Banque Cantonale Vaudoise Boosts Holdings in Starbucks Corporation $SBUX

Banque Cantonale Vaudoise boosted its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 41.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,739 shares of the coffee company’s stock after acquiring an additional 8,448 shares during the period. Banque Cantonale Vaudoise’s holdings in Starbucks were worth $2,431,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Fieldview Capital Management LLC purchased a new stake in Starbucks during the 3rd quarter worth about $354,000. Navalign LLC lifted its holdings in Starbucks by 4.0% in the 3rd quarter. Navalign LLC now owns 12,609 shares of the coffee company’s stock valued at $1,067,000 after purchasing an additional 481 shares in the last quarter. Fort Sheridan Advisors LLC boosted its stake in shares of Starbucks by 150.7% during the 3rd quarter. Fort Sheridan Advisors LLC now owns 6,568 shares of the coffee company’s stock worth $556,000 after purchasing an additional 3,948 shares during the last quarter. PFG Advisors grew its holdings in shares of Starbucks by 9.4% during the third quarter. PFG Advisors now owns 5,507 shares of the coffee company’s stock worth $466,000 after buying an additional 471 shares in the last quarter. Finally, ProVise Management Group LLC grew its holdings in shares of Starbucks by 2.2% during the third quarter. ProVise Management Group LLC now owns 47,136 shares of the coffee company’s stock worth $3,988,000 after buying an additional 1,002 shares in the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on SBUX shares. UBS Group reissued a “neutral” rating on shares of Starbucks in a research note on Friday, January 30th. Citigroup lowered their target price on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Evercore reiterated an “outperform” rating on shares of Starbucks in a report on Wednesday, January 28th. Zacks Research raised Starbucks from a “strong sell” rating to a “hold” rating in a research note on Tuesday, January 27th. Finally, Piper Sandler restated an “overweight” rating and set a $103.00 price objective (up from $100.00) on shares of Starbucks in a report on Friday, January 30th. Seventeen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $104.22.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Large drop in short interest — Short interest fell ~14.8% in February to about 41.24M shares (3.6% of float) with a 6.4 days‑to‑cover, reducing short‑squeeze risk and removing a layer of downside pressure.
• Positive Sentiment: New rewards program gaining traction — Early reports say the revamped Starbucks Rewards rollout is taking hold, which could lift transactions and loyalty metrics if sustained. Read More.
• Positive Sentiment: Nashville supply‑chain hub — Opening a North American supply‑chain/corporate hub in Nashville aims to tighten logistics, lower costs and improve inventory flow, supporting margin recovery over time. Read More.
• Positive Sentiment: U.S. transactions improving — Zacks flagged the first rise in U.S. transactions in eight quarters, a sign of recovering customer traffic and revenue momentum. Read More.
• Neutral Sentiment: New/updated analyst coverage — DA Davidson initiated coverage (neutral) and other brokers have mixed stances; overall consensus remains a “Moderate Buy” with a consensus target near $104. Read More.
• Negative Sentiment: Wolfe Research downgrade — Wolfe cut SBUX to Peer Perform from Outperform, highlighting that Starbucks is early in a multi‑year turnaround and faces high execution risk, which can cap multiple expansion. Read More.
• Negative Sentiment: Insider selling — CEO Brady Brewer (and an EVP) reported small share sales (totaling several thousand shares); modest in size but often interpreted as a near‑term negative signal by some investors. Read More.
• Negative Sentiment: Brand/PR risk — Public criticism over sugar content in some seasonal drinks introduces reputational and potential regulatory risk for marketing/product formulation. Read More.

Starbucks Stock Performance

Starbucks stock opened at $100.77 on Wednesday. Starbucks Corporation has a 1 year low of $75.50 and a 1 year high of $104.82. The firm has a 50 day moving average price of $94.31 and a 200 day moving average price of $88.03. The company has a market cap of $114.81 billion, a price-to-earnings ratio of 83.28, a PEG ratio of 2.24 and a beta of 0.93.

Starbucks (NASDAQ:SBUX) last posted its quarterly 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 company had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Sell-side analysts predict that Starbucks Corporation will post 2.99 EPS for the current year.

Insiders Place Their Bets

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the sale, the executive vice president owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brady Brewer sold 1,641 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $159,373.92. Following the sale, the chief executive officer directly owned 86,605 shares of the company’s stock, valued at approximately $8,411,077.60. This trade represents a 1.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

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.