E. Ohman J or Asset Management AB cut its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 33.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,514 shares of the coffee company’s stock after selling 15,700 shares during the quarter. E. Ohman J or Asset Management AB’s holdings in Starbucks were worth $2,654,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of Starbucks by 0.5% during the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock valued at $9,596,931,000 after acquiring an additional 577,279 shares in the last quarter. Capital Research Global Investors increased its stake in Starbucks by 11.4% during the 3rd quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock valued at $7,229,968,000 after purchasing an additional 8,774,198 shares in the last quarter. Capital World Investors raised its holdings in Starbucks by 1.9% in the third quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock worth $6,575,430,000 after buying an additional 1,462,874 shares during the last quarter. State Street Corp lifted its stake in shares of Starbucks by 1.2% in the second quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock worth $4,353,647,000 after buying an additional 544,534 shares in the last quarter. Finally, Capital International Investors lifted its stake in shares of Starbucks by 22.5% in the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock worth $1,243,104,000 after buying an additional 2,699,479 shares in the last quarter. 72.29% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Starbucks
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: DBS upgraded Starbucks, which can support near-term buying interest from momentum and growth-focused investors. Starbucks Upgraded at Dbs Bank
- Positive Sentiment: Coverage arguing Starbucks is regaining its “third‑place” hospitality edge highlights a path to same-store sales and margin recovery if execution continues. “The Power of Hospitality”: Starbucks Stock Gains
- Positive Sentiment: Analyses arguing SBUX may be an undervalued dividend/long‑term play under new leadership (ex‑Chipotle CEO hire) can attract income and value buyers. Is Starbucks Stock an Undervalued Dividend Stock to Buy?
- Neutral Sentiment: Quarterly recaps note Starbucks posted a revenue beat but missed EPS expectations — mixed fundamentals that explain volatile trading as investors weigh top‑line strength vs. margin pressure. Q4 Earnings Highlights: Starbucks Vs The Rest
- Neutral Sentiment: Multiple short‑interest updates show reported spikes but contain zero/NaN figures — the data appears erroneous; unclear shorting pressure based on the current reports. (No external link)
- Negative Sentiment: CEO Brian Niccol’s comment that the chain “ran like a manufacturing facility” was framed as an admission of past execution problems — this highlights operational issues that could press margins while turnaround work continues. Starbucks CEO admits the chain ‘ran like a manufacturing facility’
- Negative Sentiment: Critical pieces and analyst commentary questioning profitability/execution (“Improving, but where are the bucks?”) amplify investor caution about margin recovery. Starbucks: Improving, But Where Are The Bucks?
- Negative Sentiment: Labor and activist investor noise continues — a proxy challenge and resumed bargaining with Workers United raise execution and cost risks that investors dislike. Starbucks challenged by labor-friendly activist investors
Starbucks Trading Down 2.0%
Starbucks (NASDAQ:SBUX – Get Free Report) last announced its 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 business had revenue of $9.92 billion for 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%. The firm’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the prior 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, analysts predict that Starbucks Corporation will post 2.99 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
SBUX has been the subject of several analyst reports. Piper Sandler reissued an “overweight” rating and set a $103.00 price target (up from $100.00) on shares of Starbucks in a research report on Friday, January 30th. Barclays set a $116.00 price objective on Starbucks and gave the company an “overweight” rating in a research report on Friday, January 30th. DA Davidson started coverage on Starbucks in a report on Friday, March 6th. They issued a “neutral” rating and a $97.00 target price for the company. New Street Research set a $90.00 price target on Starbucks in a research note on Tuesday, January 27th. Finally, Royal Bank Of Canada downgraded Starbucks from an “outperform” rating to a “sector perform” rating and set a $105.00 price target on the stock. in a report on Tuesday, March 17th. Fifteen 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. According to MarketBeat.com, Starbucks currently has a consensus rating of “Moderate Buy” and a consensus price target of $103.81.
Check Out Our Latest Report on SBUX
Insider Buying and Selling at Starbucks
In other Starbucks news, CEO Brady Brewer sold 588 shares of the company’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $100.00, for a total value of $58,800.00. Following the completion of the sale, the chief executive officer owned 86,017 shares in the company, valued at $8,601,700. This represents a 0.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of Starbucks 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 in the company, valued at approximately $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,729 shares of company stock valued at $460,974 over the last 90 days. 0.03% of the stock is currently owned by company insiders.
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.
Further Reading
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