United Asset Strategies Inc. Increases Position in Starbucks Corporation $SBUX

United Asset Strategies Inc. grew its position in Starbucks Corporation (NASDAQ:SBUX) by 41.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 143,162 shares of the coffee company’s stock after purchasing an additional 41,863 shares during the quarter. United Asset Strategies Inc.’s holdings in Starbucks were worth $12,826,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of SBUX. Rachor Investment Advisory Services LLC purchased a new position in Starbucks in the fourth quarter valued at $25,000. Cornerstone Financial Management LLC purchased a new stake in Starbucks during the 4th quarter worth about $25,000. Phillip James Consulting Co. purchased a new stake in Starbucks during the 4th quarter worth about $25,000. Entrust Financial LLC acquired a new position in shares of Starbucks during the 4th quarter worth about $26,000. Finally, Tucker Asset Management LLC acquired a new position in shares of Starbucks during the 4th quarter worth about $27,000. Institutional investors and hedge funds own 72.29% of the company’s stock.

Insider Activity at Starbucks

In related news, EVP Sara Kelly sold 2,000 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the sale, the executive vice president directly owned 57,653 shares of the company’s stock, valued at $6,053,565. This trade represents a 3.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of the 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 sale, the chief executive officer directly owned 81,559 shares of the company’s stock, valued at approximately $8,548,198.79. This represents a 2.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 7,046 shares of company stock worth $716,017 over the last quarter. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Evercore raised their target price on Starbucks from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Morgan Stanley raised Starbucks from an “overweight” rating to an “overweight” rating in a report on Thursday, May 14th. Royal Bank Of Canada lowered shares of Starbucks from a “sector perform” rating to a “positive” rating in a research note on Thursday, May 14th. Piper Sandler reissued an “overweight” rating and set a $110.00 price objective on shares of Starbucks in a report on Wednesday, April 29th. Finally, DA Davidson boosted their price objective on shares of Starbucks from $97.00 to $102.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. Nineteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $108.92.

Starbucks Price Performance

Shares of NASDAQ:SBUX traded up $1.31 on Tuesday, reaching $103.42. The company’s stock had a trading volume of 1,810,299 shares, compared to its average volume of 8,438,417. The stock’s 50-day moving average is $101.97 and its two-hundred day moving average is $96.53. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88. The stock has a market capitalization of $117.87 billion, a P/E ratio of 78.30, a PEG ratio of 2.07 and a beta of 0.98.

Starbucks (NASDAQ:SBUX) last released its quarterly 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 firm had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the company posted $0.41 earnings per share. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Equities analysts forecast that Starbucks Corporation will post 2.4 earnings per share for the current fiscal year.

Starbucks Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a dividend of $0.62 per share. This represents a $2.48 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Friday, August 14th. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks’ loyalty program, personalization efforts, and faster service are reportedly helping boost store traffic and customer engagement, which supports the company’s turnaround narrative. Is Starbucks’ Loyalty Strategy Fueling More Store Traffic?
• Positive Sentiment: Analyst commentary continues to highlight Starbucks as exposed to the growing functional beverage trend, suggesting investors still see a favorable category opportunity for the brand. These 3 Stocks Offer Investors Exposure to the Functional Beverage Boom (SBUX)
• Positive Sentiment: Recent pieces also frame Starbucks as showing signs of summer traffic gains, reinforcing optimism that the turnaround is gaining traction. What’s Behind Starbucks (NASDAQ:SBUX) Summer Traffic Gains?
• Neutral Sentiment: A market recap noted that Starbucks shares recently closed lower even as the broader market rose, indicating some short-term investor rotation and weaker technical momentum rather than a clear company-specific shock. Starbucks (SBUX) Stock Dips While Market Gains: Key Facts
• Neutral Sentiment: One article argued investors should be cautious after Starbucks’ strong six-month run, suggesting valuation and recent gains may be limiting further upside in the near term. 3 Reasons to Sell SBUX and 1 Stock to Buy Instead
• Negative Sentiment: Technical selling and margin concerns remain a drag, with traders watching for pressure from labor spending, coffee costs, and tariffs as investors wait for clearer evidence that profitability is improving. Starbucks Stock Slips Under 50-Day Moving Average as Bearish Crossover Looms

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.