Comerica Bank Has $19.21 Million Stock Position in Starbucks Corporation $SBUX

Key Points

• Comerica Bank cut its stake in Starbucks by 13.5% in Q4 to 228,154 shares, valued at about $19.21 million.
• Company insiders have been net sellers: EVP Sara Kelly sold 2,500 shares and CEO Brady Brewer sold 588, with insiders offloading 6,958 shares (~$667,464) in the last 90 days and now owning just 0.03% of the stock.
• Starbucks missed Q4 EPS by $0.03 despite 5.5% revenue growth, issued FY2026 guidance of $2.15–$2.40 EPS, and declared a quarterly dividend of $0.62 (2.5% yield; ~205% payout ratio).

Comerica Bank lowered its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 13.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 228,154 shares of the coffee company's stock after selling 35,699 shares during the period. Comerica Bank's holdings in Starbucks were worth $19,213,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in shares of Starbucks by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 114,410,675 shares of the coffee company's stock worth $9,634,523,000 after purchasing an additional 971,773 shares during the period. Capital Research Global Investors lifted its holdings in shares of Starbucks by 11.4% during the third quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company's stock worth $7,229,968,000 after purchasing an additional 8,774,198 shares during the period. Capital World Investors lifted its holdings in shares of Starbucks by 1.9% during the third quarter. Capital World Investors now owns 77,720,137 shares of the coffee company's stock worth $6,575,430,000 after purchasing an additional 1,462,874 shares during the period. Capital International Investors lifted its holdings in shares of Starbucks by 22.5% during the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company's stock worth $1,243,104,000 after purchasing an additional 2,699,479 shares during the period. Finally, Invesco Ltd. lifted its holdings in shares of Starbucks by 6.5% during the third quarter. Invesco Ltd. now owns 13,590,494 shares of the coffee company's stock worth $1,149,756,000 after purchasing an additional 832,540 shares during the period. Institutional investors and hedge funds own 72.29% of the company's stock.

Insider Buying and Selling at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $242,800.00. Following the completion of the sale, the executive vice president directly owned 59,609 shares of the company's stock, valued at approximately $5,789,226.08. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brady Brewer sold 588 shares of Starbucks stock in a transaction on Friday, April 17th. The shares were sold at an average price of $100.00, for a total transaction of $58,800.00. Following the completion of the sale, the chief executive officer directly owned 83,788 shares of the company's stock, valued at approximately $8,378,800. This trade represents a 0.70% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 6,958 shares of company stock valued at $667,464. Insiders own 0.03% of the company's stock.

Starbucks Stock Down 0.8%

SBUX stock opened at $97.89 on Tuesday. The firm has a market cap of $111.53 billion, a price-to-earnings ratio of 80.90, a PEG ratio of 2.23 and a beta of 0.95. Starbucks Corporation has a 12-month low of $75.50 and a 12-month high of $104.82. The company's fifty day simple moving average is $96.11 and its 200 day simple moving average is $90.61.

Starbucks (NASDAQ:SBUX - Get Free Report) last released its earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.03). The firm had revenue of $9.92 billion during the quarter, compared to analyst estimates of $9.62 billion. Starbucks had a net margin of 3.63% and a negative return on equity of 28.66%. Starbucks's quarterly revenue was up 5.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.69 EPS. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Research analysts expect that Starbucks Corporation will post 2.31 earnings per share for the current year.

Starbucks Announces Dividend

The business also recently declared 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 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, May 15th. Starbucks's payout ratio is 204.96%.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Barclays set a $116.00 price target on shares of Starbucks and gave the stock an "overweight" rating in a report on Friday, January 30th. Dbs Bank upgraded shares of Starbucks from a "strong sell" rating to a "moderate sell" rating in a report on Friday, March 20th. Jefferies Financial Group upgraded shares of Starbucks from an "underperform" rating to a "hold" rating and lifted their price target for the stock from $86.00 to $92.00 in a report on Monday, April 13th. Sanford C. Bernstein restated an "outperform" rating on shares of Starbucks in a report on Wednesday, March 4th. Finally, Piper Sandler restated an "overweight" rating and issued a $103.00 target price (up from $100.00) on shares of Starbucks in a report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $104.75.

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Analyst support: Evercore ISI reiterated a Buy on SBUX, underpinning institutional confidence in the turnaround thesis. Evercore ISI Remains a Buy on Starbucks (SBUX)
• Positive Sentiment: High-profile bullish commentary: Jim Cramer flagged SBUX as “ready to break out,” which can attract retail buying momentum if the company posts reassuring results. Jim Cramer on Starbucks: “I Think It’s Ready to Break Out”
• Positive Sentiment: Marketing & brand moves: Profile on the exec leading partnerships (MrBeast, Taylor Swift) highlights ongoing consumer engagement efforts that could help sales recovery. The Executive Who Made Starbucks BFFs With MrBeast and Taylor Swift
• Positive Sentiment: Strategic shift: Starbucks announced a $100M Nashville hub and emphasized loyalty-program changes aimed at U.S. growth, which investors view as a structural positive if execution holds. Starbucks Nashville Hub And Loyalty Program Shift U.S. Growth Focus
• Neutral Sentiment: Earnings event risk: Starbucks reports Q2 after the bell tomorrow; previews and watchlists are pushing the story to the top of investors’ calendars. Expect big headline movement on topline comps, guidance, and margin comments. Earnings To Watch: Starbucks (SBUX) Reports Q1 Results Tomorrow
• Neutral Sentiment: Volatility ahead: Options traders are pricing an expected single-day move near ~7%, flagging elevated risk/reward around the print. Starbucks Is About to Report Q2 Earnings. Options Traders Expect 6.94% Move in SBUX Stock
• Negative Sentiment: Execution & labor friction: Reports that some employees are resisting the Seattle-to-Nashville move highlight potential talent, morale and transition costs that could weigh on near-term execution. Some Starbucks employees are resisting making Seattle-to-Nashville move, report says

About Starbucks

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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