ORBA Wealth Advisors L.L.C. Lowers Position in Starbucks Corporation $SBUX

Posted by Donald Scott on Jul 7th, 2026

ORBA Wealth Advisors L.L.C. lessened its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 78.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,012 shares of the coffee company’s stock after selling 14,563 shares during the quarter. ORBA Wealth Advisors L.L.C.’s holdings in Starbucks were worth $359,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of SBUX. Rachor Investment Advisory Services LLC purchased a new stake in Starbucks in the 4th quarter valued at $25,000. Cornerstone Financial Management LLC purchased a new position in Starbucks during the 4th quarter worth $25,000. Phillip James Consulting Co. bought a new stake in shares of Starbucks in the 4th quarter worth $25,000. Entrust Financial LLC bought a new stake in shares of Starbucks in the 4th quarter worth $26,000. Finally, Tucker Asset Management LLC purchased a new stake in shares of Starbucks in the fourth quarter valued at about $27,000. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Starbucks Price Performance

Shares of NASDAQ SBUX traded up $1.33 during trading on Tuesday, reaching $103.44. 1,679,096 shares of the stock traded hands, compared to its average volume of 8,435,373. Starbucks Corporation has a 52-week low of $77.99 and a 52-week high of $108.88. The company has a 50-day moving average of $101.97 and a 200-day moving average of $96.53. The stock has a market capitalization of $117.89 billion, a P/E ratio of 78.67, a price-to-earnings-growth ratio of 2.07 and a beta of 0.98.

Starbucks (NASDAQ:SBUX – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.06. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The company had revenue of $9.53 billion during the quarter, compared to analyst estimates of $9.17 billion. During the same quarter last year, the firm 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. Analysts expect that Starbucks Corporation will post 2.4 earnings per share for the current fiscal year.

Starbucks Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a $0.62 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.48 annualized dividend and a dividend yield of 2.4%. Starbucks’s payout ratio is 187.88%.

Insider Buying and Selling

In other Starbucks news, CEO Brady Brewer sold 588 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $100.00, for a total transaction of $58,800.00. Following the sale, the chief executive officer owned 79,593 shares of the company’s stock, valued at $7,959,300. The trade was a 0.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the executive vice president owned 57,653 shares in the company, valued at approximately $6,053,565. This represents a 3.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 7,046 shares of company stock worth $716,017 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on SBUX shares. Dbs Bank raised shares of Starbucks from a “strong sell” rating to a “moderate sell” rating in a research report on Friday, March 20th. Piper Sandler reaffirmed an “overweight” rating and issued a $110.00 price objective on shares of Starbucks in a research report on Wednesday, April 29th. Tigress Financial assumed coverage on shares of Starbucks in a research note on Wednesday, April 15th. They issued a “buy” rating and a $122.00 price objective for the company. Morgan Stanley raised shares of Starbucks from an “overweight” rating to an “overweight” rating in a research report on Thursday, May 14th. Finally, Citigroup boosted their target price on Starbucks from $99.00 to $101.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Nineteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Starbucks currently has an average rating of “Moderate Buy” and a consensus price target of $108.92.

Get Our Latest Stock Report on SBUX

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

Positive Sentiment: Starbucks’ loyalty program, personalization efforts, and faster service are reportedly helping boost store traffic and customer engagement, which supports the company’s turnaround narrative. Is Starbucks’ Loyalty Strategy Fueling More Store Traffic?
Positive Sentiment: Analyst commentary continues to highlight Starbucks as exposed to the growing functional beverage trend, suggesting investors still see a favorable category opportunity for the brand. These 3 Stocks Offer Investors Exposure to the Functional Beverage Boom (SBUX)
Positive Sentiment: Recent pieces also frame Starbucks as showing signs of summer traffic gains, reinforcing optimism that the turnaround is gaining traction. What’s Behind Starbucks (NASDAQ:SBUX) Summer Traffic Gains?
Neutral Sentiment: A market recap noted that Starbucks shares recently closed lower even as the broader market rose, indicating some short-term investor rotation and weaker technical momentum rather than a clear company-specific shock. Starbucks (SBUX) Stock Dips While Market Gains: Key Facts
Neutral Sentiment: One article argued investors should be cautious after Starbucks’ strong six-month run, suggesting valuation and recent gains may be limiting further upside in the near term. 3 Reasons to Sell SBUX and 1 Stock to Buy Instead
Negative Sentiment: Technical selling and margin concerns remain a drag, with traders watching for pressure from labor spending, coffee costs, and tariffs as investors wait for clearer evidence that profitability is improving. Starbucks Stock Slips Under 50-Day Moving Average as Bearish Crossover Looms

Starbucks Company Profile

(Free Report)

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.