Elevation Point Wealth Partners LLC lifted its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 148.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,689 shares of the coffee company’s stock after purchasing an additional 8,178 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Starbucks were worth $1,158,000 as of its most recent filing with the SEC.
A number of other large investors also recently modified their holdings of SBUX. Transce3nd LLC lifted its holdings in Starbucks by 270.3% in the second quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after purchasing an additional 200 shares during the period. Collier Financial acquired a new position in Starbucks during the 3rd quarter valued at about $25,000. Y.D. More Investments Ltd acquired a new position in Starbucks during the 3rd quarter valued at about $26,000. Kelleher Financial Advisors bought a new stake in shares of Starbucks during the 3rd quarter worth about $27,000. Finally, MTM Investment Management LLC acquired a new stake in shares of Starbucks in the 2nd quarter worth approximately $28,000. 72.29% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
SBUX has been the subject of several recent analyst reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Starbucks in a report on Wednesday, March 4th. Barclays set a $116.00 target price on Starbucks and gave the stock an “overweight” rating in a research report on Friday, January 30th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $113.00 price target on shares of Starbucks in a research note on Thursday, January 29th. New Street Research set a $90.00 price objective on Starbucks in a research note on Tuesday, January 27th. Finally, William Blair upgraded Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Seventeen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $104.22.
Insider Activity at Starbucks
In other Starbucks news, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $100.00, for a total transaction of $58,800.00. Following 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The shares were 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 owned 59,609 shares of the company’s stock, valued at $5,789,226.08. The trade was a 4.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,729 shares of company stock valued at $460,974. 0.03% of the stock is owned by insiders.
Starbucks Trading Down 1.3%
Shares of SBUX opened at $97.82 on Tuesday. The business’s 50-day moving average price is $95.50 and its 200 day moving average price is $88.39. The stock has a market capitalization of $111.45 billion, a P/E ratio of 80.84, a P/E/G ratio of 2.21 and a beta of 0.93. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $104.82.
Starbucks (NASDAQ:SBUX – Get Free Report) last announced its earnings results 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 during the quarter, compared to analyst estimates of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, research analysts predict that Starbucks Corporation will post 2.99 earnings per share for the current year.
Key Starbucks News
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: Seasonal and limited-time offers (like Starbucks’ Pumpkin Spice) remain powerful traffic drivers for retailers and restaurants, reinforcing Starbucks’ ability to monetize recurring product cycles and drive same-store traffic. Coca‑Cola brings exclusive new soda to Walmart
- Positive Sentiment: Technical momentum measures have spiked this week after public pushback against a sugar-safety probe, suggesting short-term buying interest and improved market sentiment around the coffee category. That can support near-term stock strength. Starbucks’ Momentum Score Spikes
- Neutral Sentiment: Starbucks is showing up in Nasdaq retail conversations, which raises visibility among index/ETF flows but doesn’t guarantee fundamentals will change. Attention can help liquidity but is mixed for valuation pressure. Starbucks Emerges In Nasdaq Index Retail Conversations
- Neutral Sentiment: Industry reviews of Q4 2025 performance place Starbucks among notable chains in the winners/losers conversation — useful competitive context but not an immediate stock catalyst on its own. Q4 2025’s restaurant winners and losers
- Neutral Sentiment: Guggenheim kept a Neutral rating but adjusted its forecasts and modestly raised the price target — a vote of cautious confidence that may temper both bullish and bearish moves until guidance clarity improves. Guggenheim Maintains Neutral Rating on Starbucks
- Negative Sentiment: A reported data breach occurred about six weeks ago; initial reports say customers were largely unaffected, but any breach raises operational and reputational risk and can create short-term selling pressure. Data Breach Hits Starbucks
- Negative Sentiment: Fundamentals: Starbucks missed EPS last quarter (reported $0.56 vs. $0.59 est.), posted modest revenue growth, and carries a high P/E multiple — factors that increase sensitivity to execution risk and likely weigh on the stock until earnings or guidance outperformance arrives.
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.
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