Starbucks Corporation $SBUX Stock Holdings Increased by IFP Advisors Inc

IFP Advisors Inc raised its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 19.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,900 shares of the coffee company’s stock after acquiring an additional 5,762 shares during the period. IFP Advisors Inc’s holdings in Starbucks were worth $3,023,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SBUX. Collier Financial acquired a new position in shares of Starbucks during the 3rd quarter valued at $25,000. Rachor Investment Advisory Services LLC acquired a new position in shares of Starbucks during the 4th quarter valued at $25,000. Y.D. More Investments Ltd acquired a new position in shares of Starbucks during the 3rd quarter valued at $26,000. Entrust Financial LLC acquired a new position in shares of Starbucks during the 4th quarter valued at $26,000. Finally, Tucker Asset Management LLC acquired a new position in shares of Starbucks during the 4th quarter valued at $27,000. Institutional investors own 72.29% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Brady Brewer sold 2,229 shares of Starbucks stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $104.81, for a total value of $233,621.49. Following the transaction, the chief executive officer directly owned 81,559 shares in the company, valued at $8,548,198.79. The trade was a 2.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of the transaction, the executive vice president owned 59,609 shares in the company, valued at $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 11,187 shares of company stock worth $1,111,085 over the last 90 days. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Citizens Jmp assumed coverage on Starbucks in a research report on Monday, March 30th. They set an “underperform” rating and a $84.00 price target on the stock. New Street Research set a $90.00 price target on Starbucks in a research report on Tuesday, January 27th. Stephens assumed coverage on Starbucks in a research report on Thursday, May 14th. They set an “overweight” rating on the stock. BTIG Research cut Starbucks from a “buy” rating to a “neutral” rating in a research report on Thursday, May 14th. Finally, JPMorgan Chase & Co. lifted their price target on Starbucks from $95.00 to $100.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Starbucks currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.48.

Starbucks Stock Down 2.2%

Shares of NASDAQ SBUX opened at $104.13 on Friday. The stock has a market capitalization of $118.68 billion, a price-to-earnings ratio of 78.89, a PEG ratio of 2.15 and a beta of 1.01. The stock’s fifty day simple moving average is $98.62 and its 200 day simple moving average is $93.03. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88.

Starbucks (NASDAQ:SBUX) last issued its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.44 by $0.06. The business had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.17 billion. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The company’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, analysts anticipate that Starbucks Corporation will post 2.42 earnings per share for the current year.

Starbucks Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be issued a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Friday, May 15th. Starbucks’s payout ratio is presently 187.88%.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks announced CEO Brian Niccol and CFO Cathy Smith will host a fireside chat at the Bernstein 42nd Annual Strategic Decisions Conference on May 28, giving investors another opportunity to hear updated strategy and turnaround progress. Starbucks to Participate in the Bernstein 42nd Annual Strategic Decisions Conference
• Positive Sentiment: Starbucks completed a cash tender offer to refine its debt profile, a move that can improve financial flexibility and strengthen the balance sheet. Starbucks Completes Cash Tender Offer, Refines Debt Profile
• Neutral Sentiment: Starbucks is drawing attention for its summer menu rollout and new promotions, which could help seasonal traffic but are not yet a clear earnings catalyst. Starbucks drops another summer surprise as competition heats up
• Neutral Sentiment: Analyst-style coverage comparing Starbucks to retail and wholesale peers is mostly informational and does not appear to be driving a major stock-specific move. Starbucks’ China JV Shift Reshapes Revenue and Margin Outlook
• Negative Sentiment: Starbucks said it is cutting another 300 jobs and taking about $400 million in restructuring charges as part of a $2 billion cost-reduction push, highlighting the cost of its turnaround. Starbucks Cuts Another 300 Jobs Amid $2 Billion Cost Reduction Push
• Negative Sentiment: Environmental reporting alleging Starbucks’ “widely recyclable” cold cups often end up in trash could hurt brand perception and invite more criticism around sustainability claims. Widely Recyclable Cold Cups Seldom Reach Recycling, Study Finds, and Starbucks Stock Pays the Price
• Negative Sentiment: Reports that Starbucks’ China JV shift will reduce reported revenue in China, even if it boosts margins and adds cash, may pressure near-term sales expectations. Starbucks’ China JV Shift Reshapes Revenue and Margin Outlook

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.