MRWM Advisors LLC Sells 5,136 Shares of Starbucks Corporation $SBUX

MRWM Advisors LLC decreased its holdings in Starbucks Corporation (NASDAQ:SBUX) by 55.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,190 shares of the coffee company’s stock after selling 5,136 shares during the quarter. MRWM Advisors LLC’s holdings in Starbucks were worth $353,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Code Waechter LLC lifted its stake in Starbucks by 10.8% in the fourth quarter. Code Waechter LLC now owns 3,122 shares of the coffee company’s stock worth $263,000 after acquiring an additional 304 shares during the period. Farther Finance Advisors LLC lifted its stake in Starbucks by 17.3% in the fourth quarter. Farther Finance Advisors LLC now owns 54,176 shares of the coffee company’s stock worth $4,562,000 after acquiring an additional 7,992 shares during the period. Sunpointe LLC purchased a new stake in Starbucks in the fourth quarter worth $568,000. Assetmark Inc. lifted its stake in Starbucks by 15.2% in the fourth quarter. Assetmark Inc. now owns 391,908 shares of the coffee company’s stock worth $33,003,000 after acquiring an additional 51,740 shares during the period. Finally, Rede Wealth LLC purchased a new stake in Starbucks in the fourth quarter worth $351,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks launched a beta app inside ChatGPT to give personalized drink recommendations (users can tag @Starbucks, describe moods or upload photos to get drink suggestions). This is a strategic push into AI-driven personalization that could increase digital engagement, improve order frequency and deepen loyalty among younger/tech-savvy customers. Starbucks launches beta app in ChatGPT to fuel new drink discovery
• Positive Sentiment: Tigress Financial initiated coverage with a Buy rating and $122 price target (about 24% upside from current levels), providing a notable bullish analyst voice that can support investor sentiment and buying interest. Benzinga
• Positive Sentiment: Starbucks’ Board declared a quarterly cash dividend of $0.62 per share payable May 29 (record May 15). The dividend reinforces cash return to shareholders and can make the stock more attractive to income investors. Starbucks Declares Quarterly Cash Dividend
• Positive Sentiment: Morgan Stanley reiterated a Buy on SBUX, maintaining a supportive institutional view that may help sustain demand from funds that follow that house view. Morgan Stanley Remains a Buy on Starbucks (SBUX)
• Neutral Sentiment: Starbucks scheduled its Q2 FY2026 results release and conference call for April 28 — an upcoming event that will drive volatility and set expectations heading into summer. Starbucks Announces Q2 Fiscal Year 2026 Results Conference Call
• Neutral Sentiment: Jefferies upgraded Starbucks to Hold after the China JV closed and signs of U.S. recovery—an upgrade but less bullish than a buy, so its impact is mixed. Jefferies upgrades Starbucks (SBUX)
• Negative Sentiment: Some coverage highlights potential consumer pushback to AI conveniences — a Fortune piece cautions that AI shopping recommendations may trigger privacy or backlash concerns and that human behavior can be unpredictable, which could limit near-term adoption or invite scrutiny. Starbucks wants you to ask ChatGPT about what coffee to get, right as America boils over with AI backlash vibes

Starbucks Trading Down 0.1%

Shares of Starbucks stock opened at $98.34 on Thursday. The firm has a market capitalization of $112.04 billion, a P/E ratio of 81.27, a P/E/G ratio of 2.19 and a beta of 0.95. The business has a fifty day simple moving average of $95.80 and a two-hundred day simple moving average of $89.70. Starbucks Corporation has a 12 month low of $75.50 and a 12 month high of $104.82.

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

Starbucks Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 annualized dividend and a yield of 2.5%. Starbucks’s dividend payout ratio (DPR) is currently 204.96%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Bank of America set a $114.00 price target on Starbucks in a research note on Wednesday, January 21st. Jefferies Financial Group raised Starbucks from an “underperform” rating to a “hold” rating and raised their price target for the stock from $86.00 to $92.00 in a research note on Monday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price target on shares of Starbucks in a research note on Friday, January 30th. Wolfe Research assumed coverage on Starbucks in a research note on Monday, March 9th. They issued a “peer perform” rating for the company. Finally, Zacks Research raised Starbucks from a “strong sell” rating to a “hold” rating in a research note on Tuesday, January 27th. Sixteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $104.57.

Insider Buying and Selling at Starbucks

In other Starbucks news, CEO Brady Brewer sold 1,641 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $159,373.92. Following the completion of the transaction, the chief executive officer owned 86,605 shares of the company’s stock, 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 filing with the SEC, which can be accessed through this link. Also, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of the transaction, the executive vice president directly owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. This represents a 4.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,370 shares of company stock valued at $608,664 in the last three months. Insiders own 0.03% of the company’s stock.

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.