It declared its latest dividend raise earlier this month.
SBUX Starbucks Corp
XNAS
103.04
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SBUX
$103.04
—
Key stats
$103.04
- 52-Week Range
- $77.99 – $110.51
- YTD
- +22.71%
- IV Rank (30D)
- 66.26
- Straddle Price
- $8.64
- P/C Vol Ratio
- 1.12
- Market Cap
- $117.1B
- Open
- $102.52
- Day Range
- $101.37 – $103.14
- Volume
- 5,668,459
- Prev Close
- $102.69
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 0.99 |
| Cost of Equity (CAPM) | 9.92% (VRP-adj) |
| WACC | 9.56% |
| Volatility Risk Premium | +15.6pp (IV − HV30) |
| Effective Tax Rate | 35.6% |
| Rev. Growth (YoY, DCF input) | -2.6% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $3.6B |
| Return on Equity (TTM) | -25.8% |
| Book / Price | -6.5% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 9.5% |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +17.6% (reverse-DCF on current price) |
| SMA 50 | $99.41 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $96.04 |
| Bollinger Width / SMA20 | 14.3% (drives anchor stability) |
| Net Debt | $8.3B |
| Market Cap | $117B |
Peers used for multiples: AMZN, BROS, HD, MAR, MCD, QSR, TJX, TSLA
60-Day Conviction
38%
20-Day Fair Value
≈ by Nov 25, 2026
$104.84
α +1.7%
rank 5%
conviction
85%
40-Day Fair Value
≈ by Dec 24, 2026
$104.41
α +1.3%
rank 5%
conviction
45%
60-Day Fair Value
≈ by Jan 22, 2027
$101.91
α -1.1%
rank 5%
conviction
38%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $27.14 | 19% | |
| DDM (Gordon) | $24.26 | 15% | |
| Peer P/E | $42.40 | 5% | median 24.4× · 8 peers |
| Peer EV/EBITDA | $72.93 | 6% | median 16.5× · 8 peers |
| Peer P/B | n/a | 0% | median 11.1× · 6 peers |
| Peer P/S | $108.92 | 7% | median 3.2× · 8 peers |
| Market Anchor (SMA50) | $99.41 | 30% | stability 78% (BB-width) |
| Options Expected (B-L 30d) | $103.01 | 19% | 36 strikes · skew +0.30 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- RETAIL-EATING & DRINKING PLACES (5810) · industry map
- Exchange
- XNAS
- Market Cap
- $117.1B
- Employees
- 381,000
- List Date
- 1992-06-26
- CIK
- 0000829224
- Next Earnings
- 2026-10-29 (After-Close)
- EPS Forecast
- $0.73 (9 est.)
- Headquarters
- Seattle, WA
- Homepage
- https://www.starbucks.com
Starbucks stands out as the world's largest and most recognizable coffee brand, powered by ultracustomizable beverages in-store and a sweeping footprint of nearly 41,000 cafes in over 80 countries. About 52% are company-operated, with the balance run by licensees. The company operates roasteries and sells across its North America (74% of revenue as of the end of fiscal 2025), international (21%), and channel development (5%) segments. The brand collects revenue from company-operated stores, licensee royalties, equipment and product sales, retail ready-to-drink beverages, and packaged coffee.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -6.10% | -15.74% | 8.24% | -0.68% | 16.83% | 9.50% | 2.01% |
| Feb | 9.59% | -7.06% | -7.18% | 1.64% | 7.07% | 6.90% | 1.83% |
| Mar | 2.25% | 0.92% | 2.66% | -1.90% | -15.01% | -7.41% | -3.08% |
| Apr | 4.67% | -18.42% | 9.00% | -3.32% | -18.51% | 16.48% | -1.68% |
| May | -1.59% | 4.15% | -14.77% | 7.76% | 2.37% | -6.36% | -1.41% |
| Jun | -1.35% | 0.14% | 1.58% | -5.15% | 7.56% | 5.89% | 1.44% |
| Jul | 7.07% | 6.96% | 2.44% | 1.06% | -6.07% | 2.55% | 2.33% |
| Aug | -2.39% | -0.99% | -3.77% | 25.91% | 1.53% | 2.79% | 3.85% |
| Sep | -6.08% | -1.33% | -6.87% | 4.63% | -5.77% | -11.48% | -4.48% |
| Oct | -6.07% | 1.13% | 1.22% | 0.28% | -4.18% | 8.60%* | 0.16% |
| Nov | -0.15% | 17.34% | 8.70% | 3.63% | 7.60% | -- | 7.42% |
| Dec | 7.65% | -4.03% | -3.22% | -10.11% | -0.82% | -- | -2.11% |
| Total | 5.96% | -19.98% | -4.85% | 21.71% | -12.34% | 26.85% | 2.89% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $96.42
SMA 50: $99.31
SMA 200: $99.64
Current: $103.04
EMA 12: $99.18
EMA 26: $98.05
MACD: 1.1378 | Signal: 1.2300
BEARISH
ADX (14): 29.69
TREND
+DI: 29.72
−DI: 15.02
Momentum Oscillators
RSI (14): 65.86
NEUTRAL
Stoch %K: 94.64
Stoch %D: 94.38
Williams %R: -2.24
Volume & Volatility
BB Upper: $103.69
BB Lower: $89.14
NEUTRAL
OBV: -176,876,389
Vol SMA 20: 9,328,672
Vol ROC: -41.89%
ATR: $2.32
True Range: $1.77
HV 20: 26.5%
HV 30: 23.0%
HV 60: 22.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-29T00:00:00 – 2026-10-27T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers:
- Positive recent news sentiment
- Bullish momentum indicators (MACD, RSI)
- Low volatility compared to market
Primary Risks:
- Potential for pullback if price reaches upper Bollinger Band
- Risk of continued consolidation if price stays within current range
Investment Thesis: SBUX is currently trading in a range-bound environment, with positive recent news sentiment and bullish momentum indicators. While there are some risks involved, the overall assessment is NEUTRAL due to the lack of strong directional signals.
