Sargent Investment Group LLC Invests $689,000 in Starbucks Corporation $SBUX

Sargent Investment Group LLC purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 8,182 shares of the coffee company’s stock, valued at approximately $689,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Aerodigm Wealth LLC boosted its stake in shares of Starbucks by 2.7% during the 4th quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock worth $357,000 after acquiring an additional 112 shares during the last quarter. River Street Advisors LLC boosted its stake in shares of Starbucks by 0.8% during the 4th quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock worth $1,138,000 after acquiring an additional 113 shares during the last quarter. Creative Financial Designs Inc. ADV boosted its stake in shares of Starbucks by 38.2% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock worth $34,000 after acquiring an additional 113 shares during the last quarter. Integrity Alliance LLC. boosted its stake in shares of Starbucks by 3.0% during the 4th quarter. Integrity Alliance LLC. now owns 3,907 shares of the coffee company’s stock worth $329,000 after acquiring an additional 114 shares during the last quarter. Finally, RPg Family Wealth Advisory LLC boosted its stake in shares of Starbucks by 4.5% during the 4th quarter. RPg Family Wealth Advisory LLC now owns 2,711 shares of the coffee company’s stock worth $228,000 after acquiring an additional 117 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Wall Street Analysts Forecast Growth

SBUX has been the topic of several analyst reports. Zacks Research upgraded shares of Starbucks from a “hold” rating to a “strong-buy” rating in a research note on Friday, May 15th. DA Davidson lifted their price target on shares of Starbucks from $97.00 to $102.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Starbucks in a research note on Wednesday, April 22nd. Piper Sandler reiterated an “overweight” rating and set a $110.00 price target on shares of Starbucks in a research note on Wednesday, April 29th. Finally, Dbs Bank upgraded shares of Starbucks from a “strong sell” rating to a “moderate sell” rating in a research note on Friday, March 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Starbucks presently has a consensus rating of “Moderate Buy” and an average target price of $107.93.

Insiders Place Their Bets

In related news, EVP Sara Kelly sold 2,000 shares of Starbucks stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the executive vice president owned 57,653 shares in the company, valued at approximately $6,053,565. The trade was a 3.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $104.81, for a total transaction of $233,621.49. Following the completion of the sale, the chief executive officer owned 81,559 shares in the company, valued at approximately $8,548,198.79. The trade was a 2.66% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 8,687 shares of company stock worth $863,707. 0.03% of the stock is owned by corporate insiders.

Starbucks Stock Performance

SBUX opened at $101.59 on Tuesday. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $108.88. The firm’s fifty day moving average is $100.50 and its 200 day moving average is $94.83. The stock has a market cap of $115.78 billion, a price-to-earnings ratio of 76.96, a price-to-earnings-growth ratio of 2.03 and a beta of 0.98.

Starbucks (NASDAQ:SBUX) last released its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.06. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The company had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same quarter in the previous year, the company earned $0.41 EPS. Starbucks’s revenue for the quarter was up 8.8% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. On average, equities research analysts predict that Starbucks Corporation will post 2.42 earnings per share for the current year.

Starbucks Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were paid a dividend of $0.62 per share. The ex-dividend date was Friday, May 15th. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.4%. Starbucks’s payout ratio is 187.88%.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Zacks included Starbucks on its list of top income stocks, suggesting some analysts still view the shares favorably despite near-term noise.
• Positive Sentiment: One recent analysis said Starbucks is seeing stronger traffic growth thanks to better service, faster operations, and improved customer experience initiatives, supporting the turnaround narrative.
• Neutral Sentiment: CEO Brady Brewer sold 588 shares in a pre-arranged Rule 10b5-1 transaction. The sale was small and routine, so it is unlikely to be a major signal on its own.
• Neutral Sentiment: Another report noted Starbucks faces growing competition from 7 Brew, which is expanding quickly and could pressure traffic over time.
• Negative Sentiment: Starbucks Korea is closing all locations early on June 22 for mandatory history and social sensitivity training after a marketing backlash. The controversy has triggered boycotts, a public apology, an investigation, and renewed reputational risk for the brand. Starbucks Korea Shuts Stores Early After Boycott Hits Revenue
• Negative Sentiment: Multiple reports on the same South Korea issue suggest the fallout is severe enough to affect sentiment across the stock, since the controversy could hurt sales and distract management. Starbucks Korea to give staff history training after backlash over marketing campaign

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.