Opal Capital LLC Makes New $432,000 Investment in Starbucks Corporation $SBUX

Opal Capital LLC bought a new position in Starbucks Corporation (NASDAQ:SBUX) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,133 shares of the coffee company’s stock, valued at approximately $432,000.

Other large investors have also added to or reduced their stakes in the company. Rachor Investment Advisory Services LLC bought a new position in Starbucks in the 4th quarter worth about $25,000. Cornerstone Financial Management LLC bought a new position in Starbucks in the 4th quarter worth about $25,000. Y.D. More Investments Ltd bought a new position in Starbucks in the 3rd quarter worth about $26,000. Entrust Financial LLC bought a new position in Starbucks in the 4th quarter worth about $26,000. Finally, Tucker Asset Management LLC bought a new position in Starbucks in the 4th quarter worth about $27,000. Institutional investors own 72.29% of the company’s stock.

Analyst Upgrades and Downgrades

SBUX has been the subject of several analyst reports. Guggenheim restated a “neutral” rating and issued a $97.00 target price (up from $95.00) on shares of Starbucks in a research note on Wednesday, April 29th. Stephens initiated coverage on Starbucks in a research note on Thursday, May 14th. They issued an “overweight” rating for the company. Tigress Financial initiated coverage on Starbucks in a research note on Wednesday, April 15th. They issued a “buy” rating and a $122.00 target price for the company. The Goldman Sachs Group downgraded Starbucks from a “neutral” rating to a “neutral” rating in a research note on Thursday, May 14th. Finally, Wedbush started coverage on Starbucks in a research note on Thursday, May 14th. They issued an “outperform” rating for the company. One equities research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.93.

Starbucks Stock Up 0.1%

NASDAQ:SBUX opened at $101.68 on Wednesday. The business’s 50-day moving average price is $100.72 and its two-hundred day moving average price is $94.94. Starbucks Corporation has a twelve month low of $77.99 and a twelve month high of $108.88. The stock has a market cap of $115.88 billion, a P/E ratio of 77.03, a PEG ratio of 2.00 and a beta of 0.98.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.06. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The firm had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same quarter last year, the firm posted $0.41 EPS. The company’s revenue 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 research analysts expect that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Dividend Announcement

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

Insider Activity

In other Starbucks news, CEO Brady Brewer sold 588 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $100.00, for a total value of $58,800.00. Following the sale, the chief executive officer owned 79,593 shares of the company’s stock, valued at $7,959,300. This trade represents a 0.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the firm’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 approximately $6,053,565. This represents a 3.35% 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. In the last ninety days, insiders sold 8,687 shares of company stock worth $863,707. Insiders own 0.03% of the company’s stock.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Some recent analysis says Starbucks is seeing stronger customer traffic thanks to better service, faster operations, and improved store experience, which supports the idea that CEO Brian Niccol’s turnaround plan is starting to gain traction.
• Positive Sentiment: Zacks recently included Starbucks on its list of top income stocks, suggesting some analysts still view the shares favorably despite the near-term noise.
• Neutral Sentiment: Reports that Starbucks plans to open 5,000 smaller-format stores point to a major footprint reset aimed at improving efficiency and adapting to changing customer habits. Starbucks plans 5,000 new stores, but they won’t look the same
• Neutral Sentiment: CEO Brady Brewer’s recent stock sale was small and made under a pre-arranged 10b5-1 plan, so it is unlikely to be a major concern for investors on its own.
• Negative Sentiment: Starbucks Korea is closing all stores early for mandatory history and social sensitivity training after backlash over a marketing campaign, following boycotts, a public apology, and an investigation. The controversy raises brand and sales risk in an important international market. Starbucks Korea to give staff history training after backlash over marketing campaign
• Negative Sentiment: Separate coverage of the South Korea issue suggests the fallout is still weighing on sentiment and could pressure revenue if the boycott persists. Starbucks Korea Shuts Stores Early After Boycott Hits Revenue

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.