Navigation Group LLC Takes Position in Starbucks Corporation $SBUX

Navigation Group LLC bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,970 shares of the coffee company’s stock, valued at approximately $445,000.

Other large investors have also recently bought and sold shares of the company. Rachor Investment Advisory Services LLC bought a new position in Starbucks in the fourth quarter valued at approximately $25,000. Cornerstone Financial Management LLC bought a new stake in shares of Starbucks during the 4th quarter worth approximately $25,000. Phillip James Consulting Co. acquired a new stake in shares of Starbucks in the 4th quarter valued at approximately $25,000. Entrust Financial LLC acquired a new stake in shares of Starbucks in the 4th quarter valued at approximately $26,000. Finally, Tucker Asset Management LLC bought a new position in shares of Starbucks in the fourth quarter valued at $27,000. 72.29% of the stock is owned by institutional investors and hedge funds.

Starbucks Stock Performance

Shares of SBUX stock opened at $105.11 on Thursday. The company has a market capitalization of $119.79 billion, a price-to-earnings ratio of 79.63, a PEG ratio of 2.11 and a beta of 0.98. The company has a 50-day simple moving average of $102.47 and a 200 day simple moving average of $97.61. 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, beating analysts’ consensus estimates of $0.44 by $0.06. The business had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. Starbucks’s quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Sell-side analysts forecast that Starbucks Corporation will post 2.4 EPS for the current year.

Starbucks Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a $0.62 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.48 annualized dividend and a dividend yield of 2.4%. Starbucks’s dividend payout ratio is presently 187.88%.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks announced it will report Q3 fiscal 2026 results on July 29, with a webcasted conference call to follow, keeping investors focused on a potentially important catalyst for the stock. Starbucks Announces Q3 Fiscal Year 2026 Results Conference Call
• Positive Sentiment: Analysts are expecting double-digit earnings growth when Starbucks reports, which could support the bull case if management delivers on margins and turnaround progress. Earnings Preview: What To Expect From Starbucks’ Report
• Positive Sentiment: Starbucks’ Channel Development segment grew 39% year over year in Q2, showing that packaged coffee and ready-to-drink products could become a meaningful additional revenue driver. Can Starbucks’ 39% Channel Development Growth Add a New Revenue Lever?
• Positive Sentiment: Starbucks is rolling out worker bonuses, weekly pay, and expanded tipping, which may improve labor relations and store execution if the changes help retention and service quality. Starbucks (SBUX) Introduces Worker Bonuses And Weekly Pay In Frontline Overhaul
• Neutral Sentiment: Several market commentary pieces argue Starbucks may be fully valued or trading at a premium, which can limit upside even if the turnaround continues. Is Starbucks (SBUX) Overvalued Even With Its AI Cost Cuts?
• Neutral Sentiment: Other articles note the stock has already had a strong year-to-date run and is being compared unfavorably on valuation versus peers, reinforcing a wait-and-see tone ahead of earnings. Starbucks Corp. stock outperforms competitors despite losses on the day
• Neutral Sentiment: Stock commentary from Jim Cramer and other market-watch pieces adds visibility but does not appear to bring a major new fundamental catalyst. Jim Cramer Shares Why Starbucks Corporation (SBUX) Went “Nuts”

Insider Buying and Selling

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $104.00, for a total value of $231,816.00. Following the transaction, the chief executive officer directly owned 77,364 shares of the company’s stock, valued at $8,045,856. This represents a 2.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 9,275 shares of company stock worth $947,833. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on SBUX. Stifel Nicolaus set a $117.00 target price on shares of Starbucks and gave the stock a “buy” rating in a report on Wednesday, May 6th. Evercore lifted their price objective on shares of Starbucks from $110.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Jefferies Financial Group began coverage on shares of Starbucks in a research note on Thursday, May 14th. They set a “buy” rating on the stock. Robert W. Baird upped their target price on shares of Starbucks from $112.00 to $117.00 and gave the company an “outperform” rating in a report on Wednesday, April 29th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $111.00 target price on shares of Starbucks in a research note on Wednesday. Nineteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $109.23.

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.