Recent News Sentiment Impact: The recent news headlines have been generally positive, with articles highlighting SBUX's successful weekend and its competitive edge in the coffee market. This sentiment has contributed to the overall bullish tone in the stock.
Technical Analysis
- Trend Direction: Short-term: Neutral, Medium-term: Bullish, Long-term: Neutral
- Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- Lower Bollinger Band: $103.81
- Middle Line (SMA 20): $106.54
- Upper Bollinger Band: $109.28
- Momentum Signals:
- RSI interpretation: Neutral (50.50)
- MACD signal: Bullish (0.63 / Signal: -0.04 / Histogram: 0.68)
- Bollinger Bands position: Neutral (squeeze)
- Volume Analysis: Volume trends and institutional interest signals:
- On-Balance Volume (OBV): -122427225.03
- Volume Rate of Change: 21.38%
News & Sentiment Analysis
- Recent Headlines Summary: Positive news headlines have focused on SBUX's successful weekend and its competitive edge in the coffee market.
- Sentiment Assessment: Positive sentiment dominates, with NEUTRAL and POSITIVE sentiments making up 4/6 recent headlines.
- Catalyst Identification: No significant upcoming events or earnings releases that could impact the stock.
Risk & Volatility Assessment
- Beta Interpretation: Low risk relative to market (beta: 0.55)
- Volatility Regime: Current volatility is low compared to historical levels
- Options Market Signals: IV rank: 17.6% (Low), Put/Call volume ratio: 0.40 (Bullish sentiment)
- Downside Protection: Support levels and risk management considerations:
- Lower Bollinger Band: $103.81
Market Context & Positioning
- Sector Performance: SBUX has underperformed the sector in recent weeks
- Institutional Activity: Volume patterns suggest institutional interest is moderate
- Correlation Analysis: SBUX moves slightly less than the market (R-squared interpretation)
- Relative Valuation: SBUX is trading within its historical range
Key Levels & Action Items
- Critical Price Levels: Support/resistance to monitor:
- Lower Bollinger Band: $103.81
- Middle Line (SMA 20): $106.54
- Upper Bollinger Band: $109.28
- Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
- SMA 50: $105.12
- Time-Sensitive Catalysts: No immediate catalysts, but earnings releases and product launches may impact the stock in the future.
- Risk Management: Stop-loss levels and position sizing considerations:
- Set stop-loss above the Middle Line (SMA 20) to limit potential losses.
Note: This report is for informational purposes only and should not be taken as investment advice.
Generated
News
All SBUX news →
Schultz left Starbucks in 2023, but his stake in the coffee giant could still be worth billions.
The fast-food giant wants to beat Starbucks at its own game.
New filings reveal Starbucks locations set to close, job losses continue, even as company sees a turnaround.
TheStreet visited a number of chains to compare the price of an iced vanilla latte.
Starbucks enters holiday season with updated menu options, refreshed stores and rising sales even as contract negotiations and labor-backed boycott remain unresolved.
Its income potential is in line with seemingly similar income stocks. There's always more to the story, though.
