Terra Alpha Investments LLC Increases Holdings in Starbucks Corporation $SBUX

Terra Alpha Investments LLC increased its stake in Starbucks Corporation (NASDAQ:SBUX) by 17.9% during the third quarter, according to its most recent filing with the SEC. The fund owned 42,273 shares of the coffee company’s stock after buying an additional 6,406 shares during the quarter. Starbucks accounts for approximately 3.6% of Terra Alpha Investments LLC’s portfolio, making the stock its 12th largest holding. Terra Alpha Investments LLC’s holdings in Starbucks were worth $3,576,000 as of its most recent SEC filing.

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

Insider Activity

In other news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the business’s stock in a transaction dated Monday, November 10th. The stock was purchased at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the acquisition, the director owned 53,096 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available through this link. Insiders own 0.09% of the company’s stock.

Starbucks Price Performance

Shares of SBUX opened at $91.95 on Friday. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $117.46. The company has a market capitalization of $104.76 billion, a P/E ratio of 75.99, a P/E/G ratio of 1.94 and a beta of 0.97. The firm’s 50 day simple moving average is $88.09 and its 200 day simple moving average is $87.12.

Starbucks (NASDAQ:SBUX) last issued its quarterly 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). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The company had revenue of $9.92 billion during the quarter, compared to the consensus estimate of $9.62 billion. During the same period in the previous year, the company earned $0.69 EPS. Starbucks’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. On average, equities analysts anticipate that Starbucks Corporation will post 2.99 earnings per share for the current year.

Starbucks Dividend Announcement

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

Starbucks News Summary

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

Wall Street Analysts Forecast Growth

SBUX has been the topic of several recent research reports. New Street Research set a $90.00 price objective on shares of Starbucks in a report on Tuesday. Sanford C. Bernstein restated an “outperform” rating on shares of Starbucks in a research note on Monday, January 26th. Mizuho lifted their price objective on shares of Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Dbs Bank cut shares of Starbucks from a “hold” rating to a “strong sell” rating in a report on Friday, November 7th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $103.00 price target (up from $100.00) on shares of Starbucks in a report on Friday. Nineteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $104.74.

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.