Citizens Financial Group Inc. RI decreased its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 15.4% in the 4th quarter, Holdings Channel reports. The fund owned 32,024 shares of the coffee company’s stock after selling 5,831 shares during the quarter. Citizens Financial Group Inc. RI’s holdings in Starbucks were worth $2,697,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. North Star Investment Management Corp. boosted its holdings in Starbucks by 0.3% during the fourth quarter. North Star Investment Management Corp. now owns 44,594 shares of the coffee company’s stock worth $3,755,000 after purchasing an additional 147 shares during the last quarter. Laurel Wealth Advisors LLC acquired a new stake in Starbucks in the fourth quarter valued at $144,000. WoodTrust Financial Corp grew its position in shares of Starbucks by 9.6% in the 4th quarter. WoodTrust Financial Corp now owns 75,359 shares of the coffee company’s stock valued at $6,346,000 after acquiring an additional 6,629 shares during the period. Bell & Brown Wealth Advisors LLC increased its stake in shares of Starbucks by 2.2% during the 4th quarter. Bell & Brown Wealth Advisors LLC now owns 50,137 shares of the coffee company’s stock worth $4,222,000 after purchasing an additional 1,062 shares during the last quarter. Finally, US Bancorp DE increased its stake in shares of Starbucks by 6.1% during the 4th quarter. US Bancorp DE now owns 894,155 shares of the coffee company’s stock worth $75,298,000 after purchasing an additional 51,773 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Starbucks
In other Starbucks news, CEO Brady Brewer sold 1,641 shares of Starbucks stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $159,373.92. Following the transaction, the chief executive officer directly owned 86,605 shares of the company’s stock, valued at approximately $8,411,077.60. The trade was a 1.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Sara Kelly sold 2,500 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value 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 approximately $5,789,226.08. The trade was a 4.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 8,958 shares of company stock valued at $877,464. 0.03% of the stock is owned by corporate insiders.
Starbucks Price Performance
Starbucks (NASDAQ:SBUX – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.44 by $0.06. The company had revenue of $9.53 billion during the quarter, compared to the consensus estimate of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The company’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.41 earnings per share. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. On average, equities research analysts anticipate that Starbucks Corporation will post 2.4 EPS for the current fiscal year.
Starbucks Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be paid a dividend of $0.62 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.3%. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.
Key Stories Impacting Starbucks
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: Q2 beat-and-raise: Starbucks reported stronger-than-expected revenue and EPS and lifted FY26 guidance, with comps recovering — the primary catalyst for the rally. Starbucks Stock Gains as Q2 Earnings Beat Estimates, Revenues Rise Y/Y
- Positive Sentiment: High-profile endorsement: Jim Cramer and other commentators praised the quarter and improving margins, helping investor confidence in a durable turnaround. Jim Cramer Explains Why Improving Margins Will Make Starbucks Stock Cheap
- Positive Sentiment: “Back to Starbucks” investment showing results: the ~$500M program to simplify service, add staff and speed orders is credited with lifting traffic and loyalty engagement. Starbucks Invested $500 Million in a Turnaround and Now Wall Street Is Drinking Up SBUX Stock
- Neutral Sentiment: Execution improvements (shorter lines, faster pours, rewards tweaks) support growth but need sustained roll-out to lift margins meaningfully. Starbucks speeds up wait times with 4-minute lines…
- Neutral Sentiment: Corporate moves (new Nashville hub, footprint/office shifts) are strategic but not material to near-term top-line momentum. Starbucks is heading to Nashville — and it’s part of a bigger fast-food migration south
- Neutral Sentiment: Insider sale disclosed (EVP sold shares under a pre-arranged 10b5-1 plan) — notable but executed under a trading plan, so not an immediate red flag. Sara Kelly Sells 2,000 Shares of Starbucks (NASDAQ:SBUX) Stock
- Negative Sentiment: Margin pressure remains: higher labor and store-investment costs are constraining profit recovery, so the market will watch operating-margin trends closely. Starbucks customers are coming back. Profits haven’t caught up yet.
- Negative Sentiment: Valuation questions after strong run: some analysts warn the stock’s rapid gain may have priced in much of the turnaround, raising downside risk if margins lag. Has Starbucks (SBUX) Run Too Far After Its 32% One Year Share Price Gain?
Analysts Set New Price Targets
A number of research firms recently weighed in on SBUX. Bank of America set a $114.00 price target on Starbucks in a research note on Wednesday, January 21st. Dbs Bank raised Starbucks from a “strong sell” rating to a “moderate sell” rating in a report on Friday, March 20th. Zacks Research upgraded shares of Starbucks from a “strong sell” rating to a “hold” rating in a research note on Tuesday, January 27th. BNP Paribas Exane increased their price target on Starbucks from $84.00 to $87.00 and gave the stock an “underperform” rating in a research report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Starbucks in a research report on Wednesday, April 22nd. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Starbucks has a consensus rating of “Moderate Buy” and an average target price of $106.93.
Check Out Our Latest Stock Report on Starbucks
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.
Further Reading
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