Dutch Bros (NYSE:BROS) Chairman Travis Boersma Sells 750,000 Shares of Stock

Dutch Bros Inc. (NYSE:BROS) Chairman Travis Boersma sold 750,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $63.02, for a total transaction of $47,265,000.00. Following the transaction, the chairman directly owned 2,410,800 shares of the company’s stock, valued at $151,928,616. The trade was a 23.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Travis Boersma also recently made the following trade(s):

• On Wednesday, June 10th, Travis Boersma sold 749,999 shares of Dutch Bros stock. The shares were sold at an average price of $60.39, for a total transaction of $45,292,439.61.
• On Monday, June 1st, Travis Boersma sold 447,299 shares of Dutch Bros stock. The shares were sold at an average price of $58.26, for a total transaction of $26,059,639.74.
• On Friday, May 29th, Travis Boersma sold 302,700 shares of Dutch Bros stock. The stock was sold at an average price of $58.27, for a total transaction of $17,638,329.00.
• On Thursday, May 28th, Travis Boersma sold 205,127 shares of Dutch Bros stock. The stock was sold at an average price of $56.16, for a total transaction of $11,519,932.32.
• On Wednesday, May 27th, Travis Boersma sold 544,872 shares of Dutch Bros stock. The stock was sold at an average price of $56.21, for a total transaction of $30,627,255.12.

Dutch Bros Stock Performance

Shares of NYSE:BROS opened at $65.91 on Friday. Dutch Bros Inc. has a 52 week low of $44.58 and a 52 week high of $74.65. The stock has a market capitalization of $11.51 billion, a P/E ratio of 102.99, a PEG ratio of 2.11 and a beta of 2.36. The firm has a fifty day simple moving average of $54.88 and a two-hundred day simple moving average of $56.05. The company has a quick ratio of 1.19, a current ratio of 1.33 and a debt-to-equity ratio of 0.21.

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

Institutional Investors Weigh In On Dutch Bros

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BROS. Osterweis Capital Management Inc. bought a new stake in Dutch Bros during the 2nd quarter valued at about $27,000. Brown Lisle Cummings Inc. bought a new stake in shares of Dutch Bros in the 4th quarter valued at about $31,000. Rakuten Securities Inc. raised its holdings in shares of Dutch Bros by 557.4% in the 2nd quarter. Rakuten Securities Inc. now owns 447 shares of the company’s stock valued at $31,000 after purchasing an additional 379 shares in the last quarter. Ankerstar Wealth LLC bought a new stake in shares of Dutch Bros in the 4th quarter valued at about $31,000. Finally, Quarry LP raised its holdings in shares of Dutch Bros by 83.5% in the 4th quarter. Quarry LP now owns 600 shares of the company’s stock valued at $37,000 after purchasing an additional 273 shares in the last quarter. Institutional investors own 85.54% of the company’s stock.

Dutch Bros News Roundup

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

• Positive Sentiment: Dutch Bros remains a growth story, with analysts such as TD Cowen, RBC, UBS, and KeyCorp maintaining bullish ratings and a consensus target price around $76, implying continued confidence in the company’s expansion and earnings outlook.
• Positive Sentiment: The company’s recent quarterly results showed revenue growth of 30.7% year over year and EPS that matched Wall Street expectations, reinforcing the market’s view that Dutch Bros is still executing well operationally.
• Positive Sentiment: Dutch Bros also highlighted community engagement with a “give back” promotion tied to No Kid Hungry, while continuing to open new shops, which supports the long-term growth narrative.
• Neutral Sentiment: Several insider transactions were disclosed, including CEO Christine Barone selling 42,031 shares and Chairman Travis Boersma selling about 1.5 million shares across two June 10-11 trades, along with a large shareholder trimming roughly 522,000 shares total; all were executed under Rule 10b5-1 plans, which can signal planned diversification rather than a change in outlook.
• Negative Sentiment: The size of the insider selling may weigh on sentiment in the near term, as investors often view heavy executive selling as a caution signal even when the sales are pre-scheduled.
• Negative Sentiment: Short-seller attention has also increased, adding to pressure on BROS by suggesting some traders are betting the stock’s strong run may be overstretched.

Analyst Ratings Changes

A number of brokerages have commented on BROS. BNP Paribas Exane began coverage on shares of Dutch Bros in a research note on Monday, March 30th. They issued an “outperform” rating and a $73.00 price objective for the company. Citigroup lifted their price objective on shares of Dutch Bros from $84.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Morgan Stanley reissued an “overweight” rating and issued a $87.00 price objective on shares of Dutch Bros in a research note on Thursday, May 7th. TD Cowen reaffirmed a “buy” rating and set a $73.00 price target on shares of Dutch Bros in a research note on Wednesday. Finally, Wolfe Research began coverage on shares of Dutch Bros in a research note on Monday, March 9th. They set an “outperform” rating and a $77.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $76.00.

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.