Mitsubishi UFJ Asset Management Co. Ltd. Purchases 938,116 Shares of CocaCola Company (The) $KO

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of CocaCola Company (The) (NYSE:KO) by 5.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,495,775 shares of the company’s stock after purchasing an additional 938,116 shares during the period. CocaCola comprises approximately 0.9% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 14th largest holding. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.45% of CocaCola worth $1,292,960,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of KO. Headlands Technologies LLC purchased a new stake in CocaCola in the second quarter worth about $26,000. Marquette Asset Management LLC bought a new position in shares of CocaCola in the 3rd quarter worth approximately $27,000. Cloud Capital Management LLC purchased a new position in shares of CocaCola in the 3rd quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of CocaCola during the third quarter valued at approximately $30,000. Finally, MMA Asset Management LLC purchased a new stake in CocaCola in the second quarter worth $34,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

KO has been the topic of a number of research reports. JPMorgan Chase & Co. boosted their target price on shares of CocaCola from $79.00 to $83.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Evercore reissued an “outperform” rating and set a $85.00 price objective on shares of CocaCola in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Citigroup lifted their target price on shares of CocaCola from $85.00 to $87.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada set a $87.00 price target on CocaCola in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company’s stock. According to data from MarketBeat.com, CocaCola presently has a consensus rating of “Buy” and a consensus target price of $84.33.

CocaCola Trading Down 0.3%

NYSE:KO opened at $80.46 on Thursday. The stock has a market cap of $346.04 billion, a price-to-earnings ratio of 26.47, a PEG ratio of 3.38 and a beta of 0.36. The company has a quick ratio of 1.25, a current ratio of 1.46 and a debt-to-equity ratio of 1.23. The company’s 50 day moving average price is $73.60 and its 200-day moving average price is $70.68. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $81.09.

CocaCola (NYSE:KO) last released its quarterly earnings data 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. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The business had revenue of $11.82 billion for the quarter, compared to analysts’ expectations of $12.04 billion. During the same period in the prior year, the firm posted $0.55 EPS. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. On average, equities research analysts forecast that CocaCola Company will post 2.96 earnings per share for the current fiscal year.

CocaCola Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Friday, March 13th will be given a $0.53 dividend. This is a positive change from CocaCola’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. CocaCola’s payout ratio is presently 67.11%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Zacks Research raised multiple near‑ and multi‑year EPS forecasts for KO (Q1/Q2 2026–2027 and FY2026–FY2028), incrementally boosting FY2026–FY2028 outlooks and signaling slightly stronger earnings momentum than previously expected.
• Positive Sentiment: BodyArmor (a Coca‑Cola brand) was named the official sports drink of NCAA March Madness and plans a new product launch — a distribution/marketing win that could support growth in the sports‑hydration category. Coca‑Cola Resets Hydration Brands As New CEO Team Takes Shape
• Neutral Sentiment: The company will present at the Citi 2026 Global Consumer & Retail Conference on March 9 (CFO John Murphy), offering investors a scheduled opportunity for management commentary and potential guidance color. Coca‑Cola Announces Participation in Citi 2026 Global Consumer & Retail Conference
• Neutral Sentiment: Industry/peer commentary may influence relative valuation flows — recent reads compare KO to PepsiCo and discuss Keurig Dr Pepper’s strategic moves; these pieces provide context but are not company‑specific catalysts. PepsiCo vs. Coca‑Cola: Which Beverage Giant Wins the Cola War? Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value
• Negative Sentiment: Short interest rose noticeably in February (≈41.2M shares, +21.5% vs. late January), increasing potential selling pressure and volatility despite low % of float shorted (≈1.0%) and a modest days‑to‑cover (~1.8 days).
• Negative Sentiment: Coca‑Cola temporarily halted U.S. availability of Topo Chico mineral water to upgrade production, which could pressure near‑term sales in the sparkling/mineral water category while facilities are updated. Coca‑Cola Resets Hydration Brands As New CEO Team Takes Shape

Insider Transactions at CocaCola

In other news, CEO James Quincey sold 337,824 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $77.10, for a total transaction of $26,046,230.40. Following the sale, the chief executive officer owned 342,546 shares of the company’s stock, valued at $26,410,296.60. This trade represents a 49.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.97% of the company’s stock.

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.