Stolz & Associates PS Invests $729,000 in Starbucks Corporation $SBUX

Stolz & Associates PS purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 8,652 shares of the coffee company’s stock, valued at approximately $729,000. Starbucks accounts for approximately 0.6% of Stolz & Associates PS’s holdings, making the stock its 19th largest position.

Other hedge funds have also made changes to their positions in the company. Capital Research Global Investors grew its stake in shares of Starbucks by 11.4% in the third quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock worth $7,229,968,000 after acquiring an additional 8,774,198 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Starbucks by 146.6% in the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock worth $553,201,000 after acquiring an additional 3,596,014 shares in the last quarter. Capital International Investors grew its stake in shares of Starbucks by 22.5% in the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock worth $1,243,104,000 after acquiring an additional 2,699,479 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of Starbucks by 80.6% in the third quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company’s stock worth $433,923,000 after acquiring an additional 2,277,792 shares in the last quarter. Finally, Capital World Investors grew its stake in shares of Starbucks by 1.9% in the third quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock worth $6,575,430,000 after acquiring an additional 1,462,874 shares in the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Insider Transactions at Starbucks

In related news, EVP Sara Kelly sold 2,000 shares of the company’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the executive vice president directly owned 57,653 shares of the company’s stock, valued at $6,053,565. This represents a 3.35% decrease in their position. The sale was disclosed in a document filed 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. Also, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total value of $233,621.49. Following the completion of the sale, the chief executive officer directly owned 81,559 shares of the company’s stock, valued at approximately $8,548,198.79. This trade represents a 2.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 11,187 shares of company stock valued at $1,111,085. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on SBUX shares. Bank of America set a $114.00 price target on Starbucks in a research report on Wednesday, January 21st. UBS Group cut shares of Starbucks from a “neutral” rating to a “neutral” rating in a report on Thursday. Morgan Stanley upgraded shares of Starbucks from an “overweight” rating to an “overweight” rating in a report on Thursday. Citigroup boosted their price target on shares of Starbucks from $99.00 to $101.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. Finally, Zacks Research upgraded Starbucks from a “hold” rating to a “strong-buy” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $107.48.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks is getting support from multiple bullish note waves, including articles highlighting upbeat retail-sales trends, earnings estimate revisions, and commentary that SBUX is “thriving” relative to peers like Dutch Bros. 5 Stocks to Boost Your Portfolio as Retail Sales Continue to Soar
• Positive Sentiment: TD Cowen reportedly reiterated a buy view after Starbucks announced layoffs and regional-office closures, framing the restructuring as a potential margin and efficiency boost during its turnaround. Starbucks Layoffs: What to Know About the Latest SBUX Job Cuts
• Positive Sentiment: Starbucks also announced pricing terms for upsized tender offers on eight debt series, a move that may help optimize its balance sheet and lower financing risk over time. Starbucks Corporation Announces Pricing Terms for its Upsized Tender Offers for Eight Series of Notes
• Neutral Sentiment: Options-market activity has drawn attention to SBUX, but the article does not confirm a clear directional catalyst; it mainly signals elevated trader interest. Do Options Traders Know Something About Starbucks Stock We Don’t?
• Neutral Sentiment: Several stories focus on Starbucks’ new office strategy in India and U.S. regional restructuring, which supports the turnaround narrative but also underscores ongoing operational change. “Reducing Reliance on External Service Providers”: Starbucks Stock (NASDAQ:SBUX) Notches Up With New Indian Office
• Negative Sentiment: Starbucks is cutting hundreds of corporate roles and closing support offices in cities including Atlanta, Burbank, Chicago, Dallas, and Seattle, highlighting the scale of its restructuring and the pressure behind the turnaround. Starbucks delivers tough update on regional offices, cuts 100s of jobs

Starbucks Stock Down 0.2%

Shares of SBUX opened at $106.60 on Tuesday. The stock has a 50 day moving average price of $98.27 and a 200 day moving average price of $92.55. The company has a market capitalization of $121.49 billion, a price-to-earnings ratio of 80.76, a price-to-earnings-growth ratio of 2.15 and a beta of 1.01. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, topping the consensus estimate of $0.44 by $0.06. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The firm had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period last year, the business earned $0.41 EPS. Starbucks’s revenue for the quarter was up 8.8% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. On average, equities analysts anticipate that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be given a $0.62 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.3%. Starbucks’s dividend payout ratio is 187.88%.

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.