Starbucks (NASDAQ:SBUX) Issues FY 2026 Earnings Guidance

Starbucks (NASDAQ:SBUX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.150-2.400 for the period, compared to the consensus estimate of 2.340. The company issued revenue guidance of -.

Starbucks Stock Down 0.6%

Shares of SBUX stock opened at $95.72 on Wednesday. The company’s fifty day simple moving average is $87.50 and its two-hundred day simple moving average is $87.07. Starbucks has a 52 week low of $75.50 and a 52 week high of $117.46. The stock has a market cap of $108.84 billion, a P/E ratio of 58.37, a PEG ratio of 2.03 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last posted its earnings results on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). The firm had revenue of $9.92 billion during the quarter, compared to analysts’ expectations of $9.62 billion. Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, analysts anticipate that Starbucks will post 2.99 EPS for the current fiscal year.

Starbucks Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Friday, February 13th. Starbucks’s dividend payout ratio is currently 151.22%.

Analyst Upgrades and Downgrades

Several research firms recently commented on SBUX. Weiss Ratings reiterated a “hold (c-)” rating on shares of Starbucks in a research report on Monday, December 29th. Dbs Bank cut Starbucks from a “hold” rating to a “strong sell” rating in a report on Friday, November 7th. BMO Capital Markets reissued an “outperform” rating on shares of Starbucks in a research report on Thursday, October 30th. Citigroup upgraded Starbucks from a “neutral” rating to a “positive” rating in a report on Thursday, January 15th. Finally, Zacks Research lowered shares of Starbucks from a “hold” rating to a “strong sell” rating in a research note on Monday, December 29th. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $103.19.

Insider Activity at Starbucks

In related news, Director Jorgen Vig Knudstorp purchased 11,700 shares of the firm’s stock in a transaction dated Monday, November 10th. The stock was purchased at an average price of $85.00 per share, with a total value of $994,500.00. Following the completion of the purchase, the director owned 53,096 shares of the company’s stock, valued at approximately $4,513,160. The trade was a 28.26% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 0.09% of the company’s stock.

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Mizuho raised its price target on SBUX from $86 to $95 (maintained Neutral). The lift in the target supports near‑term confidence in the turnaround narrative. Mizuho Boosts Starbucks Price Target to $95.00
• Positive Sentiment: bullish coverage and commentary highlight early traction for Niccol’s “Back to Starbucks” plan (store experience, training) and have helped push SBUX higher in 2026. These narratives underpin investor willingness to reward execution. Are Investors Buying the Starbucks Turnaround Plan?
• Neutral Sentiment: Options traders are pricing in an ~8% move around the Q1 report, indicating elevated short‑term volatility irrespective of direction — investors should expect bigger swings on the print. Options Traders Expect Big Move Ahead of Earnings
• Neutral Sentiment: Multiple previews (Seeking Alpha, Benzinga, UBS commentary) flag sales momentum but predict an earnings dip (margins under watch), so the report will likely be a near‑term catalyst rather than a clear directional signal. Starbucks Q1 Preview
• Negative Sentiment: Governance optics: Starbucks removed a prior ~$250k annual cap on CEO Brian Niccol’s private jet use citing security, and media coverage of the policy change is raising questions about optics and oversight. That can pressure sentiment among governance‑focused investors. Starbucks Removes Cap on CEO’s Private Jet Use
• Negative Sentiment: Operational/reputation risk: a reported store sanitation incident (maggots) and employee‑related accounts of firings have sparked negative headlines — potential near‑term reputational pressure for the brand. Maggots Incident Coverage
• Negative Sentiment: Analyst caution: Jefferies and others warn that new “Green Apron” investments could pressure margins in the near term — feeding downside risk if revenue/profitability in the report disappoint. Jefferies Sees Downside From Investments

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Kelleher Financial Advisors bought a new position in shares of Starbucks during the third quarter valued at approximately $27,000. JPL Wealth Management LLC purchased a new stake in Starbucks during the third quarter worth $27,000. Wealth Watch Advisors INC bought a new stake in Starbucks during the 3rd quarter valued at $34,000. Measured Wealth Private Client Group LLC bought a new stake in Starbucks during the 3rd quarter valued at $41,000. Finally, Rakuten Securities Inc. increased its holdings in shares of Starbucks by 55.1% in the 2nd quarter. Rakuten Securities Inc. now owns 549 shares of the coffee company’s stock valued at $50,000 after acquiring an additional 195 shares during the period. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Company 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.