Donalies Financial Planning LLC Buys Shares of 5,997 Starbucks Corporation $SBUX

Donalies Financial Planning LLC bought a new stake in Starbucks Corporation (NASDAQ:SBUX) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 5,997 shares of the coffee company’s stock, valued at approximately $505,000.

Other institutional investors also recently bought and sold shares of the company. Rachor Investment Advisory Services LLC acquired a new stake in Starbucks in the fourth quarter valued at approximately $25,000. Cornerstone Financial Management LLC acquired a new stake in shares of Starbucks during the fourth quarter worth $25,000. Y.D. More Investments Ltd acquired a new stake in shares of Starbucks during the third quarter worth $26,000. Entrust Financial LLC acquired a new stake in shares of Starbucks during the fourth quarter worth $26,000. Finally, Tucker Asset Management LLC acquired a new stake in shares of Starbucks during the fourth quarter worth $27,000. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the transaction, the executive vice president directly owned 57,653 shares in the company, valued at $6,053,565. The trade was a 3.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total transaction of $233,621.49. Following the transaction, the chief executive officer owned 81,559 shares of the company’s stock, valued at $8,548,198.79. This represents a 2.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 8,687 shares of company stock valued at $863,707 over the last 90 days. 0.03% of the stock is currently owned by insiders.

Starbucks Price Performance

NASDAQ SBUX opened at $101.68 on Wednesday. The company has a market capitalization of $115.88 billion, a PE ratio of 77.03, a P/E/G ratio of 2.00 and a beta of 0.98. The company has a fifty day moving average of $100.72 and a 200 day moving average of $94.94. Starbucks Corporation has a 1 year low of $77.99 and a 1 year high of $108.88.

Starbucks (NASDAQ:SBUX) last posted its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.06. The company had revenue of $9.53 billion during the quarter, compared to the consensus estimate of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The firm’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.41 earnings per share. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Research analysts expect that Starbucks Corporation will post 2.42 earnings per share for the current year.

Starbucks Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were given a dividend of $0.62 per share. The ex-dividend date was Friday, May 15th. This represents a $2.48 dividend on an annualized basis and a yield of 2.4%. Starbucks’s payout ratio is currently 187.88%.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Some recent analysis says Starbucks is seeing stronger customer traffic thanks to better service, faster operations, and improved store experience, which supports the idea that CEO Brian Niccol’s turnaround plan is starting to gain traction.
• Positive Sentiment: Zacks recently included Starbucks on its list of top income stocks, suggesting some analysts still view the shares favorably despite the near-term noise.
• Neutral Sentiment: Reports that Starbucks plans to open 5,000 smaller-format stores point to a major footprint reset aimed at improving efficiency and adapting to changing customer habits. Starbucks plans 5,000 new stores, but they won’t look the same
• Neutral Sentiment: CEO Brady Brewer’s recent stock sale was small and made under a pre-arranged 10b5-1 plan, so it is unlikely to be a major concern for investors on its own.
• Negative Sentiment: Starbucks Korea is closing all stores early for mandatory history and social sensitivity training after backlash over a marketing campaign, following boycotts, a public apology, and an investigation. The controversy raises brand and sales risk in an important international market. Starbucks Korea to give staff history training after backlash over marketing campaign
• Negative Sentiment: Separate coverage of the South Korea issue suggests the fallout is still weighing on sentiment and could pressure revenue if the boycott persists. Starbucks Korea Shuts Stores Early After Boycott Hits Revenue

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on SBUX shares. Piper Sandler reiterated an “overweight” rating and set a $110.00 price objective on shares of Starbucks in a research note on Wednesday, April 29th. Robert W. Baird lifted their price objective on shares of Starbucks from $112.00 to $117.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. TD Cowen upgraded shares of Starbucks from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $106.00 to $120.00 in a research note on Thursday, May 14th. Evercore lifted their price objective on shares of Starbucks from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, BTIG Research downgraded shares of Starbucks from a “buy” rating to a “neutral” rating in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.93.

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.