Infrastructure Capital Advisors LLC Invests $523,000 in Starbucks Corporation $SBUX

Infrastructure Capital Advisors LLC acquired a new stake in Starbucks Corporation (NASDAQ:SBUX) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,122 shares of the coffee company’s stock, valued at approximately $523,000.

Other hedge funds have also made changes to their positions in the company. Cibc World Market Inc. bought a new stake in Starbucks during the second quarter worth approximately $33,539,000. OMERS ADMINISTRATION Corp bought a new stake in shares of Starbucks in the 2nd quarter worth $6,087,000. Osmosis Investment Management UK Ltd bought a new stake in shares of Starbucks in the 2nd quarter worth $3,516,000. Sanctuary Advisors LLC acquired a new stake in shares of Starbucks in the second quarter valued at $22,763,000. Finally, Biondo Investment Advisors LLC acquired a new stake in shares of Starbucks in the second quarter valued at $6,400,000. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks Trading Down 1.6%

Shares of SBUX opened at $105.76 on Wednesday. The business’s 50-day moving average price is $104.65 and its 200 day moving average price is $100.59. The stock has a market capitalization of $120.57 billion, a P/E ratio of 60.78, a P/E/G ratio of 1.86 and a beta of 0.97. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $110.51.

Starbucks (NASDAQ:SBUX) last announced its earnings results on Wednesday, July 29th. The coffee company reported $0.85 EPS 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 during the quarter, compared to analysts’ expectations of $9.17 billion. During the same period last year, the company posted $0.50 earnings per share. The business’s revenue for the quarter was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, research analysts predict that Starbucks Corporation will post 2.64 earnings per share for the current year.

Starbucks Announces Dividend

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

Insider Activity

In other news, CEO Brady Brewer sold 2,229 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer owned 75,135 shares of the company’s stock, valued at $7,963,558.65. This trade represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,687 shares of company stock valued at $681,663 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Seasonal promotions are supporting the turnaround. Starbucks launched its fall menu and Pumpkin Spice Latte season, while the limited-time Unicorn Frappuccino reportedly generated the company’s highest sales weekend on record and lifted traffic 28.5% above a typical Saturday. New offerings, including the Blueberry Matcha Daily Fiber Bar, are also intended to drive visits and strengthen the “Back to Starbucks” strategy. Starbucks Unicorn Frappuccino drives biggest sales weekend ever
• Positive Sentiment: Analyst sentiment remains constructive. Baird initiated coverage with an Outperform rating and a $124 price target, implying additional upside based on expectations for improved traffic, margin recovery and continued execution of the turnaround. Starbucks has also reported better-than-expected recent earnings and maintained fiscal 2026 EPS guidance of $2.55–$2.65. Baird sees upside for Starbucks
• Neutral Sentiment: Corporate restructuring continues. Starbucks plans to eliminate more than 200 Seattle-area corporate positions and shift some roles to Nashville. The cuts could reduce costs and streamline operations, but they also highlight ongoing execution challenges and may create transition or morale risks. Starbucks is cutting more than 200 jobs
• Negative Sentiment: Labor conflict is the main near-term overhang. Starbucks Workers United is urging more than 12,000 unionized baristas and customers to boycott the chain during the Pumpkin Spice Latte launch until management reaches a contract agreement. The financial impact depends on participation, but a sustained boycott could undermine the traffic gains investors are watching and add reputational and labor costs. Starbucks union calls for boycott

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on SBUX shares. Needham & Company LLC set a $120.00 price target on shares of Starbucks in a research report on Tuesday, August 18th. Melius Research set a $110.00 price objective on shares of Starbucks in a research note on Monday, August 3rd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $130.00 price objective on shares of Starbucks in a research note on Thursday, July 30th. BNP Paribas Exane boosted their target price on shares of Starbucks from $87.00 to $92.00 and gave the stock an “underperform” rating in a report on Thursday, July 30th. Finally, The Goldman Sachs Group lowered shares of Starbucks from a “neutral” rating to a “neutral” rating in a research note on Thursday, May 14th. Nineteen research 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. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $110.30.

Starbucks 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.