CSM Advisors LLC Cuts Holdings in Starbucks Corporation $SBUX

CSM Advisors LLC reduced its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 72.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 19,650 shares of the coffee company’s stock after selling 50,685 shares during the period. CSM Advisors LLC’s holdings in Starbucks were worth $1,661,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of SBUX. Transce3nd LLC increased its stake in shares of Starbucks by 270.3% in the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock valued at $25,000 after purchasing an additional 200 shares in the last quarter. Collier Financial purchased a new position in Starbucks during the third quarter worth approximately $25,000. Y.D. More Investments Ltd acquired a new stake in Starbucks in the third quarter valued at approximately $26,000. MTM Investment Management LLC acquired a new stake in Starbucks in the second quarter valued at approximately $28,000. Finally, Kelleher Financial Advisors purchased a new stake in shares of Starbucks in the third quarter valued at approximately $27,000. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on SBUX shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Starbucks in a research note on Monday, December 29th. New Street Research set a $90.00 price target on shares of Starbucks in a report on Tuesday, January 27th. Citigroup reduced their price objective on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Wells Fargo & Company set a $110.00 price objective on shares of Starbucks in a report on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $113.00 target price on shares of Starbucks in a research report on Thursday, January 29th. Seventeen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Starbucks has a consensus rating of “Moderate Buy” and an average target price of $104.22.

Starbucks Stock Performance

NASDAQ:SBUX opened at $97.82 on Tuesday. Starbucks Corporation has a one year low of $75.50 and a one year high of $104.82. The stock has a market cap of $111.45 billion, a PE ratio of 80.84, a P/E/G ratio of 2.21 and a beta of 0.93. The stock has a 50 day moving average price of $95.50 and a 200 day moving average price of $88.39.

Starbucks (NASDAQ:SBUX) last released 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). The company had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period last year, the firm posted $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, analysts predict that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Seasonal and limited-time offers (like Starbucks’ Pumpkin Spice) remain powerful traffic drivers for retailers and restaurants, reinforcing Starbucks’ ability to monetize recurring product cycles and drive same-store traffic. Coca‑Cola brings exclusive new soda to Walmart
• Positive Sentiment: Technical momentum measures have spiked this week after public pushback against a sugar-safety probe, suggesting short-term buying interest and improved market sentiment around the coffee category. That can support near-term stock strength. Starbucks’ Momentum Score Spikes
• Neutral Sentiment: Starbucks is showing up in Nasdaq retail conversations, which raises visibility among index/ETF flows but doesn’t guarantee fundamentals will change. Attention can help liquidity but is mixed for valuation pressure. Starbucks Emerges In Nasdaq Index Retail Conversations
• Neutral Sentiment: Industry reviews of Q4 2025 performance place Starbucks among notable chains in the winners/losers conversation — useful competitive context but not an immediate stock catalyst on its own. Q4 2025’s restaurant winners and losers
• Neutral Sentiment: Guggenheim kept a Neutral rating but adjusted its forecasts and modestly raised the price target — a vote of cautious confidence that may temper both bullish and bearish moves until guidance clarity improves. Guggenheim Maintains Neutral Rating on Starbucks
• Negative Sentiment: A reported data breach occurred about six weeks ago; initial reports say customers were largely unaffected, but any breach raises operational and reputational risk and can create short-term selling pressure. Data Breach Hits Starbucks
• Negative Sentiment: Fundamentals: Starbucks missed EPS last quarter (reported $0.56 vs. $0.59 est.), posted modest revenue growth, and carries a high P/E multiple — factors that increase sensitivity to execution risk and likely weigh on the stock until earnings or guidance outperformance arrives.

Insider Buying and Selling at Starbucks

In related news, CEO Brady Brewer sold 1,641 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $159,373.92. Following the completion of the sale, the chief executive officer directly owned 86,605 shares in the company, valued at approximately $8,411,077.60. This trade represents a 1.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the transaction, 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 SEC filing for this sale provides additional information. In the last quarter, insiders have sold 4,729 shares of company stock worth $460,974. 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.