Insider Selling: CocaCola (NYSE:KO) EVP Sells 23,880 Shares of Stock

CocaCola Company (The) (NYSE:KO) EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $77.37, for a total transaction of $1,847,595.60. Following the sale, the executive vice president directly owned 17,725 shares of the company’s stock, valued at $1,371,383.25. The trade was a 57.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Monica Howard Douglas also recently made the following trade(s):

• On Wednesday, February 25th, Monica Howard Douglas sold 20,000 shares of CocaCola stock. The stock was sold at an average price of $80.16, for a total value of $1,603,200.00.

CocaCola Trading Up 0.6%

NYSE:KO traded up $0.49 during mid-day trading on Tuesday, reaching $78.29. 4,284,975 shares of the company’s stock traded hands, compared to its average volume of 19,155,822. The company has a 50 day moving average price of $75.01 and a 200-day moving average price of $71.17. The firm has a market capitalization of $336.68 billion, a price-to-earnings ratio of 25.75, a PEG ratio of 3.23 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. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $82.00.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.56 by $0.02. The firm had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business’s revenue was up 2.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.55 earnings per share. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, sell-side analysts predict that CocaCola Company will post 2.96 earnings per share 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 issued a $0.53 dividend. 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. The ex-dividend date is Friday, March 13th. CocaCola’s dividend payout ratio (DPR) is 67.11%.

Key CocaCola News

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Board-approved leadership change and another dividend increase signal continuity on shareholder returns — Henrique Braun has been named incoming CEO while current CEO James Quincey will move to Executive Chairman; the board also approved Coca‑Cola’s 64th consecutive annual dividend increase, reinforcing the company’s capital-return focus and appealing to income investors. Coca‑Cola Leadership Shift Puts Focus On Dividend Strength And Cash Flows
• Positive Sentiment: Long-term growth story centered on emerging markets — analysts highlight India, China and ASEAN as primary growth engines as urbanization and rising incomes lift beverage demand, supporting revenue upside over time despite near‑term volatility. Are Emerging Markets Key to Coca‑Cola’s Long‑Term Revenue Growth?
• Positive Sentiment: Dividend safety spotlight supports KO’s defensive appeal — pieces comparing KO to peers (e.g., PepsiCo, Altria) reinforce KO’s status as a Dividend King and a reliable income hold for conservative portfolios. That coverage tends to attract yield‑focused buyers. Coke vs Pepsi: Which Dividend Is Actually Safer?
• Neutral Sentiment: Investor presentation/transcript availability — Coca‑Cola’s Citi Global Consumer & Retail conference presentation transcript was posted, providing detail for analysts but not delivering new headline guidance. Useful for modeling but not an immediate catalyst. The Coca‑Cola Company (KO) Presents at Citi’s 2026 Global Consumer & Retail Conference 2026 Transcript
• Negative Sentiment: Insider selling by an EVP — Monica Howard Douglas sold 23,880 shares (~$1.85M) and reduced her holding by 57.4%, which can spook some investors or be viewed as diversification; the filing is public on the SEC site. SEC Form 4 — Insider Sale

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Brighton Jones LLC raised its position in CocaCola by 13.3% in the 4th quarter. Brighton Jones LLC now owns 39,072 shares of the company’s stock worth $2,433,000 after buying an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of CocaCola by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company’s stock worth $548,000 after acquiring an additional 293 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in shares of CocaCola during the first quarter valued at approximately $210,000. United Bank boosted its holdings in CocaCola by 9.5% in the second quarter. United Bank now owns 91,201 shares of the company’s stock worth $6,452,000 after purchasing an additional 7,903 shares during the last quarter. Finally, Fox Run Management L.L.C. purchased a new stake in CocaCola in the second quarter worth approximately $214,000. Institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on KO. Royal Bank Of Canada set a $87.00 price target on CocaCola in a research report on Wednesday, February 11th. JPMorgan Chase & Co. upped their target price on shares of CocaCola from $79.00 to $83.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. UBS Group increased their price target on shares of CocaCola from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Morgan Stanley restated an “overweight” rating and issued a $87.00 price objective on shares of CocaCola in a report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $83.00 target price on shares of CocaCola in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $84.33.

CocaCola Company 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.