Shepherd Financial Partners LLC Invests $2.39 Million in Starbucks Corporation $SBUX

Shepherd Financial Partners LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX) in the second quarter, Holdings Channel reports. The fund purchased 23,358 shares of the coffee company’s stock, valued at approximately $2,387,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Starbucks by 86.5% in the 4th quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock valued at $16,126,000 after acquiring an additional 81,952 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in Starbucks by 47.0% during the second quarter. Schnieders Capital Management LLC. now owns 3,642 shares of the coffee company’s stock worth $334,000 after purchasing an additional 1,164 shares during the last quarter. Flow Traders U.S. LLC acquired a new position in Starbucks in the second quarter worth $288,000. Gamco Investors INC. ET AL boosted its holdings in Starbucks by 92.8% in the second quarter. Gamco Investors INC. ET AL now owns 5,225 shares of the coffee company’s stock worth $479,000 after purchasing an additional 2,515 shares during the period. Finally, NewEdge Advisors LLC increased its stake in Starbucks by 7.6% during the second quarter. NewEdge Advisors LLC now owns 112,710 shares of the coffee company’s stock valued at $10,328,000 after purchasing an additional 7,978 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks is eliminating more than 200 corporate positions as part of a broader restructuring and approximately $2 billion cost-reduction effort. Lower overhead could support profitability if the company maintains service levels and directs more resources toward its stores. The reductions do not involve cafe closures. Starbucks trims corporate ranks as coffeehouse investments deliver
• Positive Sentiment: Recent market commentary highlights Starbucks’ roughly 25% 2026 gain and suggests investors are rewarding its operational reset and investments in the cafe experience. The rally follows the company’s latest quarterly earnings beat, with adjusted EPS of $0.85 versus a $0.66 consensus estimate and revenue above expectations.
• Neutral Sentiment: The restructuring is relocating some corporate operations to a new, approximately $100 million Nashville office. Around 120 Seattle employees reportedly declined the move, while another 104 roles in store design and construction are being eliminated. Management characterizes the actions as part of the restructuring winding down, but the savings and impact on execution remain to be demonstrated. Starbucks cuts another 224 Seattle jobs
• Negative Sentiment: Starbucks continues to face challenges in China, where domestic competitors, shifting consumer preferences and geopolitical tensions are eroding the position of major U.S. brands. China weakness could limit international growth and pressure comparable sales. Why some of America’s biggest brands are losing ground in China
• Negative Sentiment: The stock’s strong performance has also produced a demanding valuation, with the supplied data showing a P/E ratio above 60. Investors may require sustained earnings growth from the turnaround to justify the premium, leaving SBUX vulnerable to disappointment.

Starbucks Stock Performance

Shares of NASDAQ:SBUX opened at $107.08 on Monday. The firm has a 50 day simple moving average of $104.45 and a 200 day simple moving average of $100.43. Starbucks Corporation has a 52 week low of $77.99 and a 52 week high of $110.51. The company has a market cap of $122.07 billion, a PE ratio of 61.54, a price-to-earnings-growth ratio of 1.85 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data 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 firm had revenue of $9.32 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same period in the previous year, the company posted $0.50 EPS. The company’s quarterly revenue was down 1.4% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, equities analysts predict that Starbucks Corporation will post 2.64 earnings per share for the current year.

Starbucks Dividend Announcement

The firm 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. The ex-dividend date is Friday, August 14th. This represents a $2.48 dividend on an annualized basis and a yield of 2.3%. Starbucks’s dividend payout ratio (DPR) is presently 142.53%.

Insiders Place Their Bets

In other news, CEO Brady Brewer sold 2,229 shares of the company’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 transaction, the chief executive officer owned 75,135 shares in the company, valued at $7,963,558.65. This represents a 2.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 6,687 shares of company stock worth $681,663. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Stifel Nicolaus set a $117.00 price objective on shares of Starbucks and gave the company a “buy” rating in a research report on Wednesday, May 6th. Piper Sandler reiterated an “overweight” rating and set a $110.00 price target on shares of Starbucks in a research report on Wednesday, April 29th. BTIG Research restated a “buy” rating and set a $115.00 price objective on shares of Starbucks in a research report on Friday, July 31st. Melius Research set a $110.00 price objective on Starbucks in a research note on Monday, August 3rd. Finally, Wedbush initiated coverage on Starbucks in a research report on Thursday, May 14th. They issued an “outperform” rating on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus 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.