Avanza Fonder AB Grows Stake in Starbucks Corporation $SBUX

Avanza Fonder AB raised its stake in shares of Starbucks Corporation (NASDAQ:SBUX) by 10.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 88,234 shares of the coffee company’s stock after purchasing an additional 8,408 shares during the period. Avanza Fonder AB’s holdings in Starbucks were worth $7,430,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Murphy Middleton Hinkle & Parker Inc. bought a new stake in shares of Starbucks in the 4th quarter valued at approximately $1,112,000. Atlas Brown Inc. increased its position in shares of Starbucks by 5.9% during the 4th quarter. Atlas Brown Inc. now owns 6,864 shares of the coffee company’s stock valued at $578,000 after purchasing an additional 383 shares during the last quarter. SG Americas Securities LLC raised its holdings in Starbucks by 576.6% during the 4th quarter. SG Americas Securities LLC now owns 1,307,405 shares of the coffee company’s stock valued at $110,097,000 after buying an additional 1,114,182 shares during the period. Assenagon Asset Management S.A. raised its holdings in Starbucks by 1,987.7% during the 4th quarter. Assenagon Asset Management S.A. now owns 728,623 shares of the coffee company’s stock valued at $61,357,000 after buying an additional 693,722 shares during the period. Finally, Diversified Trust Co. lifted its position in Starbucks by 7.8% in the fourth quarter. Diversified Trust Co. now owns 9,376 shares of the coffee company’s stock worth $790,000 after buying an additional 681 shares during the last quarter. 72.29% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

SBUX has been the subject of several recent analyst reports. Mizuho lifted their price objective on shares of Starbucks from $86.00 to $95.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. William Blair upgraded shares of Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Evercore reaffirmed an “outperform” rating on shares of Starbucks in a research note on Wednesday, January 28th. Barclays set a $116.00 price target on shares of Starbucks and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Starbucks in a research note on Wednesday, March 4th. Fifteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $103.81.

Starbucks Trading Up 1.4%

NASDAQ:SBUX opened at $93.83 on Tuesday. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $104.82. The company has a market cap of $106.90 billion, a price-to-earnings ratio of 77.55, a price-to-earnings-growth ratio of 2.06 and a beta of 0.93. The stock has a fifty day simple moving average of $96.09 and a 200-day simple moving average of $88.62.

Starbucks (NASDAQ:SBUX) last posted 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). The company had revenue of $9.92 billion during the quarter, compared to the consensus estimate of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The company’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, equities research analysts predict that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Insider Activity

In related news, CEO Brady Brewer sold 588 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $100.00, for a total value of $58,800.00. Following the transaction, the chief executive officer owned 86,017 shares of the company’s stock, valued at $8,601,700. This represents a 0.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president owned 59,609 shares in the company, valued at $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,729 shares of company stock valued at $460,974. 0.03% of the stock is owned by corporate insiders.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: MarketWatch and other outlets note SBUX outperformed peers on a strong trading day, reflecting favorable market sentiment and momentum into the trading session. Starbucks Corp. stock outperforms competitors on strong trading day
• Positive Sentiment: DBS Bank upgraded SBUX, which likely contributed to buying interest; analyst upgrades often lift investor confidence and share demand. Starbucks (NASDAQ:SBUX) Upgraded at Dbs Bank
• Positive Sentiment: Coverage highlighting a renewed focus on hospitality — regaining the “third place” experience — supports the narrative that management (CEO Brian Niccol) is shifting away from a manufacturing mindset toward customer experience, which investors view as a long-term revenue driver. Starbucks CEO admits the chain ‘ran like a manufacturing facility’
• Neutral Sentiment: Q4 earnings were mixed: revenue topped estimates while EPS missed and FY26 EPS was guided to $2.15–$2.40. The beat on sales supports growth hopes, but the EPS miss and still-elevated valuation (high P/E) temper enthusiasm. Q4 Earnings Highlights: Starbucks (NASDAQ:SBUX) Vs The Rest Of The Traditional Fast Food Stocks
• Negative Sentiment: Labor risk persists: a proxy battle and pressure from labor-friendly investors (Workers United) could lead to renewed bargaining and potential operational or cost impacts, creating an overhang for some investors. Starbucks challenged by labor-friendly activist investors

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.