Trek Financial LLC Lowers Holdings in Starbucks Corporation $SBUX

Trek Financial LLC trimmed its holdings in Starbucks Corporation (NASDAQ:SBUX) by 67.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,000 shares of the coffee company’s stock after selling 10,324 shares during the quarter. Trek Financial LLC’s holdings in Starbucks were worth $423,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Alliance Wealth Advisors LLC increased its position in Starbucks by 2.1% in the second quarter. Alliance Wealth Advisors LLC now owns 5,170 shares of the coffee company’s stock worth $474,000 after purchasing an additional 108 shares during the last quarter. Cooper Haims Advisors LLC grew its stake in Starbucks by 3.0% in the 2nd quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock worth $344,000 after acquiring an additional 110 shares in the last quarter. Diligent Investors LLC increased its holdings in Starbucks by 1.9% during the 2nd quarter. Diligent Investors LLC now owns 6,132 shares of the coffee company’s stock worth $562,000 after purchasing an additional 117 shares during the period. Silver Oak Securities Incorporated grew its holdings in Starbucks by 2.4% during the 3rd quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock worth $447,000 after acquiring an additional 122 shares in the last quarter. Finally, Pioneer Trust Bank N A OR increased its holdings in Starbucks by 1.1% during the third quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock valued at $968,000 after buying an additional 125 shares during the period. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Insider Activity

In related news, Director Jorgen Vig Knudstorp acquired 11,700 shares of Starbucks stock in a transaction that occurred on Monday, November 10th. The stock was acquired at an average price of $85.00 per share, for a total transaction of $994,500.00. Following the transaction, the director directly owned 53,096 shares of the company’s stock, valued at $4,513,160. This trade represents a 28.26% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Barclays reiterated an “overweight” rating and issued a $110.00 target price (up from $95.00) on shares of Starbucks in a report on Wednesday, January 7th. Royal Bank Of Canada set a $100.00 target price on Starbucks and gave the stock an “outperform” rating in a report on Thursday, October 30th. BTIG Research restated a “buy” rating and set a $105.00 price target on shares of Starbucks in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Starbucks in a report on Monday, December 29th. Finally, Mizuho set a $86.00 target price on Starbucks and gave the company a “neutral” rating in a research report on Friday, January 9th. Seventeen analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Starbucks presently has an average rating of “Moderate Buy” and a consensus target price of $103.15.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: BofA raised its price target to $114, signaling stronger analyst conviction in Starbucks’ outlook and providing an immediate valuation tailwind for the shares. Bank of America Boosts Starbucks Price Target to $114
• Positive Sentiment: BTIG reaffirmed a “buy” rating with a $105 target, adding to analyst support that helps sustain recent investor momentum. BTIG Reaffirms Buy on Starbucks
• Positive Sentiment: Starbucks announced an Investor Day for Jan. 29 where management (CEO Brian Niccol and CFO Cathy Smith) will unveil long-term strategy and answer questions — a catalyst that can reset investor expectations if management provides credible margin or growth targets. Starbucks to Host 2026 Investor Day
• Positive Sentiment: Operational initiatives — described as “coffeehouse coaches” — are being credited with improving store execution and easing labor tensions, a constructive sign for same-store sales and throughput. Coffeehouse Coaches Give Starbucks Stock a Boost
• Neutral Sentiment: Analyst and media coverage notes a strong year-to-date rally in SBUX; coverage frames the move as momentum ahead of earnings rather than a confirmed turnaround. This buoyancy can attract momentum traders but raises expectations. Starbucks Huge 2026 Rally
• Neutral Sentiment: Zacks previews ahead of Q1 earnings provide consensus estimates and key metrics to watch (traffic, AUVs, margin trends); these previews are informational but underscore that results will be the immediate catalyst. Ahead of Starbucks Q1 Earnings: Estimates for Key Metrics
• Neutral Sentiment: Zacks and other outlets flag that while traffic and sales are stabilizing, EPS pressure from costs and a premium valuation leave little room for disappointment at the upcoming report. Should You Buy, Sell or Hold Before Q1 Earnings?
• Negative Sentiment: A local “cup kerfuffle” in Tucson drew negative headlines and briefly raised reputational and operational risk questions; while the incident hasn’t halted the rally, it shows headline risk still exists for a consumer-facing brand. Another Cup Kerfuffle Hits Starbucks in Tucson
• Neutral Sentiment: Broader analyst commentary discusses shifting price targets and fair-value assumptions — useful context but not an immediate operational driver. How Changing Analyst Stories Shape Starbucks Price Targets

Starbucks Price Performance

Starbucks stock opened at $97.62 on Monday. Starbucks Corporation has a 12 month low of $75.50 and a 12 month high of $117.46. The stock’s 50-day moving average is $87.00 and its 200-day moving average is $87.05. The company has a market cap of $111.00 billion, a price-to-earnings ratio of 59.52, a price-to-earnings-growth ratio of 2.07 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last issued its earnings results on Wednesday, October 29th. The coffee company reported $0.52 earnings per share for the quarter, missing the consensus estimate of $0.55 by ($0.03). The company had revenue of $9.57 billion during the quarter, compared to analysts’ expectations of $9.41 billion. Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.Starbucks’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.80 EPS. Research analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a $0.62 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.48 annualized dividend and a dividend yield of 2.5%. Starbucks’s payout ratio is 151.22%.

About Starbucks

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.