HF Advisory Group LLC Increases Position in Starbucks Corporation $SBUX

HF Advisory Group LLC increased its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 610.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,514 shares of the coffee company’s stock after purchasing an additional 88,094 shares during the period. HF Advisory Group LLC’s holdings in Starbucks were worth $8,633,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SBUX. Transce3nd LLC increased its stake in Starbucks by 270.3% in the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after buying an additional 200 shares in the last quarter. Collier Financial purchased a new position in shares of Starbucks in the third quarter valued at about $25,000. Y.D. More Investments Ltd bought a new position in shares of Starbucks in the third quarter worth about $26,000. JPL Wealth Management LLC bought a new position in shares of Starbucks in the third quarter worth about $27,000. Finally, Kelleher Financial Advisors purchased a new stake in shares of Starbucks during the third quarter worth about $27,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Stock Performance

SBUX stock opened at $90.43 on Thursday. The firm has a fifty day moving average price of $95.65 and a 200 day moving average price of $88.90. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82. The firm has a market cap of $103.03 billion, a PE ratio of 74.74, a price-to-earnings-growth ratio of 2.00 and a beta of 0.95.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (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 business had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. During the same period in the previous year, the company earned $0.69 EPS. Starbucks’s revenue for the quarter 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, equities analysts predict that Starbucks Corporation will post 2.99 EPS for the current year.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Governance changes and a new Nashville corporate office signal management momentum on the turnaround plan; management said it’s ahead of schedule, which supports confidence in operational execution. Starbucks Governance Shifts And Nashville Office Put Turnaround In Focus
• Positive Sentiment: Brand/marketing activation at Coachella (Unicorn Frappuccino, matcha, cold brew on-site) may help spring traffic and drive social buzz — a near-term comp benefit and PR win. Starbucks to Unleash Unicorn Frappuccino at Coachella
• Neutral Sentiment: Citizens Jmp has initiated coverage on SBUX (new analyst coverage can increase attention and liquidity but impact depends on the view published). Citizens Jmp Begins Coverage on Starbucks (NASDAQ:SBUX)
• Neutral Sentiment: Articles from Zacks/Yahoo and TipRanks note strong investor interest and a visible turnaround — but several argue much of the improvement may already be priced in, suggesting limited upside absent stronger beat-and-raise results. Is Trending Stock Starbucks Corporation (SBUX) a Buy Now? Is Trending Stock Starbucks Corporation (SBUX) a Buy Now? (Zacks) Starbucks (SBUX) Turnaround Looks Real, but the Easy Money May Be Gone
• Neutral Sentiment: Restaurant-industry moves (e.g., First Watch leadership changes) are background noise for sector trends but not directly material to Starbucks. First Watch cuts its COO
• Negative Sentiment: BNP Paribas Exane’s move to a “strong sell” rating is a notable negative signal from the sell-side and could pressure sentiment/flows if other brokers follow. Zacks.com (BNP Paribas Exane strong sell note)
• Negative Sentiment: Critical analysis pieces argue Starbucks’ financials and valuation leave little margin for error — negative press can weigh on investor confidence until stronger results arrive. Starbucks: The Financial Brew Sours
• Negative Sentiment: Competitive pressure: McDonald’s push to capture a large beverage opportunity with expanded McCafé rollouts, plus rivals like Shake Shack building loyalty/tech, could pressure market share or margin over time. Can McDonald’s Tap a $100B Beverage Opportunity in 2026? Shake Shack Leans on Loyalty Program and Tech to Drive Growth

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on SBUX shares. BMO Capital Markets reissued an “outperform” rating and issued a $120.00 price target on shares of Starbucks in a report on Friday, January 30th. BTIG Research restated a “buy” rating and set a $105.00 target price on shares of Starbucks in a research report on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Starbucks in a report on Wednesday, March 4th. BNP Paribas Exane raised shares of Starbucks to a “strong sell” rating in a report on Monday. Finally, New Street Research set a $90.00 price objective on Starbucks in a research report on Tuesday, January 27th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $103.07.

Insider Transactions at Starbucks

In other news, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of the sale, the executive vice president directly owned 59,609 shares of the company’s stock, valued at $5,789,226.08. This trade represents a 4.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Brady Brewer sold 1,641 shares of the business’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 value of $159,373.92. Following the transaction, the chief executive officer directly owned 86,605 shares in the company, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 4,729 shares of company stock valued at $460,974. 0.03% of the stock is owned by insiders.

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.