Tcfg Wealth Management LLC Invests $4.42 Million in Starbucks Corporation $SBUX

Tcfg Wealth Management LLC bought a new stake in Starbucks Corporation (NASDAQ:SBUX) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 52,211 shares of the coffee company’s stock, valued at approximately $4,417,000.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its position in Starbucks by 0.5% in the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock valued at $9,596,931,000 after purchasing an additional 577,279 shares during the last quarter. Capital Research Global Investors grew its holdings in shares of Starbucks by 11.4% in the third quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock worth $7,229,968,000 after purchasing an additional 8,774,198 shares during the last quarter. Capital World Investors increased its stake in shares of Starbucks by 1.9% in the third quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock worth $6,575,430,000 after buying an additional 1,462,874 shares during the period. State Street Corp increased its stake in shares of Starbucks by 1.2% in the second quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock worth $4,353,647,000 after buying an additional 544,534 shares during the period. Finally, Capital International Investors raised its holdings in Starbucks by 22.5% during the 3rd quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock valued at $1,243,104,000 after buying an additional 2,699,479 shares during the last quarter. 72.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction 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 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $100.00, for a total transaction of $58,800.00. Following the sale, the chief executive officer owned 86,017 shares in the company, valued at approximately $8,601,700. This trade represents a 0.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 4,729 shares of company stock worth $460,974. 0.03% of the stock is owned by insiders.

Starbucks Price Performance

Shares of SBUX opened at $97.57 on Wednesday. Starbucks Corporation has a one year low of $75.50 and a one year high of $104.82. The company has a 50-day simple moving average of $95.66 and a two-hundred day simple moving average of $88.46. The firm has a market capitalization of $111.16 billion, a PE ratio of 80.64, a price-to-earnings-growth ratio of 2.18 and a beta of 0.93.

Starbucks (NASDAQ:SBUX) last posted its earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The firm had revenue of $9.92 billion for the quarter, compared to analysts’ expectations of $9.62 billion. During the same quarter last year, the company posted $0.69 EPS. The firm’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. Analysts expect that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Europe coffee market growth and rising demand for specialty/sustainable products could support Starbucks’ long‑term revenue expansion in a key region. Research projects the European market to grow in 2026, which is favorable for large incumbents with scale and sustainability programs. Europe Coffee Market Share Analysis and Growth Forecasts (2026-2031) Featuring Nestle, Luigi Lavazza, Starbucks Corp., Strauss Group, Melitta Group and Other Key Players
• Positive Sentiment: Starbucks’ technical momentum score jumped sharply after public defense by Massachusetts’ governor against a high‑profile sugar safety probe — a short‑term PR tailwind that can lift sentiment and flow into the stock. Starbucks’ Momentum Score Spikes As Massachusetts Governor Defends Coffee Chains Against RFK Jr.’s Sugar Safety Probe
• Positive Sentiment: Bullish commentary on Starbucks’ long‑run compounding and dividend profile continues to attract buy‑and‑hold interest; several retail/investor pieces argue SBUX remains a core consumer staple holding. Could Buying Starbucks Stock Today Set You Up for Life?
• Neutral Sentiment: Longer‑term performance comparisons to peers (e.g., McDonald’s) and inclusion in retail index conversations keep SBUX in investors’ screens but don’t change the near‑term growth narrative. If You Had Invested $1,000 in McDonald’s or Starbucks 10 Years Ago, Here’s What You’d Have Now
• Negative Sentiment: RBC cut SBUX, calling its risk/reward balanced — analyst downgrades reduce near‑term demand and can pressure the stock if momentum traders respond. Starbucks is cut at RBC with the risk-reward profile seen as balanced
• Negative Sentiment: Rising competition from fast‑growing specialty chains (Blank Street) and larger food chains launching coffee offerings is cited as a headwind for Starbucks’ market share and traffic. Multiple reports highlight Blank Street’s expansion and market gains. Blank Street Wants To Be Starbucks For Gen Z
• Negative Sentiment: Shareholders are pushing to oust board members over stalled union talks — governance and labor disputes add execution risk and could amplify headline volatility. Starbucks shareholders push to oust board members over stalled union talks
• Negative Sentiment: A reported data breach, even if customer impact appears limited, increases regulatory and reputational risk and can weigh on the stock while details and remediation unfold. Data Breach Hits Starbucks, Leaves Shoppers Untouched: Starbucks Stock (NASDAQ:SBUX) Notches Down

Wall Street Analyst Weigh In

SBUX has been the subject of several analyst reports. Bank of America set a $114.00 price target on shares of Starbucks in a research report on Wednesday, January 21st. TD Cowen reaffirmed a “hold” rating and set a $89.00 price objective (up from $84.00) on shares of Starbucks in a research note on Friday, January 30th. Citigroup dropped their target price on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Piper Sandler reissued an “overweight” rating and issued a $103.00 target price (up from $100.00) on shares of Starbucks in a research note on Friday, January 30th. Finally, Wolfe Research began coverage on Starbucks in a report on Monday, March 9th. They set a “peer perform” rating on the stock. Fifteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $103.81.

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.