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

Sargent Investment Group LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 8,182 shares of the coffee company’s stock, valued at approximately $689,000.

Several other hedge funds have also bought and sold shares of SBUX. Vanguard Group Inc. increased its holdings in shares of Starbucks by 0.5% in the 3rd quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock worth $9,596,931,000 after buying an additional 577,279 shares during the last quarter. Compass Wealth Management LLC increased its holdings in shares of Starbucks by 33.5% in the 3rd quarter. Compass Wealth Management LLC now owns 79,193 shares of the coffee company’s stock worth $6,700,000 after buying an additional 19,877 shares during the last quarter. Oak Thistle LLC bought a new stake in shares of Starbucks in the 4th quarter worth about $1,149,000. Czech National Bank increased its holdings in shares of Starbucks by 3.9% in the 4th quarter. Czech National Bank now owns 299,833 shares of the coffee company’s stock worth $25,249,000 after buying an additional 11,135 shares during the last quarter. Finally, Goodman Financial Corp bought a new stake in shares of Starbucks in the 4th quarter worth about $8,811,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Trading Down 1.4%

Shares of NASDAQ:SBUX opened at $101.59 on Tuesday. The company has a market capitalization of $115.78 billion, a price-to-earnings ratio of 76.96, a PEG ratio of 2.03 and a beta of 0.98. Starbucks Corporation has a 12 month low of $77.99 and a 12 month high of $108.88. The firm’s 50-day moving average is $100.50 and its 200 day moving average is $94.83.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, beating the consensus estimate of $0.44 by $0.06. The company had revenue of $9.53 billion for 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 firm’s revenue was up 8.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, equities analysts forecast that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Dividend Announcement

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

Analyst Ratings Changes

SBUX has been the topic of a number of research reports. BTIG Research downgraded shares of Starbucks from a “buy” rating to a “neutral” rating in a report on Thursday, May 14th. Weiss Ratings restated a “hold (c)” rating on shares of Starbucks in a report on Wednesday, April 22nd. Royal Bank Of Canada downgraded shares of Starbucks from a “sector perform” rating to a “positive” rating in a report on Thursday, May 14th. The Goldman Sachs Group downgraded shares of Starbucks from a “neutral” rating to a “neutral” rating in a report on Thursday, May 14th. Finally, Tigress Financial initiated coverage on shares of Starbucks in a report on Wednesday, April 15th. They issued a “buy” rating and a $122.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $107.93.

Trending Headlines about Starbucks

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

Insider Activity

In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the executive vice president directly owned 57,653 shares in the company, valued at $6,053,565. This represents a 3.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 stock was sold at an average price of $104.81, for a total transaction of $233,621.49. Following the completion of the transaction, the chief executive officer owned 81,559 shares in the company, valued at $8,548,198.79. This represents a 2.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,687 shares of company stock worth $863,707 over the last quarter. 0.03% of the stock is currently owned by insiders.

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.