Showing 1–10 of 50
Page 1 of 5
Earnings History
14 of 23 under expected move
Avg Expected Move
5.70%
Avg Actual Move
4.62%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-26 | After-Close | 4.41% | 6.51% | 1.48x | Exceeded |
| 2021-04-27 | After-Close | 3.49% | 3.23% | 0.93x | Within |
| 2021-07-27 | After-Close | 3.67% | 2.87% | 0.78x | Within |
| 2021-10-28 | After-Close | 4.30% | 6.30% | 1.47x | Exceeded |
| 2022-02-01 | After-Close | 5.87% | 1.04% | 0.18x | Within |
| 2022-05-03 | After-Close | 6.69% | 9.83% | 1.47x | Exceeded |
| 2022-08-02 | After-Close | 6.04% | 4.25% | 0.70x | Within |
| 2022-11-03 | After-Close | 6.09% | 8.48% | 1.39x | Exceeded |
| 2023-02-02 | After-Close | 5.41% | 4.44% | 0.82x | Within |
| 2023-05-02 | After-Close | 5.01% | 9.17% | 1.83x | Exceeded |
| 2023-08-01 | After-Close | 5.40% | 0.86% | 0.16x | Within |
| 2023-11-02 | After-Close | 1.62% | 2.64% | 1.63x | Exceeded |
| 2024-01-30 | After-Close | 6.24% | 1.12% | 0.18x | Within |
| 2024-04-30 | After-Close | 6.31% | 15.88% | 2.52x | Exceeded |
| 2024-07-30 | After-Close | 7.55% | 2.65% | 0.35x | Within |
| 2024-10-30 | After-Close | 5.59% | 0.39% | 0.07x | Within |
| 2025-01-28 | After-Close | 7.25% | 8.14% | 1.12x | Exceeded |
| 2025-04-29 | After-Close | 7.29% | 5.66% | 0.78x | Within |
| 2025-07-29 | After-Close | 6.99% | 0.22% | 0.03x | Within |
| 2025-10-29 | After-Close | 7.54% | 1.21% | 0.16x | Within |
| 2026-01-28 | After-Close | 4.98% | 1.35% | 0.27x | Within |
| 2026-04-28 | After-Close | 8.01% | 8.45% | 1.05x | Exceeded |
| 2026-07-29 | After-Close | 5.46% | 1.64% | 0.30x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
SBUX Options Activity & IV Rank
SBUX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 35.5%
7-DTE IV: 57.3%
Expected Move: $8.64
7-DTE Move: $6.75
Days to Exp: 31 (2026-11-27)
Options Flow
Call Volume: 138
Put Volume: 154
P/C Volume: 1.116
NEUTRAL
Call OI: 533
Put OI: 362
P/C OI: 0.679
Total OI: 895
ATM Options Pricing
ATM Call: $4.40
ATM Put: $4.24
Call %: 4.3%
Put %: 4.1%
Chain Summary
Chain Volume: 19,602
Chain OI: 487,241
Last Updated: 10/27/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 85th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
85%
vs own history
GEX tilt
+0.36
OI-weighted, today
Vanna tilt
+0.37
δ-sensitivity to IV
Charm tilt
-0.48
δ-decay vs time
Vanna tilt +0.37: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.48: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 202 ATM contracts, 191k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
46%
+3.8
pts
EXTREME
as of Oct 27 · ATM 38.3% / Wing 42.1%
30 DTE / 10d
7%
+0.3
pts
EXTREME
as of Oct 27 · ATM 36.3% / Wing 36.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)91.0HighOct 27
IV Rank (30 DTE)66.3MediumOct 27
Straddle Price (30 DTE)$8.64Oct 27
Beta Analysis
Risk Metrics
Beta: 0.5315
Alpha: 13.90%
Correlation: 0.2440
R-Squared: 6.0%
Stock Volatility: 27.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SBUX
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $153.6M | #267 of 6285 | +78.5% | 13F | |
| Markel Group Holding company Tom Gayner | $63.7M | #51 of 130 | 0.0% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $39.6M | #294 of 4729 | +4.9% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $7.8M | #1766 of 3716 | -85.1% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $6.8M | #413 of 997 | +1.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
SBUX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 1,142,175,000 (as of 2026-06-28)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
65 filers$3.26B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $637.62M | 19.54% | 2026-06-30 |
| 2 | UBS Group AG Custodian | $468.70M | 14.36% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $450.19M | 13.79% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $359.92M | 11.03% | 2026-06-30 |
| 5 | Walleye Trading LLC | $217.05M | 6.65% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $161.36M | 4.94% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $124.57M | 3.82% | 2025-09-30 |
