Terra Alpha Investments LLC Boosts Holdings in Starbucks Corporation $SBUX

Terra Alpha Investments LLC increased its holdings in Starbucks Corporation (NASDAQ:SBUX) by 17.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,273 shares of the coffee company’s stock after purchasing an additional 6,406 shares during the period. Starbucks makes up about 3.6% of Terra Alpha Investments LLC’s holdings, making the stock its 12th biggest holding. Terra Alpha Investments LLC’s holdings in Starbucks were worth $3,576,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Cooper Haims Advisors LLC boosted its holdings in Starbucks by 3.0% during the 2nd quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock valued at $344,000 after acquiring an additional 110 shares during the period. Diligent Investors LLC boosted its stake in shares of Starbucks by 1.9% during the second quarter. Diligent Investors LLC now owns 6,132 shares of the coffee company’s stock valued at $562,000 after purchasing an additional 117 shares during the period. Silver Oak Securities Incorporated boosted its stake in shares of Starbucks by 2.4% during the third quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock valued at $447,000 after purchasing an additional 122 shares during the period. Pioneer Trust Bank N A OR grew its holdings in shares of Starbucks by 1.1% in the third quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock worth $968,000 after purchasing an additional 125 shares during the last quarter. Finally, Catalyst Capital Advisors LLC increased its stake in shares of Starbucks by 6.6% in the second quarter. Catalyst Capital Advisors LLC now owns 2,049 shares of the coffee company’s stock worth $188,000 after buying an additional 126 shares during the period. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $105.00 price target on shares of Starbucks in a report on Thursday. William Blair upgraded shares of Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Piper Sandler restated an “overweight” rating and set a $103.00 price target (up previously from $100.00) on shares of Starbucks in a report on Friday. Zacks Research upgraded Starbucks from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, Susquehanna set a $114.00 price objective on Starbucks in a research report on Wednesday, January 21st. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $104.74.

Starbucks Price Performance

NASDAQ:SBUX opened at $91.95 on Friday. The firm’s 50-day moving average price is $88.09 and its 200-day moving average price is $87.12. The company has a market capitalization of $104.76 billion, a PE ratio of 75.99, a P/E/G ratio of 1.94 and a beta of 0.97. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $117.46.

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

Starbucks Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Friday, February 13th. Starbucks’s payout ratio is 204.96%.

Insider Activity at Starbucks

In related news, Director Jorgen Vig Knudstorp purchased 11,700 shares of Starbucks stock in a transaction dated Monday, November 10th. The stock was purchased at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the completion of the acquisition, the director directly owned 53,096 shares of the company’s stock, valued at $4,513,160. The trade was a 28.26% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.09% of the company’s stock.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Investor Day and early-operational wins — management showcased the “Back to Starbucks” turnaround (new store designs, AI initiatives, beverage innovation) and reported revenue and comp-sales gains, evidence that traffic and transactions are improving. Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
• Positive Sentiment: Rewards relaunch to drive frequency — Starbucks announced a three-tiered Rewards program (Green, Gold, Reserve) to encourage repeat visits and personalization, which could lift transactions if adoption matches management’s plan. Starbucks Unveils Reimagined Loyalty Program to Deliver More Meaningful Value, Personalization and Engagement for Members
• Neutral Sentiment: CEO tone and public comments — Brian Niccol signaled willingness to negotiate with union organizers and discussed security and stock‑price questions in media appearances; these comments reduce headline uncertainty but leave execution and labor outcomes unresolved. Starbucks CEO says he is willing to negotiate with unionizers
• Neutral Sentiment: Growth vs. guidance — management updated long‑term targets (FY2028 EPS range) and reiterated growth levers; the guidance shows progress but contains mixed signals versus consensus, so investors are awaiting concrete margin improvements and forward execution. Starbucks CEO on Growth Plans, Pricing and China Market
• Negative Sentiment: Mixed earnings: EPS miss and margin pressure — Starbucks beat on revenue but missed EPS, and management warned margins remain pressured (higher input/labor costs). That combination helped pull back earlier post‑earnings gains and weighs on near‑term stock performance. Why Starbucks (SBUX) Shares Are Down After A Mixed Earnings Report
• Negative Sentiment: Governance/PR headwinds — a shareholder‑rights law firm announced an investigation into officers/directors, and the company removed a cap on the CEO’s private jet use citing security, both creating short‑term reputational and governance risk for the stock. Halper Sadeh LLC Encourages Starbucks Corporation Shareholders To Contact The Firm To Discuss Their Rights Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns

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.