Baldwin Investment Management LLC Has $1.07 Million Position in Dutch Bros Inc. $BROS

Baldwin Investment Management LLC increased its holdings in shares of Dutch Bros Inc. (NYSE:BROS) by 157.1% during the fourth quarter, Holdings Channel reports. The fund owned 17,535 shares of the company’s stock after acquiring an additional 10,715 shares during the quarter. Baldwin Investment Management LLC’s holdings in Dutch Bros were worth $1,073,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in BROS. Osterweis Capital Management Inc. acquired a new position in shares of Dutch Bros during the 2nd quarter worth approximately $27,000. Brown Lisle Cummings Inc. acquired a new position in shares of Dutch Bros during the 4th quarter worth approximately $31,000. Rakuten Securities Inc. increased its holdings in shares of Dutch Bros by 557.4% during the 2nd quarter. Rakuten Securities Inc. now owns 447 shares of the company’s stock worth $31,000 after acquiring an additional 379 shares during the last quarter. Ankerstar Wealth LLC bought a new stake in shares of Dutch Bros during the 4th quarter worth about $31,000. Finally, Quarry LP grew its stake in 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 buying an additional 273 shares during the last quarter. 85.54% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have weighed in on BROS. The Goldman Sachs Group raised shares of Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 price target on the stock in a report on Monday, March 2nd. Citigroup increased their price target on shares of Dutch Bros from $84.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, May 7th. TD Cowen reissued a “buy” rating and issued a $73.00 price target on shares of Dutch Bros in a report on Wednesday. UBS Group reissued a “buy” rating on shares of Dutch Bros in a report on Wednesday, May 20th. Finally, KeyCorp increased their price target on shares of Dutch Bros from $77.00 to $79.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Dutch Bros has a consensus rating of “Moderate Buy” and a consensus price target of $76.00.

Insider Buying and Selling at Dutch Bros

In other Dutch Bros news, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $16,451,686.10. Following the transaction, the insider owned 2,410,800 shares in the company, valued at $151,928,616. This trade represents a 9.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 750,000 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $63.02, for a total value of $47,265,000.00. Following the transaction, the chairman owned 2,410,800 shares in the company, valued at $151,928,616. The trade was a 23.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,086,245 shares of company stock worth $243,021,771 in the last quarter. Company insiders own 38.90% of the company’s stock.

Dutch Bros Stock Up 1.4%

BROS stock opened at $65.91 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.33 and a quick ratio of 1.19. The stock has a market capitalization of $11.51 billion, a price-to-earnings ratio of 102.99, a PEG ratio of 2.14 and a beta of 2.36. The business’s fifty day moving average price is $54.88 and its two-hundred day moving average price is $56.05. Dutch Bros Inc. has a fifty-two week low of $44.58 and a fifty-two week high of $74.65.

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

Dutch Bros News Summary

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.

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.