GAM Holding AG Makes New Investment in Starbucks Corporation $SBUX

GAM Holding AG bought a new stake in Starbucks Corporation (NASDAQ:SBUX) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 21,412 shares of the coffee company’s stock, valued at approximately $1,811,000.

A number of other large investors also recently bought and sold shares of SBUX. Brighton Jones LLC grew its stake in Starbucks by 86.5% during the fourth quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock worth $16,126,000 after buying an additional 81,952 shares during the period. Graham Capital Management L.P. acquired a new stake in Starbucks in the first quarter valued at $609,000. AQR Capital Management LLC increased its holdings in Starbucks by 47.2% in the first quarter. AQR Capital Management LLC now owns 138,167 shares of the coffee company’s stock valued at $13,330,000 after buying an additional 44,272 shares during the last quarter. Integrated Wealth Concepts LLC raised its position in shares of Starbucks by 4.9% during the 1st quarter. Integrated Wealth Concepts LLC now owns 51,078 shares of the coffee company’s stock valued at $5,010,000 after acquiring an additional 2,399 shares in the last quarter. Finally, UniSuper Management Pty Ltd lifted its position in shares of Starbucks by 1.0% in the 1st quarter. UniSuper Management Pty Ltd now owns 388,802 shares of the coffee company’s stock worth $38,138,000 after buying an additional 3,896 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Analysts/upgrades highlighting improving U.S. comparable-store trends and the potential benefit from a China asset sale — commentary that supports revenue recovery and margin improvement. Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade)
• Positive Sentiment: Analyst/column arguing that closing underperforming stores is the right strategic move — could lift per-store economics and margin over time even if it depresses near-term revenue. Starbucks: Closing Underperforming Stores Is A Step In The Right Direction
• Neutral Sentiment: Unusually large options volume detected — signals elevated short-term trading activity and positioning that can increase volatility independent of fundamentals. Watch options flow for directional clues. Starbucks Sees Unusually Large Options Volume (NASDAQ:SBUX)
• Negative Sentiment: Zacks Research cut multiple near- and medium-term EPS forecasts (Q1–Q4 2026, FY2026–FY2028 and several 2027 quarters) and maintains a “Strong Sell” rating — a coordinated set of downgrades that weighs on sentiment and could pressure the share price if other analysts follow. Why Starbucks (SBUX) Dipped More Than Broader Market Today

Starbucks Stock Down 0.3%

Shares of NASDAQ:SBUX opened at $83.97 on Friday. The business has a 50 day moving average price of $84.75 and a 200 day moving average price of $87.25. The company has a market cap of $95.48 billion, a price-to-earnings ratio of 51.20, a PEG ratio of 1.76 and a beta of 0.97. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $117.46.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data on Wednesday, October 29th. The coffee company reported $0.52 EPS for the quarter, missing analysts’ consensus estimates of $0.55 by ($0.03). Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.The firm had revenue of $9.57 billion during the quarter, compared to the consensus estimate of $9.41 billion. During the same quarter in the prior year, the business posted $0.80 EPS. Starbucks’s revenue was up 5.5% compared to the same quarter last year. Analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Friday, February 13th. Starbucks’s payout ratio is currently 151.22%.

Wall Street Analysts Forecast Growth

SBUX has been the topic of several analyst reports. Wells Fargo & Company set a $100.00 target price on Starbucks and gave the stock an “overweight” rating in a research report on Thursday, October 16th. Wall Street Zen raised Starbucks from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. Sanford C. Bernstein set a $100.00 target price on shares of Starbucks and gave the stock an “outperform” rating in a report on Thursday, October 30th. BTIG Research reaffirmed a “buy” rating and set a $105.00 target price on shares of Starbucks in a research report on Thursday, October 30th. Finally, Morgan Stanley set a $105.00 price target on shares of Starbucks and gave the company an “overweight” rating in a research report on Monday, October 20th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $101.44.

Insider Buying and Selling at Starbucks

In other news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were purchased at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the transaction, the director owned 53,096 shares of the company’s stock, valued at approximately $4,513,160. This represents a 28.26% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.09% of the company’s stock.

Starbucks 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.