Rational Advisors Inc. Takes $1.34 Million Position in Starbucks Corporation $SBUX

Posted by Geri Gentry on Jun 3rd, 2026

Rational Advisors Inc. bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 15,900 shares of the coffee company’s stock, valued at approximately $1,339,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in SBUX. Norges Bank bought a new stake in shares of Starbucks during the fourth quarter worth $1,232,650,000. Capital Research Global Investors raised its position in shares of Starbucks by 11.4% during the third quarter. Capital Research Global Investors now owns 85,460,350 shares of the coffee company’s stock worth $7,229,968,000 after acquiring an additional 8,774,198 shares during the last quarter. Corient Private Wealth LLC raised its position in shares of Starbucks by 146.6% during the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock worth $553,201,000 after acquiring an additional 3,596,014 shares during the last quarter. Capital International Investors raised its position in shares of Starbucks by 22.5% during the third quarter. Capital International Investors now owns 14,691,772 shares of the coffee company’s stock worth $1,243,104,000 after acquiring an additional 2,699,479 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its position in shares of Starbucks by 80.6% during the third quarter. Ameriprise Financial Inc. now owns 5,105,164 shares of the coffee company’s stock worth $433,923,000 after acquiring an additional 2,277,792 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Insider Transactions at Starbucks

In other Starbucks news, EVP Sara Kelly sold 2,500 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $97.12, for a total value 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. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $104.81, for a total value of $233,621.49. Following the completion of the transaction, the chief executive officer directly owned 81,559 shares of the company’s stock, valued at approximately $8,548,198.79. The trade was a 2.66% 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. Over the last three months, insiders sold 11,187 shares of company stock valued at $1,111,085. Insiders own 0.03% of the company’s stock.

Starbucks Stock Down 1.0%

Shares of Starbucks stock opened at $95.51 on Wednesday. Starbucks Corporation has a 12 month low of $77.99 and a 12 month high of $108.88. The business has a fifty day simple moving average of $99.04 and a 200 day simple moving average of $93.90. The stock has a market cap of $108.85 billion, a PE ratio of 72.36, a price-to-earnings-growth ratio of 1.90 and a beta of 0.98.

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 negative return on equity of 29.24% and a net margin of 3.89%.The business had revenue of $9.53 billion during the quarter, compared to analysts’ expectations of $9.17 billion. During the same period in the previous year, the firm earned $0.41 earnings per share. The firm’s quarterly 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. Analysts expect that Starbucks Corporation will post 2.42 EPS for the current fiscal year.

Starbucks Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were paid a $0.62 dividend. This represents a $2.48 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Friday, May 15th. Starbucks’s payout ratio is presently 187.88%.

Analyst Upgrades and Downgrades

SBUX has been the subject of a number of recent research reports. Zacks Research upgraded Starbucks from a “hold” rating to a “strong-buy” rating in a research report on Friday, May 15th. Robert W. Baird boosted their target price on Starbucks from $112.00 to $117.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Starbucks in a research report on Wednesday, April 29th. Sanford C. Bernstein restated an “outperform” rating on shares of Starbucks in a research report on Wednesday, March 4th. Finally, Dbs Bank raised Starbucks from a “strong sell” rating to a “moderate sell” rating in a research note on Friday, March 20th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.48.

View Our Latest Stock Report on SBUX

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

Positive Sentiment: Analysts and market commentators remain constructive on Starbucks’ turnaround, pointing to stronger revenue and earnings trends, improved traffic, and a first clean earnings beat in several quarters. Has Starbucks Reached the Turning Point in Its Turnaround Story?
Positive Sentiment: Recent coverage highlights bullish sentiment from institutional ownership and analyst price targets that remain above the current trading level, reinforcing confidence in the stock’s longer-term recovery. Smart Money Owns 87% of Starbucks. Should Retail Investors Follow?
Positive Sentiment: Starbucks’ nostalgia-driven menu strategy is drawing interest, with the company bringing back popular limited-time drinks such as the S’mores Frappuccino to help boost customer engagement and traffic. Starbucks brings back viral drink after 7 years, adds new item
Neutral Sentiment: Starbucks announced that CEO Brian Niccol will speak at Evercore’s Consumer and Retail Conference next week; the event may provide updates on the turnaround, but the announcement itself is not a major business catalyst. Starbucks to Participate in the 6th Annual Evercore Consumer and Retail Conference
Neutral Sentiment: Several articles discuss Starbucks’ stock performance versus peers and whether investors should follow the current momentum, but these are commentary pieces rather than new company-specific developments. How Is Starbucks’ Stock Performance Compared to Other Consumer Discretionary Stocks?
Negative Sentiment: Broader discussion around Starbucks’ nostalgia-heavy menu strategy also reflects lingering concerns that the company may be relying on old favorites to support demand while the turnaround is still incomplete. Starbucks Stock (NASDAQ:SBUX) Rises Along With Nostalgic Menu Concerns

About Starbucks

(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.