Prime Capital Investment Advisors LLC decreased its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 12.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,221 shares of the coffee company’s stock after selling 7,402 shares during the period. Prime Capital Investment Advisors LLC’s holdings in Starbucks were worth $4,418,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get St ...

Core Insights - Several institutional investors have significantly increased their stakes in Starbucks, indicating growing confidence in the company's future performance [1][6] - Analyst ratings for Starbucks have generally improved, with multiple firms raising their price targets and ratings, reflecting positive sentiment in the market [2][3] - Starbucks reported quarterly earnings that missed analyst expectations for EPS but exceeded revenue forecasts, showing a year-over-year revenue growth of 5.5% [5] Institutional Holdings - Game Plan Financial Advisors LLC acquired a new stake worth approximately $25,000 in the 2nd quarter [1] - Transce3nd LLC raised its holdings by 270.3%, now owning 274 shares valued at $25,000 after acquiring an additional 200 shares [1] - PFS Partners LLC increased its stake by 457.4% in the 3rd quarter, now holding 340 shares valued at $29,000 [1] - Institutional investors collectively own 72.29% of Starbucks' stock [1] Analyst Ratings - Mizuho raised its price objective from $86.00 to $95.00, maintaining a "neutral" rating [2][3] - BMO Capital Markets reiterated an "outperform" rating with a price target of $120.00 [2][3] - Citigroup upgraded its rating from "neutral" to "positive" [2][3] - Bank of America increased its price target from $106.00 to $114.00, maintaining a "buy" rating [2][3] - The consensus rating for Starbucks is "Moderate Buy" with an average target price of $104.74 [2][3] Financial Performance - Starbucks reported an EPS of $0.56 for the last quarter, missing the consensus estimate of $0.59 by $0.03 [5] - The company had a revenue of $9.92 billion, surpassing expectations of $9.62 billion [5] - The firm set its FY 2026 guidance at 2.150-2.400 EPS, with analysts anticipating an EPS of 2.99 for the current year [5] Stock Information - Starbucks stock opened at $91.95, with a market capitalization of $104.56 billion and a P/E ratio of 75.99 [4] - The stock has a 52-week low of $75.50 and a high of $117.46 [4] Dividend Announcement - Starbucks announced a quarterly dividend of $0.62 per share, with an annualized yield of 2.7% [7] - The dividend payout ratio is currently 204.96% [7] Insider Activity - Director Jorgen Vig Knudstorp purchased 11,700 shares at an average price of $85.00, increasing his position by 28.26% [8]

Starbucks (SBUX) is a global coffeehouse giant that started as a coffee bean seller and is now famed for its premium brews, cozy vibe, and iconic green siren logo. It offers espresso drinks, lattes, Frappuccinos, teas, pastries, and snacks, turning coffee into a daily ritual for millions. Founded in 1971, it is headquartered in Seattle, Washington, with over 38,000 stores under its belt in over 80 countries. More News from Barchart Starbucks Stock Sparks Rally Starbucks' stock has shown strong momentu ...

Core Viewpoint - Dutch Bros has experienced rapid growth and increased investor interest due to its unique business model and expansion strategy, positioning itself as a notable competitor in the coffee market, particularly against Starbucks [1][2]. Company Overview - Dutch Bros operates drive-thru coffee shops with a focus on personal customer interaction through "broistas" and community engagement by hosting local events [2]. - The company has developed a loyal customer base with its signature breve drinks and a diverse beverage menu that includes teas, smoothies, and energy drinks [3]. Financial Performance - In the first nine months of 2025, Dutch Bros reported approximately $1.2 billion in revenue, reflecting a 27% year-over-year increase, alongside a same-shop sales growth of 5.2% [3]. - The company achieved a net income of $58 million during the same period, marking an 85% increase from the previous year [4]. - Despite the strong financial growth, the stock has only risen 12% over the past year, attributed to a high P/E ratio of 126 compared to the S&P 500 average of 31 [4]. Growth Strategy - Dutch Bros plans to expand its footprint to 2,029 shops by 2029, indicating a bullish growth outlook [5]. - The anticipated near doubling of store locations within three years is expected to support continued revenue growth and positively impact stock performance over time [7]. Investment Considerations - While the rapid growth suggests potential for long-term success, the high valuation and competitive landscape may cause hesitation among investors [6]. - Investors are advised to consider accumulating shares gradually, given the uncertainties surrounding the stock's near-term direction [6].

