Lexington Hill Partners LLC Invests $4.90 Million in CocaCola Company (The) $KO

Key Points

• Lexington Hill Partners bought a new stake in Coca-Cola during Q1, purchasing 64,467 shares valued at about $4.9 million. The position now represents roughly 2.8% of its portfolio.
• Coca-Cola reported strong quarterly results, with EPS of $0.86 beating estimates and revenue of $12.47 billion also topping expectations. The company raised its FY 2026 EPS guidance to 3.240-3.270.
• The company announced a quarterly dividend of $0.53 per share, or $2.12 annually, yielding about 2.7%. Meanwhile, analysts remain broadly positive, with a consensus rating of Moderate Buy and an average price target of $86.69.

Lexington Hill Partners LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO - Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 64,467 shares of the company's stock, valued at approximately $4,903,000. CocaCola makes up about 2.8% of Lexington Hill Partners LLC's investment portfolio, making the stock its 8th biggest position.

Several other institutional investors and hedge funds have also modified their holdings of KO. Anfield Capital Management LLC increased its position in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company's stock worth $25,000 after buying an additional 294 shares during the last quarter. Headlands Technologies LLC bought a new position in CocaCola during the second quarter valued at about $26,000. Evolution Wealth Management Inc. lifted its position in shares of 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 buying an additional 357 shares during the last quarter. Daytona Street Capital LLC acquired a new stake in shares of CocaCola in the fourth quarter worth about $29,000. Finally, Elevated Capital Advisors LLC bought a new stake in shares of CocaCola during the 4th quarter worth about $30,000. Institutional investors and hedge funds own 70.26% of the company's stock.

CocaCola Stock Up 0.1%

KO stock opened at $79.43 on Friday. The stock has a market capitalization of $341.75 billion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 3.17 and a beta of 0.35. The company has a 50-day moving average of $79.03 and a two-hundred day moving average of $75.93. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $84.04. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.36 and a quick ratio of 1.15.

CocaCola (NYSE:KO - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, topping analysts' consensus estimates of $0.81 by $0.05. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The business had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. During the same period in the previous year, the company posted $0.73 earnings per share. The firm's revenue for the quarter was up 11.4% on a year-over-year basis. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities research analysts anticipate that CocaCola Company will post 3.26 EPS for the current year.

CocaCola Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. CocaCola's dividend payout ratio (DPR) is 66.67%.

Insiders Place Their Bets

In other news, EVP Nancy Quan sold 31,625 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the sale, the executive vice president directly owned 223,330 shares of the company's stock, valued at approximately $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 firm's stock in a transaction on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the completion of the sale, the executive vice president owned 181,384 shares in the company, valued at approximately $14,412,772.64. The trade was 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 a total of 899,905 shares of company stock valued at $71,832,315 in the last three months. Company insiders own 0.90% of the company's stock.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analysts and market commentators continue to view Coca-Cola as a durable long-term holding because of its global brand strength, pricing power, and ability to perform in inflationary conditions.
• Positive Sentiment: Articles focused on KO’s dividend appeal emphasize its 62-year streak of dividend increases, reinforcing its status as an income stock for conservative investors.
• Positive Sentiment: KO was included in a list of non-tech wide-moat stocks for stable returns in the second half of 2026, which may draw more defensive capital into the shares.
• Neutral Sentiment: One piece compared Coca-Cola’s year-to-date performance with other consumer staples peers, suggesting investors are evaluating KO mainly as part of a broader sector rotation rather than on company-specific news.
• Neutral Sentiment: Seeking Alpha commentary noted some technical caution even while remaining constructive on the business, implying valuation and chart factors may limit immediate upside.
• Neutral Sentiment: Most of the coverage was opinion and analysis rather than a major earnings or operational announcement, so the stock’s move today appears tied more to sentiment around defensiveness and dividends than fresh fundamentals.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on KO. Sanford C. Bernstein began coverage on CocaCola in a report on Thursday, June 11th. They set a "market perform" rating and a $84.00 price objective on the stock. Wells Fargo & Company boosted their target price on CocaCola from $87.00 to $90.00 and gave the stock an "overweight" rating in a report on Monday, May 18th. JPMorgan Chase & Co. upped their target price on CocaCola from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. TD Cowen increased their price target on CocaCola from $85.00 to $90.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. Finally, Citigroup lifted their price target on shares of CocaCola from $90.00 to $91.00 and gave the company a "buy" rating in a research report on Monday, May 18th. Fifteen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, CocaCola currently has a consensus rating of "Moderate Buy" and an average target price of $86.69.

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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