Osmosis Investment Management UK Ltd Purchases Shares of 34,405 Starbucks Corporation $SBUX

Osmosis Investment Management UK Ltd purchased a new position in Starbucks Corporation (NASDAQ:SBUX) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 34,405 shares of the coffee company’s stock, valued at approximately $3,516,000.

Other hedge funds have also recently modified their holdings of the company. Sanctuary Advisors LLC purchased a new position in shares of Starbucks in the second quarter valued at about $22,763,000. Biondo Investment Advisors LLC purchased a new stake in shares of Starbucks during the second quarter worth about $6,400,000. Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of Starbucks in the second quarter worth about $80,242,000. Meiji Yasuda Asset Management Co Ltd. bought a new stake in shares of Starbucks in the second quarter worth about $2,673,000. Finally, Mission Financial Group LLC purchased a new position in Starbucks during the 2nd quarter valued at about $255,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Seasonal promotions are supporting the turnaround. Starbucks launched its fall menu and Pumpkin Spice Latte season, while the limited-time Unicorn Frappuccino reportedly generated the company’s highest sales weekend on record and lifted traffic 28.5% above a typical Saturday. New offerings, including the Blueberry Matcha Daily Fiber Bar, are also intended to drive visits and strengthen the “Back to Starbucks” strategy. Starbucks Unicorn Frappuccino drives biggest sales weekend ever
• Positive Sentiment: Analyst sentiment remains constructive. Baird initiated coverage with an Outperform rating and a $124 price target, implying additional upside based on expectations for improved traffic, margin recovery and continued execution of the turnaround. Starbucks has also reported better-than-expected recent earnings and maintained fiscal 2026 EPS guidance of $2.55–$2.65. Baird sees upside for Starbucks
• Neutral Sentiment: Corporate restructuring continues. Starbucks plans to eliminate more than 200 Seattle-area corporate positions and shift some roles to Nashville. The cuts could reduce costs and streamline operations, but they also highlight ongoing execution challenges and may create transition or morale risks. Starbucks is cutting more than 200 jobs
• Negative Sentiment: Labor conflict is the main near-term overhang. Starbucks Workers United is urging more than 12,000 unionized baristas and customers to boycott the chain during the Pumpkin Spice Latte launch until management reaches a contract agreement. The financial impact depends on participation, but a sustained boycott could undermine the traffic gains investors are watching and add reputational and labor costs. Starbucks union calls for boycott

Analysts Set New Price Targets

A number of research analysts have commented on the company. The Goldman Sachs Group lowered Starbucks from a “neutral” rating to a “neutral” rating in a research report on Thursday, May 14th. Morgan Stanley cut Starbucks from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Needham & Company LLC set a $120.00 target price on Starbucks in a report on Tuesday, August 18th. Piper Sandler reaffirmed an “overweight” rating and issued a $110.00 price target on shares of Starbucks in a research note on Wednesday, April 29th. Finally, Sanford C. Bernstein lowered Starbucks from an “outperform” rating to a “market perform” rating in a research note on Monday, August 3rd. Nineteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $110.30.

Starbucks Price Performance

SBUX stock opened at $105.76 on Wednesday. Starbucks Corporation has a 1 year low of $77.99 and a 1 year high of $110.51. The firm has a 50-day moving average of $104.65 and a 200 day moving average of $100.59. The company has a market cap of $120.57 billion, a P/E ratio of 60.78, a PEG ratio of 1.86 and a beta of 0.97.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.19. Starbucks had a negative return on equity of 34.10% and a net margin of 5.17%.The business had revenue of $9.32 billion for the quarter, compared to analysts’ expectations of $9.17 billion. During the same period in the previous year, the firm posted $0.50 EPS. The business’s revenue was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, equities research analysts expect that Starbucks Corporation will post 2.64 earnings per share for the current fiscal year.

Starbucks Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a dividend of $0.62 per share. The ex-dividend date is Friday, August 14th. This represents a $2.48 annualized dividend and a dividend yield of 2.3%. Starbucks’s payout ratio is currently 142.53%.

Insider Buying and Selling at Starbucks

In related news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total value of $236,251.71. Following the sale, the chief executive officer directly owned 75,135 shares of the company’s stock, valued at $7,963,558.65. This represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,687 shares of company stock worth $681,663 in the last 90 days. Insiders own 0.03% of the company’s stock.

Starbucks 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.