PFA Pension Forsikringsaktieselskab Takes Position in Starbucks Corporation $SBUX

Key Points

• PFA Pension Forsikringsaktieselskab acquired 701,341 new shares of Starbucks (~$59.8M), representing about 0.06% of the company at quarter-end.
• Starbucks posted a Q2 beat—$0.50 EPS vs. $0.44 expected and $9.53B revenue—and raised FY2026 guidance to EPS $2.25–2.45.
• Company insiders sold shares (totaling 8,958 shares, ~ $877K over three months), and Starbucks announced a quarterly dividend of $0.62 per share (annualized yield ~2.3%).

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Starbucks Corporation (NASDAQ:SBUX - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 701,341 shares of the coffee company's stock, valued at approximately $59,789,000. PFA Pension Forsikringsaktieselskab owned 0.06% of Starbucks at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the stock. Acorn Creek Capital LLC acquired a new position in shares of Starbucks during the fourth quarter valued at about $233,000. Danske Bank A S raised its holdings in shares of Starbucks by 9.3% during the fourth quarter. Danske Bank A S now owns 573,419 shares of the coffee company's stock valued at $48,288,000 after purchasing an additional 48,706 shares during the period. Uptick Partners LLC acquired a new stake in shares of Starbucks in the 4th quarter worth about $323,000. Pegasus Asset Management Inc. raised its holdings in shares of Starbucks by 100.1% in the 4th quarter. Pegasus Asset Management Inc. now owns 49,068 shares of the coffee company's stock worth $4,132,000 after acquiring an additional 24,541 shares during the last quarter. Finally, North Star Investment Management Corp. raised its holdings in shares of Starbucks by 0.3% in the 4th quarter. North Star Investment Management Corp. now owns 44,594 shares of the coffee company's stock worth $3,755,000 after acquiring an additional 147 shares during the last quarter. Institutional investors and hedge funds own 72.29% of the company's stock.

Insider Buying and Selling

In related news, CEO Brady Brewer sold 1,641 shares of the firm's stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 86,605 shares of the company's stock, valued at approximately $8,411,077.60. This trade represents a 1.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of the firm's stock in a transaction that occurred 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 completion of the transaction, 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 have sold a total of 8,958 shares of company stock valued at $877,464 over the last three months. Insiders own 0.03% of the company's stock.

Starbucks Stock Up 0.5%

Starbucks stock opened at $105.90 on Friday. Starbucks Corporation has a twelve month low of $77.99 and a twelve month high of $107.52. The firm has a 50 day moving average price of $96.53 and a 200-day moving average price of $91.03. The company has a market capitalization 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.

Starbucks (NASDAQ:SBUX - Get Free Report) last released its earnings results on Tuesday, April 28th. The coffee company reported $0.50 earnings per share for the quarter, beating 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 firm had revenue of $9.53 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period in the prior year, the firm earned $0.41 EPS. The company's revenue was up 8.8% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. Equities analysts expect that Starbucks Corporation will post 2.4 EPS for the current fiscal year.

Starbucks Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a dividend of $0.62 per share. This represents a $2.48 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Friday, May 15th. Starbucks's dividend payout ratio is currently 187.88%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on SBUX. New Street Research set a $90.00 target price on shares of Starbucks in a report on Tuesday, January 27th. Bank of America set a $114.00 target price on shares of Starbucks in a report on Wednesday, January 21st. Evercore upped their target price on shares of Starbucks from $110.00 to $115.00 and gave the stock an "outperform" rating in a report on Wednesday. TD Cowen restated a "hold" rating and issued a $106.00 target price (up from $96.00) on shares of Starbucks in a report on Wednesday. Finally, Royal Bank Of Canada restated a "sector perform" rating and issued a $110.00 target price (up from $105.00) on shares of Starbucks in a report on Wednesday. Sixteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Starbucks presently has a consensus rating of "Moderate Buy" and a consensus target price of $106.93.

Trending Headlines about Starbucks

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 Company 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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