| 8 | TORONTO DOMINION BANK | $122.93M | 3.77% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $67.58M | 2.07% | 2026-06-30 |
| 10 | Point72 Asset Management, L.P. | $60.49M | 1.85% | 2026-06-30 |
| 11 | CMT Capital Markets Trading GmbH | $54.09M | 1.66% | 2026-06-30 |
| 12 | Royal Bank of Canada Custodian | $53.90M | 1.65% | 2026-06-30 |
| 13 | D. E. Shaw & Co., Inc. Custodian | $40.77M | 1.25% | 2026-06-30 |
| 14 | Simplex Trading, LLC Custodian | $40.58M | 1.24% | 2026-06-30 |
| 15 | Cubist Systematic Strategies, LLC | $35.93M | 1.10% | 2025-09-30 |
| 16 | Barclays PLC Custodian | $33.18M | 1.02% | 2026-06-30 |
| 17 | Goldman Sachs Group Inc Custodian | $31.84M | 0.98% | 2026-06-30 |
| 18 | Qube Research & Technologies Ltd | $24.71M | 0.76% | 2026-06-30 |
| 19 | GROUP ONE TRADING LLC Custodian | $20.53M | 0.63% | 2026-06-30 |
| 20 | CAPITAL FUND MANAGEMENT S.A. | $19.45M | 0.60% | 2026-06-30 |
| 21 | JPMorgan Chase & Co Custodian | $18.99M | 0.58% | 2026-06-30 |
| 22 | ADAPT Investment Managers SA | $18.45M | 0.57% | 2026-06-30 |
| 23 | Alphadyne Asset Management LP | $18.34M | 0.56% | 2026-06-30 |
| 24 | Maven Securities LTD | $16.22M | 0.50% | 2026-06-30 |
| 25 | Allianz Asset Management GmbH | $15.31M | 0.47% | 2026-06-30 |
61 filers$2.52B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $442.81M | 17.57% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $293.31M | 11.64% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $260.32M | 10.33% | 2026-06-30 |
| 4 | Walleye Trading LLC | $142.65M | 5.66% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $111.69M | 4.43% | 2026-06-30 |
| 6 | Barclays PLC Custodian | $104.39M | 4.14% | 2026-06-30 |
| 7 | Centiva Capital, LP | $92.86M | 3.69% | 2026-06-30 |
| 8 | D. E. Shaw & Co., Inc. Custodian | $90.54M | 3.59% | 2026-06-30 |
| 9 | Millennium Management LLC Custodian | $84.05M | 3.34% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $75.15M | 2.98% | 2025-09-30 |
| 11 | Point72 Asset Management, L.P. | $57.92M | 2.30% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $55.72M | 2.21% | 2026-06-30 |
| 13 | Marshall Wace, LLP Custodian | $51.09M | 2.03% | 2026-06-30 |
| 14 | UBS Group AG Custodian | $50.80M | 2.02% | 2026-06-30 |
| 15 | CMT Capital Markets Trading GmbH | $50.21M | 1.99% | 2026-06-30 |
| 16 | Citigroup Inc. Custodian | $49.87M | 1.98% | 2026-06-30 |
| 17 | JPMorgan Chase & Co Custodian | $44.30M | 1.76% | 2026-06-30 |
| 18 | BNP Paribas Financial Markets Custodian | $42.96M | 1.71% | 2026-06-30 |
| 19 | Parallax Volatility Advisers, L.P. | $42.68M | 1.69% | 2026-06-30 |
| 20 | ADAPT Investment Managers SA | $36.89M | 1.46% | 2026-06-30 |
| 21 | Goldman Sachs Group Inc Custodian | $36.15M | 1.43% | 2026-06-30 |
| 22 | Cubist Systematic Strategies, LLC | $29.53M | 1.17% | 2025-09-30 |
| 23 | CAPSTONE INVESTMENT ADVISORS, LLC | $26.41M | 1.05% | 2026-06-30 |
| 24 | Alphadyne Asset Management LP | $25.50M | 1.01% | 2026-06-30 |
| 25 | CAPITAL FUND MANAGEMENT S.A. | $24.10M | 0.96% | 2026-06-30 |
SBUX Insider Trading (Form 4)
Latest: 2026-10-22Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | Brady Brewer | ceo, International | Sell (S) | −588 | $100.00 | -$58.8K | EDGAR |
| 2026-10-07 | Brady Brewer | ceo, International | Sell (S) | −1,641 | $94.76 | -$155.5K | EDGAR |
| 2026-09-17 | Sara Kelly | evp, chief partner officer | Tax (F) | −1,453 | $96.58 | -$140.4K | EDGAR |
| 2026-09-10 | Brian R Niccol | chairman and ceo | Tax (F) | −56,267 | $100.04 | -$5.63M | EDGAR |
| 2026-09-09 | Brady Brewer | ceo, International | Sell (S) | −2,229 | $105.60 | -$235.4K | EDGAR |
| 2026-08-06 | Brady Brewer | ceo, International | Sell (S) | −2,229 | $105.99 | -$236.3K | EDGAR |
| 2026-08-06 | Brady Brewer | ceo, International | Sell (S) | −2,229 | $105.99 | -$236.3K | EDGAR |
| 2026-07-08 | Brady Brewer | ceo, International | Sell (S) | −2,229 | $104.00 | -$231.8K | EDGAR |
| 2026-06-17 | Sara Kelly | evp, chief partner officer | Tax (F) | −315 | $101.59 | -$32.1K | EDGAR |
| 2026-06-15 | Brady Brewer | ceo, International | Sell (S) | −588 | $100.00 | -$58.8K | EDGAR |
