Emerald Investment Advisers LLC Takes $1.90 Million Position in Starbucks Corporation $SBUX

Emerald Investment Advisers LLC bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 18,622 shares of the coffee company’s stock, valued at approximately $1,903,000.

A number of other hedge funds also recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in Starbucks during the second quarter worth about $8,504,509,000. Norges Bank acquired a new position in shares of Starbucks in the 4th quarter valued at approximately $1,232,650,000. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Starbucks by 65.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 19,447,854 shares of the coffee company’s stock worth $1,637,704,000 after acquiring an additional 7,725,547 shares during the period. Bank of New York Mellon Corp bought a new stake in shares of Starbucks during the 2nd quarter worth approximately $779,790,000. Finally, Capital World Investors boosted its position in shares of Starbucks by 9.0% during the 4th quarter. Capital World Investors now owns 84,727,405 shares of the coffee company’s stock worth $7,135,228,000 after acquiring an additional 7,007,268 shares in the last quarter. Institutional investors own 72.29% of the company’s stock.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks’ coffee strategy is drawing renewed investor attention as management focuses on improving the customer experience, store performance and operational execution. Starbucks Coffee Strategy Draws Fresh Attention
• Positive Sentiment: The fall menu includes the return of a 23-year-old customer favorite along with nine new seasonal food and beverage items, providing a potential near-term traffic and sales catalyst. Starbucks Fall Menu 2026
• Positive Sentiment: The limited-time Unicorn Frappuccino reportedly produced Starbucks’ biggest sales weekend ever and lifted traffic 28.5% versus a typical Saturday, supporting the case that innovative promotions can attract customers. Starbucks Unicorn Frappuccino Sales
• Positive Sentiment: Analyst commentary highlights SBUX’s roughly 27% year-to-date advance, stronger traffic, recovering margins and raised guidance. Recent earnings also exceeded expectations, with quarterly EPS of $0.85 versus a $0.66 consensus and revenue of $9.32 billion. Starbucks Stock Gains 27 Percent Year to Date
• Neutral Sentiment: Starbucks has received a consensus analyst rating of “Hold,” suggesting that improving fundamentals are currently balanced against the stock’s already strong rally and execution risks. Starbucks Consensus Hold Rating
• Negative Sentiment: At a premium valuation, SBUX could experience greater volatility if consumer spending weakens or investors reduce expectations for the turnaround. Higher input costs and broader consumer uncertainty remain key risks. High-Flying Stocks With Warning Signs
• Negative Sentiment: Starbucks plans to eliminate more than 200 positions at its Seattle headquarters and shift some roles to Nashville. The restructuring may improve efficiency, but the layoffs could signal ongoing cost and organizational pressure. Starbucks Seattle Headquarters Layoffs

Insider Transactions at Starbucks

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total value of $236,251.71. Following the sale, the chief executive officer owned 75,135 shares in the company, valued at approximately $7,963,558.65. The trade was a 2.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 6,687 shares of company stock worth $681,663. 0.03% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on SBUX. BNP Paribas Exane lifted their price objective on shares of Starbucks from $87.00 to $92.00 and gave the company an “underperform” rating in a research note on Thursday, July 30th. Stephens assumed coverage on Starbucks in a research note on Thursday, May 14th. They set an “overweight” rating for the company. UBS Group raised their target price on Starbucks from $105.00 to $112.00 and gave the company a “neutral” rating in a report on Thursday, July 30th. TD Cowen reiterated a “buy” rating on shares of Starbucks in a research note on Tuesday, August 18th. Finally, Melius Research set a $110.00 price target on Starbucks in a report on Monday, August 3rd. Nineteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $110.30.

Starbucks Trading Up 0.4%

Shares of SBUX stock opened at $107.49 on Tuesday. The firm has a market capitalization of $122.54 billion, a price-to-earnings ratio of 61.78, a PEG ratio of 1.85 and a beta of 0.97. The business’s 50-day moving average price is $104.57 and its 200-day moving average price is $100.53. Starbucks Corporation has a 12 month low of $77.99 and a 12 month high of $110.51.

Starbucks (NASDAQ:SBUX) last issued its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.19. Starbucks had a net margin of 5.17% and a negative return on equity of 34.10%. The business had revenue of $9.32 billion during the quarter, compared to analyst estimates of $9.17 billion. During the same quarter last year, the business earned $0.50 EPS. The firm’s quarterly revenue was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, sell-side analysts predict that Starbucks Corporation will post 2.64 earnings per share for the current fiscal year.

Starbucks Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a dividend of $0.62 per share. This represents a $2.48 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Friday, August 14th. Starbucks’s dividend payout ratio (DPR) is currently 142.53%.

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.