KCM Investment Advisors LLC Decreases Position in Starbucks Corporation $SBUX

KCM Investment Advisors LLC trimmed its holdings in shares of Starbucks Corporation (NASDAQ:SBUX) by 8.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,329 shares of the coffee company’s stock after selling 10,167 shares during the period. KCM Investment Advisors LLC’s holdings in Starbucks were worth $9,503,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Transce3nd LLC raised its holdings in Starbucks by 270.3% during the 2nd quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock valued at $25,000 after buying an additional 200 shares during the last quarter. Collier Financial purchased a new stake in shares of Starbucks during the third quarter worth about $25,000. Y.D. More Investments Ltd bought a new stake in shares of Starbucks in the third quarter worth about $26,000. MTM Investment Management LLC purchased a new position in Starbucks during the 2nd quarter valued at about $28,000. Finally, PFS Partners LLC raised its position in Starbucks by 457.4% during the 3rd quarter. PFS Partners LLC now owns 340 shares of the coffee company’s stock valued at $29,000 after purchasing an additional 279 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on SBUX shares. Mizuho boosted their target price on Starbucks from $86.00 to $95.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. New Street Research set a $90.00 price objective on shares of Starbucks in a research report on Tuesday, January 27th. Bank of America set a $114.00 price objective on shares of Starbucks in a report on Wednesday, January 21st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Starbucks in a research note on Wednesday. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $105.00 price target on shares of Starbucks in a research note on Thursday, January 29th. Seventeen investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.50.

Starbucks Stock Performance

Shares of NASDAQ SBUX opened at $97.15 on Thursday. The company has a 50 day simple moving average of $93.15 and a two-hundred day simple moving average of $87.78. Starbucks Corporation has a fifty-two week low of $75.50 and a fifty-two week high of $112.52. The company has a market capitalization of $110.68 billion, a price-to-earnings ratio of 80.29, a P/E/G ratio of 2.16 and a beta of 0.93.

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

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks will open a corporate office in Nashville later this year to support Southeast growth and relocate some supply‑chain roles — this signals a strategic push to optimize logistics and be closer to growth markets, which can lower costs and aid expansion. Article Title
• Positive Sentiment: Market commentary says the corporate-office pivot has already given SBUX a short-term boost as investors price in potential efficiency gains. Article Title
• Positive Sentiment: Bernstein reiterated a Buy and a $100 price target, highlighting operational initiatives and cost savings aimed at EPS recovery — analyst support can help underpin the rally. Article Title
• Positive Sentiment: Operational improvements: Starbucks is rolling out two store changes across ~1,000 stores in 2026 to restore customer experience — a direct attempt to drive traffic and same-store sales. Article Title
• Positive Sentiment: Product/channel expansion: Starbucks is launching new ready-to-drink and grocery/convenience items to capture incremental retail sales beyond cafes. Diversification of revenue streams can support margins. Article Title
• Neutral Sentiment: Media/trending coverage (Zacks, Yahoo) is raising visibility of SBUX among retail traders — higher attention can amplify moves in either direction but isn’t fundamental on its own. Article Title
• Neutral Sentiment: Positive media endorsements (e.g., Jim Cramer saying he’s a “big believer”) can support sentiment but are not a substitute for clearer fundamental improvement. Article Title
• Neutral Sentiment: The Nashville move includes relocating some Seattle supply‑chain jobs; this could produce local pushback and transitional costs, a mixed signal for near‑term execution. Article Title
• Negative Sentiment: Recent earnings: Starbucks missed EPS estimates last quarter (reported $0.56 vs. $0.59 est.), carries a high P/E and negative ROE — these fundamentals keep expectations elevated and increase sensitivity to execution missteps.
• Negative Sentiment: Competitive pressure and store closures: Analysis warns that closed stores have opened the door for competitors in some markets, which could weigh on traffic recovery and margins. Article Title

Starbucks 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.