UniSuper Management Pty Ltd Has $12.43 Million Stock Holdings in Starbucks Corporation $SBUX

UniSuper Management Pty Ltd boosted its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 12.9% in the third quarter, Holdings Channel reports. The firm owned 146,979 shares of the coffee company’s stock after purchasing an additional 16,775 shares during the period. UniSuper Management Pty Ltd’s holdings in Starbucks were worth $12,434,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of SBUX. Vanguard Group Inc. grew its holdings in shares of Starbucks by 0.7% in the 2nd quarter. Vanguard Group Inc. now owns 112,861,623 shares of the coffee company’s stock valued at $10,341,511,000 after buying an additional 802,053 shares during the period. State Street Corp grew its stake in Starbucks by 1.2% in the second quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock valued at $4,353,647,000 after acquiring an additional 544,534 shares during the period. Geode Capital Management LLC increased its holdings in shares of Starbucks by 0.4% in the second quarter. Geode Capital Management LLC now owns 25,846,634 shares of the coffee company’s stock worth $2,357,815,000 after acquiring an additional 99,983 shares in the last quarter. Norges Bank acquired a new stake in shares of Starbucks during the second quarter worth about $1,246,316,000. Finally, Invesco Ltd. lifted its holdings in shares of Starbucks by 11.2% during the 2nd quarter. Invesco Ltd. now owns 12,757,954 shares of the coffee company’s stock valued at $1,169,011,000 after purchasing an additional 1,286,451 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on SBUX. Bank of America increased their target price on Starbucks from $106.00 to $114.00 and gave the stock a “buy” rating in a research note on Wednesday. Mizuho set a $86.00 price objective on shares of Starbucks and gave the stock a “neutral” rating in a research report on Friday, January 9th. UBS Group set a $94.00 price objective on shares of Starbucks and gave the stock a “neutral” rating in a report on Tuesday, October 21st. William Blair raised shares of Starbucks from a “market perform” rating to an “outperform” rating in a research note on Thursday. Finally, Zacks Research cut Starbucks from a “hold” rating to a “strong sell” rating in a report on Monday, December 29th. Seventeen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $103.15.

Starbucks Trading Up 1.9%

Starbucks stock opened at $97.62 on Friday. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $117.46. The company has a fifty day simple moving average of $87.00 and a 200 day simple moving average of $87.11. The company has a market cap of $111.00 billion, a P/E ratio of 59.52, a price-to-earnings-growth ratio of 2.06 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Wednesday, October 29th. The coffee company reported $0.52 EPS for the quarter, missing the consensus estimate of $0.55 by ($0.03). The business had revenue of $9.57 billion for the quarter, compared to the consensus estimate of $9.41 billion. Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.The company’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same period last year, the firm earned $0.80 earnings per share. On average, equities research analysts forecast that Starbucks Corporation will post 2.99 EPS for the current year.

Starbucks Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Friday, February 13th. Starbucks’s dividend payout ratio (DPR) is currently 151.22%.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: BofA raised its price target to $114, signaling stronger analyst conviction in Starbucks’ outlook and providing an immediate valuation tailwind for the shares. Bank of America Boosts Starbucks Price Target to $114
• Positive Sentiment: BTIG reaffirmed a “buy” rating with a $105 target, adding to analyst support that helps sustain recent investor momentum. BTIG Reaffirms Buy on Starbucks
• Positive Sentiment: Starbucks announced an Investor Day for Jan. 29 where management (CEO Brian Niccol and CFO Cathy Smith) will unveil long-term strategy and answer questions — a catalyst that can reset investor expectations if management provides credible margin or growth targets. Starbucks to Host 2026 Investor Day
• Positive Sentiment: Operational initiatives — described as “coffeehouse coaches” — are being credited with improving store execution and easing labor tensions, a constructive sign for same-store sales and throughput. Coffeehouse Coaches Give Starbucks Stock a Boost
• Neutral Sentiment: Analyst and media coverage notes a strong year-to-date rally in SBUX; coverage frames the move as momentum ahead of earnings rather than a confirmed turnaround. This buoyancy can attract momentum traders but raises expectations. Starbucks Huge 2026 Rally
• Neutral Sentiment: Zacks previews ahead of Q1 earnings provide consensus estimates and key metrics to watch (traffic, AUVs, margin trends); these previews are informational but underscore that results will be the immediate catalyst. Ahead of Starbucks Q1 Earnings: Estimates for Key Metrics
• Neutral Sentiment: Zacks and other outlets flag that while traffic and sales are stabilizing, EPS pressure from costs and a premium valuation leave little room for disappointment at the upcoming report. Should You Buy, Sell or Hold Before Q1 Earnings?
• Negative Sentiment: A local “cup kerfuffle” in Tucson drew negative headlines and briefly raised reputational and operational risk questions; while the incident hasn’t halted the rally, it shows headline risk still exists for a consumer-facing brand. Another Cup Kerfuffle Hits Starbucks in Tucson
• Neutral Sentiment: Broader analyst commentary discusses shifting price targets and fair-value assumptions — useful context but not an immediate operational driver. How Changing Analyst Stories Shape Starbucks Price Targets

Insider Buying and Selling at Starbucks

In related news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the company’s stock in a transaction dated Monday, November 10th. The shares were bought at an average price of $85.00 per share, for a total transaction of $994,500.00. Following the purchase, the director directly owned 53,096 shares in the company, valued at approximately $4,513,160. This trade represents a 28.26% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.09% of the stock is owned by company insiders.

Starbucks Company Profile

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.