Motley Fool Asset Management LLC Has $8.91 Million Position in Starbucks Corporation $SBUX

Motley Fool Asset Management LLC raised its position in Starbucks Corporation (NASDAQ:SBUX) by 35.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 105,790 shares of the coffee company’s stock after purchasing an additional 27,497 shares during the quarter. Motley Fool Asset Management LLC’s holdings in Starbucks were worth $8,909,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Portfolio Design Labs LLC lifted its stake in shares of Starbucks by 3.5% during the 4th quarter. Portfolio Design Labs LLC now owns 12,338 shares of the coffee company’s stock worth $1,039,000 after buying an additional 414 shares during the last quarter. Pettyjohn Wood & White Inc. lifted its stake in shares of Starbucks by 3.9% during the 4th quarter. Pettyjohn Wood & White Inc. now owns 37,619 shares of the coffee company’s stock worth $3,168,000 after buying an additional 1,426 shares during the last quarter. Marks Group Wealth Management Inc lifted its stake in shares of Starbucks by 79.6% during the 4th quarter. Marks Group Wealth Management Inc now owns 42,173 shares of the coffee company’s stock worth $3,551,000 after buying an additional 18,691 shares during the last quarter. Fox Run Management L.L.C. acquired a new stake in shares of Starbucks during the 4th quarter worth about $983,000. Finally, Cerity Partners LLC lifted its stake in shares of Starbucks by 101.7% during the 4th quarter. Cerity Partners LLC now owns 538,001 shares of the coffee company’s stock worth $45,347,000 after buying an additional 271,217 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks Stock Up 2.7%

Shares of Starbucks stock opened at $97.41 on Wednesday. Starbucks Corporation has a twelve month low of $77.99 and a twelve month high of $108.88. The company has a 50-day simple moving average of $99.52 and a two-hundred day simple moving average of $94.35. The stock has a market capitalization of $111.02 billion, a price-to-earnings ratio of 73.80, a price-to-earnings-growth ratio of 1.87 and a beta of 0.98.

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

Starbucks Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were paid a $0.62 dividend. The ex-dividend date was Friday, May 15th. This represents a $2.48 annualized dividend and a yield of 2.5%. Starbucks’s payout ratio is 187.88%.

Insider Activity

In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the executive vice president directly owned 57,653 shares of the company’s stock, valued at $6,053,565. This trade represents a 3.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 1,641 shares of the firm’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $94.33, for a total transaction of $154,795.53. Following the completion of the transaction, the chief executive officer directly owned 80,181 shares in the company, valued at approximately $7,563,473.73. This represents a 2.01% 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 sold a total of 8,099 shares of company stock valued at $804,907 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Morgan Stanley upgraded shares of Starbucks from an “overweight” rating to an “overweight” rating in a research note on Thursday, May 14th. The Goldman Sachs Group cut shares of Starbucks from a “neutral” rating to a “neutral” rating in a research note on Thursday, May 14th. Wedbush assumed coverage on shares of Starbucks in a research note on Thursday, May 14th. They set an “outperform” rating for the company. Wells Fargo & Company restated an “overweight” rating and set a $115.00 target price (up from $110.00) on shares of Starbucks in a research note on Wednesday, April 29th. Finally, Dbs Bank upgraded shares of Starbucks from a “strong sell” rating to a “moderate sell” rating in a research note on Friday, March 20th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $107.48.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks is getting favorable attention for expanding its Refreshers lineup, including blended versions that management says could drive more afternoon visits and incremental sales from younger customers. Starbucks’ latest drink launch is a bet on the future of fast food beverages
• Positive Sentiment: Investors are also encouraged by reports that Starbucks is seeing encouraging growth beyond the morning rush, suggesting the company’s turnaround efforts are starting to improve traffic patterns and revenue mix. Starbucks Sees Encouraging Growth beyond the Morning Rush, CNBC Reports
• Positive Sentiment: Analyst commentary remains constructive, with coverage highlighting Starbucks’ $2 billion cost-savings plan and improving margins as potential catalysts for stronger EPS growth. Can Starbucks’ $2 Billion Cost-Savings Plan Accelerate EPS Growth?
• Positive Sentiment: Starbucks’ CEO also signaled international expansion as part of the company’s growth push, reinforcing the view that management sees room for long-term sales gains. Starbucks Stock (SBUX) Turns Frothy as CEO Talks International Expansion
• Neutral Sentiment: Starbucks CEO Brady Brewer disclosed a pre-arranged sale of 1,641 shares under a 10b5-1 plan, which is unlikely to be interpreted as a major change in fundamentals but can add modest overhang. SEC filing
• Negative Sentiment: One external note highlighted broader market weakness in AI and tech stocks, but this is not directly tied to Starbucks’ business and appears to have limited impact on SBUX. Deja Vu? AI Overspending Fears Renew

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.