Starbucks Corporation $SBUX Shares Acquired by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC boosted its stake in Starbucks by 576.6% in Q4 to 1,307,405 shares (about $110.1 million), representing ~0.11% of the company.
• Q4 results were mixed—revenue beat estimates ($9.92B vs. $9.62B) while EPS missed ($0.56 vs. $0.59); Starbucks set FY2026 EPS guidance of $2.15–$2.40, the stock trades at a high P/E of 77.55, and analysts hold a consensus "Moderate Buy" target of $103.81.
• Insiders recently sold shares (CEO Brady Brewer and EVP Sara Kelly among them; 4,729 shares worth ~$461k in the last three months), while institutional investors own roughly 72.29% of the company and insiders own 0.03%.

SG Americas Securities LLC boosted its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 576.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,307,405 shares of the coffee company's stock after buying an additional 1,114,182 shares during the period. SG Americas Securities LLC owned 0.11% of Starbucks worth $110,097,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Starbucks by 86.5% in the fourth quarter. Brighton Jones LLC now owns 176,722 shares of the coffee company's stock valued at $16,126,000 after acquiring an additional 81,952 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in Starbucks by 47.0% during the second quarter. Schnieders Capital Management LLC. now owns 3,642 shares of the coffee company's stock worth $334,000 after purchasing an additional 1,164 shares in the last quarter. Global Retirement Partners LLC bought a new stake in Starbucks during the second quarter worth approximately $5,986,000. Jefferies Financial Group Inc. lifted its position in Starbucks by 1,840.5% in the second quarter. Jefferies Financial Group Inc. now owns 65,045 shares of the coffee company's stock worth $5,960,000 after purchasing an additional 61,693 shares during the period. Finally, Insigneo Advisory Services LLC lifted its position in Starbucks by 5.9% in the second quarter. Insigneo Advisory Services LLC now owns 12,927 shares of the coffee company's stock worth $1,185,000 after purchasing an additional 717 shares during the period. Institutional investors and hedge funds own 72.29% of the company's stock.

Starbucks Stock Performance

Shares of NASDAQ:SBUX opened at $93.83 on Tuesday. The company has a market capitalization of $106.90 billion, a PE ratio of 77.55, a price-to-earnings-growth ratio of 2.06 and a beta of 0.93. The stock has a fifty day moving average of $96.09 and a 200-day moving average of $88.62. Starbucks Corporation has a one year low of $75.50 and a one year high of $104.82.

Starbucks (NASDAQ:SBUX - Get Free Report) last issued its earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.59 by ($0.03). The company had revenue of $9.92 billion during the quarter, compared to analyst estimates of $9.62 billion. Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business's revenue was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.69 earnings per share. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. As a group, research analysts forecast that Starbucks Corporation will post 2.99 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SBUX has been the topic of several research analyst reports. Mizuho lifted their price target on Starbucks from $86.00 to $95.00 and gave the company a "neutral" rating in a research report on Monday, January 26th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Starbucks in a research note on Monday, December 29th. Wolfe Research initiated coverage on Starbucks in a report on Monday, March 9th. They set a "peer perform" rating on the stock. New Street Research set a $90.00 price target on shares of Starbucks in a research report on Tuesday, January 27th. Finally, Wells Fargo & Company set a $110.00 price target on shares of Starbucks in a report on Wednesday, January 28th. Fifteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $103.81.

Insider Transactions at Starbucks

In other Starbucks news, CEO Brady Brewer sold 1,641 shares of the company's stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $97.12, for a total transaction of $159,373.92. Following the completion of the sale, the chief executive officer directly owned 86,605 shares of the company's stock, valued at approximately $8,411,077.60. This represents a 1.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Sara Kelly sold 2,500 shares of the firm's stock in a transaction dated 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 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 SEC filing for this sale provides additional information. Insiders sold a total of 4,729 shares of company stock worth $460,974 in the last three months. 0.03% of the stock is currently owned by company insiders.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: MarketWatch and other outlets note SBUX outperformed peers on a strong trading day, reflecting favorable market sentiment and momentum into the trading session. Starbucks Corp. stock outperforms competitors on strong trading day
• Positive Sentiment: DBS Bank upgraded SBUX, which likely contributed to buying interest; analyst upgrades often lift investor confidence and share demand. Starbucks NASDAQ: SBUX Upgraded at Dbs Bank
• Positive Sentiment: Coverage highlighting a renewed focus on hospitality — regaining the “third place” experience — supports the narrative that management (CEO Brian Niccol) is shifting away from a manufacturing mindset toward customer experience, which investors view as a long-term revenue driver. Starbucks CEO admits the chain ‘ran like a manufacturing facility’
• Neutral Sentiment: Q4 earnings were mixed: revenue topped estimates while EPS missed and FY26 EPS was guided to $2.15–$2.40. The beat on sales supports growth hopes, but the EPS miss and still-elevated valuation (high P/E) temper enthusiasm. Q4 Earnings Highlights: Starbucks NASDAQ: SBUX Vs The Rest Of The Traditional Fast Food Stocks
• Negative Sentiment: Labor risk persists: a proxy battle and pressure from labor-friendly investors (Workers United) could lead to renewed bargaining and potential operational or cost impacts, creating an overhang for some investors. Starbucks challenged by labor-friendly activist investors

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.

Want to see what other hedge funds are holding SBUX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Starbucks Corporation (NASDAQ:SBUX - Free Report).

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.