Starbucks Corporation $SBUX Shares Sold by Compound Planning Inc.

Compound Planning Inc. cut its holdings in Starbucks Corporation (NASDAQ:SBUX) by 21.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,415 shares of the coffee company’s stock after selling 6,393 shares during the quarter. Compound Planning Inc.’s holdings in Starbucks were worth $2,098,000 as of its most recent SEC filing.

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

Starbucks Trading Up 0.0%

Shares of NASDAQ SBUX opened at $103.25 on Friday. The stock has a market cap of $117.67 billion, a PE ratio of 78.22, a P/E/G ratio of 2.05 and a beta of 0.98. Starbucks Corporation has a 12-month low of $77.99 and a 12-month high of $109.23. The company has a 50-day moving average of $102.32 and a 200 day moving average of $98.51.

Starbucks (NASDAQ:SBUX) last released its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, topping 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%. The business’s revenue was up 8.8% on a year-over-year basis. During the same period last year, the company posted $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. On average, sell-side analysts forecast that Starbucks Corporation will post 2.41 EPS for the current fiscal year.

Starbucks Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a dividend of $0.62 per share. The ex-dividend date is Friday, August 14th. This represents a $2.48 dividend on an annualized basis and a yield of 2.4%. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.

Insiders Place Their Bets

In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the executive vice president owned 57,653 shares of the company’s stock, valued at approximately $6,053,565. The trade was a 3.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 on Monday, July 6th. The shares were sold at an average price of $104.00, for a total value of $231,816.00. Following the completion of the sale, the chief executive officer owned 77,364 shares of the company’s stock, valued at approximately $8,045,856. The trade was a 2.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 8,687 shares of company stock worth $889,033 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: UBS said Starbucks is likely to report continued sales momentum in fiscal Q3, pointing to progress in its turnaround efforts and stronger near-term demand trends. Starbucks Sales Momentum Likely Continued in Fiscal Q3, UBS Says
• Positive Sentiment: UBS also said Starbucks’ turnaround strategy could drive U.S. comparable sales above consensus expectations, which supports the bullish case ahead of earnings. Starbucks’ Turnaround Strategy Could Drive US Comparable Sale Upside, UBS Says
• Positive Sentiment: Multiple pre-earnings previews note improving traffic, loyalty momentum, and product innovation, reinforcing expectations that Starbucks may be stabilizing operations. Starbucks Q3 Earnings Ahead: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Wall Street outlook pieces are highlighting upcoming Q3 estimates and key operating metrics, suggesting investors are waiting for the actual earnings report for confirmation. Unveiling Starbucks (SBUX) Q3 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Broader consumer stocks were stronger late Friday, providing a supportive sector backdrop for Starbucks rather than a company-specific catalyst. Sector Update: Consumer Stocks Rise Late Afternoon
• Positive Sentiment: Recent coverage says Starbucks is outperforming the Nasdaq-100 this year, reflecting renewed investor optimism around the stock’s recovery story. Starbucks Is on Track to Beat the Nasdaq-100 for the First Time Since 2022. Is There More Room to Run?

Wall Street Analysts Forecast Growth

SBUX has been the subject of several research reports. BNP Paribas Exane initiated coverage on Starbucks in a research note on Thursday, May 14th. They set an “underperform” rating for the company. The Goldman Sachs Group downgraded Starbucks from a “neutral” rating to a “neutral” rating in a research report on Thursday, May 14th. Evercore lifted their price target on Starbucks from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Jefferies Financial Group assumed coverage on Starbucks in a research report on Thursday, May 14th. They set a “buy” rating for the company. Finally, Wedbush started coverage on Starbucks in a research note on Thursday, May 14th. They issued an “outperform” rating for the company. Nineteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Starbucks currently has a consensus rating of “Moderate Buy” and an average price target of $109.42.

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.