Tcfg Wealth Management LLC Invests $4.42 Million in Starbucks Corporation $SBUX

Tcfg Wealth Management LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 52,211 shares of the coffee company’s stock, valued at approximately $4,417,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Transce3nd LLC boosted its holdings in Starbucks by 270.3% in the second quarter. Transce3nd LLC now owns 274 shares of the coffee company’s stock worth $25,000 after acquiring an additional 200 shares in the last quarter. Collier Financial bought a new position in shares of Starbucks during the third quarter valued at $25,000. Y.D. More Investments Ltd purchased a new position in shares of Starbucks in the 3rd quarter worth about $26,000. JPL Wealth Management LLC purchased a new position in shares of Starbucks in the 3rd quarter worth about $27,000. Finally, Kelleher Financial Advisors bought a new position in Starbucks in the 3rd quarter worth about $27,000. Institutional investors own 72.29% of the company’s stock.

Starbucks Trading Down 0.3%

Shares of SBUX opened at $97.57 on Wednesday. The firm has a fifty day simple moving average of $95.66 and a two-hundred day simple moving average of $88.46. The firm has a market cap of $111.16 billion, a PE ratio of 80.64, a P/E/G ratio of 2.18 and a beta of 0.93. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $104.82.

Starbucks (NASDAQ:SBUX) last released its quarterly earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.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 business earned $0.69 earnings per share. The business’s quarterly revenue was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, research analysts forecast that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Insider Transactions at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the firm’s 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 transaction, the executive vice president directly owned 59,609 shares of the company’s stock, valued at approximately $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brady Brewer sold 1,641 shares of the business’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $159,373.92. Following the sale, the chief executive officer owned 86,605 shares of the company’s stock, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 4,729 shares of company stock worth $460,974. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Wolfe Research started coverage on shares of Starbucks in a research report on Monday, March 9th. They set a “peer perform” rating on the stock. Barclays set a $116.00 target price on shares of Starbucks and gave the stock an “overweight” rating in a research note on Friday, January 30th. Weiss Ratings reissued a “hold (c-)” rating on shares of Starbucks in a research report on Monday, December 29th. Guggenheim restated a “neutral” rating and issued a $95.00 price objective (up from $90.00) on shares of Starbucks in a report on Wednesday, March 4th. Finally, Wall Street Zen raised Starbucks from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Fifteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $103.81.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Europe coffee market growth and rising demand for specialty/sustainable products could support Starbucks’ long‑term revenue expansion in a key region. Research projects the European market to grow in 2026, which is favorable for large incumbents with scale and sustainability programs. Europe Coffee Market Share Analysis and Growth Forecasts (2026-2031) Featuring Nestle, Luigi Lavazza, Starbucks Corp., Strauss Group, Melitta Group and Other Key Players
• Positive Sentiment: Starbucks’ technical momentum score jumped sharply after public defense by Massachusetts’ governor against a high‑profile sugar safety probe — a short‑term PR tailwind that can lift sentiment and flow into the stock. Starbucks’ Momentum Score Spikes As Massachusetts Governor Defends Coffee Chains Against RFK Jr.’s Sugar Safety Probe
• Positive Sentiment: Bullish commentary on Starbucks’ long‑run compounding and dividend profile continues to attract buy‑and‑hold interest; several retail/investor pieces argue SBUX remains a core consumer staple holding. Could Buying Starbucks Stock Today Set You Up for Life?
• Neutral Sentiment: Longer‑term performance comparisons to peers (e.g., McDonald’s) and inclusion in retail index conversations keep SBUX in investors’ screens but don’t change the near‑term growth narrative. If You Had Invested $1,000 in McDonald’s or Starbucks 10 Years Ago, Here’s What You’d Have Now
• Negative Sentiment: RBC cut SBUX, calling its risk/reward balanced — analyst downgrades reduce near‑term demand and can pressure the stock if momentum traders respond. Starbucks is cut at RBC with the risk-reward profile seen as balanced
• Negative Sentiment: Rising competition from fast‑growing specialty chains (Blank Street) and larger food chains launching coffee offerings is cited as a headwind for Starbucks’ market share and traffic. Multiple reports highlight Blank Street’s expansion and market gains. Blank Street Wants To Be Starbucks For Gen Z
• Negative Sentiment: Shareholders are pushing to oust board members over stalled union talks — governance and labor disputes add execution risk and could amplify headline volatility. Starbucks shareholders push to oust board members over stalled union talks
• Negative Sentiment: A reported data breach, even if customer impact appears limited, increases regulatory and reputational risk and can weigh on the stock while details and remediation unfold. Data Breach Hits Starbucks, Leaves Shoppers Untouched: Starbucks Stock (NASDAQ:SBUX) Notches Down

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.