 2025, 08:50 by Amy Steele · The Cerbat Gem

Howard Financial Services LTD. raised its position in CocaCola Company (The) (NYSE:KO – Free Report) by 2.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 7,571 shares of the company’s stock after acquiring an additional 163 shares during the period. Howard Financial Services LTD.’s holdings in CocaCola were worth $536,000 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 the company. New Republic Capital LLC grew its position in shares of CocaCola by 1.6% in the first quarter. New Republic Capital LLC now owns 8,662 shares of the company’s stock valued at $625,000 after purchasing an additional 139 shares during the last quarter. Alteri Wealth LLC lifted its stake in CocaCola by 2.1% in the 1st quarter. Alteri Wealth LLC now owns 6,874 shares of the company’s stock valued at $492,000 after buying an additional 140 shares in the last quarter. Deseret Mutual Benefit Administrators grew its holdings in CocaCola by 0.7% during the 1st quarter. Deseret Mutual Benefit Administrators now owns 20,099 shares of the company’s stock valued at $1,439,000 after buying an additional 143 shares during the last quarter. MBA Advisors LLC increased its position in CocaCola by 1.2% during the first quarter. MBA Advisors LLC now owns 12,443 shares of the company’s stock worth $891,000 after buying an additional 143 shares in the last quarter. Finally, BXM Wealth LLC raised its holdings in shares of CocaCola by 4.3% in the first quarter. BXM Wealth LLC now owns 3,532 shares of the company’s stock worth $253,000 after acquiring an additional 144 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently commented on KO shares. BNP Paribas reaffirmed an “outperform” rating and set a $83.00 price objective on shares of CocaCola in a research note on Monday, July 21st. JPMorgan Chase & Co. raised their price target on shares of CocaCola from $77.00 to $79.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 23rd. UBS Group lowered their price target on shares of CocaCola from $84.00 to $80.00 and set a “buy” rating for the company in a report on Thursday. Royal Bank Of Canada set a $76.00 price objective on shares of CocaCola and gave the company an “outperform” rating in a research note on Monday, July 21st. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $81.00 target price on shares of CocaCola in a research note on Monday, June 9th. Two research analysts have rated the stock with a Strong Buy rating and fourteen have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $76.93.

Get Our Latest Report on KO

CocaCola Trading Down 0.9%

Shares of KO stock opened at $67.00 on Friday. The firm’s 50-day simple moving average is $69.29 and its 200-day simple moving average is $70.37. The company has a debt-to-equity ratio of 1.49, a current ratio of 1.21 and a quick ratio of 0.98. CocaCola Company has a 1-year low of $60.62 and a 1-year high of $74.38. The firm has a market cap of $288.35 billion, a P/E ratio of 23.76, a PEG ratio of 3.52 and a beta of 0.43.

CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, July 22nd. The company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.83 by $0.04. The firm had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.55 billion. CocaCola had a net margin of 25.89% and a return on equity of 44.91%. CocaCola’s revenue was up 2.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.84 earnings per share. CocaCola has set its FY 2025 guidance at 2.970-2.970 EPS. As a group, equities analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 1st. Stockholders of record on Monday, September 15th will be issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date is Monday, September 15th. CocaCola’s dividend payout ratio is presently 72.34%.

Insider Buying and Selling at CocaCola

In related news, insider Nikolaos Koumettis sold 37,396 shares of CocaCola stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $69.10, for a total value of $2,584,063.60. Following the transaction, the insider owned 209,513 shares in the company, valued at approximately $14,477,348.30. This trade represents a 15.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.97% of the company’s stock.

CocaCola Company Profile

(Free Report)