Confluence Investment Management LLC Has $27.15 Million Holdings in Starbucks Corporation $SBUX

Confluence Investment Management LLC lowered its stake in Starbucks Corporation (NASDAQ:SBUX) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 322,455 shares of the coffee company’s stock after selling 15,231 shares during the quarter. Confluence Investment Management LLC’s holdings in Starbucks were worth $27,154,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Cooper Haims Advisors LLC boosted its position in shares of Starbucks by 3.0% during the 2nd quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock worth $344,000 after purchasing an additional 110 shares in the last quarter. Silver Oak Securities Incorporated increased its position in 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 buying an additional 122 shares in the last quarter. Winch Advisory Services LLC raised its stake in Starbucks by 1.1% during the 3rd quarter. Winch Advisory Services LLC now owns 11,004 shares of the coffee company’s stock worth $931,000 after buying an additional 123 shares during the period. Pioneer Trust Bank N A OR raised its stake in Starbucks by 1.1% during the 3rd quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock worth $968,000 after buying an additional 125 shares during the period. Finally, Cary Street Partners Investment Advisory LLC boosted its holdings 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 worth $345,000 after acquiring an additional 126 shares in the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Insider Buying and Selling at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the business’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president directly owned 59,609 shares in the company, valued at $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Brady Brewer sold 1,641 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $159,373.92. Following the transaction, the chief executive officer directly owned 86,605 shares of the company’s stock, valued at $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. In the last three months, insiders sold 4,729 shares of company stock worth $460,974. Insiders own 0.03% of the company’s stock.

Starbucks Price Performance

NASDAQ SBUX opened at $95.83 on Friday. Starbucks Corporation has a 1 year low of $75.50 and a 1 year high of $104.82. The firm has a market cap of $109.18 billion, a price-to-earnings ratio of 79.20, a PEG ratio of 2.07 and a beta of 0.93. The company has a fifty day moving average price of $95.93 and a 200-day moving average price of $88.54.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). The firm had revenue of $9.92 billion during 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 for the quarter was up 5.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, research analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Store traffic and customer engagement trends are improving, supporting the turnaround narrative and giving investors a reason to buy dips. Down Almost 9% in 1 Week, Is This Your Chance to Buy Starbucks Stock?
• Neutral Sentiment: Wide public coverage and analyst commentary are keeping SBUX in focus; articles summarize the mixed fundamentals and strategic moves but add little new catalyst. What’s Happening With Starbucks Stock?
• Neutral Sentiment: Guides and buy‑how‑to pieces are out for investors considering SBUX exposure, reflecting steady retail interest rather than a near‑term catalyst. How to Buy Starbucks Stock (SBUX) in 2026
• Neutral Sentiment: Industry reports point to growing European coffee demand, a backdrop that supports long‑term category growth even as competitors jockey for share. Europe Coffee Market Share Analysis and Growth Forecasts (2026-2031)
• Negative Sentiment: RBC Capital downgraded SBUX to Sector Perform, citing rising labor investments (>$500M), uncertain margin improvement and elevated investor expectations — a direct negative for near‑term sentiment. RBC Capital downgrades Starbucks (SBUX)
• Negative Sentiment: Shareholder activism is pressing the board over labor oversight and valuation, elevating governance risk and potential distraction for management. Shareholder Push Puts Starbucks Board Oversight And Valuation Under Scrutiny
• Negative Sentiment: Analysts and outlets flag ongoing labor issues and potential higher labor costs, which could weigh on margins as the chain invests in wages/benefits and store upgrades. Analysts Concerned About Starbucks Labor Issues, Starbucks Stock (NASDAQ:SBUX) Drops
• Negative Sentiment: Broader market pressure — fading hopes of near‑term Fed rate cuts and higher energy prices — is a headwind for growth/equity multiples and risks pressuring SBUX along with the market. Dimming Hopes for Rate Cuts Drag Down U.S. Stocks
• Negative Sentiment: Competitors (e.g., Dutch Bros) are boosting loyalty engagement and transaction share, underscoring tougher competitive dynamics in the premium coffee space. Dutch Bros Loyalty Hits 15M Members: Is Engagement Driving Sales?

Analyst Ratings Changes

SBUX has been the subject of several recent research reports. New Street Research set a $90.00 price objective on Starbucks in a report on Tuesday, January 27th. Wall Street Zen raised shares of Starbucks from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. TD Cowen restated a “hold” rating and set a $89.00 price target (up from $84.00) on shares of Starbucks in a research note on Friday, January 30th. UBS Group restated a “neutral” rating on shares of Starbucks in a report on Friday, January 30th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $113.00 price objective on shares of Starbucks in a report on Thursday, January 29th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Starbucks presently has a consensus rating of “Hold” and an average price target of $103.81.

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.