Beverly Hills Private Wealth LLC Trims Stock Position in Starbucks Corporation $SBUX

Beverly Hills Private Wealth LLC trimmed its stake in Starbucks Corporation (NASDAQ:SBUXFree Report) by 23.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,228 shares of the coffee company’s stock after selling 6,044 shares during the period. Beverly Hills Private Wealth LLC’s holdings in Starbucks were worth $1,627,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Transce3nd LLC boosted its position in Starbucks by 270.3% during the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. Collier Financial bought a new position in shares of Starbucks in the 3rd quarter worth approximately $25,000. MTM Investment Management LLC purchased a new position in shares of Starbucks in the 2nd quarter valued at approximately $28,000. PFS Partners LLC boosted its position in shares of Starbucks by 457.4% during the third quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock valued at $29,000 after purchasing an additional 279 shares in the last quarter. Finally, RMG Wealth Management LLC grew its stake in Starbucks by 109.9% in the third quarter. RMG Wealth Management LLC now owns 382 shares of the coffee company’s stock worth $33,000 after purchasing an additional 200 shares during the period. Institutional investors own 72.29% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on SBUX. Evercore reissued an “outperform” rating on shares of Starbucks in a research report on Wednesday, January 28th. New Street Research set a $90.00 price target on shares of Starbucks in a research report on Tuesday, January 27th. Bank of America set a $114.00 price objective on shares of Starbucks in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $113.00 target price on shares of Starbucks in a report on Thursday, January 29th. Finally, Wells Fargo & Company set a $110.00 price target on Starbucks in a research note on Wednesday, January 28th. 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 company. Based on data from MarketBeat.com, Starbucks presently has a consensus rating of “Moderate Buy” and an average target price of $104.31.

Read Our Latest Report on SBUX

Starbucks Trading Up 0.0%

Starbucks stock opened at $95.80 on Friday. Starbucks Corporation has a 12 month low of $75.50 and a 12 month high of $117.46. The stock has a fifty day simple moving average of $91.15 and a two-hundred day simple moving average of $87.46. The firm has a market cap of $109.14 billion, a price-to-earnings ratio of 79.17, a PEG ratio of 2.14 and a beta of 0.96.

Starbucks (NASDAQ:SBUXGet Free Report) last released 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). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The business had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. During the same period last year, the business earned $0.69 earnings per share. The company’s quarterly revenue was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, equities research analysts forecast 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: Strong store-level momentum: Starbucks reported an unusually large single-day pop in cake-pop sales, underscoring that product demand and foot traffic remain robust even as broader issues persist. Article Title
  • Positive Sentiment: Shares showing resilience: coverage notes that SBUX has ticked up and in some sessions gained despite the governance headlines, indicating investor confidence in the company’s underlying sales and turnaround narrative. Article Title
  • Neutral Sentiment: Heightened market attention: Starbucks is among the most-searched stocks recently, which can increase intraday volatility and liquidity but is not inherently directional. Article Title
  • Neutral Sentiment: Dividend outlook in focus: analysis suggests the dividend policy may be revisited as Starbucks executes its turnaround, a factor to watch for income investors but not an immediate share-price driver. Article Title
  • Negative Sentiment: Investor revolt / board challenge: a coalition of investors, including public pension funds, is urging shareholders to vote against two directors, arguing the board has failed to manage labor relations and unionization risks — this raises governance uncertainty and could force strategic or management changes. Article Title Article Title Article Title
  • Negative Sentiment: Broader shareholder pressure over labor strategy: multiple reports highlight ongoing shareholder activism focused on Starbucks’ labor disputes and past strikes — if escalated, this could lead to higher labor costs, operational disruption, and reputational damage. Article Title

Starbucks Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Starbucks (NASDAQ:SBUX)

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