von Borstel & Associates Inc. Buys Shares of 22,800 Starbucks Corporation $SBUX

von Borstel & Associates Inc. purchased a new stake in Starbucks Corporation (NASDAQ:SBUX) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 22,800 shares of the coffee company’s stock, valued at approximately $1,928,000.

Several other hedge funds also recently modified their holdings of SBUX. Vanguard Group Inc. boosted its holdings in shares of Starbucks by 0.5% during the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock worth $9,596,931,000 after purchasing an additional 577,279 shares during the last quarter. Capital Research Global Investors boosted its stake in Starbucks by 11.4% in the 3rd quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock worth $7,229,968,000 after buying an additional 8,774,198 shares during the last quarter. Capital World Investors boosted its stake in Starbucks by 1.9% in the 3rd quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock worth $6,575,430,000 after buying an additional 1,462,874 shares during the last quarter. State Street Corp grew its holdings in Starbucks by 1.2% in the 2nd quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock valued at $4,353,647,000 after buying an additional 544,534 shares during the period. Finally, Capital International Investors increased its stake in shares of Starbucks by 22.5% during the 3rd quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock valued at $1,243,104,000 after acquiring an additional 2,699,479 shares during the last quarter. 72.29% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Turnaround momentum: analysts and some prominent investors are calling Starbucks a recovery story after recent operational changes and a more generous rewards program that appears to be boosting demand. Josh Brown names SBUX a top stock
• Positive Sentiment: Customer loyalty actions: Starbucks revamped its rewards program to drive frequency and AUV recovery — a potential tailwind for same‑store sales if sustained. Rewards program update
• Neutral Sentiment: Corporate and governance items: the company will webcast its March 25 annual meeting (forum for investor questions), and the CEO made small disclosed stock sales (minor ownership reduction). These are informational but not immediate operational catalysts. Annual meeting webcast SEC Form 4
• Negative Sentiment: Proxy‑advisor warnings: two proxy advisory firms flagged that Starbucks may be under‑estimating the financial and reputational risks from persistent labor disputes — a governance red flag that can pressure the stock and complicate investor support. Reuters: proxy firms warn Starbucks Seeking Alpha: proxy firms warn
• Negative Sentiment: Union restarts and contract push: Starbucks Workers United submitted a detailed contract proposal seeking a $17 minimum start wage and 4% annual raises and is seeking to reopen bargaining — this raises the prospect of higher labor costs and renewed store‑level disruption. Yahoo Finance: union contract proposal CNBC: details of baristas’ asks
• Negative Sentiment: Market reaction and analyst caution: coverage notes the union trying to restart talks and some firms moving to more cautious stances — near‑term investor anxiety over labor negotiations is weighing on the stock. TipRanks: union talks pressure stock WSJ: union seeks to reopen negotiations
• Negative Sentiment: PR/governance noise: founder Howard Schultz’s relocation and related publicity about state tax policy add incremental governance/PR distraction during sensitive labor negotiations. Financial Post: Schultz relocation coverage

Insiders Place Their Bets

In other news, CEO Brady Brewer sold 588 shares of the stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $100.00, for a total value of $58,800.00. Following the completion of the sale, the chief executive officer directly owned 86,017 shares of the company’s stock, valued at $8,601,700. This represents a 0.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the transaction, the executive vice president owned 59,609 shares in the company, valued at approximately $5,789,226.08. This represents a 4.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,729 shares of company stock worth $460,974 over the last ninety days. 0.03% of the stock is owned by insiders.

Starbucks Price Performance

Shares of Starbucks stock opened at $99.15 on Friday. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $104.82. The business’s fifty day moving average price is $95.28 and its two-hundred day moving average price is $88.30. The company has a market capitalization of $112.96 billion, a P/E ratio of 81.94, a PEG ratio of 2.23 and a beta of 0.93.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The company had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. During the same quarter in the prior year, the business earned $0.69 EPS. Starbucks’s revenue was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, research analysts expect that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. New Street Research set a $90.00 target price on shares of Starbucks in a research report on Tuesday, January 27th. TD Cowen reissued a “hold” rating and issued a $89.00 price objective (up from $84.00) on shares of Starbucks in a research report on Friday, January 30th. Wall Street Zen raised shares of Starbucks from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Barclays set a $116.00 target price on Starbucks and gave the stock an “overweight” rating in a research report on Friday, January 30th. Finally, DA Davidson began coverage on Starbucks in a research report on Friday, March 6th. They issued a “neutral” rating and a $97.00 target price on the stock. Seventeen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Starbucks has an average rating of “Moderate Buy” and an average target price of $104.22.

Starbucks 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.