PYA Waltman Capital LLC Has $1.04 Million Position in Starbucks Corporation $SBUX

PYA Waltman Capital LLC lifted its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 66.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,321 shares of the coffee company’s stock after buying an additional 4,902 shares during the period. PYA Waltman Capital LLC’s holdings in Starbucks were worth $1,038,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. UBS Group cut Starbucks from a “neutral” rating to a “neutral” rating in a research report on Thursday, May 14th. Scotiabank cut Starbucks from a “market perform” rating to an “underperform” rating in a research report on Thursday, May 14th. Royal Bank Of Canada cut Starbucks from a “sector perform” rating to a “positive” rating in a research report on Thursday, May 14th. Zacks Research raised Starbucks from a “hold” rating to a “strong-buy” rating in a research report on Friday, May 15th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Starbucks in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.93.

Key Stories Impacting Starbucks

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

Starbucks Price Performance

SBUX opened at $103.04 on Monday. Starbucks Corporation has a 12-month low of $77.99 and a 12-month high of $108.88. The stock has a market cap of $117.43 billion, a price-to-earnings ratio of 78.06, a PEG ratio of 2.03 and a beta of 0.98. The business has a 50 day moving average of $100.27 and a 200-day moving average of $94.72.

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 during the quarter, compared to analysts’ expectations of $9.17 billion. During the same period last year, the firm posted $0.41 earnings per share. 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. As a group, analysts expect that Starbucks Corporation will post 2.42 earnings per share for the current year.

Starbucks Dividend Announcement

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

Insider Buying and Selling

In related news, EVP Sara Kelly sold 2,000 shares of Starbucks 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 completion of the sale, the executive vice president directly owned 57,653 shares of the company’s stock, valued at approximately $6,053,565. This trade represents a 3.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 Starbucks stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $94.33, for a total value of $154,795.53. Following the sale, the chief executive officer directly owned 80,181 shares of the company’s stock, valued at approximately $7,563,473.73. The trade was 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. Over the last ninety days, insiders sold 8,099 shares of company stock valued at $804,907. Insiders own 0.03% of the company’s stock.

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.