Compound Planning Inc. Boosts Stock Holdings in Starbucks Corporation $SBUX

Compound Planning Inc. boosted its stake in Starbucks Corporation (NASDAQ:SBUX) by 43.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 23,579 shares of the coffee company’s stock after purchasing an additional 7,102 shares during the quarter. Compound Planning Inc.’s holdings in Starbucks were worth $1,995,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in SBUX. Nordea Investment Management AB grew its holdings in shares of Starbucks by 3.2% in the third quarter. Nordea Investment Management AB now owns 433,112 shares of the coffee company’s stock valued at $36,576,000 after purchasing an additional 13,262 shares in the last quarter. Asset Management One Co. Ltd. raised its stake in 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 purchasing an additional 16,428 shares in the last quarter. Providence Capital Advisors LLC bought a new position in Starbucks during the third quarter valued at $6,099,000. Allstate Corp purchased a new position in shares of Starbucks in the 3rd quarter worth $3,491,000. Finally, Lantz Financial LLC increased its holdings in shares of Starbucks by 346.6% in the 3rd quarter. Lantz Financial LLC now owns 17,833 shares of the coffee company’s stock worth $1,509,000 after buying an additional 13,840 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Wall Street Analyst Weigh In

SBUX has been the subject of a number of analyst reports. Dbs Bank downgraded shares of Starbucks from a “hold” rating to a “strong sell” rating in a report on Friday, November 7th. BMO Capital Markets restated an “outperform” rating and set a $120.00 price objective on shares of Starbucks in a research report on Friday, January 30th. New Street Research set a $90.00 target price on Starbucks in a report on Tuesday, January 27th. TD Cowen reissued a “hold” rating and set a $89.00 target price (up from $84.00) on shares of Starbucks in a research report on Friday, January 30th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Starbucks in a research report on Monday, December 29th. Eighteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Starbucks has an average rating of “Moderate Buy” and an average price target of $104.31.

Starbucks Stock Performance

SBUX opened at $96.51 on Wednesday. The stock’s 50 day moving average price is $91.80 and its 200-day moving average price is $87.54. Starbucks Corporation has a one year low of $75.50 and a one year high of $117.46. The stock has a market cap of $109.95 billion, a price-to-earnings ratio of 79.76, a P/E/G ratio of 2.12 and a beta of 0.96.

Starbucks (NASDAQ:SBUX) last posted 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 analysts’ expectations of $9.62 billion. Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. Starbucks’s revenue was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.69 EPS. 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 earnings per share for the current fiscal year.

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.