Callan Family Office LLC Takes $4.69 Million Position in Starbucks Corporation $SBUX

Callan Family Office LLC purchased a new stake in Starbucks Corporation (NASDAQ:SBUX) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 45,889 shares of the coffee company’s stock, valued at approximately $4,689,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Heartland Advisors Inc. bought a new stake in Starbucks during the 2nd quarter worth about $426,000. Keebeck Wealth Management acquired a new stake in Starbucks in the 2nd quarter valued at about $3,312,000. Keating Financial Advisory Services Inc. bought a new position in shares of Starbucks in the second quarter worth about $240,000. Patron Partners LLC bought a new position in shares of Starbucks in the second quarter worth about $1,340,000. Finally, OneAscent Financial Services LLC acquired a new position in shares of Starbucks during the second quarter worth approximately $319,000. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks Price Performance

Starbucks stock opened at $107.49 on Tuesday. The firm has a market capitalization of $122.54 billion, a price-to-earnings ratio of 61.78, a PEG ratio of 1.85 and a beta of 0.97. The company’s 50 day simple moving average is $104.57 and its 200 day simple moving average is $100.53. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $110.51.

Starbucks (NASDAQ:SBUX) last posted its earnings results on Wednesday, July 29th. The coffee company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.19. Starbucks had a net margin of 5.17% and a negative return on equity of 34.10%. The company had revenue of $9.32 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period last year, the business posted $0.50 earnings per share. The business’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, analysts predict that Starbucks Corporation will post 2.64 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.62 per share. The ex-dividend date is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.3%. Starbucks’s payout ratio is currently 142.53%.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks’ coffee strategy is drawing renewed investor attention as management focuses on improving the customer experience, store performance and operational execution. Starbucks Coffee Strategy Draws Fresh Attention
• Positive Sentiment: The fall menu includes the return of a 23-year-old customer favorite along with nine new seasonal food and beverage items, providing a potential near-term traffic and sales catalyst. Starbucks Fall Menu 2026
• Positive Sentiment: The limited-time Unicorn Frappuccino reportedly produced Starbucks’ biggest sales weekend ever and lifted traffic 28.5% versus a typical Saturday, supporting the case that innovative promotions can attract customers. Starbucks Unicorn Frappuccino Sales
• Positive Sentiment: Analyst commentary highlights SBUX’s roughly 27% year-to-date advance, stronger traffic, recovering margins and raised guidance. Recent earnings also exceeded expectations, with quarterly EPS of $0.85 versus a $0.66 consensus and revenue of $9.32 billion. Starbucks Stock Gains 27 Percent Year to Date
• Neutral Sentiment: Starbucks has received a consensus analyst rating of “Hold,” suggesting that improving fundamentals are currently balanced against the stock’s already strong rally and execution risks. Starbucks Consensus Hold Rating
• Negative Sentiment: At a premium valuation, SBUX could experience greater volatility if consumer spending weakens or investors reduce expectations for the turnaround. Higher input costs and broader consumer uncertainty remain key risks. High-Flying Stocks With Warning Signs
• Negative Sentiment: Starbucks plans to eliminate more than 200 positions at its Seattle headquarters and shift some roles to Nashville. The restructuring may improve efficiency, but the layoffs could signal ongoing cost and organizational pressure. Starbucks Seattle Headquarters Layoffs

Insiders Place Their Bets

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total value of $236,251.71. Following the completion of the transaction, the chief executive officer directly owned 75,135 shares of the company’s stock, valued at approximately $7,963,558.65. The trade was a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,687 shares of company stock worth $681,663 in the last 90 days. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Jefferies Financial Group began coverage on shares of Starbucks in a research note on Thursday, May 14th. They set a “buy” rating on the stock. Morgan Stanley downgraded Starbucks from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Compass Point assumed coverage on Starbucks in a research report on Monday, August 3rd. They issued a “buy” rating on the stock. Wedbush began coverage on Starbucks in a research note on Thursday, May 14th. They issued an “outperform” rating for the company. Finally, Stephens started coverage on Starbucks in a research report on Thursday, May 14th. They set an “overweight” rating for the company. Nineteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $110.30.

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.