Flossbach Von Storch SE Increases Stock Position in Starbucks Corporation $SBUX

Key Points

• Flossbach Von Storch SE raised its Starbucks stake by 137.5% in Q4, adding 176,330 shares to hold 304,611 shares worth about $25.65 million.
• Analyst consensus is a Moderate Buy with a $104.75 average price target (16 Buys, 13 Holds, 1 Sell), reflecting generally positive but mixed views.
• Starbucks missed Q1 EPS ($0.56 vs. $0.59 est.) while revenue rose 5.5%; management set FY2026 guidance of $2.15–$2.40 EPS, the company declared a $0.62 quarterly dividend (2.5% yield), and insiders sold roughly 6,958 shares (~$667,464) last quarter.

Flossbach Von Storch SE raised its stake in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) by 137.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 304,611 shares of the coffee company's stock after acquiring an additional 176,330 shares during the period. Flossbach Von Storch SE's holdings in Starbucks were worth $25,651,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Wealthfront Advisers LLC boosted its position in shares of Starbucks by 1.0% during the 4th quarter. Wealthfront Advisers LLC now owns 76,393 shares of the coffee company's stock worth $6,433,000 after purchasing an additional 720 shares during the period. Torren Management LLC purchased a new stake in Starbucks in the fourth quarter valued at approximately $72,000. Ares Financial Consulting LLC purchased a new stake in Starbucks in the fourth quarter valued at approximately $51,000. Exencial Wealth Advisors LLC lifted its stake in Starbucks by 7.6% during the fourth quarter. Exencial Wealth Advisors LLC now owns 3,249 shares of the coffee company's stock worth $274,000 after purchasing an additional 230 shares in the last quarter. Finally, Anchyra Partners LLC acquired a new position in Starbucks during the fourth quarter worth $256,000. 72.29% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

SBUX has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $113.00 price objective on shares of Starbucks in a research note on Thursday, January 29th. Barclays set a $116.00 target price on Starbucks and gave the company an "overweight" rating in a report on Friday, January 30th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Starbucks in a research report on Wednesday, April 22nd. Wells Fargo & Company set a $110.00 price target on shares of Starbucks in a research note on Wednesday, January 28th. Finally, BNP Paribas Exane raised shares of Starbucks to a "strong sell" rating in a research report on Monday, March 30th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $104.75.

Starbucks Trading Down 0.8%

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

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

Starbucks Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be issued a $0.62 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.48 annualized dividend and a yield of 2.5%. Starbucks's dividend payout ratio (DPR) is 204.96%.

Starbucks News Roundup

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Analysts expect revenue of about $9.17B and the first EPS growth since 2023, which would support the narrative that Starbucks' turnaround is gaining traction. Starbucks (SBUX) Stock: Q2 Earnings Preview Ahead of Tuesday’s Report
• Positive Sentiment: Shares moved higher premarket as investors positioned for signs of margin recovery in the Q2 report — a favorable print could sustain the rally. SBUX stock rises premarket heading into earnings: Investors await first signs of margin recovery
• Positive Sentiment: High‑profile bullish coverage — including Jim Cramer saying SBUX may be “ready to break out” — adds retail investor momentum into earnings. Jim Cramer on Starbucks: “I Think It’s Ready to Break Out”
• Positive Sentiment: Strategic moves — a $100M commitment to a Nashville hub and a loyalty program focus — signal management is reorienting growth, which investors view as constructive for U.S. expansion. Starbucks Nashville Hub And Loyalty Program Shift U.S. Growth Focus
• Neutral Sentiment: Options traders price in an expected move of roughly 6.9% around earnings — that raises risk/reward but doesn’t indicate direction. Starbucks Is About to Report Q2 Earnings. Options Traders Expect 6.94% Move in SBUX Stock
• Neutral Sentiment: Starbucks is part of a crowded earnings week (Coca‑Cola, GM, others), so broader market moves and macro headlines (Fed, geopolitical risk) could sway the stock unrelated to company specifics. Tuesday earnings to watch: Coca-Cola, GM, Robinhood, Starbucks
• Negative Sentiment: Starbucks missed Q1 EPS and still shows thin margins; failure to demonstrate margin improvement in Q2 would likely trigger selling. Starbucks to report Q2 earnings as analysts hope turnaround efforts gained steam
• Negative Sentiment: Operational friction — reports that some employees resist the Seattle→Nashville move — could complicate execution and add near‑term noise. Some Starbucks employees are resisting Seattle-to-Nashville move, report says

Insider Buying and Selling

In other news, CEO Brady Brewer sold 1,641 shares of the firm's stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $97.12, for a total value of $159,373.92. Following the sale, the chief executive officer directly owned 86,605 shares in the company, valued at approximately $8,411,077.60. This trade represents a 1.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Sara Kelly sold 2,500 shares of Starbucks stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $97.12, for a total transaction of $242,800.00. Following the sale, the executive vice president directly owned 59,609 shares of the company's stock, valued at approximately $5,789,226.08. This trade represents a 4.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,958 shares of company stock valued at $667,464 in the last quarter. 0.03% of the stock is owned by insiders.

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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