Starbucks Corporation $SBUX Shares Sold by Great Lakes Advisors LLC

Great Lakes Advisors LLC trimmed its stake in shares of Starbucks Corporation (NASDAQ:SBUX) by 16.4% during the 3rd quarter, Holdings Channel reports. The fund owned 61,076 shares of the coffee company’s stock after selling 11,999 shares during the quarter. Great Lakes Advisors LLC’s holdings in Starbucks were worth $5,167,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. TD Waterhouse Canada Inc. raised its stake in shares of Starbucks by 40.7% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 84,906 shares of the coffee company’s stock worth $7,183,000 after buying an additional 24,570 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Starbucks by 4.8% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 511,887 shares of the coffee company’s stock worth $43,306,000 after buying an additional 23,344 shares during the period. Truist Financial Corp increased its position in shares of Starbucks by 3.7% during the third quarter. Truist Financial Corp now owns 824,635 shares of the coffee company’s stock worth $69,764,000 after acquiring an additional 29,614 shares during the period. AGH Wealth Advisors LLC raised its holdings in shares of Starbucks by 14.1% in the 3rd quarter. AGH Wealth Advisors LLC now owns 4,170 shares of the coffee company’s stock valued at $353,000 after purchasing an additional 515 shares in the last quarter. Finally, Pines Wealth Management LLC lifted its position in shares of Starbucks by 8.3% during the 3rd quarter. Pines Wealth Management LLC now owns 3,472 shares of the coffee company’s stock worth $294,000 after buying an additional 266 shares during the last quarter. 72.29% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Investor Day and early-operational wins — management showcased the “Back to Starbucks” turnaround (new store designs, AI initiatives, beverage innovation) and reported revenue and comp-sales gains, evidence that traffic and transactions are improving. Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
• Positive Sentiment: Rewards relaunch to drive frequency — Starbucks announced a three-tiered Rewards program (Green, Gold, Reserve) to encourage repeat visits and personalization, which could lift transactions if adoption matches management’s plan. Starbucks Unveils Reimagined Loyalty Program to Deliver More Meaningful Value, Personalization and Engagement for Members
• Neutral Sentiment: CEO tone and public comments — Brian Niccol signaled willingness to negotiate with union organizers and discussed security and stock‑price questions in media appearances; these comments reduce headline uncertainty but leave execution and labor outcomes unresolved. Starbucks CEO says he is willing to negotiate with unionizers
• Neutral Sentiment: Growth vs. guidance — management updated long‑term targets (FY2028 EPS range) and reiterated growth levers; the guidance shows progress but contains mixed signals versus consensus, so investors are awaiting concrete margin improvements and forward execution. Starbucks CEO on Growth Plans, Pricing and China Market
• Negative Sentiment: Mixed earnings: EPS miss and margin pressure — Starbucks beat on revenue but missed EPS, and management warned margins remain pressured (higher input/labor costs). That combination helped pull back earlier post‑earnings gains and weighs on near‑term stock performance. Why Starbucks (SBUX) Shares Are Down After A Mixed Earnings Report
• Negative Sentiment: Governance/PR headwinds — a shareholder‑rights law firm announced an investigation into officers/directors, and the company removed a cap on the CEO’s private jet use citing security, both creating short‑term reputational and governance risk for the stock. Halper Sadeh LLC Encourages Starbucks Corporation Shareholders To Contact The Firm To Discuss Their Rights Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns

Starbucks Stock Performance

Shares of NASDAQ:SBUX opened at $91.95 on Friday. The firm has a 50 day simple moving average of $88.09 and a 200 day simple moving average of $87.16. Starbucks Corporation has a 52 week low of $75.50 and a 52 week high of $117.46. The company has a market cap of $104.56 billion, a PE ratio of 75.99, a price-to-earnings-growth ratio of 1.94 and a beta of 0.97.

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

Starbucks Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Friday, February 13th. Starbucks’s dividend payout ratio is 204.96%.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on SBUX. Piper Sandler reissued an “overweight” rating and issued a $103.00 target price (up previously from $100.00) on shares of Starbucks in a report on Friday. Wall Street Zen raised Starbucks from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $113.00 price target on shares of Starbucks in a report on Thursday. Evercore ISI reiterated an “outperform” rating on shares of Starbucks in a research note on Wednesday. Finally, Citigroup raised shares of Starbucks from a “neutral” rating to a “positive” rating in a report on Thursday, January 15th. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $104.74.

Insider Activity at Starbucks

In other Starbucks news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the business’s stock in a transaction on Monday, November 10th. The stock was purchased at an average price of $85.00 per share, for a total transaction of $994,500.00. Following the transaction, the director owned 53,096 shares in the company, valued at $4,513,160. This trade represents a 28.26% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.09% of the company’s stock.

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.