CocaCola Company (The) $KO Stake Lowered by MassMutual Private Wealth & Trust FSB

MassMutual Private Wealth & Trust FSB trimmed its stake in shares of CocaCola Company (The) (NYSE:KO) by 7.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 120,677 shares of the company’s stock after selling 10,354 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in CocaCola were worth $8,437,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Headlands Technologies LLC bought a new position in CocaCola during the 2nd quarter worth $26,000. Marquette Asset Management LLC acquired a new stake in CocaCola in the third quarter worth $27,000. Cloud Capital Management LLC bought a new stake in CocaCola in the third quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new stake in CocaCola in the third quarter valued at $30,000. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in shares of CocaCola during the third quarter valued at $31,000. Institutional investors own 70.26% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Morgan Stanley set a $88.00 price target on shares of CocaCola in a research report on Wednesday, March 11th. Wells Fargo & Company lifted their price objective on shares of CocaCola from $79.00 to $87.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Evercore restated an “outperform” rating and issued a $85.00 target price on shares of CocaCola in a research report on Wednesday, February 11th. Royal Bank Of Canada set a $87.00 price target on shares of CocaCola in a research note on Wednesday, February 11th. Finally, Truist Financial set a $85.00 price target on CocaCola in a report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating and fifteen have issued a Buy rating to the stock. According to MarketBeat.com, CocaCola has an average rating of “Buy” and a consensus target price of $84.60.

CocaCola Price Performance

NYSE KO opened at $74.76 on Friday. CocaCola Company has a 12 month low of $65.35 and a 12 month high of $82.00. The firm has a market capitalization of $321.80 billion, a PE ratio of 24.59, a P/E/G ratio of 3.16 and a beta of 0.35. The company’s 50 day simple moving average is $76.41 and its 200 day simple moving average is $71.63. 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 (NYSE:KO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. CocaCola had a return on equity of 41.31% and a net margin of 27.34%.The firm had revenue of $11.82 billion during the quarter, compared to analyst estimates of $12.04 billion. During the same period last year, the company 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. As a group, equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current fiscal year.

CocaCola Increases Dividend

The firm also recently declared 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 represents a $2.12 annualized dividend and a yield of 2.8%. 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 presently 69.74%.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Jefferies raised its price target on KO to $90 (from $87) and reiterated a Buy rating, citing shifting consumer trends that could help growth — a near‑term bullish signal from the Street. Jefferies Raises Coca‑Cola (KO) Target
• Positive Sentiment: Warren Buffett’s Berkshire Hathaway continues to hold Coca‑Cola and commentary highlights how time and dividends have produced strong long‑term returns — a reaffirmation of institutional confidence. Warren Buffett’s Berkshire Hathaway Is Doubling Its Money in Coca‑Cola…
• Positive Sentiment: Coca‑Cola was highlighted as a top dividend‑growth name in investor roundups, reinforcing its appeal to income and defensive investors. 3 Best Dividend Growth Stocks to Buy in March
• Neutral Sentiment: Zacks flagged rising investor attention in KO searches and summarized key data points investors should know — useful context but not a direct catalyst. CocaCola Company (The) (KO) is Attracting Investor Attention
• Neutral Sentiment: Analyst commentary pieces offer mixed takeaways on consumer staples peers and Coca‑Cola’s positioning; useful for longer‑term thesis but not an immediate market mover. Analysts Offer Insights on Consumer Goods Companies: Coca‑Cola (KO)…
• Negative Sentiment: Market coverage noted KO’s recent intraday/near‑term decline and that the stock has underperformed the broader market in recent trading sessions, contributing to downward pressure. Coca‑Cola (KO) Declines More Than Market
• Negative Sentiment: Valuation checks and coverage noting a cooled share price amid a CEO handover, Sprite’s NBA return and product launches add near‑term uncertainty that can pressure sentiment until execution is clearer. Coca‑Cola (KO) Valuation Check As Sprite Returns To NBA…

Insider Buying and Selling

In other news, EVP Monica Howard Douglas sold 23,880 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 17,725 shares in the company, valued at approximately $1,371,383.25. This trade represents a 57.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Nancy Quan sold 23,556 shares of CocaCola stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $79.50, for a total transaction of $1,872,702.00. Following the completion of the transaction, the executive vice president directly owned 223,330 shares in the company, valued at $17,754,735. This represents a 9.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 892,925 shares of company stock worth $70,254,796 in the last ninety days. 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.