Beverly Hills Private Wealth LLC Lowers Position in Starbucks Corporation $SBUX

Beverly Hills Private Wealth LLC decreased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 23.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,228 shares of the coffee company’s stock after selling 6,044 shares during the period. Beverly Hills Private Wealth LLC’s holdings in Starbucks were worth $1,627,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Transce3nd LLC boosted its position in shares of Starbucks by 270.3% during the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock valued at $25,000 after acquiring an additional 200 shares during the last quarter. Collier Financial purchased a new stake in Starbucks in the third quarter valued at approximately $25,000. MTM Investment Management LLC bought a new stake in Starbucks during the second quarter valued at approximately $28,000. PFS Partners LLC grew its stake in Starbucks by 457.4% in the 3rd quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock worth $29,000 after buying an additional 279 shares in the last quarter. Finally, RMG Wealth Management LLC increased its holdings in shares of Starbucks by 109.9% in the 3rd quarter. RMG Wealth Management LLC now owns 382 shares of the coffee company’s stock worth $33,000 after buying an additional 200 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

Starbucks Stock Up 0.0%

NASDAQ:SBUX opened at $95.80 on Friday. The firm has a market capitalization of $109.14 billion, a P/E ratio of 79.17, a P/E/G ratio of 2.14 and a beta of 0.96. The company has a fifty day moving average of $91.15 and a 200 day moving average of $87.46. Starbucks Corporation has a 52 week low of $75.50 and a 52 week high of $117.46.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). The firm had revenue of $9.92 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current year.

Wall Street Analysts Forecast Growth

SBUX has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Starbucks in a report on Monday, December 29th. Zacks Research raised Starbucks from a “strong sell” rating to a “hold” rating in a research note on Tuesday, January 27th. New Street Research set a $90.00 price objective on Starbucks in a report on Tuesday, January 27th. Barclays set a $116.00 price objective on Starbucks and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, Dbs Bank lowered Starbucks from a “hold” rating to a “strong sell” rating in a research note on Friday, November 7th. Eighteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $104.31.

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Strong store-level momentum: Starbucks reported an unusually large single-day pop in cake-pop sales, underscoring that product demand and foot traffic remain robust even as broader issues persist. Article Title
• Positive Sentiment: Shares showing resilience: coverage notes that SBUX has ticked up and in some sessions gained despite the governance headlines, indicating investor confidence in the company’s underlying sales and turnaround narrative. Article Title
• Neutral Sentiment: Heightened market attention: Starbucks is among the most-searched stocks recently, which can increase intraday volatility and liquidity but is not inherently directional. Article Title
• Neutral Sentiment: Dividend outlook in focus: analysis suggests the dividend policy may be revisited as Starbucks executes its turnaround, a factor to watch for income investors but not an immediate share-price driver. Article Title
• Negative Sentiment: Investor revolt / board challenge: a coalition of investors, including public pension funds, is urging shareholders to vote against two directors, arguing the board has failed to manage labor relations and unionization risks — this raises governance uncertainty and could force strategic or management changes. Article Title Article Title Article Title
• Negative Sentiment: Broader shareholder pressure over labor strategy: multiple reports highlight ongoing shareholder activism focused on Starbucks’ labor disputes and past strikes — if escalated, this could lead to higher labor costs, operational disruption, and reputational damage. Article Title

Starbucks Company 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.