Flossbach Von Storch SE Decreases Holdings in Starbucks Corporation $SBUX

Flossbach Von Storch SE lowered its stake in Starbucks Corporation (NASDAQ:SBUX) by 52.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 128,281 shares of the coffee company’s stock after selling 142,080 shares during the period. Flossbach Von Storch SE’s holdings in Starbucks were worth $10,853,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Game Plan Financial Advisors LLC bought a new position in Starbucks in the second quarter worth $25,000. Transce3nd LLC raised its holdings in Starbucks by 270.3% in the second quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Chelsea Counsel Co. bought a new stake in shares of Starbucks during the second quarter valued at approximately $26,000. MTM Investment Management LLC bought a new stake in shares of Starbucks in the 2nd quarter worth $28,000. Finally, PFS Partners LLC raised its position in Starbucks by 457.4% in the 3rd quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock worth $29,000 after buying an additional 279 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

Starbucks Trading Down 0.6%

Shares of SBUX stock opened at $95.16 on Thursday. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $117.46. The stock has a fifty day simple moving average of $87.73 and a two-hundred day simple moving average of $87.12. The stock has a market capitalization of $108.21 billion, a price-to-earnings ratio of 58.02, a P/E/G ratio of 1.94 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.03). The business had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. Starbucks had a net margin of 4.99% and a negative return on equity of 31.32%. The business’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Research analysts predict that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a $0.62 dividend. The ex-dividend date is Friday, February 13th. This represents a $2.48 dividend on an annualized basis and a yield of 2.6%. Starbucks’s dividend payout ratio (DPR) is 151.22%.

Insiders Place Their Bets

In related news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was purchased at an average cost of $85.00 per share, with a total value of $994,500.00. Following the transaction, the director directly owned 53,096 shares of the company’s stock, valued at $4,513,160. This trade represents a 28.26% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.09% of the company’s stock.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Revenue beat and sales rebound — Starbucks reported $9.92B in revenue (above estimates) and the company said global comparable store sales rose ~4%, with U.S. comps and transactions improving for the first time in quarters, which fueled optimism about the turnaround. Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
• Positive Sentiment: Operational traction — Management says the “Back to Starbucks” plan is ahead of schedule; tech and staffing fixes have eased mobile-order bottlenecks and produced the first U.S. transaction growth in two years. This underpins confidence that traffic gains can sustain revenue. Tech overhaul helps Starbucks post first U.S. transaction growth in two years
• Positive Sentiment: Digital strategy highlighted — Management flagged digital platforms as a core part of the next turnaround phase, which could lift customer frequency and lifetime value if execution continues. Starbucks Says Digital Platforms Are Key Piece of Turnaround Strategy
• Neutral Sentiment: Guidance is mixed — Starbucks set FY‑2026 EPS guidance of $2.15–$2.40, which overlaps consensus but sits toward the low side; investors are parsing whether revenue momentum will translate to margin recovery. Starbucks Reports Q1 Fiscal Year 2026 Results
• Neutral Sentiment: Analyst reaction and valuation debate — Some outlets and commentators (including a price‑target move from Mizuho and bullish TV commentary) pushed buying interest, but SBUX’s premium valuation raises the bar for continued rallies. Mizuho Boosts Starbucks Price Target
• Negative Sentiment: EPS miss and margin pressure — EPS of $0.56 missed consensus by a few cents and Starbucks disclosed ongoing margin headwinds from investments and input costs, which tempers enthusiasm despite the revenue beat. Starbucks (SBUX) Misses Q1 Earnings Estimates
• Negative Sentiment: Corporate-cost optics — Starbucks removed the $250k cap on CEO Brian Niccol’s use of the company jet citing security, a change some investors view as an avoidable incremental cost/PR risk. Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns
• Negative Sentiment: Legal scrutiny — Shareholder law firm Johnson Fistel launched an investigation into potential board fiduciary breaches, adding regulatory/legal overhang and potential distraction for management. Legal Investigation Launched: Johnson Fistel Scrutinizes Starbucks

Wall Street Analysts Forecast Growth

SBUX has been the topic of several research reports. Zacks Research cut Starbucks from a “hold” rating to a “strong sell” rating in a research report on Monday, December 29th. Morgan Stanley set a $105.00 price target on Starbucks and gave the company an “overweight” rating in a report on Monday, October 20th. Piper Sandler lowered their target price on shares of Starbucks from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, October 30th. William Blair raised Starbucks from a “market perform” rating to an “outperform” rating in a research note on Thursday, January 22nd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Starbucks in a research report on Thursday, October 30th. Eighteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $103.50.

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.