| 2026-06-09 | Brady Brewer | ceo, International | Sell (S) | −1,641 | $94.33 | -$154.8K | EDGAR |
| 2026-05-07 | Brady Brewer | ceo, International | Sell (S) | −2,229 | $104.81 | -$233.6K | EDGAR |
| 2026-04-30 | Sara Kelly | evp, chief partner officer | Sell (S) | −2,000 | $105.00 | -$210.0K | EDGAR |
| 2026-04-21 | Brady Brewer | ceo, International | Sell (S) | −588 | $100.00 | -$58.8K | EDGAR |
| 2026-04-08 | Brady Brewer | ceo, International | Sell (S) | −1,641 | $90.00 | -$147.7K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
SBUX Insider Holdings
18 insiders · @ $103.04
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Brian R Niccol | chairman and ceo | 428,696 | $44.17M | $0 | 6 | 2026-09-10 |
| 2 | Rachel Ruggeri | evp, cfo | 79,140 | $8.15M | -$1.90M | 28 | 2025-02-19 |
| 3 | Brady Brewer | ceo, International | 70,919 | $7.31M | -$2.03M | 20 | 2026-10-22 |
| 4 | Cathy R Smith | evp, cfo | 63,751 | $6.57M | $0 | 4 | 2026-03-26 |
| 5 | Jorgen Vig Knudstorp | Director | 57,752 | $5.95M | $2.02M | 15 | 2026-03-27 |
| 6 | Sara Kelly | evp, chief partner officer | 56,352 | $5.81M | -$2.55M | 29 | 2026-09-17 |
| 7 | Bradley E Lerman | evp, chief legal officer | 42,675 | $4.40M | $0 | 8 | 2025-11-18 |
| 8 | Richard E Allison Jr | Director | 39,699 | $4.09M | $925.3K | 9 | 2026-03-27 |
| 9 | Andrew Campion | Director | 30,133 | $3.10M | $0 | 8 | 2026-03-27 |
| 10 | Michael David Grams | evp, chief operating officer | 28,149 | $2.90M | $0 | 2 | 2026-03-19 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
SBUX Board & Officers
As of SEC filings through Oct 22, 2026Directors 11
- Jorgen Vig Knudstorp · since Mar 22, 2017
- Andrew Campion · since Sep 11, 2019
- Richard E Allison Jr · since Sep 11, 2019
- Beth Ford · since Mar 23, 2023
- Wei Zhang · since Oct 1, 2023
- Daniel Servitje · since Jan 9, 2024
- G Michael Sievert · since Jan 9, 2024
- Neal Mohan · since Jan 9, 2024
- Brian R Niccol · since Sep 9, 2024
- Dambisa F Moyo · since Jun 25, 2025
- Marissa A Mayer · since Jun 25, 2025
Officers 7
- Brady Brewer · ceo, International · since Apr 1, 2024
- Brian R Niccol · chairman and ceo · since Sep 9, 2024
- Val Bauduin · interim cfo · since Mar 7, 2025
- Cathy R Smith · evp, cfo · since Mar 24, 2025
- Michael David Grams · evp, chief operating officer · since Jun 4, 2025
- Sara Kelly · evp, chief partner officer · since Mar 22, 2023
- Pilar Ramos · evp, chief legal officer · since Nov 11, 2025
Changes in the last 10 years (64)
| Nov 18, 2025 | Bradley E Lerman reported in an SEC filing no longer being evp, chief legal officer |
| Nov 11, 2025 | Pilar Ramos became evp, chief legal officer |
| Jun 25, 2025 | Marissa A Mayer became a director |
| Jun 25, 2025 | Dambisa F Moyo became a director |
| Jun 4, 2025 | Michael David Grams became evp, chief operating officer |
| Mar 24, 2025 | Cathy R Smith became evp, cfo |
| Mar 7, 2025 | Val Bauduin became interim cfo |
| Mar 7, 2025 | The company announced the departure of Rachel Ruggeri as evp, cfo in an SEC filing |
| Jan 14, 2025 | The company announced the departure of Mellody L Hobson from the board in an SEC filing |
| Sep 12, 2024 | The company announced the departure of Michael Aaron Conway as ceo, North America in an SEC filing |
| Sep 9, 2024 | Brian R Niccol became chairman and ceo |
| Sep 9, 2024 | Brian R Niccol became a director |
| May 30, 2024 | The company announced the departure of Satya Nadella from the board in an SEC filing |
| May 17, 2024 | Bradley E Lerman listed as evp, chief legal officer (previously evp, general counsel) in SEC filings |
| Apr 17, 2024 | Michael Aaron Conway listed as ceo, North America (previously group president International) in SEC filings |
| Apr 1, 2024 | Brady Brewer became ceo, International |
| Jan 9, 2024 | Neal Mohan became a director |
| Jan 9, 2024 | G Michael Sievert became a director |
| Jan 9, 2024 | Daniel Servitje became a director |
| Oct 4, 2023 | Laxman Narasimhan listed as ceo (previously ceo-elect) in SEC filings |
