London Co. of Virginia Sells 119,291 Shares of Starbucks Corporation $SBUX

London Co. of Virginia reduced its position in Starbucks Corporation (NASDAQ:SBUX) by 4.2% during the third quarter, HoldingsChannel.com reports. The firm owned 2,737,905 shares of the coffee company’s stock after selling 119,291 shares during the period. London Co. of Virginia’s holdings in Starbucks were worth $231,628,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Starbucks by 0.5% during the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock valued at $9,596,931,000 after buying an additional 577,279 shares during the last quarter. Capital Research Global Investors lifted its stake in shares of Starbucks by 11.4% during the 3rd 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 during the last quarter. Capital World Investors boosted its holdings in Starbucks by 1.9% during the 3rd quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock valued at $6,575,430,000 after acquiring an additional 1,462,874 shares during the period. State Street Corp boosted its holdings in Starbucks by 1.2% during the 2nd quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock valued at $4,353,647,000 after acquiring an additional 544,534 shares during the period. Finally, Capital International Investors grew its position in Starbucks by 22.5% in the 3rd quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock valued at $1,243,104,000 after acquiring an additional 2,699,479 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Starbucks Trading Down 1.3%

SBUX opened at $97.82 on Tuesday. The company has a market capitalization of $111.45 billion, a price-to-earnings ratio of 80.84, a PEG ratio of 2.21 and a beta of 0.93. Starbucks Corporation has a 12-month low of $75.50 and a 12-month high of $104.82. The business’s fifty day simple moving average is $95.50 and its 200-day simple moving average is $88.39.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share for the quarter, missing the consensus estimate of $0.59 by ($0.03). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The firm had revenue of $9.92 billion during the quarter, compared to the consensus estimate of $9.62 billion. During the same quarter in the previous year, the firm earned $0.69 earnings per share. The business’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. On average, equities research analysts predict that Starbucks Corporation will post 2.99 EPS for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on SBUX shares. Wolfe Research assumed coverage on Starbucks in a research note on Monday, March 9th. They issued a “peer perform” rating on the stock. Wall Street Zen raised shares of Starbucks from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. Zacks Research upgraded shares of Starbucks from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 27th. BTIG Research reaffirmed a “buy” rating and issued a $105.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Finally, Citigroup decreased their price objective on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Seventeen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $104.22.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Seasonal and limited-time offers (like Starbucks’ Pumpkin Spice) remain powerful traffic drivers for retailers and restaurants, reinforcing Starbucks’ ability to monetize recurring product cycles and drive same-store traffic. Coca‑Cola brings exclusive new soda to Walmart
• Positive Sentiment: Technical momentum measures have spiked this week after public pushback against a sugar-safety probe, suggesting short-term buying interest and improved market sentiment around the coffee category. That can support near-term stock strength. Starbucks’ Momentum Score Spikes
• Neutral Sentiment: Starbucks is showing up in Nasdaq retail conversations, which raises visibility among index/ETF flows but doesn’t guarantee fundamentals will change. Attention can help liquidity but is mixed for valuation pressure. Starbucks Emerges In Nasdaq Index Retail Conversations
• Neutral Sentiment: Industry reviews of Q4 2025 performance place Starbucks among notable chains in the winners/losers conversation — useful competitive context but not an immediate stock catalyst on its own. Q4 2025’s restaurant winners and losers
• Neutral Sentiment: Guggenheim kept a Neutral rating but adjusted its forecasts and modestly raised the price target — a vote of cautious confidence that may temper both bullish and bearish moves until guidance clarity improves. Guggenheim Maintains Neutral Rating on Starbucks
• Negative Sentiment: A reported data breach occurred about six weeks ago; initial reports say customers were largely unaffected, but any breach raises operational and reputational risk and can create short-term selling pressure. Data Breach Hits Starbucks
• Negative Sentiment: Fundamentals: Starbucks missed EPS last quarter (reported $0.56 vs. $0.59 est.), posted modest revenue growth, and carries a high P/E multiple — factors that increase sensitivity to execution risk and likely weigh on the stock until earnings or guidance outperformance arrives.

Insider Activity

In other news, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $100.00, for a total value of $58,800.00. Following the completion of the sale, the chief executive officer owned 86,017 shares in the company, valued at approximately $8,601,700. The trade was a 0.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the sale, the executive vice president directly owned 59,609 shares of the company’s stock, valued at $5,789,226.08. The trade was a 4.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,729 shares of company stock valued at $460,974. Company insiders own 0.03% of the company’s stock.

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.