Core Insights - Investing in stocks is a preferred method for wealth building, providing both income and growth potential. Dividend stocks are essential for passive income investors, but selecting the right ones can be challenging due to the vast options available [1][2]. Company Summaries Coca-Cola - Coca-Cola (NYSE:KO) is a leading global beverage company with a diverse product portfolio, including soft drinks, teas, coffee, and juices. The company has successfully increased product prices while achieving higher revenue and sales [3][4]. - Coca-Cola is an asset-light business model focusing on syrup concentrate production, which allows for higher profit margins and lower operating costs, resulting in significant cash flow and shareholder rewards [4]. - The company has a strong dividend history, being a dividend aristocrat with 63 consecutive years of dividend increases, a yield of 2.90%, and an annual dividend of $2.04. The payout ratio stands at 67.85% [5]. - In Q3, Coca-Cola reported revenue of $12.5 billion, a 5% year-over-year increase, with organic revenue growth of 6%. Operating income surged by 59%, and EPS rose by 30% to $0.86. The company is expected to perform well in 2026 due to its global presence and steady dividend growth [6]. 3M Company - 3M (NYSE:MMM) is a global conglomerate with a diverse range of products in healthcare, industrial, safety, and consumer sectors. The company has recently seen a positive turnaround, with management raising full-year guidance [7][8]. - In Q3, 3M reported revenue of $6.50 billion, up 3.5%, and generated $1.3 billion in adjusted free cash flow. The safety and industrial segment grew by 5.4%, and EPS was reported at $1.55. The company is on a recovery path [8][9]. - The management anticipates full-year EPS between $7.95 and $8.05, with organic revenue expected to improve by over 2%. In Q3, 3M allocated $900 million for buybacks and dividends [9][10]. - The stock is currently priced at $161.76, reflecting a 24.72% increase in 2025, with a dividend yield of 1.81% and an annual dividend of $2.92. The payout ratio is 36.54% [10][11]. Morgan Stanley - Morgan Stanley (NYSE:MS) is one of the largest financial institutions in the U.S., known for its investment banking and wealth management services. It has a dividend yield of 2.31% and a history of 28 years of dividend payments [12][13]. - The company has seen a 38% stock price increase in 2025, currently trading at $172.96. It has a healthy investment banking pipeline and is positioned to benefit from increased M&A and IPO activities [12][13]. - In Q3, Morgan Stanley reported an 18% revenue increase to $18.22 billion, with profits soaring by 45% to $4.61 billion. The investment banking segment experienced a 44% growth, while equities trading revenue rose by 35% [14][15].

Core Viewpoint - Coca-Cola is positioned to be a more compelling long-term investment compared to Altria, the leading tobacco company, due to its diversified product portfolio and growth potential in a changing market landscape [5]. Group 1: Altria Overview - Altria is a leading tobacco company in America, known for its flagship Marlboro brand, which holds nearly half of the retail cigarette market [2]. - The company is expanding its portfolio with smoke-free products like e-cigarettes and nicotine pouches as adult smoking rates decline [2]. - Altria has consistently increased its dividend since spinning off its international business in 2008, currently offering a forward yield of 7.2% and trading at ten times forward earnings [3]. Group 2: Coca-Cola Overview - Coca-Cola has developed a diverse range of products beyond its traditional sugary sodas, including bottled water, fruit juices, teas, and alcoholic beverages, which has helped mitigate the decline in soda consumption [8]. - The company reported organic sales growth of 16% in 2022, 12% in 2023, and is projected to maintain 12% growth in 2024, contrasting with Altria's declining sales [9]. - Coca-Cola operates a capital-light business model, producing only concentrates and syrups, which allows for high gross margins and more cash for marketing and dividends [10]. Group 3: Financial Performance and Outlook - Analysts expect Coca-Cola's adjusted EPS to grow at a CAGR of 6% from 2024 to 2027, while Altria's adjusted EPS is expected to grow at a CAGR of 4% [12]. - Coca-Cola has a forward dividend yield of 2.9% and has raised its payout for 63 consecutive years, making it a "Dividend King" [13]. - Over the past decade, Coca-Cola has delivered a total return of 126%, while Altria's total return was 99%, indicating Coca-Cola's stronger long-term performance [14]. Group 4: Market Trends and Future Prospects - The S&P 500 is near its all-time high, and the Federal Reserve is expected to cut benchmark rates in 2026, which may lead investors to favor dividend stocks like Coca-Cola over growth stocks [16]. - Coca-Cola is anticipated to benefit from this trend, positioning it as a better investment option compared to Altria for 2026 and beyond [16].

