Gateway Wealth Partners LLC Takes Position in Starbucks Corporation $SBUX

Gateway Wealth Partners LLC purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,340 shares of the coffee company’s stock, valued at approximately $658,000.

A number of other institutional investors also recently made changes to their positions in SBUX. Oak Thistle LLC purchased a new position in Starbucks in the fourth quarter worth approximately $1,149,000. Wealth Enhancement Trust Services Inc. purchased a new stake in shares of Starbucks in the 4th quarter valued at approximately $875,000. Third View Private Wealth LLC purchased a new stake in shares of Starbucks in the 4th quarter valued at approximately $3,135,000. B. Metzler seel. Sohn & Co. AG raised its holdings in shares of Starbucks by 36.4% in the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 88,374 shares of the coffee company’s stock valued at $7,442,000 after purchasing an additional 23,589 shares in the last quarter. Finally, Jefferies Financial Group Inc. raised its holdings in shares of Starbucks by 94.5% in the 4th quarter. Jefferies Financial Group Inc. now owns 94,260 shares of the coffee company’s stock valued at $7,938,000 after purchasing an additional 45,794 shares in the last quarter. 72.29% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Zacks Research downgraded shares of Starbucks from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. BTIG Research cut Starbucks from a “buy” rating to a “neutral” rating in a research note on Thursday, May 14th. BNP Paribas Exane lifted their price target on Starbucks from $87.00 to $92.00 and gave the stock an “underperform” rating in a report on Thursday. UBS Group upped their price objective on Starbucks from $105.00 to $112.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, Stifel Nicolaus set a $117.00 price objective on Starbucks and gave the company a “buy” rating in a report on Wednesday, May 6th. Eighteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Starbucks presently has an average rating of “Moderate Buy” and a consensus price target of $112.04.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $105.85 on Friday. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $109.23. The stock has a market cap of $120.64 billion, a P/E ratio of 60.83, a P/E/G ratio of 2.07 and a beta of 0.98. The firm has a fifty day moving average price of $102.19 and a 200 day moving average price of $99.04.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.66 by $0.19. Starbucks had a net margin of 5.17% and a negative return on equity of 33.44%. The company had revenue of $9.32 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period in the previous year, the business posted $0.50 earnings per share. Starbucks’s quarterly revenue was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. Sell-side analysts expect that Starbucks Corporation will post 2.41 EPS for the current fiscal year.

Starbucks Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.3%. The ex-dividend date is Friday, August 14th. Starbucks’s payout ratio is 187.88%.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks reported adjusted Q3 earnings of $0.85 per share, well above the $0.66 analyst consensus, while revenue of $9.32 billion also exceeded expectations. Adjusted EPS increased sharply from $0.50 a year earlier. Reuters article
• Positive Sentiment: Global comparable-store sales rose 7.9%, beating the 5.7% expectation, driven primarily by a 4.2% increase in transactions. North American revenue reportedly climbed 7% to $7.4 billion, reinforcing the view that traffic—not merely higher prices—is powering the recovery. Starbucks Q3 results
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $2.55-$2.65, from $2.25-$2.45, and now expects full-year global comparable sales growth of approximately 6%. Expanding margins and faster service are supporting investor confidence in the turnaround. Starbucks turnaround and outlook
• Positive Sentiment: Analyst reactions were generally supportive: TD Cowen reaffirmed a Buy rating with a $120 target, while Wells Fargo raised its target to $125 and Morgan Stanley lifted its target to $115. Starbucks is also testing carbonated versions of its Refreshers, expanding its non-coffee product lineup for younger consumers. Starbucks carbonated Refreshers
• Neutral Sentiment: Analyst opinions remain mixed. UBS, Citigroup and DA Davidson raised targets to $112, $112 and $110 while maintaining neutral ratings; Wolfe Research kept a Hold rating. BNP Paribas Exane raised its target to $92 but retained an Underperform rating, citing limited upside.
• Negative Sentiment: Despite the operational improvement, revenue declined 1.4% year over year, partly reflecting the China joint-venture structure, and the shares trade at a high valuation after their recent rally. That valuation leaves less room for execution missteps or a slowdown in comparable sales growth.

Insider Transactions at Starbucks

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $104.00, for a total transaction of $231,816.00. Following the completion of the sale, the chief executive officer directly owned 77,364 shares of the company’s stock, valued at $8,045,856. This represents a 2.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 6,687 shares of company stock valued at $679,033. Insiders own 0.03% of the company’s stock.

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.