SBUX at a glance
Starbucks (SBUX, SEC CIK 829224) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 28, 2025 (FY2025), Starbucks (SBUX) reported revenue of $37.2 billion (up 2.8% from FY2024) and net income of $1.9 billion. Diluted EPS was $1.63.
- As of June 30, 2026, 56 institutional investment managers tracked by SignalX reported holding Starbucks (SBUX) shares worth $43.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BREWER BRADY on September 4, 2026 of 2,229 shares at $105.60 per share.
- In the last 90 days, SBUX insiders reported 0 open-market purchases ($0) and 2 open-market sales ($472K) on Form 4, a net sale of $472K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $37.2B
- +2.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$472K
- 13F holders
- 56 funds
- $43.0B · +1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 7.01 · Item 2.05
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 28, 2025
Business Overview
- Core business model not detailed here; focus on governance, ethics, and proxy disclosures
- Introduced a new code of ethics for senior finance officers, publicly accessible on company website
- Enhanced disclosure policies for ethics amendments and waivers relating to key executives
- Proxy Statement to include detailed information on executive compensation, stock ownership, and governance
- No operational or product updates; emphasis on corporate governance and regulatory compliance
Risk Factors
- Cybersecurity risk overseen by CISO with 20+ years experience, reporting quarterly to Audit Committee on incidents and mitigation efforts
- Risk Management Committee, co-managed by CFO and Chief Legal Officer, reviews cybersecurity and IT risks at least quarterly
- Board and Audit Committee responsible for cybersecurity and data privacy risk governance, integrated into Enterprise Risk Management program
Management Discussion & Analysis
- Revenue $37.2B, up 3% YoY from $36.2B, driven by net new stores and acquisitions
- Operating income $2.9B, down from $5.4B, operating margin 7.9% vs 15.0%, impacted by restructuring and inflation
- International segment revenue +7%, best performer; North America segment +1%, worst with 2% comparable store sales decline
- Capital expenditures $2.3B, dividends and buybacks returned $2.8B to shareholders
- Fiscal 2026 expects reduced North America revenues due to store closures, slight margin accretion, continued macroeconomic challenges
AI summary of the SBUX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Headwinds: inflation, interest rates, tariffs, labor costs, supply-chain volatility, weaker discretionary spending
- Near-term execution risks: “Back to Starbucks” strategy, restructuring plans, China joint venture, and guidance expectations
Risk Factors
- No risk-factors section provided in submitted excerpt
- No newly added risk factor identifiable
- No regulatory, legal, operational, competitive, or market risks disclosed
- No liquidity, debt maturity, currency, or concentration risks disclosed
AI summary of the SBUX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure included in the provided text
- Filing signature dated September 24, 2026, by Joshua C. Gaul, vice president, assistant general counsel and corporate secretary
Item 2.05: Costs Associated with Exit or Disposal Activities
- Closure of approximately 1% of more than 18,000 North America coffeehouses under the “Back to Starbucks” strategy
- Majority of closures expected by fiscal 2026-end, concentrating restructuring impact in the current fiscal year
Item 2.02: Results of Operations and Financial Condition
- Starbucks reported fiscal-quarter results for the period ended June 28, 2026
- Exhibit 99.1 contains the financial results and management commentary for investor review
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Val Bauduin, 50, appointed principal accounting officer effective June 11, 2026
- Principal accounting responsibilities transferred from CFO Cathy Smith without changing her principal financial officer role
