Key Points
- Brady Brewer sold 1,641 shares on April 6 at an average price of $90 under a pre-arranged Rule 10b5-1 plan, netting $147,690 and reducing his stake to 84,376 shares (a 1.91% ownership decrease).
- Starbucks missed Q results with EPS $0.56 vs. $0.59 expected while revenue rose 5.5% to $9.92 billion; the company set FY2026 guidance of $2.15–$2.40 EPS and currently trades at a high P/E (~80.3), reflecting valuation concerns.
- Management is rolling out product and employee initiatives (notably the Energy Refreshers) to boost frequency, but competition from fast-growing chains like Dutch Bros keeps sentiment mixed and analysts' consensus at "Hold" with a $103.07 target.
Starbucks Corporation (NASDAQ:SBUX - Get Free Report) CEO Brady Brewer sold 1,641 shares of the stock in a transaction on Monday, April 6th. The stock was sold at an average price of $90.00, for a total value of $147,690.00. Following the completion of the sale, the chief executive officer directly owned 84,376 shares in the company, valued at $7,593,840. This represents a 1.91% decrease in their ownership of the stock. The sale was disclosed in a document filed 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.
Brady Brewer also recently made the following trade(s):
- On Monday, March 9th, Brady Brewer sold 588 shares of Starbucks stock. The stock was sold at an average price of $100.00, for a total value of $58,800.00.
- On Thursday, March 5th, Brady Brewer sold 1,641 shares of Starbucks stock. The stock was sold at an average price of $97.12, for a total value of $159,373.92.
Starbucks Price Performance
Shares of NASDAQ SBUX opened at $97.21 on Thursday. Starbucks Corporation has a 1-year low of $75.50 and a 1-year high of $104.82. The business's fifty day moving average price is $95.40 and its two-hundred day moving average price is $89.24. The firm has a market capitalization of $110.75 billion, a PE ratio of 80.34, a P/E/G ratio of 2.01 and a beta of 0.95.
Starbucks (NASDAQ:SBUX - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The coffee company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.03). Starbucks had a negative return on equity of 28.66% and a net margin of 3.63%.The business had revenue of $9.92 billion during the quarter, compared to the consensus estimate of $9.62 billion. During the same period in the previous year, the company posted $0.69 EPS. The company's revenue for the quarter was up 5.5% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. Equities research analysts expect that Starbucks Corporation will post 2.99 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Large investors have recently bought and sold shares of the company. Transce3nd LLC boosted its stake in Starbucks by 270.3% during the second quarter. Transce3nd LLC now owns 274 shares of the coffee company's stock valued at $25,000 after buying an additional 200 shares in the last quarter. Collier Financial bought a new position in Starbucks during the third quarter valued at about $25,000. Rachor Investment Advisory Services LLC bought a new position in Starbucks during the fourth quarter valued at about $25,000. Cornerstone Financial Management LLC bought a new position in Starbucks during the fourth quarter valued at about $25,000. Finally, Phillip James Consulting Co. bought a new position in Starbucks during the fourth quarter valued at about $25,000. Institutional investors own 72.29% of the company's stock.
Wall Street Analysts Forecast Growth
Several research analysts have recently issued reports on the company. Wolfe Research assumed coverage on Starbucks in a research note on Monday, March 9th. They issued a "peer perform" rating for the company. TD Cowen reissued a "hold" rating and issued a $89.00 price target (up from $84.00) on shares of Starbucks in a research note on Friday, January 30th. DA Davidson assumed coverage on Starbucks in a research note on Friday, March 6th. They issued a "neutral" rating and a $97.00 price target for the company. Royal Bank Of Canada cut Starbucks from an "outperform" rating to a "sector perform" rating and set a $105.00 price target for the company. in a research note on Tuesday, March 17th. Finally, William Blair raised Starbucks from a "market perform" rating to an "outperform" rating in a research note on Thursday, January 22nd. Fifteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of "Hold" and a consensus price target of $103.07.
Get Our Latest Analysis on Starbucks
Starbucks News Summary
Here are the key news stories impacting Starbucks this week:
- Positive Sentiment: Starbucks launched "Energy Refreshers" in U.S. stores (April 7) — a boosted version of its Refreshers line with extra caffeine and B vitamins aimed at capturing afternoon energy-drink demand; investors view this as a clear attempt to grow beverage frequency and ticket size outside the morning daypart. Starbucks debuts a new drink to take on energy brands
- Positive Sentiment: Coverage highlights company efforts to improve employee experience (training, incentives) — these initiatives can support service quality, sales and retention, which investors treat as constructive for long-term comp growth and margin stability. How Starbucks, Target, Dave & Buster’s invest in employees to boost CX
- Neutral Sentiment: Market commentary notes SBUX rose today but still lagged the broader market — the move looks like rotation into consumer names while investors weigh near-term comps and margin recovery versus lofty valuation (SBUX carries a high P/E). Here's Why Starbucks (SBUX) Gained But Lagged the Market Today
- Neutral Sentiment: CEO Brady Brewer sold 1,641 shares under a pre-arranged Rule 10b5-1 plan — insiders selling on a 10b5-1 program is typically treated as neutral since trades are pre-planned, but some investors note insider activity when assessing conviction. SEC Filing: Brady Brewer Form 4
- Negative Sentiment: Competitive pressure from fast-growing chains (Dutch Bros) and commentary framing Starbucks' turnaround as "costly" weigh on sentiment — investors are watching whether Starbucks' investments and menu innovation can outpace lower-cost/fast-growing rivals and justify margin drag. Starbucks Mounts a Costly Turnaround as Dutch Bros Continues to Grow
Starbucks Company Profile
(
Get Free Report)
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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