Starbucks Corporation $SBUX Shares Purchased by National Pension Service

National Pension Service increased its stake in Starbucks Corporation (NASDAQ:SBUX) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,571,487 shares of the coffee company’s stock after purchasing an additional 41,135 shares during the period. National Pension Service owned 0.23% of Starbucks worth $217,548,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of SBUX. Game Plan Financial Advisors LLC purchased a new stake in shares of Starbucks during the second quarter valued at $25,000. Transce3nd LLC raised its stake in Starbucks by 270.3% in the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after acquiring an additional 200 shares during the last quarter. MTM Investment Management LLC acquired a new stake in Starbucks during the 2nd quarter worth about $28,000. PFS Partners LLC grew its stake in Starbucks by 457.4% during the 3rd quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock valued at $29,000 after purchasing an additional 279 shares during the last quarter. Finally, REAP Financial Group LLC increased its holdings in shares of Starbucks by 119.4% in the second quarter. REAP Financial Group LLC now owns 362 shares of the coffee company’s stock valued at $33,000 after purchasing an additional 197 shares during the period. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Stock Performance

Shares of Starbucks stock opened at $91.95 on Friday. The firm has a 50-day simple moving average of $88.09 and a two-hundred day simple moving average of $87.12. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $117.46. The company has a market cap of $104.76 billion, a P/E ratio of 75.99, a price-to-earnings-growth ratio of 1.94 and a beta of 0.97.

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

Starbucks Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.62 per share. 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 dividend payout ratio is presently 204.96%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on SBUX shares. Morgan Stanley set a $105.00 target price on Starbucks and gave the stock an “overweight” rating in a report on Monday, October 20th. Sanford C. Bernstein reissued an “outperform” rating on shares of Starbucks in a research report on Monday, January 26th. BTIG Research restated a “buy” rating and set a $105.00 price objective on shares of Starbucks in a research note on Thursday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price objective on shares of Starbucks in a report on Friday. Finally, Susquehanna set a $114.00 price objective on shares of Starbucks in a research note on Wednesday, January 21st. Nineteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $104.74.

Insider Buying and Selling at Starbucks

In other Starbucks news, Director Jorgen Vig Knudstorp bought 11,700 shares of the firm’s stock in a transaction dated 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 transaction, the director directly 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.09% of the stock is currently owned by insiders.

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

About Starbucks

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.