Starbucks Corporation $SBUX Shares Acquired by AE Wealth Management LLC

AE Wealth Management LLC boosted its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 30.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 55,083 shares of the coffee company’s stock after purchasing an additional 12,711 shares during the quarter. AE Wealth Management LLC’s holdings in Starbucks were worth $4,660,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Cooper Haims Advisors LLC raised its position in Starbucks by 3.0% during the second quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock worth $344,000 after acquiring an additional 110 shares during the last quarter. Diligent Investors LLC increased its stake in shares of Starbucks by 1.9% during the 2nd quarter. Diligent Investors LLC now owns 6,132 shares of the coffee company’s stock worth $562,000 after purchasing an additional 117 shares in the last quarter. Silver Oak Securities Incorporated raised its position in shares of Starbucks by 2.4% during the 3rd quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock worth $447,000 after purchasing an additional 122 shares during the last quarter. Pioneer Trust Bank N A OR lifted its stake in Starbucks by 1.1% in the 3rd quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock valued at $968,000 after buying an additional 125 shares in the last quarter. Finally, Catalyst Capital Advisors LLC grew its holdings in Starbucks by 6.6% during the 2nd quarter. Catalyst Capital Advisors LLC now owns 2,049 shares of the coffee company’s stock valued at $188,000 after buying an additional 126 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Investor Day and early-operational wins — management showcased the “Back to Starbucks” turnaround (new store designs, AI initiatives, beverage innovation) and reported revenue and comp-sales gains, evidence that traffic and transactions are improving. Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
• Positive Sentiment: Rewards relaunch to drive frequency — Starbucks announced a three-tiered Rewards program (Green, Gold, Reserve) to encourage repeat visits and personalization, which could lift transactions if adoption matches management’s plan. Starbucks Unveils Reimagined Loyalty Program to Deliver More Meaningful Value, Personalization and Engagement for Members
• Neutral Sentiment: CEO tone and public comments — Brian Niccol signaled willingness to negotiate with union organizers and discussed security and stock‑price questions in media appearances; these comments reduce headline uncertainty but leave execution and labor outcomes unresolved. Starbucks CEO says he is willing to negotiate with unionizers
• Neutral Sentiment: Growth vs. guidance — management updated long‑term targets (FY2028 EPS range) and reiterated growth levers; the guidance shows progress but contains mixed signals versus consensus, so investors are awaiting concrete margin improvements and forward execution. Starbucks CEO on Growth Plans, Pricing and China Market
• Negative Sentiment: Mixed earnings: EPS miss and margin pressure — Starbucks beat on revenue but missed EPS, and management warned margins remain pressured (higher input/labor costs). That combination helped pull back earlier post‑earnings gains and weighs on near‑term stock performance. Why Starbucks (SBUX) Shares Are Down After A Mixed Earnings Report
• Negative Sentiment: Governance/PR headwinds — a shareholder‑rights law firm announced an investigation into officers/directors, and the company removed a cap on the CEO’s private jet use citing security, both creating short‑term reputational and governance risk for the stock. Halper Sadeh LLC Encourages Starbucks Corporation Shareholders To Contact The Firm To Discuss Their Rights Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns

Insider Activity

In other Starbucks news, Director Jorgen Vig Knudstorp purchased 11,700 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were purchased at an average price of $85.00 per share, for a total transaction of $994,500.00. Following the completion of the acquisition, the director owned 53,096 shares of the company’s stock, valued at approximately $4,513,160. This represents a 28.26% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.09% of the company’s stock.

Starbucks Stock Down 2.1%

Shares of SBUX opened at $91.95 on Friday. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $117.46. The company’s fifty day moving average is $88.09 and its two-hundred day moving average is $87.12. The firm has a market cap of $104.76 billion, a PE ratio of 75.99, a price-to-earnings-growth ratio of 1.94 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The firm had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. During the same quarter in the previous year, the company earned $0.69 earnings per share. The company’s quarterly revenue was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, equities research analysts anticipate that Starbucks Corporation will post 2.99 earnings per share for the current year.

Starbucks Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.62 dividend. This represents a $2.48 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, February 13th. Starbucks’s payout ratio is currently 204.96%.

Analyst Upgrades and Downgrades

SBUX has been the subject of a number of analyst reports. Zacks Research raised Starbucks from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 27th. Wells Fargo & Company set a $110.00 target price on shares of Starbucks in a research note on Wednesday. UBS Group restated a “neutral” rating on shares of Starbucks in a report on Friday. Morgan Stanley set a $105.00 price target on shares of Starbucks and gave the stock an “overweight” rating in a report on Monday, October 20th. Finally, BTIG Research reissued a “buy” rating and set a $105.00 price objective on shares of Starbucks in a research note on Thursday. Nineteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $104.74.

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.