Compagnie Lombard Odier SCmA Sells 173,919 Shares of CocaCola Company (The) $KO

Compagnie Lombard Odier SCmA reduced its stake in CocaCola Company (The) (NYSE:KO) by 13.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,154,167 shares of the company’s stock after selling 173,919 shares during the period. CocaCola makes up 0.9% of Compagnie Lombard Odier SCmA’s portfolio, making the stock its 28th largest holding. Compagnie Lombard Odier SCmA’s holdings in CocaCola were worth $80,688,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the stock. Headlands Technologies LLC purchased a new position in shares of CocaCola during the second quarter valued at about $26,000. Marquette Asset Management LLC purchased a new stake in shares of CocaCola in the third quarter worth about $27,000. Cloud Capital Management LLC bought a new position in CocaCola during the third quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new position in CocaCola during the third quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in CocaCola during the 3rd quarter valued at approximately $31,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

NYSE:KO opened at $76.17 on Thursday. The firm has a market capitalization of $327.84 billion, a price-to-earnings ratio of 25.06, a PEG ratio of 3.21 and a beta of 0.36. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.46 and a quick ratio of 1.25. The business has a 50 day simple moving average of $77.12 and a 200-day simple moving average of $72.08. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $82.00.

CocaCola (NYSE:KO) last released its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $12.04 billion. During the same quarter in the previous year, the company posted $0.55 EPS. The company’s revenue for the quarter was up 2.2% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.210-3.240 EPS. Equities analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

CocaCola Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th were paid a $0.53 dividend. This is an increase from CocaCola’s previous quarterly dividend of $0.51. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, March 13th. CocaCola’s payout ratio is currently 69.74%.

Key Headlines Impacting CocaCola

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Coca‑Cola plans to invest $1 billion in South Africa through 2030, signaling confidence in emerging‑market demand and distribution expansion. Coca‑Cola To Invest $1 Billion In South Africa Through 2030
• Positive Sentiment: Zacks argues KO has the mix of factors that make another quarterly earnings beat likely, reinforcing investor confidence in near‑term cash flow and EPS stability. Will Coca‑Cola (KO) Beat Estimates Again?
• Positive Sentiment: Market rotation into defensive sectors (consumer staples ETFs) is providing a tailwind for KO as investors seek low‑beta, high‑dividend hedges in a more uncertain macro environment. As Recession Odds Climb, Defensive Sectors Continue to Outperform
• Positive Sentiment: Coverage notes (including Deutsche Bank) and dividend‑focused writeups (The Motley Fool) highlight KO’s long dividend track record and favorable analyst outlook, supporting buy‑side interest. Deutsche Bank Forecasts Strong Price Appreciation Set It and Forget It: 2 Dividend Stocks
• Neutral Sentiment: KO’s AI and cloud initiatives are being expanded across the value chain — boosting execution and insights but not yet a full tech‑led growth pivot, so impact is longer‑term/operational. Does Coca‑Cola’s AI and Cloud Push Signal a New Tech‑Led Growth Phase?
• Neutral Sentiment: Analyst roundups and head‑to‑head pieces broadly reiterate KO’s defensive, low‑volatility profile; useful for positioning but not immediate price catalysts. Top Analyst Reports for Exxon Mobil, Coca‑Cola & Uber Coca‑Cola HBC and Coca‑Cola Head‑To‑Head Analysis
• Negative Sentiment: CEO James Quincey’s announced step‑down and the creation of a new chief digital officer to accelerate AI/digital transformation introduce leadership transition risk and near‑term uncertainty about execution and strategy. Coca‑Cola CEO Shift Puts AI And Valuation In Fresh Focus

Insiders Place Their Bets

In related news, EVP Monica Howard Douglas sold 23,880 shares of the company’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 transaction, the executive vice president directly owned 17,725 shares in the company, valued at approximately $1,371,383.25. This represents a 57.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO James Quincey sold 250,688 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $79.14, for a total transaction of $19,839,448.32. Following the completion of the sale, the chief executive officer directly owned 278,155 shares of the company’s stock, valued at approximately $22,013,186.70. The trade was a 47.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 892,925 shares of company stock valued at $70,254,796. 0.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on KO shares. Barclays upped their price objective on CocaCola from $77.00 to $83.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Jefferies Financial Group raised their target price on shares of CocaCola from $87.00 to $90.00 and gave the company a “buy” rating in a report on Monday, March 16th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CocaCola in a research note on Thursday, January 22nd. Morgan Stanley set a $88.00 price objective on shares of CocaCola in a research report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $84.80.

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.