Goodman Financial Corp Makes New $8.81 Million Investment in Starbucks Corporation $SBUX

Goodman Financial Corp bought a new stake in shares of Starbucks Corporation (NASDAQ:SBUX) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 104,627 shares of the coffee company’s stock, valued at approximately $8,811,000. Starbucks accounts for 1.7% of Goodman Financial Corp’s holdings, making the stock its 27th largest position.

A number of other institutional investors also recently modified their holdings of SBUX. Norway Savings Bank grew its holdings in shares of Starbucks by 1.8% during the 4th quarter. Norway Savings Bank now owns 10,758 shares of the coffee company’s stock valued at $906,000 after acquiring an additional 190 shares in the last quarter. Financial Management Network Inc. raised its holdings in shares of Starbucks by 4.9% during the fourth quarter. Financial Management Network Inc. now owns 2,739 shares of the coffee company’s stock worth $230,000 after acquiring an additional 128 shares in the last quarter. O Keefe Stevens Advisory Inc. raised its holdings in shares of Starbucks by 2.1% during the fourth quarter. O Keefe Stevens Advisory Inc. now owns 12,120 shares of the coffee company’s stock worth $1,021,000 after acquiring an additional 252 shares in the last quarter. Elmwood Wealth Management Inc. boosted its position in Starbucks by 4.3% during the fourth quarter. Elmwood Wealth Management Inc. now owns 4,762 shares of the coffee company’s stock valued at $401,000 after purchasing an additional 195 shares during the last quarter. Finally, Gradient Investments LLC boosted its position in Starbucks by 20.8% during the fourth quarter. Gradient Investments LLC now owns 330,344 shares of the coffee company’s stock valued at $27,818,000 after purchasing an additional 56,965 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company’s stock.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $92.55 on Monday. The stock has a market capitalization of $105.44 billion, a P/E ratio of 76.49, a P/E/G ratio of 2.06 and a beta of 0.93. The business has a 50-day moving average of $96.01 and a two-hundred day moving average of $88.57. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82.

Starbucks (NASDAQ:SBUX) last issued 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). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The company had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. During the same period in the prior year, the company posted $0.69 EPS. The business’s revenue was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, research analysts expect that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Insider Activity at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the transaction, the executive vice president owned 59,609 shares in the company, valued at $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Brady Brewer sold 1,641 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 transaction of $159,373.92. Following the completion of the transaction, the chief executive officer directly owned 86,605 shares in the company, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 4,729 shares of company stock worth $460,974. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Company plans to open 600–650 new stores in FY26, which supports revenue growth and global expansion if execution holds; this is a potential medium-term tailwind. Starbucks Targets 600-650 New Stores in FY26: Is Execution the Key?
• Neutral Sentiment: Analyses note the company’s investment story is shifting as turnaround hopes confront valuation questions — useful context for medium/long-term positioning but not an immediate catalyst. How The Starbucks (SBUX) Investment Story Is Shifting As Turnaround Hopes Meet Valuation Questions
• Neutral Sentiment: Industry reference: Dutch Bros’ loyalty growth highlights the benefits of engagement-driven sales — a reminder that loyalty execution matters across the category. Dutch Bros Loyalty Hits 15M Members: Is Engagement Driving Sales?
• Negative Sentiment: RBC Capital downgraded SBUX, putting near-term pressure on the stock and signaling concerns from a major sell-side firm. RBC Capital downgrades Starbucks (SBUX)
• Negative Sentiment: Customer backlash following the March rewards-program overhaul (three-tier system) risks lower loyalty and transaction frequency if dissatisfaction persists. Starbucks Rewards Backlash Highlights Retail’s Shift Away From Points-Based Loyalty
• Negative Sentiment: Brand and design changes may not be winning back younger customers as intended, raising execution and brand-relevance risks. Starbucks’ Redesigns May Not Pull Youth Market, Starbucks Stock (NASDAQ:SBUX) Drops
• Negative Sentiment: Recent market reaction has been negative (shares down), reflecting the combination of the above headlines plus lingering concerns from the company’s recent EPS miss and high valuation metrics. Starbucks (SBUX) Suffers a Larger Drop Than the General Market: Key Insights

Analyst Upgrades and Downgrades

Several brokerages have weighed in on SBUX. Barclays set a $116.00 target price on Starbucks and gave the stock an “overweight” rating in a research report on Friday, January 30th. Guggenheim reiterated a “neutral” rating and set a $95.00 price target (up from $90.00) on shares of Starbucks in a report on Wednesday, March 4th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $113.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Starbucks in a research report on Wednesday, March 4th. Finally, TD Cowen reiterated a “hold” rating and issued a $89.00 target price (up from $84.00) on shares of Starbucks in a research note on Friday, January 30th. Fifteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $103.81.

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.