Advanced Portfolio Management LLC Acquires New Position in Starbucks Corporation $SBUX

Advanced Portfolio Management LLC acquired a new stake in Starbucks Corporation (NASDAQ:SBUX) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,085 shares of the coffee company’s stock, valued at approximately $428,000.

A number of other institutional investors also recently added to or reduced their stakes in the company. Aerodigm Wealth LLC lifted its stake in Starbucks by 2.7% in the fourth quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock worth $357,000 after acquiring an additional 112 shares during the last quarter. River Street Advisors LLC lifted its stake in Starbucks by 0.8% in the fourth quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock worth $1,138,000 after acquiring an additional 113 shares during the last quarter. Creative Financial Designs Inc. ADV lifted its stake in Starbucks by 38.2% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock worth $34,000 after acquiring an additional 113 shares during the last quarter. Integrity Alliance LLC. lifted its position in shares of Starbucks by 3.0% during the 4th quarter. Integrity Alliance LLC. now owns 3,907 shares of the coffee company’s stock worth $329,000 after buying an additional 114 shares during the last quarter. Finally, RPg Family Wealth Advisory LLC lifted its position in shares of Starbucks by 4.5% during the 4th quarter. RPg Family Wealth Advisory LLC now owns 2,711 shares of the coffee company’s stock worth $228,000 after buying an additional 117 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Recent coverage continues to highlight Starbucks’ turnaround strategy, including better store service, faster operations, and improving traffic trends, which supports the long-term recovery story. TipRanks article on Starbucks stock slipping
• Positive Sentiment: Starbucks is also being discussed as a potential beneficiary of its broader strategic reset, including plans for smaller-format stores and a possible restructuring of international assets, which could help efficiency and unlock value over time. Yahoo Finance article on Japan review and China stake sale
• Positive Sentiment: Analysts and other market commentary still point to Starbucks as a strong income and turnaround name, with some firms maintaining favorable ratings and higher price targets after the latest earnings beat. MarketBeat Starbucks page
• Neutral Sentiment: CEO Brady Brewer sold a small number of shares under a pre-arranged trading plan. The sale was routine and does not appear to signal a major change in leadership’s outlook.
• Neutral Sentiment: Articles comparing Starbucks with rivals such as McDonald’s and Dutch Bros reflect ongoing competitive pressure, but they do not point to a new fundamental development on their own. 24/7 Wall St comparison article
• Negative Sentiment: Starbucks Korea is facing backlash tied to a marketing controversy, including store closures for mandatory staff training, boycotts, and reputational damage. This is the clearest near-term negative headline weighing on sentiment. Yahoo Finance article on Starbucks Korea controversy
• Negative Sentiment: News that Starbucks is underperforming peers and lagging the broader market suggests investors are becoming more cautious, especially after a strong run earlier in the year. MarketWatch underperforms competitors article
• Negative Sentiment: Several articles note the stock is dipping more than the broader market, reinforcing that traders are taking profits and reacting to short-term uncertainty rather than the company’s recent earnings strength. Yahoo Finance article on Starbucks dip

Insider Activity

In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the executive vice president directly owned 57,653 shares in the company, valued at approximately $6,053,565. The trade was a 3.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $100.00, for a total transaction of $58,800.00. Following the completion of the sale, the chief executive officer owned 79,593 shares in the company, valued at approximately $7,959,300. This trade represents a 0.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 8,687 shares of company stock worth $863,707. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts recently commented on SBUX shares. Royal Bank Of Canada downgraded shares of Starbucks from a “sector perform” rating to a “positive” rating in a research report on Thursday, May 14th. Dbs Bank raised shares of Starbucks from a “strong sell” rating to a “moderate sell” rating in a research note on Friday, March 20th. Evercore upped their target price on shares of Starbucks from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, April 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Starbucks in a report on Wednesday, April 22nd. Finally, The Goldman Sachs Group lowered shares of Starbucks from a “neutral” rating to a “neutral” rating in a report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $107.93.

Starbucks Stock Down 1.8%

Shares of NASDAQ:SBUX opened at $99.82 on Thursday. The company has a market cap of $113.76 billion, a PE ratio of 75.62, a P/E/G ratio of 2.00 and a beta of 0.98. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $108.88. The firm has a 50-day simple moving average of $100.82 and a 200 day simple moving average of $95.03.

Starbucks (NASDAQ:SBUX) last posted its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.06. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The company had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same period last year, the business posted $0.41 earnings per share. The firm’s quarterly revenue was up 8.8% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, research analysts forecast that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were given a $0.62 dividend. The ex-dividend date was Friday, May 15th. This represents a $2.48 annualized dividend and a yield of 2.5%. Starbucks’s payout ratio is 187.88%.

About Starbucks

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.