Lexington Hill Partners LLC Buys New Shares in CocaCola Company (The) $KO

Lexington Hill Partners LLC bought a new position in shares of CocaCola Company (The) (NYSE:KO) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 64,467 shares of the company’s stock, valued at approximately $4,903,000. CocaCola makes up 2.8% of Lexington Hill Partners LLC’s holdings, making the stock its 8th biggest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in KO. Brighton Jones LLC boosted its stake in 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 buying an additional 4,591 shares in the last quarter. Revolve Wealth Partners LLC raised its stake 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 valued at $548,000 after buying an additional 293 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in shares of CocaCola during the 1st quarter worth about $210,000. Jump Financial LLC lifted its holdings in shares of CocaCola by 450.5% during the 2nd quarter. Jump Financial LLC now owns 39,583 shares of the company’s stock worth $2,800,000 after acquiring an additional 32,392 shares during the period. Finally, Osterweis Capital Management Inc. lifted its holdings in shares of CocaCola by 548.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 1,063 shares of the company’s stock worth $75,000 after acquiring an additional 899 shares during the period. 70.26% of the stock is currently owned by institutional investors.

CocaCola Stock Up 0.1%

Shares of NYSE:KO opened at $79.43 on Friday. 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 quick ratio of 1.15 and a current ratio of 1.36. The company’s fifty day moving average is $79.03 and its 200-day moving average is $75.93. The company has a market capitalization of $341.75 billion, a PE ratio of 24.98, a P/E/G ratio of 3.17 and a beta of 0.35.

CocaCola (NYSE:KO) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Equities research analysts predict that CocaCola Company will post 3.26 earnings per share for the current fiscal year.

CocaCola Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Monday, June 15th will be paid a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is currently 66.67%.

Analysts Set New Price Targets

A number of research firms recently weighed in on KO. JPMorgan Chase & Co. upped their target price on shares of CocaCola from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Jefferies Financial Group raised their price target on shares of CocaCola from $87.00 to $90.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Citigroup lifted their price objective on CocaCola from $90.00 to $91.00 and gave the company a “buy” rating in a report on Monday, May 18th. Wells Fargo & Company upped their price objective on CocaCola from $87.00 to $90.00 and gave the company an “overweight” rating in a research note on Monday, May 18th. Finally, Morgan Stanley set a $89.00 target price on CocaCola in a report on Wednesday, June 10th. Fifteen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.69.

Key Stories Impacting CocaCola

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.

Insiders Place Their Bets

In other news, EVP Jennifer K. Mann sold 23,984 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the transaction, the executive vice president directly owned 157,400 shares of the company’s stock, valued at $13,128,734. The trade was a 13.22% decrease in their position. The sale 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. Also, Chairman James Quincey sold 436,296 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $80.13, for a total value of $34,960,398.48. Following the sale, the chairman owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. 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. Over the last ninety days, insiders have sold 899,905 shares of company stock valued at $71,832,315. 0.90% of the stock is currently owned by 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.