Leo Wealth LLC Makes New Investment in Starbucks Corporation $SBUX

Leo Wealth LLC purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 13,440 shares of the coffee company’s stock, valued at approximately $1,132,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. SC&H Financial Advisors Inc. boosted its holdings in shares of Starbucks by 16.8% during the 4th quarter. SC&H Financial Advisors Inc. now owns 2,787 shares of the coffee company’s stock worth $235,000 after buying an additional 400 shares in the last quarter. RPG Investment Advisory LLC lifted its holdings in shares of Starbucks by 4.7% in the 4th quarter. RPG Investment Advisory LLC now owns 95,474 shares of the coffee company’s stock worth $8,040,000 after purchasing an additional 4,244 shares in the last quarter. Realta Investment Advisors lifted its holdings in shares of Starbucks by 25.3% in the 4th quarter. Realta Investment Advisors now owns 3,625 shares of the coffee company’s stock worth $305,000 after purchasing an additional 732 shares in the last quarter. Signaturefd LLC lifted its holdings in shares of Starbucks by 8.7% in the 4th quarter. Signaturefd LLC now owns 30,082 shares of the coffee company’s stock worth $2,533,000 after purchasing an additional 2,410 shares in the last quarter. Finally, Lazari Capital Management Inc. lifted its holdings in shares of Starbucks by 1.7% in the 4th quarter. Lazari Capital Management Inc. now owns 16,972 shares of the coffee company’s stock worth $1,429,000 after purchasing an additional 278 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

SBUX has been the topic of a number of recent research reports. Guggenheim reiterated a “neutral” rating and issued a $95.00 target price (up from $90.00) on shares of Starbucks in a report on Wednesday, March 4th. DA Davidson initiated coverage on Starbucks in a report on Friday, March 6th. They issued a “neutral” rating and a $97.00 target price on the stock. BTIG Research reiterated a “buy” rating and issued a $105.00 target price on shares of Starbucks in a report on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Starbucks in a report on Wednesday, March 4th. Finally, Citizens Jmp initiated coverage on Starbucks in a report on Monday, March 30th. They issued an “underperform” rating and a $84.00 target price on the stock. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $103.07.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks formalized a joint venture with Boyu Capital in China and is shifting to a licensed model to scale faster toward a 20,000-store opportunity — a move that reduces capital intensity and leverages local partners to accelerate growth in the world’s largest coffee market. Starbucks & Boyu JV in China: A Strategic Bet to Accelerate Growth?
• Positive Sentiment: Management cut menu complexity by ~25% to improve speed of service, simplify operations and protect margins — a tactical step that supports the “Back to Starbucks” turnaround by improving throughput and customer experience. Starbucks Cuts Menu Complexity by 25%: Smart Simplification Move?
• Positive Sentiment: New U.S. partner compensation changes — an incentive rewards program tied to store performance, expanded tipping options, and a shift to weekly pay — are being viewed as retention and service-quality levers that could stabilize traffic and margins over time. Investors are treating this as a near-term operational catalyst. Starbucks rises as investors weigh new U.S. barista incentive plan and pay changes
• Positive Sentiment: Product innovation — new lower‑sugar “Energy Refreshers” and other beverage updates — is generating buzz and may help traffic/market positioning with health-conscious consumers. “Caffeine From Nature”: Starbucks Stock (NASDAQ:SBUX) Blasts Up on Energy Refreshers
• Neutral Sentiment: Wall Street remains generally favorable — multiple recent buy/overweight ratings and a median price target near $103 provide analyst support, but targets vary considerably. Analyst ratings and price targets summary
• Neutral Sentiment: Insider and institutional flows are mixed — some large institutional reductions were reported alongside other sizable buys, leaving ownership dynamics unclear as a near-term directional signal. Hedge fund & insider activity
• Negative Sentiment: Fundamental headwinds remain: the last quarterly report showed an EPS miss and thin net margins, and the stock trades at a high P/E, which raises sensitivity to execution and margin pulses as Starbucks scales new initiatives. (See company filings and recent earnings commentary for details.)

Insiders Place Their Bets

In related news, EVP Sara Kelly sold 2,500 shares of the stock in a transaction 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 approximately $5,789,226.08. This represents a 4.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Brady Brewer sold 588 shares of the stock in a transaction 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. The trade was a 0.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,729 shares of company stock valued at $460,974 over the last three months. 0.03% of the stock is currently owned by insiders.

Starbucks Trading Up 4.9%

NASDAQ SBUX opened at $94.78 on Tuesday. The firm has a market capitalization of $107.98 billion, a P/E ratio of 78.33, a PEG ratio of 2.01 and a beta of 0.95. The business has a fifty day simple moving average of $95.37 and a 200 day simple moving average of $89.11. Starbucks Corporation has a 12 month low of $75.50 and a 12 month high of $104.82.

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

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.