Capital International Sarl Boosts Holdings in Starbucks Corporation $SBUX

Capital International Sarl increased its holdings in Starbucks Corporation (NASDAQ:SBUX) by 15.5% during the fourth quarter, Holdings Channel reports. The firm owned 554,468 shares of the coffee company’s stock after acquiring an additional 74,305 shares during the quarter. Capital International Sarl’s holdings in Starbucks were worth $46,692,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Starbucks in the 4th quarter worth approximately $1,232,650,000. Capital Research Global Investors increased 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 worth $7,229,968,000 after acquiring an additional 8,774,198 shares during the last quarter. Corient Private Wealth LLC increased its stake in Starbucks by 146.6% in the 2nd quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock worth $553,201,000 after acquiring an additional 3,596,014 shares during the last quarter. Capital International Investors increased its stake in Starbucks by 22.5% in the 3rd quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock worth $1,243,104,000 after acquiring an additional 2,699,479 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Starbucks by 80.6% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company’s stock worth $433,923,000 after acquiring an additional 2,277,792 shares during the last quarter. 72.29% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 57,653 shares in the company, valued at $6,053,565. The trade was a 3.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 value of $233,621.49. Following 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 7,046 shares of company stock valued at $708,911. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Citigroup lifted their price objective on Starbucks from $99.00 to $101.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $115.00 price objective (up from $110.00) on shares of Starbucks in a research note on Wednesday, April 29th. Dbs Bank raised Starbucks from a “strong sell” rating to a “moderate sell” rating in a research note on Friday, March 20th. BNP Paribas Exane assumed coverage on Starbucks in a research note on Thursday, May 14th. They issued an “underperform” rating on the stock. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Starbucks in a research note on Wednesday, April 29th. 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 given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $107.48.

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 Stock Performance

NASDAQ SBUX opened at $95.29 on Friday. The business’s 50 day moving average price is $99.24 and its 200-day moving average price is $94.10. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $108.88. The company has a market cap of $108.60 billion, a P/E ratio of 72.19, a P/E/G ratio of 1.88 and a beta of 0.98.

Starbucks (NASDAQ:SBUX) last posted 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 quarter in the previous year, the business earned $0.41 EPS. Starbucks’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. As a group, equities analysts predict that Starbucks Corporation will post 2.42 EPS for the current year.

Starbucks Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were issued a dividend of $0.62 per share. The ex-dividend date 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%.

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.