AI summaries of SBUX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SBUX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KELLY SARA | F | Sep 15, 2026 | 1,453.695 | $96.58 |
| Niccol Brian R | F | Sep 9, 2026 | 56,267 | $100.04 |
| BREWER BRADY | Sell | Sep 4, 2026 | 2,229 | $105.60 |
| BREWER BRADY | Sell | Aug 5, 2026 | 2,229 | $105.99 |
| BREWER BRADY | Sell | Jul 6, 2026 | 2,229 | $104.00 |
| KELLY SARA | F | Jun 15, 2026 | 315.82 | $101.59 |
| BREWER BRADY | Sell | Jun 11, 2026 | 588 | $100.00 |
| BREWER BRADY | Sell | Jun 5, 2026 | 1,641 | $94.33 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $36.2B | $37.2B |
| Operating Income | - | $5.4B | $2.9B |
| Net Income | $4.1B | $3.8B | $1.9B |
| Op. Margin | - | 15.0% | 7.9% |
| Net Margin | - | 10.4% | 5.0% |
| Balance Sheet | |||
| Total Assets | $29.4B | $31.3B | $32.0B |
| Equity | - | -$7.4B | -$8.1B |
| ROE | - | -50.5% | -22.9% |
| Per Share | |||
| EPS | $3.58 | $3.31 | $1.63 |
| Cash Flow | |||
| Operating CF | - | $6.1B | $4.7B |
| CapEx | $2.3B | $2.8B | $2.3B |
Source: XBRL data in Starbucks (SBUX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SBUX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 56 | $42.96B |
| Q1 2026 | 55 | $37.17B |
| Q4 2025 | 55 | $37.03B |
| Q3 2025 | 55 | $36.98B |
| Q2 2025 | 57 | $39.49B |
| Q1 2025 | 57 | $34.61B |
| Q4 2024 | 54 | $26.00B |
| Q3 2024 | 48 | $13.25B |
- BlackRock+3.66M (+5%)
- Goldman Sachs Group+2.14M (+20%)
- State Street Corp+1.53M (+3%)
- Citigroup+758.3K (+57%)
- T. Rowe Price Group+737.5K (+31%)
- Morgan Stanley−4.93M (-20%)
- PNC Financial Services−592.8K (-51%)
- Millennium Management−436.2K (-85%)
- JPMorgan Chase & Co−379.1K (-5%)
- Wells Fargo & Co−290.2K (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 437 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SBUX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 28, 2026 | Analysis | |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 30, 2026 | - | - | - |
| 10-Q | Apr 28, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 21, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 8-K | Mar 30, 2026 | - | - | - |
| 4 | Mar 27, 2026 | - | - | - |
| 4 | Mar 27, 2026 | - | - | - |
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SBUX SEC filings: frequently asked questions
Are SBUX insiders buying or selling?
In the last 90 days, Starbucks (SBUX) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $471,634 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SBUX stock?
As of June 30, 2026, the largest Starbucks (SBUX) holders among the 13F filers tracked by SignalX were BlackRock ($8.5 billion), Vanguard Capital Management LLC ($7.6 billion), State Street Corp ($5.0 billion), Invesco Ltd ($3.9 billion), Vanguard Portfolio Management LLC ($3.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SBUX's revenue in fiscal year 2025?
For the fiscal year ended September 28, 2025 (FY2025), Starbucks (SBUX) reported revenue of $37.2 billion (up 2.8% from FY2024) and net income of $1.9 billion. Diluted EPS was $1.63. The figures come from the XBRL data in the 10-K.
What are the main risks in SBUX's latest 10-K?
In the 10-K filed November 14, 2025, Starbucks (SBUX) flagged: Cybersecurity risk overseen by CISO with 20+ years experience, reporting quarterly to Audit Committee on incidents and mitigation efforts. Risk Management Committee, co-managed by CFO and Chief Legal Officer, reviews cybersecurity and IT risks at least quarterly. (AI summary of the Risk Factors section.)
What did SBUX report in its latest 8-K?
Starbucks (SBUX) filed an 8-K on September 24, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.05 (Costs Associated with Exit or Disposal Activities). No substantive Regulation FD disclosure included in the provided text.
What are the latest SBUX SEC filings?
Starbucks (SBUX) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on September 17, 2026.
What is SBUX's SEC CIK number?
Starbucks (SBUX)'s SEC Central Index Key (CIK) is 829224. EDGAR lists every SBUX filing under that number.
Ask anything about SBUX
The research agent reads SBUX's filings, financials, insider trades and 13F holders, then answers with sources.