Greenberg Financial Group Acquires New Holdings in Starbucks Corporation $SBUX

Greenberg Financial Group acquired a new stake in Starbucks Corporation (NASDAQ:SBUX) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 26,690 shares of the coffee company’s stock, valued at approximately $2,248,000. Starbucks accounts for about 0.9% of Greenberg Financial Group’s holdings, making the stock its 23rd largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Capital Investment Advisory Services LLC raised its holdings in Starbucks by 4.4% in the 4th quarter. Capital Investment Advisory Services LLC now owns 9,479 shares of the coffee company’s stock valued at $798,000 after buying an additional 398 shares during the period. Mainstream Capital Management LLC purchased a new stake in Starbucks in the 4th quarter valued at about $263,000. Oak Thistle LLC purchased a new stake in Starbucks in the 4th quarter valued at about $1,149,000. Palumbo Wealth Management LLC raised its holdings in Starbucks by 9.9% in the 4th quarter. Palumbo Wealth Management LLC now owns 3,488 shares of the coffee company’s stock valued at $294,000 after buying an additional 315 shares during the period. Finally, Perfromance Wealth Partners LLC raised its holdings in Starbucks by 13.1% in the 4th quarter. Perfromance Wealth Partners LLC now owns 4,764 shares of the coffee company’s stock valued at $401,000 after buying an additional 551 shares during the period. 72.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Starbucks

In other news, EVP Sara Kelly sold 2,500 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the transaction, the executive vice president directly owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Brady Brewer sold 1,641 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $159,373.92. Following the transaction, the chief executive officer directly owned 86,605 shares of the company’s stock, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,370 shares of company stock valued at $608,664. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

SBUX has been the topic of a number of recent research reports. New Street Research set a $90.00 price target on shares of Starbucks in a research note on Tuesday, January 27th. Barclays set a $116.00 price target on shares of Starbucks and gave the stock an “overweight” rating in a research note on Friday, January 30th. Guggenheim reiterated a “neutral” rating and set a $95.00 price target (up from $90.00) on shares of Starbucks in a research note on Wednesday, March 4th. UBS Group reiterated a “neutral” rating on shares of Starbucks in a research note on Friday, January 30th. Finally, Piper Sandler reiterated an “overweight” rating and set a $103.00 price target (up from $100.00) on shares of Starbucks in a research note on Friday, January 30th. Fifteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Starbucks has an average rating of “Hold” and an average price target of $103.07.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $97.21 on Thursday. The firm has a market capitalization of $110.75 billion, a PE ratio of 80.34, a price-to-earnings-growth ratio of 2.01 and a beta of 0.95. The firm’s 50-day moving average is $95.40 and its two-hundred day moving average is $89.24. Starbucks Corporation has a 1 year low of $75.50 and a 1 year high of $104.82.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 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 company had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. During the same period in the prior year, the firm posted $0.69 earnings per share. The business’s quarterly 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. Analysts expect that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

More Starbucks News

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

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.