WoodTrust Financial Corp Increases Stock Holdings in Starbucks Corporation $SBUX

WoodTrust Financial Corp lifted its position in Starbucks Corporation (NASDAQ:SBUX) by 9.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,359 shares of the coffee company’s stock after buying an additional 6,629 shares during the quarter. WoodTrust Financial Corp’s holdings in Starbucks were worth $6,346,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Collier Financial purchased a new stake in shares of Starbucks in the third quarter worth about $25,000. Rachor Investment Advisory Services LLC purchased a new stake in shares of Starbucks in the fourth quarter worth about $25,000. Y.D. More Investments Ltd purchased a new stake in shares of Starbucks in the third quarter worth about $26,000. Kelleher Financial Advisors purchased a new stake in shares of Starbucks in the third quarter worth about $27,000. Finally, JPL Wealth Management LLC purchased a new stake in shares of Starbucks in the third quarter worth about $27,000. 72.29% of the stock is owned by hedge funds and other institutional investors.

Starbucks Stock Performance

SBUX traded down $1.18 on Thursday, reaching $104.32. The company had a trading volume of 876,557 shares, compared to its average volume of 8,768,953. The business has a 50 day simple moving average of $96.34 and a 200 day simple moving average of $90.85. The company has a market cap of $118.85 billion, a price-to-earnings ratio of 86.24, a P/E/G ratio of 2.08 and a beta of 0.95. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $107.27.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.06. Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The business had revenue of $9.53 billion for the quarter, compared to analysts’ expectations of $9.09 billion. During the same period last year, the business earned $0.41 earnings per share. The business’s quarterly revenue was up 8.8% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, equities research analysts predict that Starbucks Corporation will post 2.31 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Shareholders of record on Friday, May 15th will be given a dividend of $0.62 per share. This represents a $2.48 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Friday, May 15th. Starbucks’s dividend payout ratio (DPR) is presently 187.88%.

Insider Buying and Selling

In other news, CEO Brady Brewer sold 1,641 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 $159,373.92. Following the transaction, the chief executive officer 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was 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 in the company, valued at $5,789,226.08. This represents a 4.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,958 shares of company stock worth $667,464 over the last quarter. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Guggenheim reaffirmed a “neutral” rating and issued a $97.00 target price (up from $95.00) on shares of Starbucks in a research note on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Starbucks in a research note on Wednesday, April 22nd. Morgan Stanley raised their target price on shares of Starbucks from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday. Tigress Financial assumed coverage on shares of Starbucks in a research note on Wednesday, April 15th. They issued a “buy” rating and a $122.00 target price on the stock. Finally, BTIG Research raised their target price on shares of Starbucks from $105.00 to $115.00 and gave the company a “buy” rating in a research note on Wednesday. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Starbucks currently has a consensus rating of “Moderate Buy” and a consensus target price of $106.93.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Q2 beat and guidance lift — Starbucks reported $0.50 EPS and $9.53B revenue, topped estimates and raised FY‑2026 guidance (EPS 2.25–2.45). The results signaled an inflection in the turnaround and are the primary catalyst for the rally. Starbucks Reports Q2 Fiscal Year 2026 Results
• Positive Sentiment: Traffic and comps recovery — Global comps rose ~6%, driven by a strong U.S. rebound (U.S. comps notably strong), indicating the company’s service, staffing and loyalty changes are restoring demand. Reuters: Starbucks tops quarterly sales estimates
• Positive Sentiment: Analyst momentum — Several firms raised price targets and ratings after the quarter, increasing buy-side conviction and providing technical support for the move higher. Wall Street Lifts Starbucks Price Targets
• Neutral Sentiment: Operational tweaks and product strategy — Faster service initiatives (4-minute lines, bulk espresso shots) and new product pushes (Energy Refreshers) support execution but are execution-dependent for sustained margin gains. Yahoo: Starbucks speeds up wait times
• Neutral Sentiment: Corporate moves — A new $100M Nashville hub and HQ adjustments reflect strategic restructuring; long-term costs and benefits are uncertain but signal management commitment to changing operating footprint. Business Insider: Starbucks is heading to Nashville
• Negative Sentiment: Margin pressure — Management’s investment in labor, staffing and store experience boosted traffic but pushed North America operating margins lower; analysts warn profits may lag while revenue recovers. Reuters: Customers returning but profits lag
• Negative Sentiment: Selective analyst caution remains — A few firms kept cautious ratings or see downside vs. current levels despite target lifts; valuation (high P/E) and execution risk could temper further upside. WSJ: Starbucks sales rebound coverage

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.