Tcfg Wealth Management LLC Makes New $4.42 Million Investment in Starbucks Corporation $SBUX

Tcfg Wealth Management LLC acquired a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the third quarter, Holdings Channel reports. The institutional investor acquired 52,211 shares of the coffee company’s stock, valued at approximately $4,417,000. Starbucks comprises 1.1% of Tcfg Wealth Management LLC’s portfolio, making the stock its 18th largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of SBUX. Brighton Jones LLC increased its stake in shares of Starbucks by 86.5% during the fourth quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company’s stock worth $16,126,000 after buying an additional 81,952 shares during the period. Schnieders Capital Management LLC. raised its holdings in shares of Starbucks by 47.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 3,642 shares of the coffee company’s stock valued at $334,000 after purchasing an additional 1,164 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its position in shares of Starbucks by 3.3% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 6,883 shares of the coffee company’s stock worth $631,000 after purchasing an additional 220 shares during the last quarter. Empowered Funds LLC grew its stake in shares of Starbucks by 12.5% during the second quarter. Empowered Funds LLC now owns 56,052 shares of the coffee company’s stock worth $5,136,000 after purchasing an additional 6,226 shares in the last quarter. Finally, Wealthspire Advisors LLC increased its holdings in Starbucks by 5.4% in the second quarter. Wealthspire Advisors LLC now owns 95,370 shares of the coffee company’s stock valued at $8,739,000 after buying an additional 4,848 shares during the last quarter. 72.29% of the stock is owned by institutional investors and hedge funds.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Improving store traffic and upbeat longer-term narratives support the bull case that Starbucks can regain top-line momentum. Could Buying Starbucks Stock Today Set You Up for Life?
• Positive Sentiment: Some coverage argues the recent pullback creates a buying opportunity given traffic gains, although those gains are coming with margin pressure. Down Almost 9% in 1 Week, Is This Your Chance to Buy Starbucks Stock?
• Neutral Sentiment: Industry reports show Europe’s coffee market is expanding, a tailwind for global players like Starbucks but not an immediate earnings driver. Europe Coffee Market Share Analysis and Growth Forecasts (2026-2031)
• Neutral Sentiment: Smaller rivals such as Blank Street are gaining attention and could pressure share in targeted segments, but the competitive threat is gradual. Starbucks is cut at RBC with the risk-reward profile seen as balanced
• Negative Sentiment: RBC Capital downgraded SBUX to Sector Perform, citing large incremental labor and investment costs (>$500M+ outlook) and an unclear margin recovery — a direct catalyst for selling pressure. Starbucks Stock Downgraded. Surging Labor Costs Are a Problem.
• Negative Sentiment: Shareholders are pushing to remove board members over stalled union talks and perceived weak labor oversight, raising governance and execution risk. Shareholder Push Puts Starbucks Board Oversight And Valuation Under Scrutiny
• Negative Sentiment: Analysts and outlets highlight escalating labor concerns and potential additional investments, which threaten margins and are cited as reasons for recent downgrades and the stock’s weakness. Analysts Concerned About Starbucks Labor Issues, Starbucks Stock (NASDAQ:SBUX) Drops
• Negative Sentiment: Broader market headwinds: hotter inflation data and Fed commentary have reduced odds of near-term rate cuts, pressuring risk assets including SBUX. Dimming Hopes for Rate Cuts Drag Down U.S. Stocks

Wall Street Analysts Forecast Growth

SBUX has been the subject of several analyst reports. Evercore reaffirmed an “outperform” rating on shares of Starbucks in a research report on Wednesday, January 28th. Barclays set a $116.00 price target on shares of Starbucks and gave the company an “overweight” rating in a research note on Friday, January 30th. UBS Group restated a “neutral” rating on shares of Starbucks in a report on Friday, January 30th. Citigroup cut their price target on shares of Starbucks from $94.00 to $92.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Finally, BTIG Research reissued a “buy” rating and issued a $105.00 price target on shares of Starbucks in a research report on Thursday, January 29th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $103.81.

Starbucks Stock Performance

Shares of SBUX opened at $92.66 on Thursday. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $104.82. The firm has a 50-day simple moving average of $95.78 and a 200-day simple moving average of $88.49. The company has a market capitalization of $105.57 billion, a price-to-earnings ratio of 76.58, a price-to-earnings-growth ratio of 2.17 and a beta of 0.93.

Starbucks (NASDAQ:SBUX) last released its earnings results 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 during the quarter, compared to analyst estimates of $9.62 billion. During the same period in the previous year, the firm posted $0.69 EPS. The company’s revenue for the quarter was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Equities research analysts forecast that Starbucks Corporation will post 2.99 EPS for the current year.

Insider Transactions at Starbucks

In other Starbucks news, CEO Brady Brewer sold 588 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $100.00, for a total value of $58,800.00. Following the completion of the sale, the chief executive officer owned 86,017 shares of the company’s stock, valued at approximately $8,601,700. This trade represents a 0.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Sara Kelly sold 2,500 shares of the stock in a transaction dated Thursday, March 5th. The shares were 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 $5,789,226.08. This represents a 4.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,729 shares of company stock valued at $460,974. 0.03% of the stock is owned by insiders.

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.