Aaron Wealth Advisors LLC Boosts Stake in Starbucks Corporation $SBUX

Aaron Wealth Advisors LLC lifted its holdings in Starbucks Corporation (NASDAQ:SBUX) by 90.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,443 shares of the coffee company’s stock after buying an additional 5,428 shares during the period. Aaron Wealth Advisors LLC’s holdings in Starbucks were worth $964,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of SBUX. Nordea Investment Management AB increased its position in Starbucks by 3.2% during the third quarter. Nordea Investment Management AB now owns 433,112 shares of the coffee company’s stock worth $36,576,000 after purchasing an additional 13,262 shares during the last quarter. Providence Capital Advisors LLC acquired a new stake in shares of Starbucks during the third quarter valued at about $6,099,000. Asset Management One Co. Ltd. increased its position in shares of Starbucks by 3.1% during the third quarter. Asset Management One Co. Ltd. now owns 548,768 shares of the coffee company’s stock valued at $46,426,000 after acquiring an additional 16,428 shares during the last quarter. Allstate Corp acquired a new stake in shares of Starbucks during the third quarter valued at about $3,491,000. Finally, Vanguard Group Inc. increased its position 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 during the last quarter. 72.29% of the stock is owned by hedge funds and other institutional investors.

Starbucks Stock Performance

Shares of SBUX stock opened at $97.21 on Thursday. The stock has a market capitalization of $110.75 billion, a P/E ratio of 80.34, a price-to-earnings-growth ratio of 2.01 and a beta of 0.95. The company has a 50 day moving average price of $95.40 and a 200 day moving average price of $89.24. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.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 prior year, the firm earned $0.69 EPS. The firm’s revenue was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, research analysts forecast that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks launched “Energy Refreshers” in U.S. stores (April 7) — a boosted version of its Refreshers line with extra caffeine and B vitamins aimed at capturing afternoon energy-drink demand; investors view this as a clear attempt to grow beverage frequency and ticket size outside the morning daypart. Starbucks debuts a new drink to take on energy brands
• Positive Sentiment: Coverage highlights company efforts to improve employee experience (training, incentives) — these initiatives can support service quality, sales and retention, which investors treat as constructive for long-term comp growth and margin stability. How Starbucks, Target, Dave & Buster’s invest in employees to boost CX
• Neutral Sentiment: Market commentary notes SBUX rose today but still lagged the broader market — the move looks like rotation into consumer names while investors weigh near-term comps and margin recovery versus lofty valuation (SBUX carries a high P/E). Here’s Why Starbucks (SBUX) Gained But Lagged the Market Today
• Neutral Sentiment: CEO Brady Brewer sold 1,641 shares under a pre-arranged Rule 10b5-1 plan — insiders selling on a 10b5-1 program is typically treated as neutral since trades are pre-planned, but some investors note insider activity when assessing conviction. SEC Filing: Brady Brewer Form 4
• Negative Sentiment: Competitive pressure from fast-growing chains (Dutch Bros) and commentary framing Starbucks’ turnaround as “costly” weigh on sentiment — investors are watching whether Starbucks’ investments and menu innovation can outpace lower-cost/fast-growing rivals and justify margin drag. Starbucks Mounts a Costly Turnaround as Dutch Bros Continues to Grow

Analyst Ratings Changes

A number of brokerages have weighed in on SBUX. DA Davidson began coverage on shares of Starbucks in a research report on Friday, March 6th. They set a “neutral” rating and a $97.00 price target for the company. UBS Group reiterated a “neutral” rating on shares of Starbucks in a research report on Friday, January 30th. New Street Research set a $90.00 price target on shares of Starbucks in a research report on Tuesday, January 27th. Bank of America set a $114.00 price target on shares of Starbucks in a research report on Wednesday, January 21st. Finally, Barclays set a $116.00 price target on shares of Starbucks and gave the company an “overweight” rating in a research report on Friday, January 30th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $103.07.

Insider Buying and Selling

In related news, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Brady Brewer sold 1,641 shares of Starbucks 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 completion of the transaction, the chief executive officer owned 86,605 shares of the company’s stock, valued at $8,411,077.60. This represents a 1.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,370 shares of company stock valued at $608,664 in the last quarter. 0.03% of the stock is owned by insiders.

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.