Compagnie Lombard Odier SCmA Has $86.10 Million Position in CocaCola Company (The) $KO

Key Points

• Compagnie Lombard Odier SCmA reduced its Coca-Cola position by 1.1% in the second quarter, selling 11,449 shares and retaining 1,059,377 shares valued at approximately $86.1 million. Institutional investors own 70.26% of KO.
• Coca-Cola reported quarterly EPS of $0.97 and revenue of $13.37 billion, exceeding analyst estimates, while revenue rose 6.2% year over year. Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $95.76.
• The company declared a quarterly dividend of $0.53 per share, equivalent to an annualized $2.12 payout and a 2.3% yield. Several insiders also sold shares under pre-arranged plans to cover tax obligations related to vested equity awards.

Compagnie Lombard Odier SCmA trimmed its position in shares of CocaCola Company (The) (NYSE:KO - Free Report) by 1.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,059,377 shares of the company's stock after selling 11,449 shares during the quarter. CocaCola makes up 0.9% of Compagnie Lombard Odier SCmA's holdings, making the stock its 26th biggest holding. Compagnie Lombard Odier SCmA's holdings in CocaCola were worth $86,096,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in KO. Brighton Jones LLC raised its position in shares of CocaCola by 13.3% during the fourth quarter. Brighton Jones LLC now owns 39,072 shares of the company's stock worth $2,433,000 after acquiring an additional 4,591 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of CocaCola by 3.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,795 shares of the company's stock worth $548,000 after purchasing an additional 293 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in shares of CocaCola in the 1st quarter valued at $210,000. Jump Financial LLC increased its position in shares of CocaCola by 450.5% during the second quarter. Jump Financial LLC now owns 39,583 shares of the company's stock worth $2,800,000 after buying an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. raised its stake in CocaCola by 548.2% during the second quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company's stock worth $75,000 after buying an additional 899 shares during the last quarter. Institutional investors own 70.26% of the company's stock.

CocaCola Trading Up 0.5%

KO opened at $90.91 on Friday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $91.86. The firm has a market capitalization of $391.14 billion, a PE ratio of 27.30, a P/E/G ratio of 3.16 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The company's 50-day moving average is $84.27 and its 200 day moving average is $80.37.

CocaCola (NYSE:KO - Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share 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 company had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. During the same quarter last year, the company earned $0.87 earnings per share. The company's revenue for the quarter 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, research analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

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

Analysts Set New Price Targets

KO has been the topic of several recent analyst reports. UBS Group set a $104.00 target price on shares of CocaCola and gave the company a "buy" rating in a report on Wednesday, July 29th. Citigroup upped their target price on CocaCola from $97.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Morgan Stanley reiterated an "overweight" rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a report on Wednesday, July 29th. Argus raised their price objective on shares of CocaCola from $91.00 to $97.00 and gave the stock a "buy" rating in a research report on Thursday, July 30th. Finally, Weiss Ratings reiterated a "buy (b+)" rating on shares of CocaCola in a research note on Friday, July 31st. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $95.76.

CocaCola News Roundup

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.

Insider Activity at CocaCola

In other CocaCola news, insider Bruno Pietracci sold 75,727 shares of CocaCola stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total transaction of $6,788,925.55. Following the completion of the sale, the insider owned 35,393 shares of the company's stock, valued at $3,172,982.45. The trade was a 68.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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, EVP Jennifer K. Mann sold 100,000 shares of the company's stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the sale, the executive vice president directly owned 181,384 shares of the company's stock, valued at approximately $14,412,772.64. This represents a 35.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders have sold 1,483,535 shares of company stock valued at $126,442,198 in the last quarter. 0.90% of the stock is currently owned by company insiders.

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.

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