Brokers Set Expectations for Starbucks Co.’s Q4 2025 Earnings (NASDAQ:SBUX)

Starbucks Co. (NASDAQ:SBUX) – Research analysts at Zacks Research lifted their Q4 2025 EPS estimates for shares of Starbucks in a report released on Monday, April 8th. Zacks Research analyst H. Ray now expects that the coffee company will post earnings of $1.23 per share for the quarter, up from their prior forecast of $1.21. The consensus estimate for Starbucks’ current full-year earnings is $4.05 per share. Zacks Research also issued estimates for Starbucks’ Q1 2026 earnings at $1.22 EPS, Q2 2026 earnings at $1.24 EPS and FY2026 earnings at $5.30 EPS.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, January 31st. The coffee company reported $0.90 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.92 by ($0.02). The firm had revenue of $9.43 billion for the quarter, compared to analysts’ expectations of $9.60 billion. Starbucks had a negative return on equity of 50.76% and a net margin of 11.70%. Starbucks’s revenue was up 8.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.75 earnings per share.

SBUX has been the topic of a number of other reports. Stephens reissued an “equal weight” rating and issued a $110.00 price target on shares of Starbucks in a report on Wednesday, January 31st. BMO Capital Markets cut their price target on shares of Starbucks from $125.00 to $120.00 and set an “outperform” rating on the stock in a report on Wednesday, January 31st. Barclays cut their price target on shares of Starbucks from $116.00 to $112.00 and set an “overweight” rating on the stock in a report on Wednesday, January 31st. Piper Sandler cut their price target on shares of Starbucks from $107.00 to $100.00 and set a “neutral” rating on the stock in a report on Friday, January 19th. Finally, StockNews.com downgraded shares of Starbucks from a “buy” rating to a “hold” rating in a report on Wednesday, December 20th. Twelve research analysts have rated the stock with a hold rating and nine have issued a buy rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $108.29.

Starbucks Stock Performance

Shares of NASDAQ:SBUX opened at $85.90 on Thursday. The company’s 50-day moving average is $92.02 and its 200 day moving average is $94.62. The company has a market capitalization of $97.26 billion, a P/E ratio of 22.97, a price-to-earnings-growth ratio of 1.39 and a beta of 0.97. Starbucks has a fifty-two week low of $85.26 and a fifty-two week high of $115.48.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Vima LLC bought a new position in shares of Starbucks in the fourth quarter worth approximately $26,000. Scarborough Advisors LLC bought a new position in shares of Starbucks in the fourth quarter worth approximately $26,000. Freedom Wealth Alliance LLC bought a new position in shares of Starbucks in the fourth quarter worth approximately $26,000. DSM Capital Partners LLC bought a new position in shares of Starbucks in the fourth quarter worth approximately $27,000. Finally, Riggs Asset Managment Co. Inc. increased its position in shares of Starbucks by 1,578.9% in the third quarter. Riggs Asset Managment Co. Inc. now owns 319 shares of the coffee company’s stock worth $29,000 after purchasing an additional 300 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Michael Aaron Conway sold 3,250 shares of the company’s stock in a transaction dated Thursday, February 15th. The stock was sold at an average price of $94.03, for a total transaction of $305,597.50. Following the sale, the insider now directly owns 84,153 shares in the company, valued at $7,912,906.59. The sale was disclosed in a document filed with the SEC, which is available at this link. Insiders have sold a total of 4,000 shares of company stock worth $375,665 over the last ninety days. Company insiders own 1.98% of the company’s stock.

Starbucks Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 31st. Stockholders of record on Friday, May 17th will be given a dividend of $0.57 per share. This represents a $2.28 annualized dividend and a dividend yield of 2.65%. The ex-dividend date of this dividend is Thursday, May 16th. Starbucks’s dividend payout ratio is presently 60.96%.

About Starbucks

Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items.