Starbucks (NASDAQ:SBUX) Releases FY 2026 Earnings Guidance

Starbucks (NASDAQ:SBUX) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.150-2.400 for the period, compared to the consensus estimate of 2.340. The company issued revenue guidance of -.

Starbucks Stock Performance

SBUX stock opened at $95.72 on Wednesday. Starbucks has a one year low of $75.50 and a one year high of $117.46. The firm has a market cap of $108.84 billion, a price-to-earnings ratio of 58.37, a PEG ratio of 2.03 and a beta of 0.97. The firm has a 50-day simple moving average of $87.50 and a two-hundred day simple moving average of $87.07.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.59 by ($0.03). The firm had revenue of $9.92 billion for the quarter, compared to the consensus estimate of $9.62 billion. Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, equities analysts predict that Starbucks will post 2.99 earnings per share for the current fiscal year.

Starbucks Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be paid a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a yield of 2.6%. The ex-dividend date is Friday, February 13th. Starbucks’s payout ratio is 151.22%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on SBUX shares. Wall Street Zen upgraded Starbucks from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Starbucks in a research report on Thursday, October 30th. Royal Bank Of Canada set a $100.00 target price on shares of Starbucks and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Mizuho upped their price target on shares of Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $105.00 price objective (up from $100.00) on shares of Starbucks in a research note on Tuesday. Eighteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $103.19.

Insider Activity

In other Starbucks news, Director Jorgen Vig Knudstorp bought 11,700 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was bought at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the completion of the transaction, the director directly owned 53,096 shares of the company’s stock, valued at approximately $4,513,160. This trade represents a 28.26% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.09% of the stock is currently owned by company insiders.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Mizuho raised its price target on SBUX from $86 to $95 (maintained Neutral). The lift in the target supports near‑term confidence in the turnaround narrative. Mizuho Boosts Starbucks Price Target to $95.00
• Positive Sentiment: bullish coverage and commentary highlight early traction for Niccol’s “Back to Starbucks” plan (store experience, training) and have helped push SBUX higher in 2026. These narratives underpin investor willingness to reward execution. Are Investors Buying the Starbucks Turnaround Plan?
• Neutral Sentiment: Options traders are pricing in an ~8% move around the Q1 report, indicating elevated short‑term volatility irrespective of direction — investors should expect bigger swings on the print. Options Traders Expect Big Move Ahead of Earnings
• Neutral Sentiment: Multiple previews (Seeking Alpha, Benzinga, UBS commentary) flag sales momentum but predict an earnings dip (margins under watch), so the report will likely be a near‑term catalyst rather than a clear directional signal. Starbucks Q1 Preview
• Negative Sentiment: Governance optics: Starbucks removed a prior ~$250k annual cap on CEO Brian Niccol’s private jet use citing security, and media coverage of the policy change is raising questions about optics and oversight. That can pressure sentiment among governance‑focused investors. Starbucks Removes Cap on CEO’s Private Jet Use
• Negative Sentiment: Operational/reputation risk: a reported store sanitation incident (maggots) and employee‑related accounts of firings have sparked negative headlines — potential near‑term reputational pressure for the brand. Maggots Incident Coverage
• Negative Sentiment: Analyst caution: Jefferies and others warn that new “Green Apron” investments could pressure margins in the near term — feeding downside risk if revenue/profitability in the report disappoint. Jefferies Sees Downside From Investments

Hedge Funds Weigh In On Starbucks

Institutional investors and hedge funds have recently modified their holdings of the stock. JPL Wealth Management LLC acquired a new stake in Starbucks during the third quarter worth about $27,000. Kelleher Financial Advisors purchased a new stake in Starbucks in the 3rd quarter worth approximately $27,000. Wealth Watch Advisors INC acquired a new stake in shares of Starbucks during the 3rd quarter worth approximately $34,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Starbucks during the 3rd quarter valued at approximately $41,000. Finally, Rakuten Securities Inc. lifted its stake in shares of Starbucks by 55.1% in the 2nd quarter. Rakuten Securities Inc. now owns 549 shares of the coffee company’s stock valued at $50,000 after purchasing an additional 195 shares during the period. Institutional investors and hedge funds own 72.29% of the company’s stock.

About Starbucks

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.