Compass Wealth Management LLC Trims Stock Holdings in Starbucks Corporation $SBUX

Compass Wealth Management LLC decreased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 79.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,061 shares of the coffee company’s stock after selling 47,255 shares during the quarter. Compass Wealth Management LLC’s holdings in Starbucks were worth $1,020,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Starbucks by 0.7% during the 2nd quarter. Vanguard Group Inc. now owns 112,861,623 shares of the coffee company’s stock worth $10,341,511,000 after purchasing an additional 802,053 shares in the last quarter. State Street Corp increased its position in shares of Starbucks by 1.2% during the second quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock valued at $4,353,647,000 after buying an additional 544,534 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Starbucks by 0.4% in the second quarter. Geode Capital Management LLC now owns 25,846,634 shares of the coffee company’s stock worth $2,357,815,000 after buying an additional 99,983 shares in the last quarter. Norges Bank bought a new position in shares of Starbucks in the second quarter valued at approximately $1,246,316,000. Finally, Invesco Ltd. grew its stake in Starbucks by 11.2% during the second quarter. Invesco Ltd. now owns 12,757,954 shares of the coffee company’s stock valued at $1,169,011,000 after acquiring an additional 1,286,451 shares in the last quarter. 72.29% of the stock is owned by institutional investors.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: CEO execution: Brian Niccol has spent heavily on barista training and store improvements in his first year, which management says should help drive the “Back to Starbucks” recovery and customer experience gains. What Starbucks’s New CEO Has Changed, and What He Says Is Next on His List
• Positive Sentiment: Recent performance highlight: Zacks notes SBUX was a standout in its short-term portfolios, reflecting recent upside momentum that could support a recovery if upcoming results beat expectations. Take the Zacks Approach to Beat the Markets: Drilling Tools, Alcoa & Starbucks in Focus
• Neutral Sentiment: Analyst stance: Mizuho bumped its price target to $95 but kept a Neutral rating, signaling limited upside from current levels even after the raise. Starbucks price target raised by Mizuho
• Neutral Sentiment: Volatility priced in: Options traders are pricing an ~8% move around earnings, indicating the market expects a sizable post-report reaction (direction uncertain). That raises near-term risk even if the long-term thesis is intact. Starbucks Is About to Report Q1 Earnings. Options Traders Are Expecting an 8.08% Move in SBUX Stock
• Neutral Sentiment: Earnings preview coverage: Multiple outlets preview Starbucks’ earnings release and underline that while sales momentum exists, EPS is expected to decline — making the print a binary catalyst. Starbucks (SBUX) reports earnings tomorrow: What to expect
• Negative Sentiment: Earnings concern: UBS/Proactive coverage warns Q1 EPS is likely to drop despite sales momentum, keeping investor focus on margin recovery and whether the “Back to Starbucks” actions translate to profit. Starbucks set to report drop in earnings for Q1 despite sales momentum
• Negative Sentiment: Market skepticism: Jim Cramer flagged SBUX as “wildly overbought,” suggesting short-term selling pressure if results aren’t “insanely strong.” That commentary can amplify downside on a miss. Jim Cramer on Starbucks: “It Can’t Keep Climbing Unless the Numbers Are Insanely Strong”
• Negative Sentiment: Execution doubts: Critiques about the “four-minute rule” and a Seeking Alpha piece questioning dividend sustainability add to investor wariness about margin recovery and capital returns. The Story Behind the Four-Minute Rule Proves No Help for Starbucks Stock ‘The King Is Naked’: Uncomfortable Truths About Starbucks’ Dividend (Earnings Preview)

Insider Activity

In other Starbucks news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the business’s stock in a transaction dated Monday, November 10th. The stock was bought at an average price of $85.00 per share, with a total value of $994,500.00. Following the purchase, the director owned 53,096 shares of the company’s stock, valued at approximately $4,513,160. This trade represents a 28.26% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Barclays reissued an “overweight” rating and issued a $110.00 price target (up from $95.00) on shares of Starbucks in a report on Wednesday, January 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Starbucks in a research report on Monday. William Blair upgraded Starbucks from a “market perform” rating to an “outperform” rating in a research report on Thursday. Guggenheim restated a “buy” rating and issued a $90.00 target price on shares of Starbucks in a research note on Monday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Starbucks in a research report on Monday, December 29th. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $103.50.

Starbucks Stock Down 1.3%

Shares of SBUX stock opened at $96.33 on Tuesday. The business has a 50-day moving average price of $87.25 and a two-hundred day moving average price of $87.06. Starbucks Corporation has a 12-month low of $75.50 and a 12-month high of $117.46. The firm has a market cap of $109.54 billion, a P/E ratio of 58.74, a price-to-earnings-growth ratio of 2.07 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data on Wednesday, October 29th. The coffee company reported $0.52 earnings per share for the quarter, missing analysts’ consensus estimates of $0.55 by ($0.03). The firm had revenue of $9.57 billion for the quarter, compared to analysts’ expectations of $9.41 billion. Starbucks had a net margin of 4.99% and a negative return on equity of 31.32%. The business’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.80 earnings per share. As a group, research analysts expect that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, February 13th. Starbucks’s payout ratio is presently 151.22%.

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.