Starbucks’ (SBUX) “Buy” Rating Reiterated at BTIG Research

BTIG Research reiterated their buy rating on shares of Starbucks (NASDAQ:SBUX) in a report issued on Thursday,Benzinga reports. They currently have a $105.00 price objective on the coffee company’s stock.

Several other equities analysts have also issued reports on the company. Bank of America lifted their price target on Starbucks from $106.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $95.00) on shares of Starbucks in a research note on Wednesday, January 7th. Wall Street Zen upgraded Starbucks from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. TD Cowen reissued a “hold” rating and issued a $84.00 target price on shares of Starbucks in a report on Monday, December 1st. Finally, Morgan Stanley set a $105.00 price target on shares of Starbucks and gave the company an “overweight” rating in a research note on Monday, October 20th. Seventeen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $103.15.

Starbucks Stock Up 1.9%

SBUX stock opened at $97.62 on Thursday. Starbucks has a 12 month low of $75.50 and a 12 month high of $117.46. The firm has a market cap of $111.00 billion, a P/E ratio of 59.52, a P/E/G ratio of 2.06 and a beta of 0.97. The company’s 50-day moving average price is $87.00 and its two-hundred day moving average price is $87.11.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Wednesday, October 29th. The coffee company reported $0.52 earnings per share for the quarter, missing analysts’ consensus estimates of $0.55 by ($0.03). The firm had revenue of $9.57 billion for the quarter, compared to the consensus estimate of $9.41 billion. Starbucks had a negative return on equity of 31.32% and a net margin of 4.99%.The business’s revenue was up 5.5% on a year-over-year basis. During the same period last year, the company posted $0.80 EPS. Equities analysts predict that Starbucks will post 2.99 EPS for the current year.

Starbucks Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Friday, February 13th. Starbucks’s payout ratio is 151.22%.

Insider Transactions at Starbucks

In other Starbucks news, Director Jorgen Vig Knudstorp bought 11,700 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were acquired at an average cost of $85.00 per share, for a total transaction of $994,500.00. Following the transaction, the director directly owned 53,096 shares in the company, valued at approximately $4,513,160. This represents a 28.26% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.09% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Starbucks

Several large investors have recently modified their holdings of SBUX. Norges Bank acquired a new stake in Starbucks in the second quarter valued at $1,246,316,000. Capital Research Global Investors grew its position in shares of Starbucks by 11.4% in the 3rd quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock valued at $7,229,968,000 after buying an additional 8,774,198 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Starbucks by 146.6% in the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock valued at $553,201,000 after buying an additional 3,596,014 shares during the period. Capital International Investors raised its position in shares of Starbucks by 22.5% during the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock worth $1,243,104,000 after acquiring an additional 2,699,479 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in shares of Starbucks by 80.6% in the third quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company’s stock worth $433,923,000 after acquiring an additional 2,277,792 shares during the period. Institutional investors own 72.29% of the company’s stock.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: BofA raised its price target to $114, signaling stronger analyst conviction in Starbucks’ outlook and providing an immediate valuation tailwind for the shares. Bank of America Boosts Starbucks Price Target to $114
• Positive Sentiment: BTIG reaffirmed a “buy” rating with a $105 target, adding to analyst support that helps sustain recent investor momentum. BTIG Reaffirms Buy on Starbucks
• Positive Sentiment: Starbucks announced an Investor Day for Jan. 29 where management (CEO Brian Niccol and CFO Cathy Smith) will unveil long-term strategy and answer questions — a catalyst that can reset investor expectations if management provides credible margin or growth targets. Starbucks to Host 2026 Investor Day
• Positive Sentiment: Operational initiatives — described as “coffeehouse coaches” — are being credited with improving store execution and easing labor tensions, a constructive sign for same-store sales and throughput. Coffeehouse Coaches Give Starbucks Stock a Boost
• Neutral Sentiment: Analyst and media coverage notes a strong year-to-date rally in SBUX; coverage frames the move as momentum ahead of earnings rather than a confirmed turnaround. This buoyancy can attract momentum traders but raises expectations. Starbucks Huge 2026 Rally
• Neutral Sentiment: Zacks previews ahead of Q1 earnings provide consensus estimates and key metrics to watch (traffic, AUVs, margin trends); these previews are informational but underscore that results will be the immediate catalyst. Ahead of Starbucks Q1 Earnings: Estimates for Key Metrics
• Neutral Sentiment: Zacks and other outlets flag that while traffic and sales are stabilizing, EPS pressure from costs and a premium valuation leave little room for disappointment at the upcoming report. Should You Buy, Sell or Hold Before Q1 Earnings?
• Negative Sentiment: A local “cup kerfuffle” in Tucson drew negative headlines and briefly raised reputational and operational risk questions; while the incident hasn’t halted the rally, it shows headline risk still exists for a consumer-facing brand. Another Cup Kerfuffle Hits Starbucks in Tucson
• Neutral Sentiment: Broader analyst commentary discusses shifting price targets and fair-value assumptions — useful context but not an immediate operational driver. How Changing Analyst Stories Shape Starbucks Price Targets

About Starbucks

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.