Independent Financial Group LLC Makes New Investment in Starbucks Corporation $SBUX

Posted by George Bondi on Jul 19th, 2026

Independent Financial Group LLC bought a new position in Starbucks Corporation (NASDAQ:SBUX – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 22,848 shares of the coffee company’s stock, valued at approximately $2,047,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. NWF Advisory Services Inc. lifted its position in Starbucks by 2.6% in the fourth quarter. NWF Advisory Services Inc. now owns 4,349 shares of the coffee company’s stock worth $366,000 after buying an additional 109 shares during the last quarter. Aerodigm Wealth LLC increased its position in Starbucks by 2.7% during the fourth quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock valued at $357,000 after acquiring an additional 112 shares during the last quarter. River Street Advisors LLC increased its position in Starbucks by 0.8% during the fourth quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock valued at $1,138,000 after acquiring an additional 113 shares during the last quarter. Creative Financial Designs Inc. ADV raised its stake in shares of Starbucks by 38.2% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock valued at $34,000 after acquiring an additional 113 shares during the period. Finally, Integrity Alliance LLC. lifted its holdings in shares of Starbucks by 3.0% in the 4th quarter. Integrity Alliance LLC. now owns 3,907 shares of the coffee company’s stock worth $329,000 after acquiring an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

Insider Buying and Selling at Starbucks

In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $104.00, for a total transaction of $231,816.00. Following the transaction, the chief executive officer directly owned 77,364 shares in the company, valued at $8,045,856. This trade represents a 2.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of Starbucks stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the executive vice president directly owned 57,653 shares of the company’s stock, valued at approximately $6,053,565. This trade represents a 3.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 8,687 shares of company stock worth $889,033 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

More Starbucks News

Here are the key news stories impacting Starbucks this week:

Positive Sentiment: RBC said Starbucks’ fiscal Q3 North America same-store sales are likely to come in line with consensus, which could reassure investors that the U.S. business is stabilizing. Starbucks Fiscal Q3 North America Same-Store Sales Poised to be In-Line With Consensus, RBC Says
Positive Sentiment: Analyst commentary remains generally constructive, with several recent firms reiterating buy or overweight ratings and price targets clustering around levels near or above the current share price. Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: Starbucks (SBUX), Airbnb (ABNB) and Silgan Holdings (SLGN)
Positive Sentiment: Starbucks’ reaffirmed dividend and efforts to cut software costs by building more of its own tools with AI may support margins over time. What Starbucks (SBUX)’s Dividend Affirmation and Software Cost Cuts Mean For Shareholders
Positive Sentiment: Starbucks recently said it will release fiscal Q3 2026 results on July 29, keeping attention focused on a potential catalyst for the shares. Starbucks Announces Q3 Fiscal Year 2026 Results Conference Call
Neutral Sentiment: Starbucks’ earnings preview suggests investors are waiting for confirmation that traffic, loyalty trends, and the “Back to Starbucks” turnaround plan are still improving. Earnings Preview: What To Expect From Starbucks’ Report
Neutral Sentiment: Reuters reported that Starbucks defeated a shareholder lawsuit tied to sales declines in the U.S. and China, removing one legal overhang but not changing the core growth debate. Starbucks defeats shareholder lawsuit over US, China sales declines
Negative Sentiment: Some coverage highlights that opinions on Starbucks remain mixed, reflecting uncertainty about the pace of the turnaround and whether sales momentum can fully reaccelerate. Starbucks vs. McDonald’s: Which Restaurant Stock Has the Edge Now?

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Stifel Nicolaus set a $117.00 price target on shares of Starbucks and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Zacks Research lowered shares of Starbucks from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Starbucks in a research note on Wednesday, April 29th. JPMorgan Chase & Co. upped their target price on Starbucks from $95.00 to $100.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Finally, Scotiabank downgraded Starbucks from a “market perform” rating to an “underperform” rating in a report on Thursday, May 14th. Nineteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $109.42.

Get Our Latest Stock Analysis on SBUX

Starbucks Trading Down 2.7%

NASDAQ SBUX opened at $105.49 on Friday. The stock has a market cap of $120.23 billion, a PE ratio of 79.92, a PEG ratio of 2.10 and a beta of 0.98. Starbucks Corporation has a 12 month low of $77.99 and a 12 month high of $109.23. The company’s 50-day moving average price is $102.56 and its 200-day moving average price is $97.83.

Starbucks (NASDAQ:SBUX – Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $9.53 billion during the quarter, compared to analyst estimates of $9.17 billion. Starbucks had a net margin of 3.89% and a negative return on equity of 29.24%. The firm’s revenue for the quarter was up 8.8% on a year-over-year basis. During the same quarter last year, the business posted $0.41 EPS. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. As a group, sell-side analysts forecast that Starbucks Corporation will post 2.4 earnings per share for the current year.

Starbucks Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a $0.62 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.4%. Starbucks’s dividend payout ratio is 187.88%.

Starbucks Profile

(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.