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Corient Private Wealth LP Has $284.42 Million Stock Holdings in Starbucks Corporation $SBUX

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Key Points

  • Corient Private Wealth reduced its Starbucks stake by 7.7% in the second quarter, selling 232,029 shares and retaining 2.78 million shares valued at approximately $284.4 million. Institutional investors and hedge funds own 72.29% of the company.
  • Starbucks reported quarterly earnings of $0.85 per share, well above the $0.66 analyst consensus, while revenue reached $9.32 billion. However, revenue declined 1.4% year over year, and fiscal 2026 EPS guidance remains $2.55–$2.65.
  • Analysts remain broadly positive, but the stock carries a consensus “Hold” rating with an average price target of $110.30. Investors are watching whether the company’s turnaround and planned café renovations can drive sustainable margin growth, particularly given its elevated valuation and recent insider selling.
  • Five stocks to consider instead of Starbucks.

Corient Private Wealth LP decreased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) by 7.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,783,025 shares of the coffee company's stock after selling 232,029 shares during the period. Corient Private Wealth LP owned about 0.24% of Starbucks worth $284,418,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SBUX. Cornerstone Financial Management LLC acquired a new stake in Starbucks in the 4th quarter valued at $25,000. Phillip James Consulting Co. bought a new stake in Starbucks in the fourth quarter valued at $25,000. Meeder Asset Management Inc. bought a new stake in Starbucks in the second quarter valued at $25,000. Entrust Financial LLC acquired a new position in Starbucks during the fourth quarter worth $26,000. Finally, Tucker Asset Management LLC acquired a new stake in shares of Starbucks during the 4th quarter worth about $27,000. 72.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. BMO Capital Markets reiterated an "outperform" rating and issued a $130.00 target price on shares of Starbucks in a research note on Thursday, July 30th. Guggenheim started coverage on Starbucks in a report on Monday, August 3rd. They issued a "buy" rating on the stock. Compass Point began coverage on Starbucks in a research report on Monday, August 3rd. They set a "buy" rating on the stock. TD Cowen reaffirmed a "buy" rating on shares of Starbucks in a report on Tuesday, August 18th. Finally, BTIG Research reiterated a "buy" rating and issued a $115.00 price objective on shares of Starbucks in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average price target of $110.30.

View Our Latest Research Report on Starbucks

Insiders Place Their Bets

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the company's stock in a transaction on Friday, September 4th. The stock was sold at an average price of $105.60, for a total transaction of $235,382.40. Following the transaction, the chief executive officer owned 73,149 shares of the company's stock, valued at approximately $7,724,534.40. This represents a 2.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 6,687 shares of company stock valued at $703,450. Insiders own 0.03% of the company's stock.

Starbucks Trading Down 0.8%

SBUX opened at $99.22 on Friday. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $110.51. The stock has a market capitalization of $113.11 billion, a PE ratio of 57.02, a PEG ratio of 1.73 and a beta of 0.97. The firm has a 50-day moving average price of $105.27 and a two-hundred day moving average price of $101.29.

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

Key Starbucks News

Here are the key news stories impacting Starbucks this week:

  • Positive Sentiment: CEO Brian Niccol said Starbucks’ “Back to Starbucks” turnaround has restored momentum, with comparable sales reportedly up 7.9%. The next phase will focus on improving service, customer experience, and in-store execution. Starbucks is back, CEO Brian Niccol says
  • Positive Sentiment: Starbucks plans to invest approximately $1 billion to renovate up to 9,000 company-operated North American cafés, adding more comfortable seating and community-oriented features intended to increase customer visits and dwell time. Starbucks bets $1bn on coffee house antidote to lonely digital lives
  • Positive Sentiment: Management expects roughly 1,500 or more upgraded locations by the end of the current fiscal year and continues to highlight growth opportunities in China. The strategy could support traffic, sales, and brand engagement if renovations generate attractive returns. Starbucks CEO Says Thousands More Store Upgrades Coming
  • Neutral Sentiment: The latest reported quarter exceeded expectations, with earnings of $0.85 per share versus a $0.66 consensus estimate and revenue of $9.32 billion versus $9.17 billion. However, revenue still declined 1.4% year over year, while the company’s FY 2026 EPS outlook remains $2.55–$2.65. Starbucks CEO Niccol brought back customers, investors want margins next
  • Negative Sentiment: Investors are increasingly focused on whether Starbucks can translate returning customers into sustainable margin expansion. The renovation program could raise costs before its sales benefits appear, and the stock’s valuation remains demanding at roughly 57 times earnings.
  • Negative Sentiment: CEO Brady Brewer sold 2,229 shares under a pre-arranged Rule 10b5-1 trading plan. The transaction was relatively small, but insider selling can add a modest overhang. Starbucks insider sale filing

About Starbucks

(Free Report)

Starbucks Corporation is a global coffeehouse company that roasts, markets and sells specialty coffee, tea, cold beverages, food and other related products. Its offerings include brewed coffee, espresso-based beverages, cold drinks, teas, pastries, breakfast items and packaged coffee and tea products. Starbucks also sells branded merchandise, including drinkware and related accessories.

Founded in 1971 in Seattle, Starbucks has grown from a local coffee retailer into an international business.

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Institutional Ownership by Quarter for Starbucks (NASDAQ:SBUX)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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