Core Insights - U.S. manufacturing expansions are being supported by federal and state incentives to enhance domestic production and create local jobs [1] Group 1: Coca-Cola Investment - Swire Coca-Cola, USA plans to invest $475 million in a new 620,000-square-foot manufacturing plant in Colorado Springs, Colorado [3] - The facility will produce over 230 beverage options across more than 60 brands and is expected to double the local workforce by creating 170 jobs [4] - The project will support approximately 1,190 construction and installation jobs, generating an estimated $103 million for workers and families in El Paso County [4] Group 2: Foxconn Investment - Foxconn Technology Co. will invest $173 million to establish its first U.S. manufacturing facility in Louisville, Kentucky, creating 180 jobs [6] - The 350,000-square-foot facility will incorporate artificial intelligence and robotics in all phases of consumer electronics production [7] - This initiative is part of Foxconn's "Made in America" strategy aimed at strengthening U.S. supply chains [7]

Core Insights - Black Rock Coffee Bar is expanding its presence in Colorado with a new location in Northglenn, set to open on October 10, 2025, marking the brand's 10th location in the state [1] - The new store will celebrate its opening with a week of promotional events, reflecting the company's commitment to community engagement and exceptional service [1] - Black Rock Coffee Bar offers a variety of handcrafted beverages and seasonal menu items, enhancing its appeal to customers [2][3] Company Overview - Founded in 2008 in Oregon, Black Rock Coffee Bar has grown to over 160 retail locations across seven states, emphasizing a positive community impact and a strong team culture [3] - The company promotes its core values through the 4G's: grit, growth, gratitude, and grace, which guide its team members in their daily operations [3] Promotional Events - The opening week promotions include: - Free 16-ounce drinks on October 10 - Buy-one-get-one drinks on October 11 - Free limited edition Colorado state sticker on October 12 (while supplies last) - 50% off any food item on October 13 - Free T-shirt with purchase on October 14 (while supplies last) - $2 off any size drink on October 15 [5]

Core Insights - The Coca-Cola Company (NYSE:KO) is recognized as one of the most undervalued stocks in the Dow, showcasing resilience and strategic growth in the beverage industry [1] Group 1: Digital Transformation and Growth Strategy - Coca-Cola is committed to digital transformation, utilizing artificial intelligence and data analytics to enhance customer engagement and operational efficiency, with a target of 0.5 percentage point growth in emerging markets [2] - The company is focusing on innovation and capital investments as part of its long-term strategy [2] Group 2: Share Buyback and Market Adaptation - Coca-Cola Europacific Partners is executing a €1 billion share buyback program, indicating confidence in the company's valuation and future prospects [3] - The company is adapting to the rebound in "away-from-home" consumption by offering a range of products, including refillable and premium single-serve options [3] Group 3: Sustainable Infrastructure Investments - Coca-Cola is investing in sustainable infrastructure, including the closure of an old factory in Vietnam and the construction of a new $136 million LEED Gold-certified plant, reflecting confidence in regional growth and commitment to environmentally responsible production [4]

Core Insights - Black Rock Coffee Bar is expanding its presence in California with a new location in Vista, marking its fourth store in the state and emphasizing its growth strategy in the Sunbelt region [2][3]. Company Expansion - The new store at 905 S Santa Fe Avenue will open on September 26, 2025, featuring promotional events such as free 16-ounce drinks, buy-one-get-one offers, and half-off food specials throughout the opening week [2]. - CEO Mark Davis expressed enthusiasm for further expansion in Southern California, highlighting the community's alignment with the brand's values [3]. Customer Engagement - The Black Rock Rewards app allows customers to earn "bolts" for every purchase, which can be redeemed for free beverages, enhancing customer loyalty [3]. - Recent menu additions, including protein-packed Egg Bites, are part of the rewards program, indicating a focus on product diversification [3]. Store Design and Experience - The Vista café features a custom mural and an industrial-modern design, aimed at creating a welcoming environment for customers [4]. - The company emphasizes fast, friendly service through its skilled baristas, aligning with its mission to positively impact the communities it serves [4]. Company Background - Founded in 2008 in Oregon, Black Rock Coffee Bar has grown to over 160 retail locations across seven states, showcasing its successful expansion strategy [5]. - The company promotes a culture of positivity and recognizes team members who exemplify its core values of grit, growth, gratitude, and grace [5].