Trifecta Capital Advisors LLC Makes New $3.24 Million Investment in Starbucks Corporation $SBUX

Trifecta Capital Advisors LLC acquired a new position in Starbucks Corporation (NASDAQ:SBUX) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 31,742 shares of the coffee company’s stock, valued at approximately $3,244,000.

Other institutional investors also recently made changes to their positions in the company. Everett Harris & Co. CA bought a new position in shares of Starbucks during the 2nd quarter valued at $95,438,000. Pecaut & CO. bought a new stake in Starbucks in the second quarter worth $2,115,000. Summit Global Investments bought a new stake in Starbucks in the second quarter worth $338,000. Oppenheimer Asset Management Inc. purchased a new stake in Starbucks during the second quarter valued at about $26,581,000. Finally, Bryn Mawr Trust Advisors LLC purchased a new stake in Starbucks during the second quarter valued at about $1,550,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Trading Down 0.9%

Shares of NASDAQ:SBUX opened at $103.99 on Friday. The company has a 50-day moving average price of $104.37 and a 200-day moving average price of $100.32. The company has a market cap of $118.55 billion, a price-to-earnings ratio of 59.76, a price-to-earnings-growth ratio of 1.81 and a beta of 0.97. Starbucks Corporation has a 12 month low of $77.99 and a 12 month 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 (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.19. Starbucks had a negative return on equity of 34.10% and a net margin of 5.17%.The company had revenue of $9.32 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same period last year, the firm earned $0.50 earnings per share. Starbucks’s quarterly revenue was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. As a group, research analysts forecast that Starbucks Corporation will post 2.64 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Friday, August 14th. Starbucks’s dividend payout ratio (DPR) is currently 142.53%.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks reported strong recent operating momentum: global comparable sales increased 7.9% in fiscal third-quarter 2026, while revenue reached approximately $9.3 billion. The trends could support the company’s fiscal 2026 earnings outlook and reflect progress from investments in its coffeehouses. Can Starbucks’ Solid Comps Growth Support Stronger FY26 Earnings?
• Positive Sentiment: A promotional return of the Unicorn Frappuccino helped produce a record sales weekend, suggesting that limited-time products and brand engagement can continue to drive customer traffic. Starbucks Just Landed the Biggest Weekend in the Company’s History
• Neutral Sentiment: Investor comparisons with McDonald’s and Chipotle show that restaurant-stock performance in 2026 has favored companies undergoing structural change. Starbucks’ valuation remains elevated, making sustained sales and earnings improvement important for further upside. Which Restaurant Stock Has Dominated in 2026: McDonald’s, Chipotle, or Starbucks?
• Negative Sentiment: Starbucks is eliminating more than 200 corporate positions as part of its restructuring and approximately $2 billion cost-reduction effort. The cuts include technology, store design and construction, and coffeehouse development roles; 120 Seattle-based employees reportedly face separation after declining relocation to the new Nashville office. The company said the reductions do not involve cafe closures, but the announcement is raising concerns about disruption and turnaround execution. Starbucks Laying Off More Than 200 Workers in Streamlining Drive

Wall Street Analysts Forecast Growth

SBUX has been the topic of several analyst reports. Stifel Nicolaus set a $117.00 price objective on Starbucks and gave the stock a “buy” rating in a report on Wednesday, May 6th. Guggenheim assumed coverage on Starbucks in a report on Monday, August 3rd. They set a “buy” rating for the company. Citigroup raised their price target on Starbucks from $108.00 to $112.00 and gave the stock a “neutral” rating in a research report on Thursday, July 30th. Sanford C. Bernstein cut Starbucks from an “outperform” rating to a “market perform” rating in a research note on Monday, August 3rd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $126.00 price objective on shares of Starbucks in a research report on Thursday, July 30th. Nineteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $110.30.

Insider Buying and Selling at Starbucks

In other news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total transaction of $236,251.71. Following 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 6,687 shares of company stock valued at $681,663. 0.03% of the stock is currently owned by company insiders.

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.