Orographic Financial Advisors LLC Invests $2.16 Million in Starbucks Corporation $SBUX

Orographic Financial Advisors LLC bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 24,135 shares of the coffee company’s stock, valued at approximately $2,162,000. Starbucks accounts for approximately 1.5% of Orographic Financial Advisors LLC’s holdings, making the stock its 19th biggest position.

Several other hedge funds have also recently bought and sold shares of SBUX. Rachor Investment Advisory Services LLC acquired a new stake in shares of Starbucks in the 4th quarter valued at $25,000. Cornerstone Financial Management LLC bought a new position in Starbucks during the 4th quarter valued at about $25,000. Phillip James Consulting Co. acquired a new position in Starbucks in the fourth quarter valued at about $25,000. Entrust Financial LLC bought a new stake in Starbucks during the fourth quarter worth about $26,000. Finally, Tucker Asset Management LLC acquired a new stake in shares of Starbucks during the fourth quarter worth approximately $27,000. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Key Starbucks News

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 Activity at Starbucks

In related news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $104.00, for a total value of $231,816.00. Following the completion of the sale, the chief executive officer owned 77,364 shares in the company, valued at approximately $8,045,856. This represents a 2.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,687 shares of company stock worth $679,033 over the last ninety days. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research firms recently commented on SBUX. The Goldman Sachs Group lowered Starbucks from a “neutral” rating to a “neutral” rating in a research report on Thursday, May 14th. BTIG Research lowered Starbucks from a “buy” rating to a “neutral” rating in a research note on Thursday, May 14th. Piper Sandler reiterated an “overweight” rating and set a $110.00 price target on shares of Starbucks in a research report on Wednesday, April 29th. UBS Group raised their price objective on shares of Starbucks from $105.00 to $112.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Citigroup upped their target price on shares of Starbucks from $108.00 to $112.00 and gave the stock a “neutral” rating in a research report on Thursday. Eighteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $112.04.

Starbucks Trading Up 1.6%

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 capitalization 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 business has a 50-day moving average price of $102.19 and a two-hundred day moving average price of $99.04.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings results on Wednesday, July 29th. The coffee company reported $0.85 earnings per share for the quarter, topping 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 business had revenue of $9.32 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period in the previous year, the firm posted $0.50 earnings per share. Starbucks’s revenue for the quarter was down 1.4% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. As a group, equities analysts predict that Starbucks Corporation will post 2.41 EPS for the current year.

Starbucks Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a $0.62 dividend. This represents a $2.48 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Friday, August 14th. Starbucks’s dividend payout ratio (DPR) is currently 142.53%.

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.