Bristol John W & Co. Inc. NY Has $113.73 Million Stock Holdings in Starbucks Corporation $SBUX

Bristol John W & Co. Inc. NY increased its position in shares of Starbucks Corporation (NASDAQ:SBUX) by 35.7% during the 3rd quarter, Holdings Channel reports. The fund owned 1,344,311 shares of the coffee company’s stock after buying an additional 353,751 shares during the quarter. Starbucks accounts for about 1.8% of Bristol John W & Co. Inc. NY’s investment portfolio, making the stock its 20th biggest holding. Bristol John W & Co. Inc. NY’s holdings in Starbucks were worth $113,729,000 at the end of the most recent reporting period.

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

Analysts Set New Price Targets

Several research firms have weighed in on SBUX. Royal Bank Of Canada reiterated an “outperform” rating and set a $105.00 target price on shares of Starbucks in a report on Thursday, January 29th. Piper Sandler reaffirmed an “overweight” rating and set a $103.00 price target (up from $100.00) on shares of Starbucks in a research report on Friday, January 30th. Guggenheim reiterated a “neutral” rating and set a $95.00 price objective (up from $90.00) on shares of Starbucks in a report on Wednesday, March 4th. Citigroup decreased their price objective on Starbucks from $94.00 to $92.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Finally, BTIG Research reissued a “buy” rating and set a $105.00 target price on shares of Starbucks in a research note on Thursday, January 29th. Seventeen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Starbucks has a consensus rating of “Moderate Buy” and a consensus target price of $104.22.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: High‑profile endorsement: CNBC reports that market commentator Josh Brown added Starbucks to his “Best Stocks” list, reinforcing momentum narrative and investor confidence in the turnaround. Starbucks makes it into Josh Brown’s Best Stocks list as turnaround gains steam
• Positive Sentiment: Customer retention lift: TheStreet reports Starbucks has made its rewards program more generous, which management says is helping demand and could lift same‑store sales if retention trends continue. Starbucks makes its rewards program more generous for customers
• Positive Sentiment: Short interest down: Recent data showed a material fall in short interest (February), reducing a near‑term bearish overhang and potential for short squeezes to unwind — supportive for the tape. (No link)
• Neutral Sentiment: Shareholder forum scheduled: Starbucks will webcast its 2026 annual meeting on March 25; a governance update opportunity but unlikely to move fundamentals immediately. Starbucks to Webcast 2026 Annual Meeting of Shareholders
• Neutral Sentiment: Insider activity: CEO Brady Brewer sold a small number of shares (~588), a minor reduction that is being treated by the market as routine rather than a signal of deteriorating prospects. SEC Form 4
• Negative Sentiment: Sell-side and media skepticism: A Yahoo Finance/MSN “3 Reasons to Sell SBUX” piece argues valuation and execution risks remain despite the rally, which can pressure sentiment among rotational or value‑focused investors. 3 Reasons to Sell SBUX and 1 Stock to Buy Instead
• Negative Sentiment: Analyst caution: Wolfe Research initiated coverage and moved SBUX to Peer Perform (from Outperform), signaling more guarded views on competitive pressures and limiting upside from fresh buy‑side interest. Wolfe Research Turns Neutral on Starbucks (SBUX) amid Competitive Coffee Market
• Negative Sentiment: Store footprint changes & PR noise: Coverage of additional store closures/strategy shifts and founder Howard Schultz’s move to Miami (amid a state tax story) create execution and reputational headlines that can weigh on sentiment short term. Starbucks announces more store closures as strategy shifts Starbucks Founder Leaves Washington State With Millionaire Tax

Starbucks Price Performance

SBUX opened at $100.18 on Friday. The company has a market capitalization of $114.14 billion, a price-to-earnings ratio of 82.79, a P/E/G ratio of 2.26 and a beta of 0.93. The business’s 50-day moving average price is $94.97 and its two-hundred day moving average price is $88.21. Starbucks Corporation has a 1 year low of $75.50 and a 1 year high of $104.82.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data 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 firm had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The firm’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Sell-side analysts anticipate that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.

Insider Activity at Starbucks

In other news, CEO Brady Brewer sold 588 shares of Starbucks stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $100.00, for a total value of $58,800.00. Following the sale, the chief executive officer directly owned 86,017 shares in the company, valued at $8,601,700. This trade represents a 0.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Sara Kelly sold 2,500 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the completion of the sale, the executive vice president directly owned 59,609 shares in the company, valued at approximately $5,789,226.08. This represents a 4.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,729 shares of company stock worth $460,974 in the last 90 days. Company 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.