Brookstone Capital Management Trims Stock Holdings in Starbucks Corporation $SBUX

Brookstone Capital Management reduced its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 31.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 20,179 shares of the coffee company’s stock after selling 9,257 shares during the period. Brookstone Capital Management’s holdings in Starbucks were worth $1,699,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SBUX. Silver Oak Securities Incorporated increased its holdings in shares of Starbucks by 2.4% in the 3rd quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock valued at $447,000 after acquiring an additional 122 shares during the period. Wynn Capital LLC lifted its stake in shares of Starbucks by 1.0% during the 4th quarter. Wynn Capital LLC now owns 11,895 shares of the coffee company’s stock worth $1,002,000 after purchasing an additional 122 shares during the last quarter. Winch Advisory Services LLC boosted its position in Starbucks by 1.1% during the third quarter. Winch Advisory Services LLC now owns 11,004 shares of the coffee company’s stock valued at $931,000 after purchasing an additional 123 shares in the last quarter. Pioneer Trust Bank N A OR boosted its position in Starbucks by 1.1% during the third quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock valued at $968,000 after purchasing an additional 125 shares in the last quarter. Finally, Cary Street Partners Investment Advisory LLC grew its stake in Starbucks by 3.5% in the second quarter. Cary Street Partners Investment Advisory LLC now owns 3,765 shares of the coffee company’s stock valued at $345,000 after purchasing an additional 126 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: China JV closed with Boyu Capital — Starbucks finalized the joint venture intended to speed disciplined expansion in China and bring in a local partner to help scale stores and operations, which should support long‑term growth in a key market. Article Title
• Neutral Sentiment: New U.S. partner incentives announced — Starbucks outlined a package including weekly pay, broader tipping on mobile/card orders, and a performance-based bonus program (up to $1,200/year) aimed at improving service, retention and sales; benefits to revenue are possible but outcome is uncertain. Article Title
• Neutral Sentiment: Operational intent vs. cost — Management frames the moves as part of its “Back to Starbucks” turnaround to fix service and sales trends; investors must balance potential revenue upside from better in-store execution against the program’s roughly $500M scale and execution risk. Article Title
• Negative Sentiment: Near-term stock reaction muted or negative — Despite the announcements, the shares showed little upside and in some reports slipped, suggesting the market is focused on near-term margin pressure, recent EPS misses, and the need for proof the programs lift sales. Article Title
• Negative Sentiment: Execution and margin concerns — Analysts/commentary warn expanded tipping and bonus schemes could backfire or compress margins if service improvements don’t translate to sustained higher sales per store; ongoing union activity adds another execution variable. Article Title

Insider Activity at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at approximately $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Brady Brewer sold 588 shares of Starbucks stock in a transaction on Monday, March 9th. The stock was sold at an average price of $100.00, for a total transaction of $58,800.00. Following the sale, the chief executive officer owned 86,017 shares of the company’s stock, valued at $8,601,700. The trade was a 0.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 4,729 shares of company stock worth $460,974. 0.03% of the stock is owned by insiders.

Starbucks Stock Performance

Shares of NASDAQ SBUX opened at $90.37 on Friday. The company has a market cap of $102.96 billion, a PE ratio of 74.69, a P/E/G ratio of 2.01 and a beta of 0.95. The business has a 50-day simple moving average of $95.40 and a two-hundred day simple moving average of $88.96. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82.

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 the consensus estimate of $0.59 by ($0.03). The company 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 business’s revenue was up 5.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, sell-side analysts predict that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Wells Fargo & Company set a $110.00 target price on shares of Starbucks in a report on Wednesday, January 28th. Royal Bank Of Canada cut shares of 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. Evercore reiterated an “outperform” rating on shares of Starbucks in a research note on Wednesday, January 28th. Mizuho increased their target price 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. Finally, Citigroup lowered their target price on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Fifteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $103.07.

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.