Starbucks Ownership

SBUX Stock  USD 86.21  0.79  0.92%   
Starbucks maintains a total of 1.13 Billion outstanding shares. The majority of Starbucks outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Starbucks to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Starbucks. Please pay attention to any change in the institutional holdings of Starbucks as this could imply that something significant has changed or is about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
 
Shares in Circulation  
First Issued
1990-12-31
Previous Quarter
1.1 B
Current Value
1.1 B
Avarage Shares Outstanding
1.6 B
Quarterly Volatility
853.6 M
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Starbucks in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Starbucks, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to rise to about 2.9 B in 2024, whereas Dividend Yield is likely to drop 0.01 in 2024. Common Stock Shares Outstanding is likely to rise to about 1.6 B in 2024. Net Income Applicable To Common Shares is likely to rise to about 4 B in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Starbucks. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Starbucks Stock please use our How to Invest in Starbucks guide.

Starbucks Stock Ownership Analysis

About 76.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.18. Starbucks last dividend was issued on the 16th of May 2024. The entity had 2:1 split on the 9th of April 2015. Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. Starbucks Corporation was founded in 1971 and is based in Seattle, Washington. Starbucks Corp operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 402000 people. To find out more about Starbucks contact Howard Schultz at 206 447 1575 or learn more at https://www.starbucks.com.
Besides selling stocks to institutional investors, Starbucks also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Starbucks' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Starbucks' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Starbucks Quarterly Liabilities And Stockholders Equity

29.18 Billion

Starbucks Insider Trades History

Roughly 2.0% of Starbucks are currently held by insiders. Unlike Starbucks' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Starbucks' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Starbucks' insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Starbucks Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Starbucks is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Starbucks backward and forwards among themselves. Starbucks' institutional investor refers to the entity that pools money to purchase Starbucks' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fisher Asset Management, Llc2023-12-31
11.4 M
Wells Fargo & Co2023-12-31
10.8 M
Amvescap Plc.2023-12-31
10.5 M
Nuveen Asset Management, Llc2023-12-31
10 M
Charles Schwab Investment Management Inc2023-12-31
10 M
Bank Of New York Mellon Corp2023-12-31
9.6 M
Fmr Inc2023-12-31
9.4 M
Legal & General Group Plc2023-12-31
8.8 M
Loomis, Sayles & Company Lp2023-12-31
8.6 M
Vanguard Group Inc2023-12-31
107.9 M
Blackrock Inc2023-12-31
78.8 M
Note, although Starbucks' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Starbucks Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Starbucks insiders, such as employees or executives, is commonly permitted as long as it does not rely on Starbucks' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Starbucks insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Starbucks Outstanding Bonds

Starbucks issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Starbucks uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Starbucks bonds can be classified according to their maturity, which is the date when Starbucks has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Starbucks Corporate Filings

F4
17th of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F3
8th of April 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
8K
15th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13th of March 2024
Other Reports
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Starbucks offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Starbucks' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Starbucks Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Starbucks Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Starbucks. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Starbucks Stock please use our How to Invest in Starbucks guide.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Starbucks' price analysis, check to measure Starbucks' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Starbucks is operating at the current time. Most of Starbucks' value examination focuses on studying past and present price action to predict the probability of Starbucks' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Starbucks' price. Additionally, you may evaluate how the addition of Starbucks to your portfolios can decrease your overall portfolio volatility.
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Is Starbucks' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Starbucks. If investors know Starbucks will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Starbucks listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.216
Dividend Share
2.2
Earnings Share
3.74
Revenue Per Share
32.074
Quarterly Revenue Growth
0.082
The market value of Starbucks is measured differently than its book value, which is the value of Starbucks that is recorded on the company's balance sheet. Investors also form their own opinion of Starbucks' value that differs from its market value or its book value, called intrinsic value, which is Starbucks' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Starbucks' market value can be influenced by many factors that don't directly affect Starbucks' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Starbucks' value and its price as these two are different measures arrived at by different means. Investors typically determine if Starbucks is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Starbucks' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.