Capital World Investors Acquires 1,462,874 Shares of Starbucks Corporation $SBUX

Capital World Investors boosted its holdings in Starbucks Corporation (NASDAQ:SBUX) by 1.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 77,720,137 shares of the coffee company’s stock after purchasing an additional 1,462,874 shares during the quarter. Starbucks accounts for about 0.9% of Capital World Investors’ portfolio, making the stock its 23rd largest holding. Capital World Investors owned approximately 0.07% of Starbucks worth $6,575,430,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Cooper Haims Advisors LLC boosted its stake in shares of Starbucks by 3.0% in the second quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock valued at $344,000 after buying an additional 110 shares during the period. Silver Oak Securities Incorporated lifted its position in shares of Starbucks by 2.4% during the 3rd quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock valued at $447,000 after acquiring an additional 122 shares during the period. Winch Advisory Services LLC grew its holdings in shares of Starbucks by 1.1% during the 3rd quarter. Winch Advisory Services LLC now owns 11,004 shares of the coffee company’s stock worth $931,000 after purchasing an additional 123 shares in the last quarter. Pioneer Trust Bank N A OR increased its position in shares of Starbucks by 1.1% in the third quarter. Pioneer Trust Bank N A OR now owns 11,437 shares of the coffee company’s stock worth $968,000 after purchasing an additional 125 shares during the period. Finally, Cary Street Partners Investment Advisory LLC raised its stake in Starbucks by 3.5% in the second quarter. Cary Street Partners Investment Advisory LLC now owns 3,765 shares of the coffee company’s stock valued at $345,000 after purchasing an additional 126 shares in the last quarter. Institutional investors own 72.29% of the company’s stock.

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Management opens a new Nashville supply‑chain and corporate hub that could lower distribution costs, improve inventory flow and support new product rollouts — a multi‑quarter margin tailwind if execution is smooth. Starbucks’ New Nashville Supply Chain Hub Could Be A Game Changer For Starbucks (SBUX)
• Positive Sentiment: Zacks reports U.S. transactions rose for the first time in eight quarters, lifting comps and signaling improving customer traffic — an operational read that supports revenue recovery vs. prior quarters. The Zacks Analyst Blog Starbucks, McDonald’s and Dutch Bros
• Neutral Sentiment: New sell‑side and coverage activity — DA Davidson started coverage with a neutral view; other brokers maintain a mix of Outperform/Overweight and Hold ratings, leaving consensus near a “moderate buy” with varied price targets. Analyst coverage can boost liquidity but currently offers mixed directional signals. Starbucks (NASDAQ:SBUX) Research Coverage Started at DA Davidson
• Negative Sentiment: Wolfe Research downgraded SBUX to Peer Perform from Outperform, citing that Starbucks is in the early stages of a multi‑year turnaround and execution risk is high — downgrades can weigh on sentiment and limit multiple expansion. Starbucks downgraded at Wolfe Research as execution risk remains high
• Negative Sentiment: Insider selling by senior executives — CEO Brady Brewer sold 1,641 shares (~$159k at ~$97.12) and EVP Sara Kelly sold 2,500 shares (~$242.8k), modest reductions in holdings that investors often view as negative signaling near‑term liquidity or personal diversification. Starbucks (NASDAQ:SBUX) CEO Sells $159,373.92 in Stock
• Negative Sentiment: Brand/regulatory risk — Public criticism from a government health official about sugar in seasonal drinks could create PR or regulatory scrutiny and pressure certain beverage promotions or reformulations. Starbucks Balances Nashville Supply Chain Push With Sugar Backlash Questions

Insider Activity at Starbucks

In other Starbucks news, CEO Brady Brewer sold 1,641 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $159,373.92. Following the sale, the chief executive officer directly owned 86,605 shares of the company’s stock, valued at $8,411,077.60. The trade was a 1.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the transaction, the executive vice president owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on SBUX. DA Davidson assumed coverage on shares of Starbucks in a research report on Friday. They set a “neutral” rating and a $97.00 price objective for the company. Wells Fargo & Company set a $110.00 target price on shares of Starbucks in a research report on Wednesday, January 28th. New Street Research set a $90.00 price target on shares of Starbucks in a report on Tuesday, January 27th. Evercore reiterated an “outperform” rating on shares of Starbucks in a research note on Wednesday, January 28th. Finally, William Blair raised Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Seventeen research 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. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $104.22.

Starbucks Stock Up 0.8%

NASDAQ SBUX opened at $99.77 on Tuesday. The company has a market cap of $113.67 billion, a price-to-earnings ratio of 82.45, a price-to-earnings-growth ratio of 2.21 and a beta of 0.93. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $106.00. The business’s fifty day moving average is $94.00 and its 200 day moving average is $87.95.

Starbucks (NASDAQ:SBUX) last posted 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). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The firm had revenue of $9.92 billion during the quarter, compared to the consensus estimate of $9.62 billion. During the same quarter in the prior year, the business posted $0.69 earnings per share. Starbucks’s revenue for the quarter was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, research analysts anticipate that Starbucks Corporation will post 2.99 earnings per share 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.