Starbucks Corporation $SBUX Stake Lessened by Tritonpoint Wealth LLC

Tritonpoint Wealth LLC lessened its stake in shares of Starbucks Corporation (NASDAQ:SBUX) by 12.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 64,892 shares of the coffee company’s stock after selling 8,976 shares during the quarter. Tritonpoint Wealth LLC’s holdings in Starbucks were worth $5,465,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Capital Research Global Investors boosted its stake in Starbucks by 11.4% during 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 purchasing an additional 8,774,198 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Starbucks by 146.6% in the 2nd quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock worth $553,201,000 after buying an additional 3,596,014 shares in the last quarter. Capital International Investors lifted its holdings in shares of Starbucks by 22.5% in the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock valued at $1,243,104,000 after buying an additional 2,699,479 shares during the period. Ameriprise Financial Inc. boosted its stake in Starbucks by 80.6% during the third quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company’s stock valued at $433,923,000 after buying an additional 2,277,792 shares in the last quarter. Finally, Capital World Investors boosted its stake in Starbucks by 1.9% during the third quarter. Capital World Investors now owns 77,720,137 shares of the coffee company’s stock valued at $6,575,430,000 after buying an additional 1,462,874 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: China JV closed with Boyu Capital — Starbucks finalized the joint venture intended to speed disciplined expansion in China and bring in a local partner to help scale stores and operations, which should support long?term growth in a key market. Article Title
• Neutral Sentiment: New U.S. partner incentives announced — Starbucks outlined a package including weekly pay, broader tipping on mobile/card orders, and a performance-based bonus program (up to $1,200/year) aimed at improving service, retention and sales; benefits to revenue are possible but outcome is uncertain. Article Title
• Neutral Sentiment: Operational intent vs. cost — Management frames the moves as part of its “Back to Starbucks” turnaround to fix service and sales trends; investors must balance potential revenue upside from better in-store execution against the program’s roughly $500M scale and execution risk. Article Title
• Negative Sentiment: Near-term stock reaction muted or negative — Despite the announcements, the shares showed little upside and in some reports slipped, suggesting the market is focused on near-term margin pressure, recent EPS misses, and the need for proof the programs lift sales. Article Title
• Negative Sentiment: Execution and margin concerns — Analysts/commentary warn expanded tipping and bonus schemes could backfire or compress margins if service improvements don’t translate to sustained higher sales per store; ongoing union activity adds another execution variable. Article Title

Starbucks Price Performance

Shares of SBUX opened at $90.37 on Friday. The company has a 50-day moving average of $95.40 and a two-hundred day moving average of $88.96. The stock has a market cap of $102.96 billion, a price-to-earnings ratio of 74.69, a PEG ratio of 2.01 and a beta of 0.95. Starbucks Corporation has a one year low of $75.50 and a one year high of $104.82.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings results on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.59 by ($0.03). Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. The firm had revenue of $9.92 billion during the quarter, compared to analysts’ expectations of $9.62 billion. During the same quarter last year, the company posted $0.69 EPS. The firm’s revenue was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Analysts anticipate that Starbucks Corporation will post 2.99 earnings per share for the current year.

Insider Buying and Selling at Starbucks

In other news, CEO Brady Brewer sold 588 shares of Starbucks stock in a transaction on Monday, March 9th. The stock was sold at an average price of $100.00, for a total transaction of $58,800.00. Following the transaction, the chief executive officer owned 86,017 shares in the company, valued at approximately $8,601,700. The trade was a 0.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the transaction, the executive vice president directly owned 59,609 shares in the company, valued at $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 4,729 shares of company stock worth $460,974. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Zacks Research upgraded shares of Starbucks from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 27th. BMO Capital Markets restated an “outperform” rating and set a $120.00 price objective on shares of Starbucks in a research report on Friday, January 30th. Mizuho lifted their price objective on shares of Starbucks from $86.00 to $95.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. UBS Group reiterated a “neutral” rating on shares of Starbucks in a report on Friday, January 30th. Finally, New Street Research set a $90.00 target price on shares of Starbucks in a research note on Tuesday, January 27th. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $103.07.

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.