HUB Investment Partners LLC Buys 10,607 Shares of CocaCola Company (The) $KO
by Danessa Lincoln · The Markets DailyHUB Investment Partners LLC boosted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 14.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 83,653 shares of the company’s stock after buying an additional 10,607 shares during the quarter. HUB Investment Partners LLC’s holdings in CocaCola were worth $6,798,000 at the end of the most recent quarter.
A number of other hedge funds have also bought and sold shares of KO. Louisbourg Investments Inc. bought a new stake in shares of CocaCola in the 1st quarter worth about $25,000. Guardian Partners Inc. bought a new position in CocaCola during the 2nd quarter valued at about $27,000. Anfield Capital Management LLC raised its position in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares during the period. Headlands Technologies LLC purchased a new stake in CocaCola in the 2nd quarter worth about $26,000. Finally, Evolution Wealth Management Inc. lifted its stake in CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock worth $27,000 after purchasing an additional 357 shares during the last quarter. Institutional investors own 70.26% of the company’s stock.
CocaCola Stock Performance
Shares of NYSE:KO opened at $91.94 on Tuesday. The firm’s 50 day simple moving average is $84.49 and its 200-day simple moving average is $80.51. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30. CocaCola Company has a one year low of $65.35 and a one year high of $92.49. The firm has a market cap of $395.59 billion, a PE ratio of 27.61, a price-to-earnings-growth ratio of 3.18 and a beta of 0.33.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The firm had revenue of $13.37 billion during the quarter, compared to analyst estimates of $13.17 billion. During the same quarter in the previous year, the business earned $0.87 earnings per share. CocaCola’s quarterly revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities analysts predict that CocaCola Company will post 3.29 EPS for the current year.
CocaCola Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.
CocaCola News Summary
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Coca-Cola ranked among the leading consumer-staples companies for growth, reinforcing confidence in its ability to expand despite a relatively mature market. Coca-Cola leads consumer staples growth rankings
- Positive Sentiment: Analysts noted that Coca-Cola is adapting to changing consumer health preferences through flagship brands, product diversification and innovation across more beverage occasions. This may help protect long-term sales as consumers reduce consumption of traditional sugary drinks. Coca-Cola Faces Consumer Health Trend Shifts
- Positive Sentiment: Coca-Cola continues to attract attention as a potential long-term dividend compounder, appealing to investors seeking dependable income and stability amid a market environment that has favored speculation. 3 Dividend Stocks to Buy Before August Ends
- Neutral Sentiment: Executive Bruno Pietracci sold 111,365 KO shares for approximately $10.1 million, reducing his position by about 73%. The filing said the sale covered tax-withholding obligations tied to vested equity awards, making it less concerning than a discretionary sale but still a potential short-term sentiment overhang. Top Coca-Cola Executive Makes a Major Move
- Negative Sentiment: Valuation analysis suggests KO is closer to fairly valued than clearly undervalued. Its discounted-cash-flow estimate is near the current market price, while earnings multiples appear expensive after an 88% five-year return, potentially limiting upside for new buyers. Coca-Cola Stock Looks Cheap on Cash Flow but Pricey on Earnings
Insiders Place Their Bets
In related news, Chairman James Quincey sold 145,947 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $90.09, for a total value of $13,148,365.23. Following the completion of the sale, the chairman directly owned 122,833 shares of the company’s stock, valued at $11,066,024.97. This represents a 54.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 111,365 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $90.93, for a total transaction of $10,126,419.45. Following the transaction, the insider owned 41,365 shares in the company, valued at approximately $3,761,319.45. The trade was a 72.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 1,594,900 shares of company stock worth $136,568,617. 0.90% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
Several brokerages have issued reports on KO. Seaport Research Partners set a $95.00 target price on CocaCola in a research report on Friday, August 14th. Weiss Ratings reiterated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. UBS Group set a $104.00 price target on CocaCola and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Evercore restated an “outperform” rating and set a $100.00 price objective on shares of CocaCola in a report on Tuesday, July 28th. Finally, TD Cowen increased their target price on CocaCola from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $95.76.
Check Out Our Latest Stock Report on KO
CocaCola 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.
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