| Oct 4, 2023 | Laxman Narasimhan first listed as a director in an SEC filing |
| Oct 1, 2023 | Wei Zhang became a director |
| Sep 12, 2023 | The company announced the departure of Howard D Schultz from the board in an SEC filing |
| Apr 17, 2023 | Bradley E Lerman became evp, general counsel |
| Mar 23, 2023 | Beth Ford became a director |
| Mar 22, 2023 | Sara Kelly became evp, chief partner officer |
| Nov 16, 2022 | Kevin R Johnson reported in an SEC filing no longer being president and ceo |
| Nov 16, 2022 | Kevin R Johnson reported in an SEC filing no longer being a director |
| Nov 16, 2022 | John Culver reported in an SEC filing no longer being group pres, N America & coo |
| Oct 5, 2022 | The company announced the departure of Javier G Teruel from the board in an SEC filing |
| Oct 1, 2022 | Laxman Narasimhan became ceo-elect |
| Aug 19, 2022 | The company announced the departure of Mary N Dillon from the board in an SEC filing |
| Aug 17, 2022 | Zabrina Jenkins listed as acting evp, general counsel (previously interim evp, general counsel) in SEC filings |
| Apr 14, 2022 | Howard D Schultz listed as interim ceo (previously executive chairman) in SEC filings |
| Apr 4, 2022 | Zabrina Jenkins became interim evp, general counsel |
| Mar 30, 2022 | The company announced the departure of Rachel A Gonzalez as evp, general counsel in an SEC filing |
| Nov 12, 2021 | Michael Aaron Conway listed as group president International (previously group pres. International) in SEC filings |
| Aug 4, 2021 | John Culver listed as group pres, N America & coo (previously group pres, Int'l & Channel) in SEC filings |
| Jun 28, 2021 | Michael Aaron Conway became group pres. International |
| Mar 31, 2021 | Rachel A Gonzalez listed as evp, general counsel (previously evp, general counsel & sec.) in SEC filings |
| Feb 1, 2021 | Rachel Ruggeri became evp, cfo |
| Jan 12, 2021 | Gina Woods became evp, Public Affairs |
| Nov 9, 2020 | Lucy Lee Helm reported in an SEC filing no longer being evp, chief partner officer |
| Nov 2, 2020 | Angela Lis became evp, chief partner officer |
| Nov 13, 2019 | John AC Kelly became evp, Public Affairs |
| Sep 11, 2019 | Richard E Allison Jr became a director |
| Sep 11, 2019 | Isabel Mahe became a director |
| Sep 11, 2019 | Andrew Campion became a director |
| Mar 4, 2019 | Jill Walker became svp chief accounting officer |
| Dec 19, 2018 | Patrick J Grismer listed as evp and cfo (previously executive vice president) in SEC filings |
| Nov 16, 2018 | Lucy Lee Helm listed as evp, chief partner officer (previously evp, gen. counsel & secretary) in SEC filings |
| Nov 12, 2018 | Patrick J Grismer became executive vice president |
| Apr 27, 2018 | Rachel A Gonzalez became evp, general counsel & sec. |
| Nov 16, 2017 | John Culver listed as group pres, Int'l & Channel (previously group pres, Global Retail) in SEC filings |
| Nov 15, 2017 | James G Shennan Jr reported in an SEC filing no longer being a director |
| Oct 18, 2017 | Rosalind G Brewer first listed as group president and coo in an SEC filing |
| Aug 1, 2017 | Paul Mutty became svp, deputy general counsel |
| Apr 19, 2017 | Kevin R Johnson listed as president and ceo (previously president and coo) in SEC filings |
| Apr 19, 2017 | Howard D Schultz listed as executive chairman (previously chairman and ceo) in SEC filings |
| Mar 22, 2017 | Satya Nadella became a director |
| Mar 22, 2017 | Rosalind G Brewer became a director |
| Mar 22, 2017 | Jorgen Vig Knudstorp became a director |
| Nov 15, 2016 | John Culver listed as group pres, Global Retail (previously group pres, CAP, Channel Dev) in SEC filings |
| Nov 15, 2016 | Clifford Burrows listed as group pres. Siren Retail (previously group pres. US, Americas) in SEC filings |
Not reported recently (20)
- Laxman Narasimhan · Last reported as a director in an SEC filing dated Mar 13, 2024
- Zabrina Jenkins · Last reported as acting evp, general counsel in an SEC filing dated Feb 17, 2023
- Clara Shih · Last reported as a director in an SEC filing dated Dec 12, 2022
- Howard D Schultz · Last reported as interim ceo in an SEC filing dated May 16, 2022
