Compagnie Lombard Odier SCmA Cuts Stock Holdings in CocaCola Company (The) $KO

Compagnie Lombard Odier SCmA lowered its stake in shares of CocaCola Company (The) (NYSE:KO) by 1.1% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,059,377 shares of the company’s stock after selling 11,449 shares during the period. CocaCola makes up approximately 0.9% of Compagnie Lombard Odier SCmA’s holdings, making the stock its 26th biggest position. Compagnie Lombard Odier SCmA’s holdings in CocaCola were worth $86,096,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in CocaCola by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after buying an additional 5,886,352 shares during the period. State Street Corp lifted its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock worth $11,734,417,000 after buying an additional 1,992,327 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of CocaCola by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after purchasing an additional 433,547 shares during the period. Norges Bank bought a new stake in shares of CocaCola during the 4th quarter worth approximately $3,865,807,000. Finally, Bank of America Corp DE increased its stake in CocaCola by 9.5% in the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock worth $3,347,642,000 after buying an additional 3,836,640 shares during the period. Institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

NYSE:KO opened at $90.91 on Friday. The stock’s fifty day moving average is $84.27 and its two-hundred day moving average is $80.37. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $91.86. The company has a quick ratio of 1.12, a current ratio of 1.30 and a debt-to-equity ratio of 0.97. The company has a market capitalization of $391.14 billion, a P/E ratio of 27.30, a P/E/G ratio of 3.16 and a beta of 0.33.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter in the prior year, the company earned $0.87 EPS. CocaCola’s revenue was up 6.2% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Equities analysts expect that CocaCola Company will post 3.29 EPS for the current year.

CocaCola Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst coverage remains generally supportive, with brokers highlighting Coca-Cola as an investment candidate. Recent quarterly results also exceeded expectations, with earnings and revenue above consensus and revenue growth of 6.2% year over year. Brokers Suggest Investing in Coca-Cola
• Positive Sentiment: Investors have been seeking established, lower-volatility companies, helping Coca-Cola reach an all-time high and break above $90 for the first time. Its strong brand portfolio and defensive characteristics may be attractive amid market uncertainty. Coca-Cola Hits All-Time High
• Positive Sentiment: Coca-Cola’s long dividend record continues to support its appeal to income-focused investors. Berkshire Hathaway reportedly receives approximately $848 million annually from its Coca-Cola holdings, underscoring the scale and consistency of the payout. Dividend King Pays Berkshire
• Neutral Sentiment: Coverage is also examining Coca-Cola’s cash flow and dividend sustainability as interest rates and bond yields rise. Higher yields could increase the relative appeal of fixed-income investments, although Coca-Cola’s recurring cash generation remains central to its income-investor case. Coca-Cola Cash Flow as Yields Rise
• Negative Sentiment: Executive Vice President Nancy Quan sold 50,000 shares worth about $4.5 million. The filing states the sale covered tax withholding tied to vested equity awards, reducing its negative signaling value, though it may create modest near-term selling pressure.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on KO shares. Truist Financial set a $88.00 target price on CocaCola in a report on Friday, June 26th. Piper Sandler lifted their target price on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Bank of America increased their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Friday, July 10th. UBS Group set a $104.00 price objective on CocaCola and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada raised their target price on CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

Insider Buying and Selling at CocaCola

In other news, Chairman James Quincey sold 145,947 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was 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 approximately $11,066,024.97. The trade was a 54.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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, CFO John Murphy sold 152,483 shares of the firm’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the transaction, the chief financial officer owned 279,917 shares in the company, valued at approximately $24,439,553.27. This trade represents a 35.26% 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 three months, insiders have sold 1,483,535 shares of company stock valued at $126,442,198. 0.90% of the stock is owned by insiders.

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.