Raiffeisen Bank International AG increased its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 78.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,250 shares of the coffee company’s stock after buying an additional 8,029 shares during the quarter. Raiffeisen Bank International AG’s holdings in Starbucks were worth $1,563,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also bought and sold shares of SBUX. Transce3nd LLC lifted its holdings in shares of Starbucks by 270.3% in the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after acquiring an additional 200 shares during the last quarter. Collier Financial purchased a new position in Starbucks in the 3rd quarter worth $25,000. Y.D. More Investments Ltd bought a new stake in Starbucks in the third quarter worth $26,000. MTM Investment Management LLC purchased a new stake in Starbucks during the second quarter valued at about $28,000. Finally, PFS Partners LLC grew its stake in shares of Starbucks by 457.4% during the third quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock valued at $29,000 after buying an additional 279 shares during the last quarter. 72.29% of the stock is currently owned by institutional investors.
Starbucks News Roundup
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: Morning traffic recovery — several reports note Starbucks is winning back morning customers, supporting higher same-store sales and reinforcing core-store economics that underpin margin recovery. Starbucks Needs You to Buy an Afternoon Refresher WSJ: Starbucks Needs You to Buy an Afternoon Refresher
- Positive Sentiment: Brand/PR boost — company grant to Feed the Children highlights CSR programs (FoodShare) and community engagement, modestly supportive of reputation and long-term brand value. Feed the Children Strengthens Hunger Relief Efforts Through Starbucks FoodShare Capacity Building Grant
- Neutral Sentiment: Valuation/analysis coverage — a DuPont-based valuation piece and buy/hold comparisons (Dutch Bros vs Starbucks) are prompting debate on whether SBUX should be treated as a growth or value story; this sustains analyst activity and trading interest but offers mixed directional signal. Seeking Alpha: 3-Step DuPont Model Fool: Dutch Bros vs. Starbucks
- Neutral Sentiment: Positive same-store anecdotes (e.g., viral cake-pop sales) provide short-term PR but so far haven’t overridden broader concerns. TipRanks: Cake Pop Sales
- Negative Sentiment: India expansion is a drag — multiple reports say Starbucks is expanding store counts and localizing menus in India despite rising losses there; investors worry about margin dilution and cash burn from aggressive rollout. Market Chatter: Starbucks India Expands TipRanks: Ramps Up Expansion in Loss-Making India
- Negative Sentiment: Reassessment/uncertainty in India — follow-up pieces note the company is reconsidering aspects of its India strategy, creating execution risk and short-term stock pressure. TipRanks: Reconsiders the Indian Market
- Negative Sentiment: Corporate governance/labor scrutiny — an investor revolt over labor oversight and board scrutiny raises governance risk and could lead to activism or reputational/headline pressure. Yahoo: Investor Revolt Over Starbucks Labor Oversight
Starbucks Stock Up 1.8%
Starbucks (NASDAQ:SBUX – Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (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 analysts’ expectations of $9.62 billion. During the same period in the previous year, the firm posted $0.69 earnings per share. The firm’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 research analysts anticipate that Starbucks Corporation will post 2.99 earnings per share for the current year.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently weighed in on SBUX shares. Evercore reissued an “outperform” rating on shares of Starbucks in a research note on Wednesday, January 28th. Weiss Ratings reissued a “hold (c-)” rating on shares of Starbucks in a research note on Monday, December 29th. Guggenheim reaffirmed a “buy” rating and issued a $90.00 target price on shares of Starbucks in a research note on Monday, January 26th. BTIG Research reiterated a “buy” rating and set a $105.00 price target on shares of Starbucks in a report on Thursday, January 29th. Finally, New Street Research set a $90.00 price target on shares of Starbucks in a report on Tuesday, January 27th. Eighteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $104.31.
Read Our Latest Report on Starbucks
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.
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