- Joshua Cooper Ramo · Last reported as a director in an SEC filing dated Mar 18, 2022
- Isabel Mahe · Last reported as a director in an SEC filing dated Mar 18, 2022
- Jill Walker · Last reported as svp chief accounting officer in an SEC filing dated Feb 17, 2022
- Gina Woods · Last reported as evp, Public Affairs in an SEC filing dated Feb 17, 2022
- Angela Lis · Last reported as evp, chief partner officer in an SEC filing dated Dec 14, 2021
- Patrick J Grismer · Last reported as evp and cfo in an SEC filing dated Dec 21, 2020
- Rosalind G Brewer · Last reported as a director in an SEC filing dated Nov 18, 2020
- Myron E Ullman III · Last reported as a director in an SEC filing dated Nov 4, 2020
- John AC Kelly · Last reported as evp, Public Affairs in an SEC filing dated Apr 20, 2020
- Vivek C Varma · Last reported as evp, Public Affairs in an SEC filing dated Sep 10, 2019
- Clifford Burrows · Last reported as group pres. Siren Retail in an SEC filing dated Jan 31, 2019
- Scott Harlan Maw · Last reported as evp, chief financial officer in an SEC filing dated Nov 19, 2018
- Craig Weatherup · Last reported as a director in an SEC filing dated Mar 14, 2018
- Paul Mutty · Last reported as svp, deputy general counsel in an SEC filing dated Jan 18, 2018
- William W Bradley · Last reported as a director in an SEC filing dated Nov 17, 2017
- Robert M Gates · Last reported as a director in an SEC filing dated Nov 17, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
SBUX Proposed Insider Sales (Form 144)
Latest: 2026-10-20
? Form 144 Guide
Last 30d:
2 filings
· $214K notice value
· Last 90d:
4 filings
· $686K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
BREWER BRADY (4, $686K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-20 | BREWER BRADY | Officer | 588 | $58.8K | 2026-10-20 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-05 | BREWER BRADY | Officer | 1,641 | $155.5K | 2026-10-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-04 | BREWER BRADY | Officer | 2,229 | $235.4K | 2026-09-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-05 | BREWER BRADY | Officer | 2,229 | $236.3K | 2026-08-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-06 | BREWER BRADY | Officer | 2,229 | $231.8K | 2026-07-06 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-11 | BREWER BRADY | Officer | 588 | $58.8K | 2026-06-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-05 | BREWER BRADY | Officer | 1,641 | $154.8K | 2026-06-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-05 | BREWER BRADY | Officer | 2,229 | $233.6K | 2026-05-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-29 | KELLY SARA | Officer | 2,000 | $210.0K | 2026-04-29 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-17 | BREWER BRADY | Officer | 588 | $58.8K | 2026-04-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-20 | 0000829224-26-000094 | EDGAR |
| 2026-05-15 | 0000829224-26-000088 | EDGAR |
| 2026-04-28 | 0000829224-26-000078 | EDGAR |
| 2026-04-02 | 0000829224-26-000064 | EDGAR |
| 2026-03-30 | 0000829224-26-000058 | EDGAR |
| 2026-01-28 | 0000829224-26-000010 | EDGAR |
| 2025-11-03 | 0000829224-25-000079 | EDGAR |
| 2025-10-29 | 0000829224-25-000074 | EDGAR |
| 2025-09-25 | 0000829224-25-000067 | EDGAR |
| 2025-07-29 | 0000829224-25-000057 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-11-14 | 0000829224-25-000114 | EDGAR |
| 2024-11-20 | 0000829224-24-000057 | EDGAR |
| 2023-11-17 | 0000829224-23-000058 | EDGAR |
| 2022-11-18 | 0000829224-22-000058 | EDGAR |
| 2021-11-19 | 0000829224-21-000086 | EDGAR |
| 2020-11-12 | 0000829224-20-000078 | EDGAR |
| 2019-11-15 | 0000829224-19-000051 | EDGAR |
| 2018-11-16 | 0000829224-18-000052 | EDGAR |
| 2017-11-17 | 0000829224-17-000049 | EDGAR |
| 2016-11-18 | 0000829224-16-000083 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-28 | 0000829224-26-000080 | EDGAR |
| 2026-01-28 | 0000829224-26-000011 | EDGAR |
| 2025-07-29 | 0000829224-25-000058 | EDGAR |
| 2025-04-29 | 0000829224-25-000034 | EDGAR |
