Calamos Advisors LLC Sells 7,913 Shares of Starbucks Corporation $SBUX

Calamos Advisors LLC lessened its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 1.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 397,896 shares of the coffee company’s stock after selling 7,913 shares during the period. Calamos Advisors LLC’s holdings in Starbucks were worth $33,507,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Collier Financial bought a new position in Starbucks during the third quarter worth $25,000. Y.D. More Investments Ltd acquired a new stake in Starbucks in the third quarter worth $26,000. JPL Wealth Management LLC acquired a new stake in Starbucks in the third quarter worth $27,000. Kelleher Financial Advisors acquired a new stake in Starbucks in the third quarter worth $27,000. Finally, PFS Partners LLC grew its holdings in Starbucks by 457.4% in the third quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock worth $29,000 after purchasing an additional 279 shares during the period. Institutional investors own 72.29% of the company’s stock.

Starbucks Price Performance

Shares of NASDAQ SBUX opened at $98.67 on Friday. The stock has a market capitalization of $112.41 billion, a P/E ratio of 81.55, a P/E/G ratio of 2.25 and a beta of 0.95. The company has a 50-day moving average price of $96.03 and a 200-day moving average price of $90.35. Starbucks Corporation has a 1 year low of $75.50 and a 1 year high of $104.82.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings data 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). The business had revenue of $9.92 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, equities research analysts anticipate that Starbucks Corporation will post 2.31 earnings per share for the current fiscal year.

Starbucks Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.62 per share. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Friday, May 15th. Starbucks’s dividend payout ratio (DPR) is currently 204.96%.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Stifel raised its price target to $115 (from $105) and reiterated a Buy ahead of the April 28 report — a clear vote of confidence that supports near-term upside expectations. Stifel Boosts Starbucks (SBUX) Target, Sees Earnings In Line with Estimates
• Positive Sentiment: JPMorgan raised its price target and kept an Overweight rating, reinforcing momentum from recent analyst upgrades that have helped lift sentiment into earnings. JPMorgan Raises Price Target on Starbucks
• Positive Sentiment: Starbucks unveiled a new AI platform that management and analysts say could expand personalization, speed service and attract new customers — a strategic catalyst investors view as extending long-term growth and margin opportunities. Starbucks Reveals Groundbreaking Artificial Intelligence (AI) Platform
• Positive Sentiment: Changes to the loyalty program are drawing value-seeking customers (higher redemptions of the new $2-off option), which could help traffic and comps if sustained. Starbucks’ loyalty program changes are drawing value-conscious customers
• Positive Sentiment: Operational moves — paring back some tech roles, planning global tech hubs to bring work in-house and cut costs — are being framed as margin-improvement actions by investors. Starbucks Brewing up Global Tech Plan to Bring Jobs Back in-House and Slash Costs
• Neutral Sentiment: Wall Street previews (Zacks/Seeking Alpha) note potential “Back to Starbucks” progress and menu innovation but also flag seasonal margin pressures and cost headwinds — these create earnings risk/reward ambiguity ahead of Q2. Starbucks to Post Q2 Earnings: What’s in the Cards for the Stock?
• Neutral Sentiment: Nestlé extended its K-Cup alliance for Starbucks-branded pods in North America — a steady revenue stream for at-home coffee but likely modest near-term impact on store-level results. Nestlé Extends Starbucks K Cup Alliance
• Negative Sentiment: DA Davidson issued a Neutral rating, reflecting lingering skepticism from some shops; mixed analyst views can cap upside entering earnings. Starbucks Earns “Neutral” Rating from DA Davidson
• Negative Sentiment: Competitive pressure from rivals (e.g., Dutch Bros, Dunkin’) and questions about store footprint strategy (shift to exurbs, drive-thru focus) may pressure margins and same-store-sales in some markets. Starbucks rival challenges coffee giant’s dominance

Insider Transactions at Starbucks

In other news, CEO Brady Brewer sold 1,641 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 transaction of $159,373.92. Following the completion of the transaction, the chief executive officer directly owned 86,605 shares in the company, valued at $8,411,077.60. This trade represents a 1.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 transaction of $242,800.00. Following the transaction, the executive vice president owned 59,609 shares of the company’s stock, valued at $5,789,226.08. This represents a 4.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,958 shares of company stock valued at $667,464 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

SBUX has been the subject of a number of research reports. William Blair upgraded shares of Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Dbs Bank upgraded shares of Starbucks from a “strong sell” rating to a “moderate sell” rating in a report on Friday, March 20th. Piper Sandler restated an “overweight” rating and issued a $103.00 price target (up from $100.00) on shares of Starbucks in a report on Friday, January 30th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $113.00 price target on shares of Starbucks in a report on Thursday, January 29th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Starbucks in a report on Wednesday. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Starbucks presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.75.

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.