5,997 Shares in Starbucks Corporation $SBUX Purchased by Donalies Financial Planning LLC

Donalies Financial Planning LLC acquired a new position in Starbucks Corporation (NASDAQ:SBUX) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,997 shares of the coffee company’s stock, valued at approximately $505,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SBUX. Vanguard Group Inc. increased its position in shares of Starbucks by 0.5% during the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock worth $9,596,931,000 after acquiring an additional 577,279 shares during the period. Compass Wealth Management LLC increased its position in shares of Starbucks by 33.5% during the third quarter. Compass Wealth Management LLC now owns 79,193 shares of the coffee company’s stock worth $6,700,000 after acquiring an additional 19,877 shares during the period. Oak Thistle LLC purchased a new position in shares of Starbucks during the fourth quarter worth approximately $1,149,000. Czech National Bank increased its position in shares of Starbucks by 3.9% during the fourth quarter. Czech National Bank now owns 299,833 shares of the coffee company’s stock worth $25,249,000 after acquiring an additional 11,135 shares during the period. Finally, Goodman Financial Corp purchased a new position in shares of Starbucks during the fourth quarter worth approximately $8,811,000. 72.29% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on SBUX shares. Citigroup raised their target price on shares of Starbucks from $99.00 to $101.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. UBS Group lowered shares of Starbucks from a “neutral” rating to a “neutral” rating in a research report on Thursday, May 14th. Wolfe Research started coverage on shares of Starbucks in a research report on Monday, March 9th. They set a “peer perform” rating on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Starbucks in a research report on Wednesday, March 4th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Starbucks in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Starbucks presently has an average rating of “Moderate Buy” and an average price target of $107.93.

Insider Activity at Starbucks

In related news, EVP Sara Kelly sold 2,000 shares of Starbucks stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the executive vice president directly owned 57,653 shares of the company’s stock, valued at $6,053,565. This trade represents a 3.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total transaction of $233,621.49. Following the completion of the sale, the chief executive officer owned 81,559 shares of the company’s stock, valued at approximately $8,548,198.79. This trade represents a 2.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 8,687 shares of company stock worth $863,707. 0.03% of the stock is currently owned by corporate insiders.

Starbucks Stock Up 0.1%

Shares of SBUX stock opened at $101.68 on Wednesday. The firm has a market cap of $115.88 billion, a price-to-earnings ratio of 77.03, a PEG ratio of 2.00 and a beta of 0.98. The company’s 50 day moving average is $100.72 and its 200 day moving average is $94.94. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88.

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

Starbucks Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 15th were issued a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Friday, May 15th. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Some recent analysis says Starbucks is seeing stronger customer traffic thanks to better service, faster operations, and improved store experience, which supports the idea that CEO Brian Niccol’s turnaround plan is starting to gain traction.
• Positive Sentiment: Zacks recently included Starbucks on its list of top income stocks, suggesting some analysts still view the shares favorably despite the near-term noise.
• Neutral Sentiment: Reports that Starbucks plans to open 5,000 smaller-format stores point to a major footprint reset aimed at improving efficiency and adapting to changing customer habits. Starbucks plans 5,000 new stores, but they won’t look the same
• Neutral Sentiment: CEO Brady Brewer’s recent stock sale was small and made under a pre-arranged 10b5-1 plan, so it is unlikely to be a major concern for investors on its own.
• Negative Sentiment: Starbucks Korea is closing all stores early for mandatory history and social sensitivity training after backlash over a marketing campaign, following boycotts, a public apology, and an investigation. The controversy raises brand and sales risk in an important international market. Starbucks Korea to give staff history training after backlash over marketing campaign
• Negative Sentiment: Separate coverage of the South Korea issue suggests the fallout is still weighing on sentiment and could pressure revenue if the boycott persists. Starbucks Korea Shuts Stores Early After Boycott Hits Revenue

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.