Starbucks Corporation $SBUX Shares Acquired by Compass Wealth Management LLC

Compass Wealth Management LLC increased its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 33.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 79,193 shares of the coffee company’s stock after purchasing an additional 19,877 shares during the quarter. Compass Wealth Management LLC’s holdings in Starbucks were worth $6,700,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in Starbucks in the 2nd quarter valued at about $1,246,316,000. Corient Private Wealth LLC lifted its holdings in shares of Starbucks by 146.6% in the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock valued at $553,201,000 after purchasing an additional 3,596,014 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Starbucks by 11.2% in the second quarter. Invesco Ltd. now owns 12,757,954 shares of the coffee company’s stock valued at $1,169,011,000 after purchasing an additional 1,286,451 shares in the last quarter. California Public Employees Retirement System grew its position in shares of Starbucks by 68.0% in the second quarter. California Public Employees Retirement System now owns 3,027,814 shares of the coffee company’s stock valued at $277,439,000 after purchasing an additional 1,225,447 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA increased its stake in shares of Starbucks by 22.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 5,578,977 shares of the coffee company’s stock worth $511,202,000 after purchasing an additional 1,026,056 shares in the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks News Summary

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

Analyst Upgrades and Downgrades

SBUX has been the topic of a number of recent research reports. Wall Street Zen raised Starbucks from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. Barclays set a $116.00 price target on Starbucks and gave the stock an “overweight” rating in a report on Friday, January 30th. Citigroup decreased their price objective on Starbucks from $94.00 to $92.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Guggenheim reissued a “buy” rating and issued a $90.00 target price on shares of Starbucks in a research note on Monday, January 26th. Finally, BTIG Research reaffirmed a “buy” rating and set a $105.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Eighteen 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. According to MarketBeat.com, Starbucks has an average rating of “Moderate Buy” and a consensus price target of $104.31.

Starbucks Stock Up 0.0%

Shares of NASDAQ SBUX opened at $95.80 on Friday. The stock has a market capitalization of $109.14 billion, a PE ratio of 79.17, a P/E/G ratio of 2.14 and a beta of 0.96. The firm 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 issued its earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share 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 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% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Equities research analysts expect that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

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.