HF Advisory Group LLC Increases Stake in Starbucks Corporation $SBUX

HF Advisory Group LLC lifted its position in Starbucks Corporation (NASDAQ:SBUX) by 610.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 102,514 shares of the coffee company’s stock after acquiring an additional 88,094 shares during the quarter. HF Advisory Group LLC’s holdings in Starbucks were worth $8,633,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in SBUX. Vanguard Group Inc. lifted its stake in Starbucks by 0.5% in the third quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company’s stock worth $9,596,931,000 after purchasing an additional 577,279 shares during the last quarter. Capital Research Global Investors raised 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 buying an additional 8,774,198 shares during the period. Capital World Investors lifted its stake in shares of Starbucks by 1.9% during the 3rd quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock worth $6,575,430,000 after acquiring an additional 1,462,874 shares during the last quarter. State Street Corp boosted its holdings in Starbucks by 1.2% during the 2nd quarter. State Street Corp now owns 47,513,332 shares of the coffee company’s stock valued at $4,353,647,000 after acquiring an additional 544,534 shares during the period. Finally, Capital International Investors grew its position in Starbucks by 22.5% in 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 acquiring an additional 2,699,479 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.

Insider Transactions at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the firm’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 value of $242,800.00. Following the completion of the sale, the executive vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Brady Brewer sold 588 shares of Starbucks stock in a transaction on Monday, March 9th. The stock was sold at an average price of $100.00, for a total transaction of $58,800.00. Following the completion of the transaction, the chief executive officer directly owned 86,017 shares in the company, valued at $8,601,700. This represents a 0.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 4,729 shares of company stock worth $460,974 over the last 90 days. Company insiders own 0.03% of the company’s stock.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Governance changes and a new Nashville corporate office signal management momentum on the turnaround plan; management said it’s ahead of schedule, which supports confidence in operational execution. Starbucks Governance Shifts And Nashville Office Put Turnaround In Focus
• Positive Sentiment: Brand/marketing activation at Coachella (Unicorn Frappuccino, matcha, cold brew on-site) may help spring traffic and drive social buzz — a near-term comp benefit and PR win. Starbucks to Unleash Unicorn Frappuccino at Coachella
• Neutral Sentiment: Citizens Jmp has initiated coverage on SBUX (new analyst coverage can increase attention and liquidity but impact depends on the view published). Citizens Jmp Begins Coverage on Starbucks (NASDAQ:SBUX)
• Neutral Sentiment: Articles from Zacks/Yahoo and TipRanks note strong investor interest and a visible turnaround — but several argue much of the improvement may already be priced in, suggesting limited upside absent stronger beat-and-raise results. Is Trending Stock Starbucks Corporation (SBUX) a Buy Now? Is Trending Stock Starbucks Corporation (SBUX) a Buy Now? (Zacks) Starbucks (SBUX) Turnaround Looks Real, but the Easy Money May Be Gone
• Neutral Sentiment: Restaurant-industry moves (e.g., First Watch leadership changes) are background noise for sector trends but not directly material to Starbucks. First Watch cuts its COO
• Negative Sentiment: BNP Paribas Exane’s move to a “strong sell” rating is a notable negative signal from the sell-side and could pressure sentiment/flows if other brokers follow. Zacks.com (BNP Paribas Exane strong sell note)
• Negative Sentiment: Critical analysis pieces argue Starbucks’ financials and valuation leave little margin for error — negative press can weigh on investor confidence until stronger results arrive. Starbucks: The Financial Brew Sours
• Negative Sentiment: Competitive pressure: McDonald’s push to capture a large beverage opportunity with expanded McCafé rollouts, plus rivals like Shake Shack building loyalty/tech, could pressure market share or margin over time. Can McDonald’s Tap a $100B Beverage Opportunity in 2026? Shake Shack Leans on Loyalty Program and Tech to Drive Growth

Starbucks Stock Up 0.9%

Starbucks stock opened at $90.43 on Thursday. The business has a fifty day moving average of $95.65 and a two-hundred day moving average of $88.90. The firm has a market cap of $103.03 billion, a P/E ratio of 74.74, a P/E/G ratio of 2.00 and a beta of 0.95. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $104.82.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings data 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 company 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 earned $0.69 earnings per share. The company’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. Equities analysts expect that Starbucks Corporation will post 2.99 earnings per share for the current year.

Analyst Upgrades and Downgrades

SBUX has been the subject of several research analyst reports. BTIG Research reiterated a “buy” rating and set a $105.00 target price on shares of Starbucks in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $113.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Mizuho lifted their price objective on shares of Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a report on Monday, January 26th. UBS Group restated a “neutral” rating on shares of Starbucks in a research note on Friday, January 30th. Finally, Royal Bank Of Canada lowered shares of Starbucks from an “outperform” rating to a “sector perform” rating and set a $105.00 target price on the stock. in a research report on Tuesday, March 17th. 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 data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $103.07.

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.