Y Intercept Hong Kong Ltd Invests $1.94 Million in Starbucks Corporation $SBUX

Y Intercept Hong Kong Ltd acquired a new stake in shares of Starbucks Corporation (NASDAQ:SBUX) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 22,880 shares of the coffee company’s stock, valued at approximately $1,936,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of SBUX. PUREfi Wealth LLC bought a new position in Starbucks in the 2nd quarter valued at $286,000. Narwhal Capital Management boosted its stake in shares of Starbucks by 39.6% during the second quarter. Narwhal Capital Management now owns 32,738 shares of the coffee company’s stock valued at $3,000,000 after purchasing an additional 9,282 shares during the period. Nordea Investment Management AB boosted its stake in shares of Starbucks by 3.2% during the third quarter. Nordea Investment Management AB now owns 433,112 shares of the coffee company’s stock valued at $36,576,000 after purchasing an additional 13,262 shares during the period. Morningstar Investment Management LLC bought a new position in shares of Starbucks in the second quarter worth about $653,000. Finally, Asset Management One Co. Ltd. increased its stake in Starbucks by 3.1% in the 3rd quarter. Asset Management One Co. Ltd. now owns 548,768 shares of the coffee company’s stock worth $46,426,000 after buying an additional 16,428 shares during the period. 72.29% of the stock is currently owned by hedge funds and other institutional investors.

Starbucks Stock Down 0.6%

Shares of SBUX stock opened at $95.16 on Thursday. The firm has a market cap of $108.21 billion, a price-to-earnings ratio of 58.02, a PEG ratio of 1.94 and a beta of 0.97. Starbucks Corporation has a 52-week low of $75.50 and a 52-week high of $117.46. The company’s 50 day moving average is $87.73 and its 200 day moving average is $87.12.

Starbucks (NASDAQ:SBUX) last announced its earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.03). Starbucks had a net margin of 4.99% and a negative return on equity of 31.32%. The company had revenue of $9.92 billion for the quarter, compared to the consensus estimate of $9.62 billion. During the same period last year, the business posted $0.69 EPS. The firm’s revenue was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Starbucks Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.6%. The ex-dividend date is Friday, February 13th. Starbucks’s payout ratio is 151.22%.

Wall Street Analyst Weigh In

SBUX has been the subject of several research reports. Zacks Research raised shares of Starbucks from a “strong sell” rating to a “hold” rating in a research report on Tuesday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Starbucks in a research note on Monday. BTIG Research reissued a “buy” rating and issued a $105.00 price objective on shares of Starbucks in a research note on Thursday. Mizuho raised their price objective on Starbucks from $86.00 to $95.00 and gave the stock a “neutral” rating in a report on Monday. Finally, Wall Street Zen upgraded Starbucks from a “sell” rating to a “hold” rating in a report on Saturday, November 22nd. Eighteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $103.50.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Q1 top?line beat and comps rebound — Revenue of $9.92B topped estimates and global comparable?store sales rose ~4%, including the first U.S. transaction growth in two years, evidence the “Back to Starbucks” initiatives are driving traffic. Starbucks Reports Q1 Fiscal Year 2026 Results
• Positive Sentiment: Digital and operations momentum — Management emphasized digital platforms and technology fixes (mobile order flow, staffing mixes, AI tools) as central to sustaining the turnaround and improving throughput/transactions. This supports revenue durability if execution continues. Starbucks Says Digital Platforms Are Key Piece of Turnaround Strategy
• Positive Sentiment: Investor day as a near?term catalyst — Starbucks is hosting an investor day to lay out a long?term outlook and milestones for the turnaround; that presentation could provide fresh guidance or visibility that moves the stock. Starbucks to unveil long-term outlook at investor day, as Niccol says turnaround is just beginning
• Neutral Sentiment: Guidance and valuation nuance — FY?2026 EPS guide (2.15–2.40) leaves room vs. consensus and analysts are split; some raised targets (e.g., Mizuho), others warn margins could lag while investments run. The range creates more catalyst dependence on execution. Mizuho Boosts Starbucks (NASDAQ:SBUX) Price Target to $95.00
• Negative Sentiment: EPS miss and margin pressure — EPS of $0.56 missed estimates while net margin remains under pressure as the company re?invests in stores and staffing; investors should watch margin progression vs. revenue gains. Starbucks (SBUX) Misses Q1 Earnings Estimates
• Negative Sentiment: Governance/optics risks — The company removed the $250k cap on CEO Niccol’s personal use of the corporate jet (cited for security) and a shareholder?law firm launched a probe into director conduct; both create short?term reputational and potential legal noise. Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns Legal Investigation Launched: Johnson Fistel Scrutinizes Starbucks (SBUX) Directors

Insider Transactions at Starbucks

In other news, Director Jorgen Vig Knudstorp bought 11,700 shares of Starbucks stock in a transaction on Monday, November 10th. The stock was acquired at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the completion of the acquisition, the director 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 purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.09% of the stock is 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.