Compound Planning Inc. Reduces Holdings in Starbucks Corporation $SBUX

Compound Planning Inc. lowered its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 21.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,415 shares of the coffee company’s stock after selling 6,393 shares during the period. Compound Planning Inc.’s holdings in Starbucks were worth $2,098,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Oak Thistle LLC purchased a new stake in shares of Starbucks in the 4th quarter valued at approximately $1,149,000. Wealth Enhancement Trust Services Inc. acquired a new position in shares of Starbucks in the 4th quarter worth approximately $875,000. Third View Private Wealth LLC purchased a new position in shares of Starbucks during the 4th quarter worth approximately $3,135,000. B. Metzler seel. Sohn & Co. AG boosted its position in shares of Starbucks by 36.4% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 88,374 shares of the coffee company’s stock worth $7,442,000 after purchasing an additional 23,589 shares during the period. Finally, Jefferies Financial Group Inc. increased its holdings in Starbucks by 94.5% in the 4th quarter. Jefferies Financial Group Inc. now owns 94,260 shares of the coffee company’s stock valued at $7,938,000 after purchasing an additional 45,794 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Stock Up 0.0%

Shares of SBUX stock opened at $103.25 on Friday. The firm has a 50 day moving average of $102.32 and a two-hundred day moving average of $98.51. The stock has a market capitalization of $117.67 billion, a PE ratio of 78.22, a P/E/G ratio of 2.05 and a beta of 0.98. Starbucks Corporation has a 52 week low of $77.99 and a 52 week high of $109.23.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.06. The business had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The company’s revenue was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.41 earnings per share. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Analysts expect that Starbucks Corporation will post 2.41 EPS for the current fiscal year.

Starbucks Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.62 per share. The ex-dividend date is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.4%. Starbucks’s dividend payout ratio is 187.88%.

Insider Transactions at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,000 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the executive vice president owned 57,653 shares of the company’s stock, valued at $6,053,565. This trade represents a 3.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brady Brewer sold 2,229 shares of Starbucks stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $104.00, for a total value of $231,816.00. Following the completion of the transaction, the chief executive officer owned 77,364 shares of the company’s stock, valued at $8,045,856. The trade was a 2.80% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 8,687 shares of company stock worth $889,033 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on SBUX. Tigress Financial started coverage on Starbucks in a research report on Wednesday, April 15th. They issued a “buy” rating and a $122.00 target price on the stock. Robert W. Baird lifted their price objective on Starbucks from $112.00 to $117.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. UBS Group downgraded Starbucks from a “neutral” rating to a “neutral” rating in a report on Thursday, May 14th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Starbucks in a research note on Wednesday, April 29th. Finally, TD Cowen upgraded Starbucks from a “hold” rating to a “buy” rating and raised their target price for the company from $106.00 to $120.00 in a report on Thursday, May 14th. Nineteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Starbucks currently has an average rating of “Moderate Buy” and an average target price of $109.42.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: UBS said Starbucks is likely to report continued sales momentum in fiscal Q3, pointing to progress in its turnaround efforts and stronger near-term demand trends. Starbucks Sales Momentum Likely Continued in Fiscal Q3, UBS Says
• Positive Sentiment: UBS also said Starbucks’ turnaround strategy could drive U.S. comparable sales above consensus expectations, which supports the bullish case ahead of earnings. Starbucks’ Turnaround Strategy Could Drive US Comparable Sale Upside, UBS Says
• Positive Sentiment: Multiple pre-earnings previews note improving traffic, loyalty momentum, and product innovation, reinforcing expectations that Starbucks may be stabilizing operations. Starbucks Q3 Earnings Ahead: Buy, Sell or Hold the Stock?
• Neutral Sentiment: Wall Street outlook pieces are highlighting upcoming Q3 estimates and key operating metrics, suggesting investors are waiting for the actual earnings report for confirmation. Unveiling Starbucks (SBUX) Q3 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Broader consumer stocks were stronger late Friday, providing a supportive sector backdrop for Starbucks rather than a company-specific catalyst. Sector Update: Consumer Stocks Rise Late Afternoon
• Positive Sentiment: Recent coverage says Starbucks is outperforming the Nasdaq-100 this year, reflecting renewed investor optimism around the stock’s recovery story. Starbucks Is on Track to Beat the Nasdaq-100 for the First Time Since 2022. Is There More Room to Run?

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.