Daiwa Securities Group Inc. grew its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 5.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 289,111 shares of the coffee company’s stock after buying an additional 15,181 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Starbucks were worth $24,346,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds have also recently modified their holdings of SBUX. Brighton Jones LLC lifted its position in shares of Starbucks by 86.5% during the 4th quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock worth $16,126,000 after buying an additional 81,952 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in shares of Starbucks by 47.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 3,642 shares of the coffee company’s stock worth $334,000 after buying an additional 1,164 shares in the last quarter. Flow Traders U.S. LLC bought a new position in shares of Starbucks during the 2nd quarter worth approximately $288,000. Gamco Investors INC. ET AL lifted its position in shares of Starbucks by 92.8% during the 2nd quarter. Gamco Investors INC. ET AL now owns 5,225 shares of the coffee company’s stock worth $479,000 after buying an additional 2,515 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its position in shares of Starbucks by 7.6% during the 2nd quarter. NewEdge Advisors LLC now owns 112,710 shares of the coffee company’s stock worth $10,328,000 after buying an additional 7,978 shares in the last quarter. Institutional investors own 72.29% of the company’s stock.
Key Headlines Impacting 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 Trading Up 1.2%
Starbucks (NASDAQ:SBUX – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 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 company had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same quarter in the previous year, the firm posted $0.41 EPS. Starbucks’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. Research analysts predict that Starbucks Corporation will post 2.42 earnings per share 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 issued a dividend of $0.62 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $2.48 dividend on an annualized basis and a yield of 2.6%. Starbucks’s payout ratio is presently 187.88%.
Insiders Place Their Bets
In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction on Wednesday, April 29th. The shares were 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 of the company’s stock, valued at $6,053,565. The trade was a 3.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total transaction of $233,621.49. Following the sale, 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 have sold a total of 7,046 shares of company stock worth $708,911 in the last three months. Insiders own 0.03% of the company’s stock.
Analyst Upgrades and Downgrades
SBUX has been the topic of a number of research reports. Tigress Financial initiated coverage on shares of Starbucks in a report on Wednesday, April 15th. They issued a “buy” rating and a $122.00 price target on the stock. Royal Bank Of Canada cut shares of Starbucks from a “sector perform” rating to a “positive” rating in a report on Thursday, May 14th. Wedbush initiated coverage on shares of Starbucks in a report on Thursday, May 14th. They issued an “outperform” rating on the stock. Zacks Research raised shares of Starbucks from a “hold” rating to a “strong-buy” rating in a report on Friday, May 15th. Finally, Citigroup lifted their price target on shares of Starbucks from $99.00 to $101.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.48.
View Our Latest Stock Analysis on SBUX
About Starbucks
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.
Featured Stories
- Five stocks we like better than Starbucks
- AI Server Earnings: Wall Street Sees One Clear Standout
- Navitas: NVIDIA’s AI Power Broker?
- A Lulu of a Miss Sends Lululemon to New Lows—Look Out Below
- NVIDIA’s New Power Play: Why Fluence Is Surging
Want to see what other hedge funds are holding SBUX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Starbucks Corporation (NASDAQ:SBUX – Free Report).
Receive News & Ratings for Starbucks Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Starbucks and related companies with MarketBeat.com's FREE daily email newsletter.
