Stolz & Associates PS Buys Shares of 8,652 Starbucks Corporation $SBUX

Stolz & Associates PS bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,652 shares of the coffee company’s stock, valued at approximately $729,000. Starbucks comprises approximately 0.6% of Stolz & Associates PS’s investment portfolio, making the stock its 19th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SBUX. Collier Financial acquired a new stake in Starbucks during the 3rd quarter worth $25,000. Rachor Investment Advisory Services LLC acquired a new stake in Starbucks during the 4th quarter worth $25,000. Y.D. More Investments Ltd acquired a new stake in Starbucks in the 3rd quarter valued at about $26,000. Entrust Financial LLC acquired a new stake in Starbucks in the 4th quarter valued at about $26,000. Finally, Tucker Asset Management LLC acquired a new stake in Starbucks in the 4th quarter valued at about $27,000. Institutional investors and hedge funds own 72.29% of the company’s stock.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks is getting support from multiple bullish note waves, including articles highlighting upbeat retail-sales trends, earnings estimate revisions, and commentary that SBUX is “thriving” relative to peers like Dutch Bros. 5 Stocks to Boost Your Portfolio as Retail Sales Continue to Soar
• Positive Sentiment: TD Cowen reportedly reiterated a buy view after Starbucks announced layoffs and regional-office closures, framing the restructuring as a potential margin and efficiency boost during its turnaround. Starbucks Layoffs: What to Know About the Latest SBUX Job Cuts
• Positive Sentiment: Starbucks also announced pricing terms for upsized tender offers on eight debt series, a move that may help optimize its balance sheet and lower financing risk over time. Starbucks Corporation Announces Pricing Terms for its Upsized Tender Offers for Eight Series of Notes
• Neutral Sentiment: Options-market activity has drawn attention to SBUX, but the article does not confirm a clear directional catalyst; it mainly signals elevated trader interest. Do Options Traders Know Something About Starbucks Stock We Don’t?
• Neutral Sentiment: Several stories focus on Starbucks’ new office strategy in India and U.S. regional restructuring, which supports the turnaround narrative but also underscores ongoing operational change. “Reducing Reliance on External Service Providers”: Starbucks Stock (NASDAQ:SBUX) Notches Up With New Indian Office
• Negative Sentiment: Starbucks is cutting hundreds of corporate roles and closing support offices in cities including Atlanta, Burbank, Chicago, Dallas, and Seattle, highlighting the scale of its restructuring and the pressure behind the turnaround. Starbucks delivers tough update on regional offices, cuts 100s of jobs

Insider Transactions at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president owned 59,609 shares of the company’s stock, valued at $5,789,226.08. This represents a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total transaction of $233,621.49. Following the completion of the transaction, the chief executive officer directly owned 81,559 shares in the company, valued at $8,548,198.79. The trade was a 2.66% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,187 shares of company stock worth $1,111,085 in the last ninety days. 0.03% of the stock is currently owned by corporate insiders.

Starbucks Stock Performance

Shares of Starbucks stock opened at $106.60 on Tuesday. The firm has a market capitalization of $121.49 billion, a price-to-earnings ratio of 80.76, a PEG ratio of 2.15 and a beta of 1.01. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $108.88. The stock has a 50 day moving average of $98.27 and a 200 day moving average of $92.55.

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

Starbucks Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Shareholders of record on Friday, May 15th will be given a $0.62 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 dividend on an annualized basis and a yield of 2.3%. Starbucks’s dividend payout ratio is presently 187.88%.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Wedbush assumed coverage on shares of Starbucks in a report on Thursday. They issued an “outperform” rating for the company. JPMorgan Chase & Co. upped their target price on Starbucks from $95.00 to $100.00 and gave the company an “overweight” rating in a report on Friday, April 24th. BNP Paribas Exane assumed coverage on Starbucks in a report on Thursday. They issued an “underperform” rating for the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Starbucks in a report on Wednesday, April 29th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $120.00 price target on shares of Starbucks in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $107.48.

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.