| 2025-01-28 | 0000829224-25-000014 | EDGAR |
| 2024-07-30 | 0000829224-24-000042 | EDGAR |
| 2024-04-30 | 0000829224-24-000024 | EDGAR |
| 2024-01-30 | 0000829224-24-000013 | EDGAR |
| 2023-08-01 | 0000829224-23-000044 | EDGAR |
| 2023-05-02 | 0000829224-23-000037 | EDGAR |
ETF Holders
367 ETFs hold SBUX
25 shown · $18.58B total exposure · 0.28% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.15% | $3.4B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.16% | $2.8B | — | 2026-09-30 |
| 3 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 0.51% | $2.4B | — | 2026-10-26 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.18% | $1.6B | $885.1B | 2026-10-26 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.18% | $1.4B | $810.0B | 2026-10-26 |
| 6 | VUG Vanguard Morningstar Growth ETF | Vanguard | 0.30% | $1.2B | — | 2026-09-30 |
| 7 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 2.41% | $938.2M | $38.9B | 2026-10-26 |
| 8 | XLY State Street® Consumer Discretionary Select Sector SPDR® ETF | SPDR (State Street) | 3.11% | $686.0M | $22.1B | 2026-10-26 |
| 9 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.48% | $606.0M | — | 2026-09-30 |
| 10 | QQQM Invesco NASDAQ 100 ETF | Invesco | 0.51% | $553.7M | — | 2026-10-26 |
| 11 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.46% | $436.0M | — | 2026-09-30 |
| 12 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.18% | $324.2M | $183.4B | 2026-10-26 |
| 13 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.20% | $241.7M | $124.7B | 2026-10-26 |
| 14 | CGUS Capital Group Core Equity ETF | Capitalgroup | 1.81% | $219.7M | $12.2B | 2026-10-26 |
| 15 | HDV iShares Core High Dividend ETF | iShares (BlackRock) | 1.37% | $219.4M | $15.9B | 2026-10-26 |
| 16 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $201.4M | — | 2026-10-26 |
| 17 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.38% | $194.6M | $50.6B | 2026-10-26 |
| 18 | CGGO Capital Group Global Growth Equity ETF | Capitalgroup | 1.57% | $183.0M | $11.6B | 2026-10-26 |
| 19 | FDVV Fidelity High Dividend ETF | Fidelity | 1.56% | $163.9M | $10.5B | 2026-10-26 |
| 20 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.16% | $151.8M | $97.1B | 2026-10-26 |
| 21 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.39% | $149.1M | $38.7B | 2026-10-26 |
| 22 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.17% | $126.2M | — | 2026-09-30 |
| 23 | SCHX Schwab U.S. Large-Cap ETF | Nport | 0.17% | $119.9M | — | 2026-05-31 |
| 24 | JEPQ JPMorgan Nasdaq Equity Premium Income ETF | JPMorgan | 0.27% | $118.5M | $43.8B | 2026-10-27 |
| 25 | NUDG Nuveen Dividend Growth Fund | Nport | 1.86% | $118.2M | — | 2026-07-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
59.22
TTM Diluted EPS
$1.74
TTM Revenue
$38.34B
TTM Net Income
$1.98B
TTM Op. Cash Flow
$4.99B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-06-28 | $9.32B | $1.05B | $0.91 | $1.64B |
| Q2 '26 | 2026-03-29 | $9.53B | $510.90M | $0.45 | $364.50M |
| Q1 '26 | 2025-12-28 | $9.92B | $293.30M | $0.26 | $1.60B |
| Q4 '25 | 2025-09-28 | $9.57B | $133.20M | $0.12 | $1.38B |
| Q3 '25 | 2025-06-29 | $9.46B | $558.30M | $0.49 | $1.00B |
| Q2 '25 | 2025-03-30 | $8.76B | $384.20M | $0.34 | $292.00M |
| Q1 '25 | 2024-12-29 | $9.40B | $780.80M | $0.69 | $2.07B |
| Q4 '24 | 2024-09-29 | $9.07B | $909.20M | $0.80 | $1.54B |
| Q3 '24 | 2024-06-30 | $9.11B | $1.05B | $0.93 | $1.67B |
| Q2 '24 | 2024-03-31 | $8.63B | $772.40M | $0.68 | $506.00M |
| Q1 '24 | 2023-12-31 | $9.43B | $1.02B | $0.90 | $2.38B |
| Q4 '23 | 2023-10-01 | $9.37B | $1.22B | $1.06 | $1.95B |
Q3 2026 • period ending 2026-06-28 • filed 2026-07-29
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
59.22
P/B
—
P/S
3.07
EV/EBITDA
22.75
EV/Sales
3.29
ROE
—
ROA
7.0%
Div Yield
2.40%
FCF Yield
4.24%
Debt/Equity
—
Current Ratio
—
Market Cap
$117.69B
as of 2026-10-27
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
41.97M
SI % of Float
3.68%
Days to Cover
5.38
Short Vol Ratio
67.0%
Free Float
1.14B
Float %
99.9%
Short interest 2026-09-30 • Short volume 2026-10-27 • Float 2026-08-07