Lansforsakringar Fondforvaltning AB publ Increases Stock Position in Starbucks Corporation $SBUX

Lansforsakringar Fondforvaltning AB publ lifted its stake in shares of Starbucks Corporation (NASDAQ:SBUX) by 1.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 354,287 shares of the coffee company’s stock after purchasing an additional 5,454 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Starbucks were worth $29,973,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of SBUX. Vanguard Group Inc. grew its holdings in Starbucks by 0.5% during the 3rd quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock valued at $9,596,931,000 after buying an additional 577,279 shares during the last quarter. State Street Corp increased its holdings in shares of Starbucks by 1.2% during the 2nd 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 during the last quarter. Geode Capital Management LLC raised its holdings in shares of Starbucks by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 25,846,634 shares of the coffee company’s stock worth $2,357,815,000 after purchasing an additional 99,983 shares during the period. Norges Bank purchased a new position in Starbucks in the second quarter valued at approximately $1,246,316,000. Finally, Invesco Ltd. lifted its holdings in shares of Starbucks by 11.2% during the 2nd quarter. Invesco Ltd. now owns 12,757,954 shares of the coffee company’s stock valued at $1,169,011,000 after acquiring an additional 1,286,451 shares in the last quarter. 72.29% of the stock is owned by hedge funds and other institutional investors.

Starbucks Stock Up 1.8%

SBUX opened at $97.49 on Monday. Starbucks Corporation has a 12-month low of $75.50 and a 12-month high of $117.46. The stock has a fifty day moving average of $91.39 and a 200-day moving average of $87.48. The firm has a market capitalization of $111.07 billion, a P/E ratio of 80.57, a PEG ratio of 2.18 and a beta of 0.96.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.03). The firm had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.Starbucks’s revenue was up 5.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, analysts expect that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Bank of America set a $114.00 target price on shares of Starbucks in a research note on Wednesday, January 21st. William Blair upgraded Starbucks from a “market perform” rating to an “outperform” rating in a research report on Thursday, January 22nd. Mizuho boosted their price objective on shares of Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a research report on Monday, January 26th. Dbs Bank lowered Starbucks from a “hold” rating to a “strong sell” rating in a research report on Friday, November 7th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Starbucks in a report on Friday, January 30th. Eighteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Starbucks currently has an average rating of “Moderate Buy” and a consensus target price of $104.31.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Morning traffic recovery — several reports note Starbucks is winning back morning customers, supporting higher same-store sales and reinforcing core-store economics that underpin margin recovery. Starbucks Needs You to Buy an Afternoon Refresher WSJ: Starbucks Needs You to Buy an Afternoon Refresher
• Positive Sentiment: Brand/PR boost — company grant to Feed the Children highlights CSR programs (FoodShare) and community engagement, modestly supportive of reputation and long-term brand value. Feed the Children Strengthens Hunger Relief Efforts Through Starbucks FoodShare Capacity Building Grant
• Neutral Sentiment: Valuation/analysis coverage — a DuPont-based valuation piece and buy/hold comparisons (Dutch Bros vs Starbucks) are prompting debate on whether SBUX should be treated as a growth or value story; this sustains analyst activity and trading interest but offers mixed directional signal. Seeking Alpha: 3-Step DuPont Model Fool: Dutch Bros vs. Starbucks
• Neutral Sentiment: Positive same-store anecdotes (e.g., viral cake-pop sales) provide short-term PR but so far haven’t overridden broader concerns. TipRanks: Cake Pop Sales
• Negative Sentiment: India expansion is a drag — multiple reports say Starbucks is expanding store counts and localizing menus in India despite rising losses there; investors worry about margin dilution and cash burn from aggressive rollout. Market Chatter: Starbucks India Expands TipRanks: Ramps Up Expansion in Loss-Making India
• Negative Sentiment: Reassessment/uncertainty in India — follow-up pieces note the company is reconsidering aspects of its India strategy, creating execution risk and short-term stock pressure. TipRanks: Reconsiders the Indian Market
• Negative Sentiment: Corporate governance/labor scrutiny — an investor revolt over labor oversight and board scrutiny raises governance risk and could lead to activism or reputational/headline pressure. Yahoo: Investor Revolt Over Starbucks Labor Oversight

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.