Cladis Investment Advisory LLC Has $1 Million Stock Position in Starbucks Corporation $SBUX

Cladis Investment Advisory LLC boosted its stake in Starbucks Corporation (NASDAQ:SBUX) by 137.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,928 shares of the coffee company’s stock after buying an additional 6,901 shares during the period. Cladis Investment Advisory LLC’s holdings in Starbucks were worth $1,004,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Starbucks by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 114,410,675 shares of the coffee company’s stock valued at $9,634,523,000 after buying an additional 971,773 shares during the last quarter. Capital Research Global Investors grew its stake in Starbucks by 11.4% in the 3rd quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock valued at $7,229,968,000 after buying an additional 8,774,198 shares during the last quarter. Capital World Investors grew its stake in Starbucks by 9.0% in the 4th quarter. Capital World Investors now owns 84,727,405 shares of the coffee company’s stock valued at $7,135,228,000 after buying an additional 7,007,268 shares during the last quarter. State Street Corp grew its stake in Starbucks by 0.7% in the 4th quarter. State Street Corp now owns 47,869,056 shares of the coffee company’s stock valued at $4,031,053,000 after buying an additional 327,161 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in Starbucks by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 26,373,084 shares of the coffee company’s stock valued at $2,212,153,000 after buying an additional 225,168 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks Stock Up 0.7%

Shares of NASDAQ:SBUX opened at $103.04 on Friday. The company’s 50 day moving average price is $100.27 and its two-hundred day moving average price is $94.64. Starbucks Corporation has a 12-month low of $77.99 and a 12-month high of $108.88. The firm has a market cap of $117.43 billion, a PE ratio of 78.06, a PEG ratio of 2.03 and a beta of 0.98.

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

Starbucks Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were given a dividend of $0.62 per share. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Friday, May 15th. Starbucks’s dividend payout ratio is presently 187.88%.

Analysts Set New Price Targets

SBUX has been the topic of a number of research reports. Guggenheim reiterated a “neutral” rating and issued a $97.00 price target (up from $95.00) on shares of Starbucks in a research note on Wednesday, April 29th. JPMorgan Chase & Co. upped their price target on shares of Starbucks from $95.00 to $100.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Citizens Jmp started coverage on shares of Starbucks in a research report on Monday, March 30th. They set an “underperform” rating and a $84.00 price target on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and set a $115.00 price target (up from $110.00) on shares of Starbucks in a research report on Wednesday, April 29th. Finally, BNP Paribas Exane assumed coverage on shares of Starbucks in a research report on Thursday, May 14th. They set an “underperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.93.

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Reports say Tata Starbucks plans to add as many as 100 stores per year in India, signaling continued international expansion and another avenue for long-term unit growth. Tata Starbucks to add up to 100 stores annually in India – report
• Positive Sentiment: Starbucks is reportedly evaluating sale and IPO options for its Japan operations, which could unlock value, simplify the business, and provide capital for other priorities. Starbucks Evaluates Sale and IPO Options for Japanese Operations (SBUX)
• Positive Sentiment: Investor and trader interest appears to be rising, with unusual call-option activity and multiple “trending stock” articles suggesting renewed bullish attention on SBUX. Is Trending Stock Starbucks Corporation (SBUX) a Buy Now?
• Neutral Sentiment: Several articles are analyst-style commentary asking whether Starbucks is a good buy now; these reinforce attention on the name but do not add new fundamental information. Is Starbucks Corporation (SBUX) A Good Stock To Buy Now?
• Neutral Sentiment: The Bearista cup promotion tied to the World Cup may help merchandise buzz and traffic, but it is a smaller, less material catalyst than the Japan and India expansion news. The Bearista Cup Returns for the World Cup, Starbucks Stock (NASDAQ:SBUX) Gains

Insider Activity at Starbucks

In related news, CEO Brady Brewer sold 1,641 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $94.33, for a total transaction of $154,795.53. Following the sale, the chief executive officer owned 80,181 shares in the company, valued at approximately $7,563,473.73. This trade represents a 2.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the sale, the executive vice president owned 57,653 shares in the company, valued at $6,053,565. This represents a 3.35% decrease in their position. 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 have sold a total of 8,099 shares of company stock worth $804,907 in the last quarter. 0.03% of the stock is currently owned by company insiders.

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.