Leo Wealth LLC Takes Position in Starbucks Corporation $SBUX

Leo Wealth LLC acquired a new stake in Starbucks Corporation (NASDAQ:SBUX) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 13,440 shares of the coffee company’s stock, valued at approximately $1,132,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. SC&H Financial Advisors Inc. increased its stake in shares of Starbucks by 16.8% in the fourth quarter. SC&H Financial Advisors Inc. now owns 2,787 shares of the coffee company’s stock valued at $235,000 after buying an additional 400 shares during the period. RPG Investment Advisory LLC increased its stake in shares of Starbucks by 4.7% in the fourth quarter. RPG Investment Advisory LLC now owns 95,474 shares of the coffee company’s stock valued at $8,040,000 after buying an additional 4,244 shares during the period. Realta Investment Advisors increased its stake in shares of Starbucks by 25.3% in the fourth quarter. Realta Investment Advisors now owns 3,625 shares of the coffee company’s stock valued at $305,000 after buying an additional 732 shares during the period. Signaturefd LLC increased its stake in shares of Starbucks by 8.7% in the fourth quarter. Signaturefd LLC now owns 30,082 shares of the coffee company’s stock valued at $2,533,000 after buying an additional 2,410 shares during the period. Finally, Lazari Capital Management Inc. increased its stake in shares of Starbucks by 1.7% in the fourth quarter. Lazari Capital Management Inc. now owns 16,972 shares of the coffee company’s stock valued at $1,429,000 after buying an additional 278 shares during the period. Institutional investors and hedge funds own 72.29% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Mizuho upped their price objective on Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Bank of America set a $114.00 target price on shares of Starbucks in a research report on Wednesday, January 21st. Royal Bank Of Canada downgraded shares of Starbucks from an “outperform” rating to a “sector perform” rating and set a $105.00 target price for the company. in a research report on Tuesday, March 17th. Citigroup decreased their target price on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Starbucks in a research report on Wednesday, March 4th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $103.07.

Insider Buying and Selling

In other Starbucks news, CEO Brady Brewer sold 1,641 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was 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 in the company, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Sara Kelly sold 2,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,729 shares of company stock worth $460,974 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks formalized a joint venture with Boyu Capital in China and is shifting to a licensed model to scale faster toward a 20,000-store opportunity — a move that reduces capital intensity and leverages local partners to accelerate growth in the world’s largest coffee market. Starbucks & Boyu JV in China: A Strategic Bet to Accelerate Growth?
• Positive Sentiment: Management cut menu complexity by ~25% to improve speed of service, simplify operations and protect margins — a tactical step that supports the “Back to Starbucks” turnaround by improving throughput and customer experience. Starbucks Cuts Menu Complexity by 25%: Smart Simplification Move?
• Positive Sentiment: New U.S. partner compensation changes — an incentive rewards program tied to store performance, expanded tipping options, and a shift to weekly pay — are being viewed as retention and service-quality levers that could stabilize traffic and margins over time. Investors are treating this as a near-term operational catalyst. Starbucks rises as investors weigh new U.S. barista incentive plan and pay changes
• Positive Sentiment: Product innovation — new lower‑sugar “Energy Refreshers” and other beverage updates — is generating buzz and may help traffic/market positioning with health-conscious consumers. “Caffeine From Nature”: Starbucks Stock (NASDAQ:SBUX) Blasts Up on Energy Refreshers
• Neutral Sentiment: Wall Street remains generally favorable — multiple recent buy/overweight ratings and a median price target near $103 provide analyst support, but targets vary considerably. Analyst ratings and price targets summary
• Neutral Sentiment: Insider and institutional flows are mixed — some large institutional reductions were reported alongside other sizable buys, leaving ownership dynamics unclear as a near-term directional signal. Hedge fund & insider activity
• Negative Sentiment: Fundamental headwinds remain: the last quarterly report showed an EPS miss and thin net margins, and the stock trades at a high P/E, which raises sensitivity to execution and margin pulses as Starbucks scales new initiatives. (See company filings and recent earnings commentary for details.)

Starbucks Stock Performance

NASDAQ:SBUX opened at $94.78 on Tuesday. The company has a market capitalization of $107.98 billion, a PE ratio of 78.33, a P/E/G ratio of 2.01 and a beta of 0.95. The company has a 50 day simple moving average of $95.37 and a two-hundred day simple moving average of $89.11. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82.

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

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.