ING Groep NV Boosts Holdings in Dutch Bros Inc. $BROS

ING Groep NV boosted its position in shares of Dutch Bros Inc. (NYSE:BROS) by 14.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 494,000 shares of the company’s stock after buying an additional 63,600 shares during the quarter. ING Groep NV owned 0.30% of Dutch Bros worth $30,243,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Oppenheimer & Co. Inc. boosted its stake in Dutch Bros by 1.1% during the third quarter. Oppenheimer & Co. Inc. now owns 18,625 shares of the company’s stock worth $975,000 after buying an additional 200 shares during the period. AdvisorShares Investments LLC boosted its stake in Dutch Bros by 7.2% during the fourth quarter. AdvisorShares Investments LLC now owns 3,164 shares of the company’s stock worth $194,000 after buying an additional 212 shares during the period. Allworth Financial LP boosted its stake in Dutch Bros by 7.5% during the third quarter. Allworth Financial LP now owns 3,312 shares of the company’s stock worth $173,000 after buying an additional 232 shares during the period. Lazard Asset Management LLC boosted its stake in Dutch Bros by 6.5% during the third quarter. Lazard Asset Management LLC now owns 4,434 shares of the company’s stock worth $232,000 after buying an additional 270 shares during the period. Finally, Nemes Rush Group LLC boosted its stake in Dutch Bros by 25.9% during the fourth quarter. Nemes Rush Group LLC now owns 1,360 shares of the company’s stock worth $83,000 after buying an additional 280 shares during the period. 85.54% of the stock is owned by hedge funds and other institutional investors.

Dutch Bros Stock Down 0.8%

Shares of BROS opened at $55.45 on Friday. The firm has a market capitalization of $9.68 billion, a P/E ratio of 86.65, a P/E/G ratio of 1.80 and a beta of 2.36. Dutch Bros Inc. has a 12-month low of $44.58 and a 12-month high of $74.66. The company has a current ratio of 1.33, a quick ratio of 1.19 and a debt-to-equity ratio of 0.21. The firm has a fifty day moving average price of $53.65 and a 200-day moving average price of $55.73.

Dutch Bros (NYSE:BROS) last issued its earnings results on Wednesday, May 6th. The company reported $0.16 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.16. The firm had revenue of $464.41 million during the quarter, compared to analyst estimates of $449.70 million. Dutch Bros had a net margin of 4.61% and a return on equity of 9.42%. The business’s revenue was up 30.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.14 earnings per share. Equities research analysts expect that Dutch Bros Inc. will post 0.84 earnings per share for the current year.

More Dutch Bros News

Here are the key news stories impacting Dutch Bros this week:

• Positive Sentiment: Reports suggest Dutch Bros is continuing to attract customers even as beverage competition intensifies, with one industry piece saying the chain is “winning traffic,” which supports the case for sustained sales momentum. As Beverage Competition Heats Up, Dutch Bros Keeps Winning Traffic
• Positive Sentiment: Coverage of Dutch Bros bringing “broistas” to four states in June points to continued unit growth and brand expansion, both of which can help support revenue growth expectations. Dutch Bros bringing broistas to these 4 states in June. See locations
• Positive Sentiment: A local report that a Bellingham pizza shop is closing to make room for a proposed Dutch Bros location suggests the company is still securing new real estate for future growth. Bellingham pizza shop closing permanently, making space for proposed Dutch Bros
• Neutral Sentiment: A Zacks article noted Dutch Bros has risen about 4.5% since its last earnings report and asked whether the move can continue, reflecting ongoing debate around valuation and momentum rather than a new catalyst. Dutch Bros (BROS) Up 4.5% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: General consumer-focused articles about trying Dutch Bros for the first time add to brand awareness, but they are unlikely to materially change near-term fundamentals. Let’s try Dutch Bros for the first time – is it worth the hype?
• Neutral Sentiment: Commentary that Dutch Bros is not afraid of growing beverage competition reinforces the company’s competitive positioning, but it is mostly narrative-driven and not a direct financial catalyst. Dutch Bros isn’t afraid of growing beverage competition
• Negative Sentiment: Multiple reports highlighted insider share sales, including transactions tied to Travis Boersma and DM Individual Aggregator, which can weigh on investor sentiment if seen as reduced confidence in near-term upside. Travis Boersma Sells 447,299 Shares of Dutch Bros (NYSE:BROS) Stock

Analyst Ratings Changes

A number of analysts have weighed in on the company. Piper Sandler increased their target price on Dutch Bros from $59.00 to $61.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Telsey Advisory Group initiated coverage on shares of Dutch Bros in a research note on Wednesday, April 8th. They set an “outperform” rating and a $66.00 target price for the company. Citigroup boosted their target price on shares of Dutch Bros from $84.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings reissued a “hold (c)” rating on shares of Dutch Bros in a research note on Monday, April 20th. Finally, BNP Paribas Exane initiated coverage on shares of Dutch Bros in a research note on Monday, March 30th. They set an “outperform” rating and a $73.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $76.00.

Insider Activity at Dutch Bros

In related news, Chairman Travis Boersma sold 447,299 shares of Dutch Bros stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $58.26, for a total value of $26,059,639.74. Following the completion of the sale, the chairman directly owned 2,932,909 shares in the company, valued at $170,871,278.34. The trade was a 13.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Todd Allan Penegor acquired 2,000 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was purchased at an average price of $51.17 per share, with a total value of $102,340.00. Following the completion of the acquisition, the director directly owned 5,358 shares of the company’s stock, valued at $274,168.86. This represents a 59.56% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold 2,022,106 shares of company stock worth $115,725,491 over the last three months. 38.90% of the stock is owned by corporate insiders.

About Dutch Bros

Dutch Bros Coffee, trading on the NYSE under the ticker BROS, is an American drive-through coffee chain known for its quick-service model and community-focused brand. Founded in 1992 by brothers Dane and Travis Boersma in Grants Pass, Oregon, the company began as a single coffee stand and has since expanded its footprint across numerous U.S. markets. Dutch Bros specializes in handcrafted espresso drinks, drip coffee, cold brew, energy drinks, smoothies, teas, and a variety of signature “Dutch Freeze” and “Dutch Frost” blended beverages.

The company operates a mix of company-owned and franchised locations, placing a strong emphasis on speed and customer engagement.