World Investment Advisors Acquires 5,635 Shares of Starbucks Corporation $SBUX

World Investment Advisors boosted its holdings in Starbucks Corporation (NASDAQ:SBUX) by 6.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 86,981 shares of the coffee company’s stock after purchasing an additional 5,635 shares during the period. World Investment Advisors’ holdings in Starbucks were worth $7,325,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Collier Financial purchased a new stake in shares of Starbucks during the third quarter worth about $25,000. Rachor Investment Advisory Services LLC bought a new position in Starbucks in the fourth quarter worth about $25,000. Cornerstone Financial Management LLC bought a new position in shares of Starbucks during the fourth quarter valued at approximately $25,000. Phillip James Consulting Co. bought a new position in shares of Starbucks during the fourth quarter valued at approximately $25,000. Finally, Y.D. More Investments Ltd purchased a new stake in shares of Starbucks during the third quarter valued at approximately $26,000. 72.29% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

SBUX has been the topic of a number of recent analyst reports. Stifel Nicolaus set a $117.00 price target on shares of Starbucks and gave the company a “buy” rating in a report on Wednesday, May 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Starbucks in a research note on Wednesday, April 22nd. William Blair upgraded shares of Starbucks from a “market perform” rating to an “outperform” rating in a report on Thursday, January 22nd. Wolfe Research initiated coverage on shares of Starbucks in a report on Monday, March 9th. They issued a “peer perform” rating on the stock. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $115.00 price target (up from $110.00) on shares of Starbucks in a report on Wednesday, April 29th. Sixteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $107.00.

Insider Transactions at Starbucks

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total value of $233,621.49. Following the transaction, the chief executive officer directly owned 81,559 shares in the company, valued at $8,548,198.79. This represents a 2.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $242,800.00. Following 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,187 shares of company stock worth $1,111,085 over the last 90 days. Insiders own 0.03% of the company’s stock.

Starbucks Price Performance

Starbucks stock opened at $106.58 on Wednesday. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $108.04. The firm has a market capitalization of $121.47 billion, a P/E ratio of 80.74, a price-to-earnings-growth ratio of 2.14 and a beta of 1.01. The company’s 50-day moving average is $97.53 and its 200 day moving average is $91.97.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.06. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The company had revenue of $9.53 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period in the prior year, the company posted $0.41 EPS. The firm’s revenue for the quarter was up 8.8% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Research analysts anticipate that Starbucks Corporation will post 2.41 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, May 29th. Shareholders of record on Friday, May 15th will be paid a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Friday, May 15th. Starbucks’s dividend payout ratio is currently 187.88%.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Stifel reaffirmed a bullish view on Starbucks and raised its price target, signaling continued Wall Street confidence in the company’s recovery and earnings outlook. Stifel Reaffirms Bullish View on Starbucks Corporation (SBUX)
• Positive Sentiment: Fast Company reported that Starbucks is opening hundreds of new stores, suggesting ongoing unit expansion and growth momentum despite broader retail concerns. Dollar Tree and Starbucks are suddenly opening hundreds of new stores as retail doom stories pile up
• Positive Sentiment: Tennessee lawmakers are debating a $30 million incentive package tied to Starbucks’ planned Nashville corporate office, which could support future investment and job creation. Tennessee lawmakers debate $30M incentive deal with Starbucks
• Neutral Sentiment: Vornado’s refinancing of a Manhattan property fully leased to Starbucks is a credit/real estate update with limited direct impact on Starbucks’ operating outlook. Vornado JV Completes $161 Million Refinancing of 61 Ninth Avenue
• Negative Sentiment: Reuters reported Starbucks cut 61 technology jobs in Seattle as part of a reorganization, highlighting cost pressure and operational restructuring. Starbucks cuts 61 technology jobs in Seattle
• Negative Sentiment: Reports that coffee prices keep rising and chains like Starbucks are absorbing more of the cost point to margin pressure if the company cannot pass inflation through to customers. Coffee prices keep rising, and chains like Dutch Bros are swallowing most of the costs
• Negative Sentiment: Articles comparing Starbucks with stronger-growth rivals like Dutch Bros suggest investors may be watching Starbucks’ growth story more skeptically, even after a rebound. Dutch Bros is quietly becoming an energy drink giant

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.