Healthcare of Ontario Pension Plan Trust Fund Has $203.13 Million Holdings in Starbucks Corporation $SBUX

Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Starbucks Corporation (NASDAQ:SBUX) by 11.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,412,169 shares of the coffee company’s stock after buying an additional 240,435 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Starbucks were worth $203,129,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of SBUX. Aerodigm Wealth LLC increased its holdings in shares of Starbucks by 2.7% during the fourth quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock valued at $357,000 after acquiring an additional 112 shares in the last quarter. River Street Advisors LLC increased its holdings in shares of Starbucks by 0.8% during the fourth quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock valued at $1,138,000 after acquiring an additional 113 shares in the last quarter. Creative Financial Designs Inc. ADV increased its holdings in shares of Starbucks by 38.2% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock valued at $34,000 after acquiring an additional 113 shares in the last quarter. Integrity Alliance LLC. increased its holdings in shares of Starbucks by 3.0% during the fourth quarter. Integrity Alliance LLC. now owns 3,907 shares of the coffee company’s stock valued at $329,000 after acquiring an additional 114 shares in the last quarter. Finally, RPg Family Wealth Advisory LLC increased its holdings in shares of Starbucks by 4.5% during the fourth quarter. RPg Family Wealth Advisory LLC now owns 2,711 shares of the coffee company’s stock valued at $228,000 after acquiring an additional 117 shares in the last quarter. Institutional investors own 72.29% of the company’s stock.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $103.04 on Friday. The company has a market capitalization of $117.43 billion, a PE ratio of 78.06, a price-to-earnings-growth ratio of 2.03 and a beta of 0.98. The business has a fifty day moving average price of $100.27 and a two-hundred day moving average price of $94.64. Starbucks Corporation has a 1 year low of $77.99 and a 1 year high of $108.88.

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

Starbucks Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were paid a dividend of $0.62 per share. The ex-dividend date was Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.4%. Starbucks’s dividend payout ratio is presently 187.88%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on SBUX. Royal Bank Of Canada downgraded Starbucks from a “sector perform” rating to a “positive” rating in a report on Thursday, May 14th. The Goldman Sachs Group downgraded Starbucks from a “neutral” rating to a “neutral” rating in a report on Thursday, May 14th. Citigroup boosted their price objective on Starbucks from $99.00 to $101.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. Robert W. Baird boosted their price objective on Starbucks from $112.00 to $117.00 and gave the company an “outperform” rating in a report on Wednesday, April 29th. Finally, Dbs Bank upgraded Starbucks from a “strong sell” rating to a “moderate sell” rating in a report on Friday, March 20th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.93.

Insider Buying and Selling at Starbucks

In other news, EVP Sara Kelly sold 2,000 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the transaction, the executive vice president owned 57,653 shares in the company, valued at approximately $6,053,565. This represents a 3.35% decrease in their position. The transaction 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 2,229 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $104.81, for a total value of $233,621.49. Following the transaction, the chief executive officer owned 81,559 shares of the company’s stock, valued at $8,548,198.79. The trade was a 2.66% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,099 shares of company stock valued at $804,907 in the last quarter. 0.03% of the stock is owned by corporate insiders.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Reports say Tata Starbucks plans to add as many as 100 stores per year in India, signaling continued international expansion and another avenue for long-term unit growth. Tata Starbucks to add up to 100 stores annually in India – report
• Positive Sentiment: Starbucks is reportedly evaluating sale and IPO options for its Japan operations, which could unlock value, simplify the business, and provide capital for other priorities. Starbucks Evaluates Sale and IPO Options for Japanese Operations (SBUX)
• Positive Sentiment: Investor and trader interest appears to be rising, with unusual call-option activity and multiple “trending stock” articles suggesting renewed bullish attention on SBUX. Is Trending Stock Starbucks Corporation (SBUX) a Buy Now?
• Neutral Sentiment: Several articles are analyst-style commentary asking whether Starbucks is a good buy now; these reinforce attention on the name but do not add new fundamental information. Is Starbucks Corporation (SBUX) A Good Stock To Buy Now?
• Neutral Sentiment: The Bearista cup promotion tied to the World Cup may help merchandise buzz and traffic, but it is a smaller, less material catalyst than the Japan and India expansion news. The Bearista Cup Returns for the World Cup, Starbucks Stock (NASDAQ:SBUX) Gains

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.