Centaurus Financial Inc. Boosts Stake in Starbucks Corporation $SBUX

Centaurus Financial Inc. lifted its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 25.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,244 shares of the coffee company’s stock after acquiring an additional 5,731 shares during the quarter. Centaurus Financial Inc.’s holdings in Starbucks were worth $2,389,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. Transce3nd LLC raised its holdings 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 purchasing an additional 200 shares during the period. Collier Financial acquired a new stake in Starbucks in the third quarter valued at approximately $25,000. Y.D. More Investments Ltd acquired a new stake in Starbucks in the third quarter valued at approximately $26,000. JPL Wealth Management LLC purchased a new stake in shares of Starbucks in the third quarter valued at approximately $27,000. Finally, Kelleher Financial Advisors acquired a new position in shares of Starbucks during the 3rd quarter worth approximately $27,000. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Starbucks

In other news, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president directly owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $100.00, for a total transaction of $58,800.00. Following the transaction, the chief executive officer owned 86,017 shares in the company, valued at $8,601,700. The trade was a 0.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,729 shares of company stock valued at $460,974 over the last quarter. Company insiders own 0.03% of the company’s stock.

Starbucks Stock Performance

Shares of SBUX opened at $92.66 on Thursday. Starbucks Corporation has a one year low of $75.50 and a one year high of $104.82. The stock has a market capitalization of $105.57 billion, a price-to-earnings ratio of 76.58, a PEG ratio of 2.17 and a beta of 0.93. The stock has a 50 day moving average price of $95.78 and a 200 day moving average price of $88.49.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data 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). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The firm had revenue of $9.92 billion during the quarter, compared to analysts’ expectations of $9.62 billion. During the same quarter in the previous year, the business posted $0.69 EPS. The company’s revenue for the quarter 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, analysts predict that Starbucks Corporation will post 2.99 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on SBUX shares. DA Davidson began coverage on Starbucks in a research report on Friday, March 6th. They set a “neutral” rating and a $97.00 target price on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of Starbucks in a report on Monday, December 29th. New Street Research set a $90.00 price objective on shares of Starbucks in a research report on Tuesday, January 27th. Barclays set a $116.00 price objective on shares of Starbucks and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, William Blair upgraded shares of Starbucks from a “market perform” rating to an “outperform” rating in a research report on Thursday, January 22nd. Fifteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $103.81.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Traffic and sales momentum — Several articles note Starbucks is finally seeing meaningful customer traffic growth and accelerating comparable-store sales, which supports revenue recovery if margins hold. Down Almost 9% in 1 Week, Is This Your Chance to Buy Starbucks Stock?
• Neutral Sentiment: Long-term market opportunity — Broader industry reports show European and global coffee demand is expanding, which supports Starbucks’ TAM, but this doesn’t resolve near-term margin and execution risks. Europe Coffee Market Share Analysis and Growth Forecasts
• Negative Sentiment: RBC downgrade citing labor and investment drag — RBC cut SBUX to Sector Perform (from Outperform), flagging a $500M+ labor investment, uncertain margin improvement and elevated investor expectations; the downgrade is the immediate catalyst for selling pressure. Starbucks Stock Downgraded. Surging Labor Costs Are a Problem.
• Negative Sentiment: Shareholder and governance risks — A campaign to remove two board members over stalled union talks highlights heightened investor scrutiny of Starbucks’ labor oversight and potential reputational/financial risk from ongoing union activity. Shareholder Push Puts Starbucks Board Oversight And Valuation Under Scrutiny
• Negative Sentiment: Turnaround costs and strategy doubts — Analysts question whether expensive store revamps (e.g., bigger seating) will win younger customers, and competition from smaller chains (Blank Street) and fast-food entrants adds pressure on traffic mix and margins. Why Starbucks’ turnaround plans might not win over the younger crowd

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.