Cladis Investment Advisory LLC Purchases 6,901 Shares of Starbucks Corporation $SBUX

Posted by Brian Himes on Jun 14th, 2026

Cladis Investment Advisory LLC increased its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 137.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,928 shares of the coffee company’s stock after purchasing an additional 6,901 shares during the period. Cladis Investment Advisory LLC’s holdings in Starbucks were worth $1,004,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Aerodigm Wealth LLC boosted its stake in Starbucks by 2.7% in the 4th quarter. Aerodigm Wealth LLC now owns 4,245 shares of the coffee company’s stock worth $357,000 after purchasing an additional 112 shares during the period. River Street Advisors LLC boosted its stake in Starbucks by 0.8% in the 4th quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock worth $1,138,000 after purchasing an additional 113 shares during the period. Creative Financial Designs Inc. ADV boosted its stake in Starbucks by 38.2% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 409 shares of the coffee company’s stock worth $34,000 after purchasing an additional 113 shares during the period. Integrity Alliance LLC. boosted its stake in 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 purchasing an additional 114 shares during the period. Finally, RPg Family Wealth Advisory LLC boosted its stake in Starbucks by 4.5% in the 4th quarter. RPg Family Wealth Advisory LLC now owns 2,711 shares of the coffee company’s stock worth $228,000 after purchasing an additional 117 shares during the period. 72.29% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. UBS Group lowered shares of Starbucks from a “neutral” rating to a “neutral” rating in a research note on Thursday, May 14th. Jefferies Financial Group assumed coverage on shares of Starbucks in a research note on Thursday, May 14th. They issued a “buy” rating for the company. DA Davidson upped their target price on shares of Starbucks from $97.00 to $102.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Morgan Stanley raised shares of Starbucks from an “overweight” rating to an “overweight” rating in a research note on Thursday, May 14th. Finally, Robert W. Baird upped their target price on shares of Starbucks from $112.00 to $117.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.93.

View Our Latest Report on Starbucks

Trending Headlines about Starbucks

Here are the key news stories impacting Starbucks this week:

Positive Sentiment: Reports say Tata Starbucks plans to add as many as 100 stores per year in India, signaling continued international expansion and another avenue for long-term unit growth. Tata Starbucks to add up to 100 stores annually in India – report
Positive Sentiment: Starbucks is reportedly evaluating sale and IPO options for its Japan operations, which could unlock value, simplify the business, and provide capital for other priorities. Starbucks Evaluates Sale and IPO Options for Japanese Operations (SBUX)
Positive Sentiment: Investor and trader interest appears to be rising, with unusual call-option activity and multiple “trending stock” articles suggesting renewed bullish attention on SBUX. Is Trending Stock Starbucks Corporation (SBUX) a Buy Now?
Neutral Sentiment: Several articles are analyst-style commentary asking whether Starbucks is a good buy now; these reinforce attention on the name but do not add new fundamental information. Is Starbucks Corporation (SBUX) A Good Stock To Buy Now?
Neutral Sentiment: The Bearista cup promotion tied to the World Cup may help merchandise buzz and traffic, but it is a smaller, less material catalyst than the Japan and India expansion news. The Bearista Cup Returns for the World Cup, Starbucks Stock (NASDAQ:SBUX) Gains

Insider Activity

In other news, 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 transaction of $233,621.49. Following the transaction, the chief executive officer directly owned 81,559 shares in the company, valued at $8,548,198.79. The trade was a 2.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sara Kelly sold 2,000 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the executive vice president owned 57,653 shares in the company, valued at $6,053,565. This 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 8,099 shares of company stock worth $804,907 over the last 90 days. 0.03% of the stock is owned by company insiders.

Starbucks Price Performance

Shares of NASDAQ:SBUX opened at $103.04 on Friday. The company’s 50-day moving average price is $100.27 and its two-hundred day moving average price is $94.64. Starbucks Corporation has a one year low of $77.99 and a one year high of $108.88. The stock has a market capitalization of $117.43 billion, a PE ratio of 78.06, a price-to-earnings-growth ratio of 2.03 and a beta of 0.98.

Starbucks (NASDAQ:SBUX – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The coffee company reported $0.50 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $9.17 billion. During the same period in the previous year, the firm posted $0.41 EPS. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.250-2.450 EPS. On average, analysts anticipate that Starbucks Corporation will post 2.42 earnings per share for the current fiscal year.

Starbucks Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Friday, May 15th were paid a dividend of $0.62 per share. The ex-dividend date was Friday, May 15th. This represents a $2.48 annualized dividend and a dividend yield of 2.4%. Starbucks’s payout ratio is currently 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.