Compass Capital Management Inc. Purchases New Position in Starbucks Corporation $SBUX

Compass Capital Management Inc. purchased a new stake in Starbucks Corporation (NASDAQ:SBUX) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 78,633 shares of the coffee company’s stock, valued at approximately $8,036,000.

Several other hedge funds have also recently bought and sold shares of the stock. 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 purchasing an additional 81,952 shares during the period. Schnieders Capital Management LLC. boosted its stake in 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 during the period. Flow Traders U.S. LLC bought a new stake in Starbucks in the 2nd quarter valued at $288,000. Gamco Investors INC. ET AL boosted its stake in Starbucks by 92.8% in the 2nd quarter. Gamco Investors INC. ET AL now owns 5,225 shares of the coffee company’s stock valued at $479,000 after purchasing an additional 2,515 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Starbucks by 7.6% in the 2nd quarter. NewEdge Advisors LLC now owns 112,710 shares of the coffee company’s stock valued at $10,328,000 after buying an additional 7,978 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Brady Brewer sold 2,229 shares of Starbucks stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $105.99, for a total value of $236,251.71. Following the transaction, the chief executive officer directly owned 75,135 shares of the company’s stock, valued at $7,963,558.65. This trade represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 6,687 shares of company stock worth $681,663. Company insiders own 0.03% of the company’s stock.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks is eliminating more than 200 corporate positions as part of a broader restructuring and approximately $2 billion cost-reduction effort. Lower overhead could support profitability if the company maintains service levels and directs more resources toward its stores. The reductions do not involve cafe closures. Starbucks trims corporate ranks as coffeehouse investments deliver
• Positive Sentiment: Recent market commentary highlights Starbucks’ roughly 25% 2026 gain and suggests investors are rewarding its operational reset and investments in the cafe experience. The rally follows the company’s latest quarterly earnings beat, with adjusted EPS of $0.85 versus a $0.66 consensus estimate and revenue above expectations.
• Neutral Sentiment: The restructuring is relocating some corporate operations to a new, approximately $100 million Nashville office. Around 120 Seattle employees reportedly declined the move, while another 104 roles in store design and construction are being eliminated. Management characterizes the actions as part of the restructuring winding down, but the savings and impact on execution remain to be demonstrated. Starbucks cuts another 224 Seattle jobs
• Negative Sentiment: Starbucks continues to face challenges in China, where domestic competitors, shifting consumer preferences and geopolitical tensions are eroding the position of major U.S. brands. China weakness could limit international growth and pressure comparable sales. Why some of America’s biggest brands are losing ground in China
• Negative Sentiment: The stock’s strong performance has also produced a demanding valuation, with the supplied data showing a P/E ratio above 60. Investors may require sustained earnings growth from the turnaround to justify the premium, leaving SBUX vulnerable to disappointment.

Starbucks Stock Performance

SBUX opened at $107.08 on Friday. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $110.51. The firm has a market cap of $122.07 billion, a P/E ratio of 61.54, a price-to-earnings-growth ratio of 1.79 and a beta of 0.97. The business’s fifty day moving average is $104.45 and its 200-day moving average is $100.36.

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, topping the consensus estimate of $0.66 by $0.19. The business had revenue of $9.32 billion during the quarter, compared to analysts’ expectations of $9.17 billion. Starbucks had a net margin of 5.17% and a negative return on equity of 34.10%. Starbucks’s revenue was down 1.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.50 earnings per share. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, research analysts predict that Starbucks Corporation will post 2.64 earnings per share for the current fiscal year.

Starbucks Announces Dividend

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

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on SBUX shares. Needham & Company LLC set a $120.00 target price on Starbucks in a report on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of Starbucks in a research note on Monday, July 20th. Jefferies Financial Group assumed coverage on shares of Starbucks in a research report on Thursday, May 14th. They set a “buy” rating on the stock. Sanford C. Bernstein cut shares of Starbucks from an “outperform” rating to a “market perform” rating in a research note on Monday, August 3rd. Finally, Scotiabank downgraded shares of Starbucks from a “market perform” rating to an “underperform” rating in a report on Thursday, May 14th. Nineteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $110.30.

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.