Hussman Strategic Advisors Inc. Purchases Shares of 31,500 Starbucks Corporation $SBUX

Hussman Strategic Advisors Inc. purchased a new stake in shares of Starbucks Corporation (NASDAQ:SBUX) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 31,500 shares of the coffee company’s stock, valued at approximately $2,653,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SBUX. Collier Financial acquired a new position in shares of Starbucks during the third quarter worth $25,000. Rachor Investment Advisory Services LLC acquired a new position in shares of Starbucks during the fourth quarter worth $25,000. Y.D. More Investments Ltd acquired a new position in shares of Starbucks during the third quarter worth $26,000. JPL Wealth Management LLC acquired a new position in shares of Starbucks during the third quarter worth $27,000. Finally, Kelleher Financial Advisors acquired a new position in shares of Starbucks during the third quarter worth $27,000. 72.29% of the stock is owned by institutional investors and hedge funds.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Q2 beat-and-raise: Starbucks reported stronger-than-expected revenue and EPS and lifted FY26 guidance, with comps recovering — the primary catalyst for the rally. Starbucks Stock Gains as Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: High-profile endorsement: Jim Cramer and other commentators praised the quarter and improving margins, helping investor confidence in a durable turnaround. Jim Cramer Explains Why Improving Margins Will Make Starbucks Stock Cheap
• Positive Sentiment: “Back to Starbucks” investment showing results: the ~$500M program to simplify service, add staff and speed orders is credited with lifting traffic and loyalty engagement. Starbucks Invested $500 Million in a Turnaround and Now Wall Street Is Drinking Up SBUX Stock
• Neutral Sentiment: Execution improvements (shorter lines, faster pours, rewards tweaks) support growth but need sustained roll-out to lift margins meaningfully. Starbucks speeds up wait times with 4-minute lines…
• Neutral Sentiment: Corporate moves (new Nashville hub, footprint/office shifts) are strategic but not material to near-term top-line momentum. Starbucks is heading to Nashville — and it’s part of a bigger fast-food migration south
• Neutral Sentiment: Insider sale disclosed (EVP sold shares under a pre-arranged 10b5-1 plan) — notable but executed under a trading plan, so not an immediate red flag. Sara Kelly Sells 2,000 Shares of Starbucks (NASDAQ:SBUX) Stock
• Negative Sentiment: Margin pressure remains: higher labor and store-investment costs are constraining profit recovery, so the market will watch operating-margin trends closely. Starbucks customers are coming back. Profits haven’t caught up yet.
• Negative Sentiment: Valuation questions after strong run: some analysts warn the stock’s rapid gain may have priced in much of the turnaround, raising downside risk if margins lag. Has Starbucks (SBUX) Run Too Far After Its 32% One Year Share Price Gain?

Wall Street Analyst Weigh In

A number of research analysts have recently commented on SBUX shares. Evercore boosted their target price on shares of Starbucks from $110.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. BNP Paribas Exane boosted their target price on shares of Starbucks from $84.00 to $87.00 and gave the stock an “underperform” rating in a research report on Wednesday. JPMorgan Chase & Co. boosted their target price on shares of Starbucks from $95.00 to $100.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Wells Fargo & Company reissued an “overweight” rating and set a $115.00 target price (up from $110.00) on shares of Starbucks in a research report on Wednesday. Finally, TD Cowen reissued a “hold” rating and set a $106.00 target price (up from $96.00) on shares of Starbucks in a research report on Wednesday. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $106.93.

Starbucks Price Performance

SBUX stock opened at $105.90 on Friday. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $107.52. The firm has a fifty day moving average price of $96.53 and a two-hundred day moving average price of $91.03. The firm has a market cap of $120.65 billion, a price-to-earnings ratio of 80.23, a PEG ratio of 2.17 and a beta of 1.02.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, topping the consensus estimate of $0.44 by $0.06. The business had revenue of $9.53 billion during the quarter, compared to analyst estimates of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The company’s quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.41 earnings per share. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, analysts expect that Starbucks Corporation will post 2.4 EPS for the current fiscal year.

Starbucks Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a dividend of $0.62 per share. The ex-dividend date is Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.3%. Starbucks’s dividend payout ratio is currently 187.88%.

Insider Activity

In other news, EVP Sara Kelly sold 2,500 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the transaction, the executive vice president owned 59,609 shares in the company, valued at approximately $5,789,226.08. This represents a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Brady Brewer sold 1,641 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $159,373.92. Following the transaction, the chief executive officer owned 86,605 shares of the company’s stock, valued at $8,411,077.60. This represents a 1.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 8,958 shares of company stock valued at $877,464 in the last 90 days. Insiders own 0.03% of the company’s stock.

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.