Callan Family Office LLC Invests $4.69 Million in Starbucks Corporation $SBUX

Key Points

• Callan Family Office LLC acquired 45,889 Starbucks shares worth approximately $4.69 million during the second quarter. Institutional investors now own 72.29% of the company.
• Starbucks reported quarterly EPS of $0.85, beating the $0.66 consensus, while revenue reached $9.32 billion. The company maintained fiscal 2026 EPS guidance of $2.55–$2.65.
• Despite improving operating results and a recent share-price rally, analysts’ consensus rating remains “Hold,” with an average price target of $110.30; valuation, consumer weakness and restructuring-related layoffs remain risks.

Callan Family Office LLC acquired a new position in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 45,889 shares of the coffee company's stock, valued at approximately $4,689,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Rachor Investment Advisory Services LLC acquired a new position in shares of Starbucks during the fourth quarter worth approximately $25,000. Cornerstone Financial Management LLC bought a new stake in shares of Starbucks in the fourth quarter valued at approximately $25,000. Phillip James Consulting Co. acquired a new stake in shares of Starbucks in the fourth quarter worth $25,000. Meeder Asset Management Inc. acquired a new stake in shares of Starbucks in the second quarter worth $25,000. Finally, Entrust Financial LLC bought a new position in Starbucks during the fourth quarter worth $26,000. Institutional investors own 72.29% of the company's stock.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Starbucks’ coffee strategy is drawing renewed investor attention as management focuses on improving the customer experience, store performance and operational execution. Starbucks Coffee Strategy Draws Fresh Attention
• Positive Sentiment: The fall menu includes the return of a 23-year-old customer favorite along with nine new seasonal food and beverage items, providing a potential near-term traffic and sales catalyst. Starbucks Fall Menu 2026
• Positive Sentiment: The limited-time Unicorn Frappuccino reportedly produced Starbucks’ biggest sales weekend ever and lifted traffic 28.5% versus a typical Saturday, supporting the case that innovative promotions can attract customers. Starbucks Unicorn Frappuccino Sales
• Positive Sentiment: Analyst commentary highlights SBUX’s roughly 27% year-to-date advance, stronger traffic, recovering margins and raised guidance. Recent earnings also exceeded expectations, with quarterly EPS of $0.85 versus a $0.66 consensus and revenue of $9.32 billion. Starbucks Stock Gains 27 Percent Year to Date
• Neutral Sentiment: Starbucks has received a consensus analyst rating of “Hold,” suggesting that improving fundamentals are currently balanced against the stock’s already strong rally and execution risks. Starbucks Consensus Hold Rating
• Negative Sentiment: At a premium valuation, SBUX could experience greater volatility if consumer spending weakens or investors reduce expectations for the turnaround. Higher input costs and broader consumer uncertainty remain key risks. High-Flying Stocks With Warning Signs
• Negative Sentiment: Starbucks plans to eliminate more than 200 positions at its Seattle headquarters and shift some roles to Nashville. The restructuring may improve efficiency, but the layoffs could signal ongoing cost and organizational pressure. Starbucks Seattle Headquarters Layoffs

Insider Buying and Selling

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $105.99, for a total transaction of $236,251.71. Following the sale, the chief executive officer directly owned 75,135 shares of the company's stock, valued at approximately $7,963,558.65. This represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 6,687 shares of company stock valued at $681,663 in the last quarter. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms recently commented on SBUX. Wells Fargo & Company cut shares of Starbucks from an "overweight" rating to an "underweight" rating in a research note on Monday, August 3rd. Stifel Nicolaus set a $117.00 price objective on shares of Starbucks and gave the stock a "buy" rating in a report on Wednesday, May 6th. BMO Capital Markets reaffirmed an "outperform" rating and set a $130.00 price objective on shares of Starbucks in a research report on Thursday, July 30th. BTIG Research reiterated a "buy" rating and issued a $115.00 target price on shares of Starbucks in a research note on Friday, July 31st. Finally, Royal Bank Of Canada reissued a "sector perform" rating and set a $115.00 target price (up from $110.00) on shares of Starbucks in a research report on Thursday, July 30th. Nineteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $110.30.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $107.49 on Tuesday. The business's fifty day moving average price is $104.57 and its two-hundred day moving average price is $100.53. Starbucks Corporation has a fifty-two week low of $77.99 and a fifty-two week high of $110.51. The stock has a market capitalization of $122.54 billion, a price-to-earnings ratio of 61.78, a price-to-earnings-growth ratio of 1.85 and a beta of 0.97.

Starbucks (NASDAQ:SBUX - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.19. Starbucks had a negative return on equity of 34.10% and a net margin of 5.17%.The company had revenue of $9.32 billion during the quarter, compared to analysts' expectations of $9.17 billion. During the same period last year, the business earned $0.50 earnings per share. The business's revenue was down 1.4% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. Research analysts expect that Starbucks Corporation will post 2.64 EPS for the current fiscal year.

Starbucks Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $0.62 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.48 dividend on an annualized basis and a yield of 2.3%. Starbucks's payout ratio is 142.53%.

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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