von Borstel & Associates Inc. Makes New $1.93 Million Investment in Starbucks Corporation $SBUX

von Borstel & Associates Inc. bought a new position in Starbucks Corporation (NASDAQ:SBUX) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 22,800 shares of the coffee company’s stock, valued at approximately $1,928,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Transce3nd LLC lifted its holdings in shares of Starbucks by 270.3% in the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after acquiring an additional 200 shares during the last quarter. Collier Financial purchased a new position in shares of Starbucks in the 3rd quarter valued at approximately $25,000. Y.D. More Investments Ltd purchased a new stake in shares of Starbucks in the 3rd quarter worth about $26,000. MTM Investment Management LLC bought a new position in shares of Starbucks during the second quarter valued at approximately $28,000. Finally, PFS Partners LLC grew its position in Starbucks by 457.4% during the 3rd quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock valued at $29,000 after purchasing an additional 279 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

Insider Transactions at Starbucks

In related news, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Brady Brewer sold 588 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $100.00, for a total value of $58,800.00. Following the completion of the transaction, the chief executive officer owned 86,017 shares in the company, valued at approximately $8,601,700. The trade was a 0.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,729 shares of company stock worth $460,974 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on SBUX. Evercore reissued an “outperform” rating on shares of Starbucks in a report on Wednesday, January 28th. Weiss Ratings reissued a “hold (c-)” rating on shares of Starbucks in a research note on Monday, December 29th. BMO Capital Markets reaffirmed an “outperform” rating and set a $120.00 price objective on shares of Starbucks in a report on Friday, January 30th. BTIG Research reissued a “buy” rating and set a $105.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Starbucks in a report on Friday, January 30th. Seventeen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Starbucks presently has a consensus rating of “Moderate Buy” and an average price target of $104.22.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Turnaround momentum: analysts and some prominent investors are calling Starbucks a recovery story after recent operational changes and a more generous rewards program that appears to be boosting demand. Josh Brown names SBUX a top stock
• Positive Sentiment: Customer loyalty actions: Starbucks revamped its rewards program to drive frequency and AUV recovery — a potential tailwind for same‑store sales if sustained. Rewards program update
• Neutral Sentiment: Corporate and governance items: the company will webcast its March 25 annual meeting (forum for investor questions), and the CEO made small disclosed stock sales (minor ownership reduction). These are informational but not immediate operational catalysts. Annual meeting webcast SEC Form 4
• Negative Sentiment: Proxy‑advisor warnings: two proxy advisory firms flagged that Starbucks may be under‑estimating the financial and reputational risks from persistent labor disputes — a governance red flag that can pressure the stock and complicate investor support. Reuters: proxy firms warn Starbucks Seeking Alpha: proxy firms warn
• Negative Sentiment: Union restarts and contract push: Starbucks Workers United submitted a detailed contract proposal seeking a $17 minimum start wage and 4% annual raises and is seeking to reopen bargaining — this raises the prospect of higher labor costs and renewed store‑level disruption. Yahoo Finance: union contract proposal CNBC: details of baristas’ asks
• Negative Sentiment: Market reaction and analyst caution: coverage notes the union trying to restart talks and some firms moving to more cautious stances — near‑term investor anxiety over labor negotiations is weighing on the stock. TipRanks: union talks pressure stock WSJ: union seeks to reopen negotiations
• Negative Sentiment: PR/governance noise: founder Howard Schultz’s relocation and related publicity about state tax policy add incremental governance/PR distraction during sensitive labor negotiations. Financial Post: Schultz relocation coverage

Starbucks Price Performance

Starbucks stock opened at $99.15 on Friday. The business has a 50 day simple moving average of $95.28 and a 200-day simple moving average of $88.30. The stock has a market capitalization of $112.96 billion, a PE ratio of 81.94, a price-to-earnings-growth ratio of 2.23 and a beta of 0.93. Starbucks Corporation has a 12 month low of $75.50 and a 12 month high of $104.82.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates 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 net margin of 3.63% and a negative return on equity of 28.66%. The firm’s revenue was up 5.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, equities research analysts anticipate that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

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.