CocaCola Company (The) $KO Shares Bought by Principal Financial Group Inc.

Principal Financial Group Inc. lifted its position in shares of CocaCola Company (The) (NYSE:KO) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,629,629 shares of the company’s stock after acquiring an additional 81,222 shares during the period. Principal Financial Group Inc.’s holdings in CocaCola were worth $533,387,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the 2nd quarter valued at approximately $26,000. Marquette Asset Management LLC acquired a new stake in shares of CocaCola during the 3rd quarter valued at approximately $27,000. Daytona Street Capital LLC acquired a new stake in shares of CocaCola during the 4th quarter valued at approximately $29,000. Cloud Capital Management LLC acquired a new stake in shares of CocaCola during the 3rd quarter valued at approximately $27,000. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of CocaCola during the 4th quarter valued at approximately $30,000. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Monica Howard Douglas sold 23,880 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $77.37, for a total value of $1,847,595.60. Following the completion of the transaction, the executive vice president owned 17,725 shares of the company’s stock, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Nancy Quan sold 23,556 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total value of $1,872,702.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $17,754,735. The trade was a 9.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 555,101 shares of company stock valued at $44,208,566. Company insiders own 0.90% of the company’s stock.

Analyst Ratings Changes

KO has been the topic of several research reports. JPMorgan Chase & Co. upped their price target on CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Evercore reissued an “outperform” rating and set a $85.00 price target on shares of CocaCola in a research report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft upped their price target on CocaCola from $83.00 to $86.00 and gave the company a “buy” rating in a research report on Monday, March 30th. Jefferies Financial Group upped their price objective on CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Finally, UBS Group upped their price objective on CocaCola from $90.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Fifteen equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, CocaCola presently has an average rating of “Buy” and an average price target of $86.27.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Q1 beat and dividend stability reinforce fundamentals — recent coverage highlights Coca‑Cola’s stronger-than-expected Q1 results and the company keeping its dividend policy steady, which supports income investors and underpins the long-term case. Is Coca-Cola’s Strong Q1 2026 Beat and Dividend Steadiness Altering The Investment Case For Coca-Cola (KO)?
• Positive Sentiment: Dividend-stock endorsements boost demand from conservative investors — several buy/hold pieces continue to list KO among reliable dividend names, supporting steady investor demand in volatile markets. Buy These 3 Dividend Stocks Today and Thank Yourself in 20 Years 10 Years, Zero Regrets: The Dividend Stocks I Keep Buying
• Neutral Sentiment: New-product innovation is lifting revenues but execution risk remains — reporting notes SKUs like Cherry Float, Zero Zero and POWERADE Power Water are contributing to topline growth, yet demand depends on consumer insights, pricing, and rollout execution; this is a potential growth driver if executed well but is not guaranteed. Coca-Cola’s Innovation Pipeline: Is it Enough to Drive Demand? Coca-Cola’s Innovation Pipeline: Is it Enough to Drive Demand?
• Neutral Sentiment: PepsiCo’s cost-savings narrative could alter competitive dynamics — analyst coverage on PEP stresses productivity and margin resilience, a factor investors watch because stronger cost performance at PepsiCo may pressure Coca‑Cola’s pricing and market-share strategy. Can Productivity Savings Shield PepsiCo From Inflation Pressures?
• Negative Sentiment: Valuation uncertainty is a near-term headwind — recent writeups flag conflicting fair‑value estimates after recent share‑price moves, which can prompt profit‑taking and weigh on sentiment until analysts converge or fundamentals provide clearer upside. Coca-Cola (KO) Valuation Check After Recent Share Price Moves And Conflicting Fair Value Estimates

CocaCola Price Performance

Shares of KO opened at $78.16 on Tuesday. The company has a market cap of $336.40 billion, a P/E ratio of 24.58, a PEG ratio of 3.14 and a beta of 0.35. The stock has a fifty day moving average price of $77.12 and a 200 day moving average price of $73.61. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00.

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

CocaCola Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 15th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. CocaCola’s dividend payout ratio is presently 66.67%.

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.