B. Metzler seel. Sohn & Co. AG Purchases 23,589 Shares of Starbucks Corporation $SBUX

Key Points

• B. Metzler seel. Sohn & Co. AG boosted its Starbucks position by 36.4% in Q4, acquiring 23,589 shares to hold 88,374 shares worth about $7.44 million.
• Starbucks missed EPS in the quarter ($0.56 vs. $0.59) despite revenue rising 5.5% to $9.92 billion, and set FY2026 guidance of $2.15–$2.40 EPS.
• Insiders sold 6,958 shares in the past three months (including CEO Brady Brewer and EVP Sara Kelly) and now own 0.03% of the stock, while institutions hold 72.29%; the company declared a $0.62 quarterly dividend (2.5% yield) with a 204.96% payout ratio.

B. Metzler seel. Sohn & Co. AG boosted its position in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 36.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 88,374 shares of the coffee company's stock after acquiring an additional 23,589 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Starbucks were worth $7,442,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SBUX. Capital Research Global Investors raised its stake in Starbucks by 11.4% in the 3rd quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company's stock valued at $7,229,968,000 after acquiring an additional 8,774,198 shares during the period. Corient Private Wealth LLC raised its stake in Starbucks by 146.6% in the 2nd quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company's stock valued at $553,201,000 after acquiring an additional 3,596,014 shares during the period. Capital International Investors raised its stake in Starbucks by 22.5% in the 3rd quarter. Capital International Investors now owns 14,691,772 shares of the coffee company's stock valued at $1,243,104,000 after acquiring an additional 2,699,479 shares during the period. Ameriprise Financial Inc. raised its stake in Starbucks by 80.6% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company's stock valued at $433,923,000 after acquiring an additional 2,277,792 shares during the period. Finally, Capital World Investors raised its stake in Starbucks by 1.9% in the 3rd quarter. Capital World Investors now owns 77,720,137 shares of the coffee company's stock valued at $6,575,430,000 after acquiring an additional 1,462,874 shares during the period. 72.29% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Brady Brewer sold 1,641 shares of the business's stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $159,373.92. Following the completion of the transaction, the chief executive officer owned 86,605 shares of the company's stock, valued at approximately $8,411,077.60. The trade was a 1.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Sara Kelly sold 2,500 shares of the business'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 $5,789,226.08. The trade was a 4.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,958 shares of company stock valued at $667,464 in the last three months. 0.03% of the stock is owned by insiders.

Starbucks Stock Up 0.0%

SBUX stock opened at $99.54 on Friday. The firm has a market capitalization of $113.41 billion, a PE ratio of 82.26, a PEG ratio of 2.25 and a beta of 0.95. Starbucks Corporation has a twelve month low of $75.50 and a twelve month high of $104.82. The stock has a 50-day simple moving average of $95.93 and a two-hundred day simple moving average of $90.23.

Starbucks (NASDAQ:SBUX - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business had revenue of $9.92 billion for the quarter, compared to analysts' expectations of $9.62 billion. During the same period in the previous year, the firm posted $0.69 EPS. The firm's revenue for the quarter was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, equities research analysts anticipate that Starbucks Corporation will post 2.31 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.62 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.5%. Starbucks's payout ratio is presently 204.96%.

Analyst Ratings Changes

A number of research analysts have weighed in on SBUX shares. Piper Sandler reaffirmed an "overweight" rating and set a $103.00 target price (up from $100.00) on shares of Starbucks in a report on Friday, January 30th. DA Davidson reaffirmed a "neutral" rating and set a $97.00 target price on shares of Starbucks in a report on Wednesday. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Starbucks in a report on Monday, December 29th. Citizens Jmp started coverage on Starbucks in a report on Monday, March 30th. They set an "underperform" rating and a $84.00 target price for the company. Finally, Zacks Research raised Starbucks from a "strong sell" rating to a "hold" rating in a report on Tuesday, January 27th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Starbucks has a consensus rating of "Moderate Buy" and an average target price of $104.93.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Early signs that Starbucks’ loyalty revamp is drawing value‑seeking customers — the new 60‑star redemption option is reportedly the most popular redemption and is driving traffic, which supports near‑term comp recovery. Read More.
• Positive Sentiment: Starbucks picked Nashville for a $100M Southeast corporate/support office; the move (and Benzinga’s report of a stock jump after the announcement) signals investment in U.S. operations and regional support that could improve execution and lower costs over time. Read More.
• Positive Sentiment: Retail/packaged‑goods expansion: Nestlé/Keurig distribution extension for Starbucks K‑Cup pods broadens at‑home revenue and recurring grocery exposure. Read More.
• Neutral Sentiment: Analysts are mixed but constructive — several firms keep hold/buy views and some (e.g., Stifel) are more bullish on upside, supporting market interest ahead of earnings. Read More.
• Neutral Sentiment: CEO Brady Brewer disclosed a small, pre‑arranged sale under a 10b5‑1 plan; routine insider selling is not a clear directional signal. Read More.
• Negative Sentiment: Starbucks is cutting/reshaping tech roles and paring back some tech jobs as it brings more tech work in‑house — this could produce one‑time charges, execution risk for digital initiatives, and near‑term disruption. Read More.
• Negative Sentiment: Investors remain cautious ahead of April 28 earnings after the last quarter missed EPS; high trailing valuation and weak ROE make SBUX sensitive to any execution slip. Read More.
• Negative Sentiment: Competitive pressure: challengers (Dunkin’, Dutch Bros, regional chains) and store strategy shifts (exurbs/drive‑through focus) complicate long‑term comps and unit economics. Read More.

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.

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