MASTERINVEST Kapitalanlage GmbH boosted its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 165.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,506 shares of the coffee company’s stock after purchasing an additional 7,176 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Starbucks were worth $1,031,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of SBUX. NWF Advisory Services Inc. increased its position in Starbucks by 2.6% in the 4th quarter. NWF Advisory Services Inc. now owns 4,349 shares of the coffee company’s stock worth $366,000 after purchasing an additional 109 shares during the last quarter. Aerodigm Wealth LLC lifted its holdings in shares of Starbucks by 2.7% during the 4th quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock valued at $357,000 after buying an additional 112 shares during the last quarter. River Street Advisors LLC lifted its holdings in shares of Starbucks by 0.8% during the 4th quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock valued at $1,138,000 after buying an additional 113 shares during the last quarter. Creative Financial Designs Inc. ADV grew its stake in shares of Starbucks by 38.2% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock valued at $34,000 after buying an additional 113 shares in the last quarter. Finally, Integrity Alliance LLC. grew its stake in shares of Starbucks by 3.0% in the 4th quarter. Integrity Alliance LLC. now owns 3,907 shares of the coffee company’s stock valued at $329,000 after buying an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.
Analyst Ratings Changes
SBUX has been the topic of several recent research reports. Wedbush started coverage on shares of Starbucks in a research report on Thursday, May 14th. They set an “outperform” rating on the stock. Jefferies Financial Group started coverage on Starbucks in a research note on Thursday, May 14th. They set a “buy” rating for the company. Wells Fargo & Company reiterated an “overweight” rating and set a $115.00 price target (up from $110.00) on shares of Starbucks in a report on Wednesday, April 29th. Tigress Financial assumed coverage on shares of Starbucks in a research report on Wednesday, April 15th. They issued a “buy” rating and a $122.00 price target on the stock. Finally, BTIG Research cut shares of Starbucks from a “buy” rating to a “neutral” rating in a research note on Thursday, May 14th. Nineteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Starbucks currently has an average rating of “Moderate Buy” and a consensus price target of $109.23.
Insider Buying and Selling
In related news, CEO Brady Brewer sold 2,229 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $104.00, for a total transaction of $231,816.00. Following the completion of the transaction, the chief executive officer owned 77,364 shares in the company, valued at $8,045,856. This trade represents a 2.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the executive vice president owned 57,653 shares in the company, valued at $6,053,565. This trade represents a 3.35% 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. Over the last three months, insiders sold 9,275 shares of company stock valued at $947,833. 0.03% of the stock is currently owned by insiders.
Starbucks Stock Down 1.0%
Shares of SBUX opened at $105.11 on Thursday. Starbucks Corporation has a 12-month low of $77.99 and a 12-month high of $108.88. The firm has a market capitalization of $119.79 billion, a price-to-earnings ratio of 79.63, a P/E/G ratio of 2.11 and a beta of 0.98. The stock’s 50-day moving average price is $102.47 and its 200 day moving average price is $97.61.
Starbucks (NASDAQ:SBUX – Get Free Report) last announced its quarterly earnings data 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 analysts’ expectations of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Equities research analysts expect that Starbucks Corporation will post 2.4 EPS for the current year.
Starbucks Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a $0.62 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.4%. Starbucks’s dividend payout ratio is presently 187.88%.
Trending Headlines about Starbucks
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: Starbucks announced it will report Q3 fiscal 2026 results on July 29, with a webcasted conference call to follow, keeping investors focused on a potentially important catalyst for the stock. Starbucks Announces Q3 Fiscal Year 2026 Results Conference Call
- Positive Sentiment: Analysts are expecting double-digit earnings growth when Starbucks reports, which could support the bull case if management delivers on margins and turnaround progress. Earnings Preview: What To Expect From Starbucks’ Report
- Positive Sentiment: Starbucks’ Channel Development segment grew 39% year over year in Q2, showing that packaged coffee and ready-to-drink products could become a meaningful additional revenue driver. Can Starbucks’ 39% Channel Development Growth Add a New Revenue Lever?
- Positive Sentiment: Starbucks is rolling out worker bonuses, weekly pay, and expanded tipping, which may improve labor relations and store execution if the changes help retention and service quality. Starbucks (SBUX) Introduces Worker Bonuses And Weekly Pay In Frontline Overhaul
- Neutral Sentiment: Several market commentary pieces argue Starbucks may be fully valued or trading at a premium, which can limit upside even if the turnaround continues. Is Starbucks (SBUX) Overvalued Even With Its AI Cost Cuts?
- Neutral Sentiment: Other articles note the stock has already had a strong year-to-date run and is being compared unfavorably on valuation versus peers, reinforcing a wait-and-see tone ahead of earnings. Starbucks Corp. stock outperforms competitors despite losses on the day
- Neutral Sentiment: Stock commentary from Jim Cramer and other market-watch pieces adds visibility but does not appear to bring a major new fundamental catalyst. Jim Cramer Shares Why Starbucks Corporation (SBUX) Went “Nuts”
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.
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