162,110 Shares in Starbucks Corporation $SBUX Acquired by Trillium Asset Management LLC

Trillium Asset Management LLC acquired a new position in Starbucks Corporation (NASDAQ:SBUX) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 162,110 shares of the coffee company’s stock, valued at approximately $16,566,000.

Other institutional investors have also added to or reduced their stakes in the company. Jefferies Financial Group Inc. increased its stake in Starbucks by 94.5% in the fourth quarter. Jefferies Financial Group Inc. now owns 94,260 shares of the coffee company’s stock valued at $7,938,000 after purchasing an additional 45,794 shares in the last quarter. Swiss Life Asset Management Ltd raised its stake in shares of Starbucks by 20.4% in the fourth quarter. Swiss Life Asset Management Ltd now owns 518,405 shares of the coffee company’s stock worth $43,655,000 after purchasing an additional 87,926 shares during the last quarter. Norges Bank bought a new position in Starbucks during the 4th quarter valued at $1,232,650,000. Brighton Jones LLC boosted its holdings in Starbucks by 86.5% during the fourth quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock worth $16,126,000 after purchasing an additional 81,952 shares during the last quarter. Finally, Parkside Investments LLC bought a new position in shares of Starbucks during the 4th quarter worth approximately $842,000. 72.29% of the stock is currently owned by institutional investors.

Insider Activity at Starbucks

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 transaction of $236,251.71. Following the completion of the transaction, the chief executive officer directly owned 75,135 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,687 shares of company stock valued at $681,663 over the last 90 days. Corporate insiders own 0.03% of the company’s stock.

Starbucks News Summary

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 Price Performance

SBUX stock opened at $107.08 on Monday. The company has a market cap of $122.07 billion, a P/E ratio of 61.54, a PEG ratio of 1.85 and a beta of 0.97. The firm has a 50-day moving average of $104.45 and a 200 day moving average of $100.43. Starbucks Corporation has a 1 year low of $77.99 and a 1 year high of $110.51.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results 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 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 in the prior year, the firm earned $0.50 earnings per share. The firm’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, equities research analysts expect that Starbucks Corporation will post 2.64 earnings per share for the current fiscal year.

Starbucks Dividend Announcement

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

Analyst Ratings Changes

SBUX has been the topic of a number of research analyst reports. BNP Paribas Exane boosted their price target on shares of Starbucks from $87.00 to $92.00 and gave the stock an “underperform” rating in a report on Thursday, July 30th. UBS Group lifted their price target on Starbucks from $105.00 to $112.00 and gave the company a “neutral” rating in a research report on Thursday, July 30th. DA Davidson upped their target price on shares of Starbucks from $102.00 to $110.00 and gave the stock a “neutral” rating in a report on Thursday, July 30th. Sanford C. Bernstein cut shares of Starbucks from an “outperform” rating to a “market perform” rating in a research report on Monday, August 3rd. Finally, Compass Point assumed coverage on shares of Starbucks in a research report on Monday, August 3rd. They set a “buy” rating on the stock. Nineteen investment 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. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price 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.