Hussman Strategic Advisors Inc. Invests $2.65 Million in Starbucks Corporation $SBUX

Key Points

• Hussman Strategic Advisors established a new position in Starbucks, purchasing 31,500 shares in Q4 valued at about $2.65 million per its latest 13F filing.
• Starbucks posted a Q2 beat — $0.50 EPS vs. $0.44 expected and $9.53B in revenue — and raised FY2026 guidance to $2.25–2.45 EPS, while analysts maintain a consensus Moderate Buy with an average price target of $106.93.
• Institutional investors own roughly 72.29% of SBUX (led by Vanguard's ~113.4M‑share stake), and the company declared a $0.62 quarterly dividend (2.3% yield) amid modest insider sales executed under pre‑arranged 10b5‑1 plans.

Hussman Strategic Advisors Inc. purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 31,500 shares of the coffee company's stock, valued at approximately $2,653,000.

A number of other large investors have also modified their holdings of the business. Nordea Investment Management AB raised its stake in shares of Starbucks by 3.2% in the 3rd quarter. Nordea Investment Management AB now owns 433,112 shares of the coffee company's stock valued at $36,576,000 after acquiring an additional 13,262 shares during the period. Providence Capital Advisors LLC purchased a new stake in shares of Starbucks in the 3rd quarter valued at approximately $6,099,000. Asset Management One Co. Ltd. raised its stake in shares of Starbucks by 3.1% in the 3rd quarter. Asset Management One Co. Ltd. now owns 548,768 shares of the coffee company's stock valued at $46,426,000 after acquiring an additional 16,428 shares during the period. Allstate Corp purchased a new stake in shares of Starbucks in the 3rd quarter valued at approximately $3,491,000. Finally, Vanguard Group Inc. raised its stake in shares of Starbucks by 0.5% in the 3rd quarter. Vanguard Group Inc. now owns 113,438,902 shares of the coffee company's stock valued at $9,596,931,000 after acquiring an additional 577,279 shares during the period. Hedge funds and other institutional investors own 72.29% of the company's stock.

Wall Street Analysts Forecast Growth

SBUX has been the topic of several recent research reports. UBS Group reaffirmed a "neutral" rating and set a $105.00 target price (up from $100.00) on shares of Starbucks in a research note on Wednesday. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Starbucks in a research note on Wednesday, March 4th. Dbs Bank raised shares of Starbucks from a "strong sell" rating to a "moderate sell" rating in a research note on Friday, March 20th. TD Cowen reaffirmed a "hold" rating and set a $106.00 target price (up from $96.00) on shares of Starbucks in a research note on Wednesday. Finally, Citizens Jmp initiated coverage on shares of Starbucks in a research note on Monday, March 30th. They set an "underperform" rating and a $84.00 target price on the stock. Sixteen equities research 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's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $106.93.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $105.90 on Friday. The stock has a market cap of $120.65 billion, a P/E ratio of 80.23, a P/E/G ratio of 2.17 and a beta of 1.02. The firm has a fifty day moving average price of $96.53 and a 200 day moving average price of $91.03. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $107.52.

Starbucks (NASDAQ:SBUX - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, topping analysts' consensus estimates of $0.44 by $0.06. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The company had revenue of $9.53 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same quarter in the prior year, the firm earned $0.41 EPS. Starbucks's quarterly revenue was up 8.8% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Sell-side analysts expect that Starbucks Corporation will post 2.4 EPS for the current fiscal year.

Starbucks Dividend Announcement

The company 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 dividend of $0.62 per share. This represents a $2.48 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Friday, May 15th. Starbucks's dividend payout ratio (DPR) is currently 187.88%.

Insider Activity

In other Starbucks news, CEO Brady Brewer sold 588 shares of the firm's stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $100.00, for a total transaction of $58,800.00. Following the sale, the chief executive officer directly owned 83,788 shares of the company's stock, valued at $8,378,800. This trade represents a 0.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the firm's stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the sale, the executive vice president directly owned 57,653 shares in the company, valued at $6,053,565. This represents a 3.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,958 shares of company stock worth $877,464 over the last ninety days. 0.03% of the stock is owned by corporate insiders.

Starbucks News Summary

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Q2 beat-and-raise: Starbucks reported stronger-than-expected revenue and EPS and lifted FY26 guidance, with comps recovering — the primary catalyst for the rally. Starbucks Stock Gains as Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: High-profile endorsement: Jim Cramer and other commentators praised the quarter and improving margins, helping investor confidence in a durable turnaround. Jim Cramer Explains Why Improving Margins Will Make Starbucks Stock Cheap
• Positive Sentiment: “Back to Starbucks” investment showing results: the ~$500M program to simplify service, add staff and speed orders is credited with lifting traffic and loyalty engagement. Starbucks Invested $500 Million in a Turnaround and Now Wall Street Is Drinking Up SBUX Stock
• Neutral Sentiment: Execution improvements (shorter lines, faster pours, rewards tweaks) support growth but need sustained roll-out to lift margins meaningfully. Starbucks speeds up wait times with 4-minute lines...
• Neutral Sentiment: Corporate moves (new Nashville hub, footprint/office shifts) are strategic but not material to near-term top-line momentum. Starbucks is heading to Nashville — and it's part of a bigger fast-food migration south
• Neutral Sentiment: Insider sale disclosed (EVP sold shares under a pre-arranged 10b5-1 plan) — notable but executed under a trading plan, so not an immediate red flag. Sara Kelly Sells 2,000 Shares of Starbucks NASDAQ: SBUX Stock
• Negative Sentiment: Margin pressure remains: higher labor and store-investment costs are constraining profit recovery, so the market will watch operating-margin trends closely. Starbucks customers are coming back. Profits haven't caught up yet.
• Negative Sentiment: Valuation questions after strong run: some analysts warn the stock's rapid gain may have priced in much of the turnaround, raising downside risk if margins lag. Has Starbucks (SBUX) Run Too Far After Its 32% One Year Share Price Gain?

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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