Capital World Investors Acquires 7,007,268 Shares of Starbucks Corporation $SBUX

Capital World Investors raised its position in Starbucks Corporation (NASDAQ:SBUX) by 9.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 84,727,405 shares of the coffee company’s stock after acquiring an additional 7,007,268 shares during the period. Starbucks makes up about 1.0% of Capital World Investors’ holdings, making the stock its 22nd largest holding. Capital World Investors owned 0.07% of Starbucks worth $7,135,228,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in SBUX. Brighton Jones LLC raised its stake in shares of Starbucks by 86.5% in the fourth quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock valued at $16,126,000 after buying an additional 81,952 shares during the period. Schnieders Capital Management LLC. raised its stake in shares of Starbucks by 47.0% in the second quarter. Schnieders Capital Management LLC. now owns 3,642 shares of the coffee company’s stock valued at $334,000 after buying an additional 1,164 shares during the period. Flow Traders U.S. LLC bought a new stake in shares of Starbucks in the second quarter valued at $288,000. Gamco Investors INC. ET AL raised its stake in shares of Starbucks by 92.8% in the second quarter. Gamco Investors INC. ET AL now owns 5,225 shares of the coffee company’s stock valued at $479,000 after buying an additional 2,515 shares during the period. Finally, NewEdge Advisors LLC raised its stake in shares of Starbucks by 7.6% in the second quarter. NewEdge Advisors LLC now owns 112,710 shares of the coffee company’s stock valued at $10,328,000 after buying an additional 7,978 shares during the period. 72.29% of the stock is currently owned by institutional investors.

Insider Transactions at Starbucks

In other news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was 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 owned 81,559 shares of the company’s stock, valued at approximately $8,548,198.79. The trade was a 2.66% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was 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. The trade was a 3.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 7,046 shares of company stock valued at $708,911. Corporate insiders own 0.03% of the company’s stock.

Starbucks Stock Performance

NASDAQ:SBUX opened at $95.29 on Friday. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88. The firm has a market cap of $108.60 billion, a price-to-earnings ratio of 72.19, a PEG ratio of 1.88 and a beta of 0.98. The business’s fifty day moving average is $99.24 and its 200 day moving average is $94.10.

Starbucks (NASDAQ:SBUX) last released 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. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The company had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period in the previous year, the company posted $0.41 EPS. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Equities analysts predict that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were issued a $0.62 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.6%. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.

Analyst Ratings Changes

Several brokerages have issued reports on SBUX. Evercore boosted their target price on Starbucks from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada lowered Starbucks from a “sector perform” rating to a “positive” rating in a research note on Thursday, May 14th. Weiss Ratings restated a “hold (c)” rating on shares of Starbucks in a research note on Wednesday, April 22nd. Piper Sandler restated an “overweight” rating and issued a $110.00 target price on shares of Starbucks in a research note on Wednesday, April 29th. Finally, Scotiabank lowered Starbucks from a “market perform” rating to an “underperform” rating in a research note on Thursday, May 14th. One equities 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $107.48.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Several articles frame Starbucks as a potential turnaround story, with commentary noting improving traffic, rewards growth, innovation, and margin-recovery efforts that could support a rebound. SBUX Down 9% in a Month: Is This the Right Time to Buy the Stock?
• Positive Sentiment: Starbucks is reportedly tying part of tech workers’ bonuses to AI usage, signaling management is pushing harder on productivity and technology adoption, which investors may view as a margin and efficiency positive. Starbucks (SBUX) Ties Part of Tech Bonuses to AI Usage
• Positive Sentiment: Coverage comparing Starbucks with Chipotle argued that Starbucks’ turnaround looks more credible than other beaten-down restaurant names, which can reinforce investor confidence in the stock. Chipotle vs Starbucks: One Turnaround Is Real, One Is Just Smoke
• Neutral Sentiment: One article revisited Starbucks’ long-term returns versus McDonald’s, which is more historical context than a direct catalyst for the stock. If you had invested $1,000 in McDonald’s or Starbucks 10 years ago, here’s what you’d have now
• Negative Sentiment: Headline risk remains around Starbucks’ operations, including criticism of an “unreliable” AI inventory system and a separate legal-focused article questioning whether insiders breached fiduciary duties, both of which can add pressure to sentiment. “Unreliable” AI Inventory System Gone at Starbucks, Starbucks Stock (NASDAQ:SBUX) Ticks Down Did Starbucks Corporation Insiders Breach their Fiduciary Duties to Shareholders?

Starbucks Company 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.