Dutch Bros (NYSE:BROS) Chairman Sells $45,292,439.61 in Stock

Dutch Bros Inc. (NYSE:BROS) Chairman Travis Boersma sold 749,999 shares of Dutch Bros stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $60.39, for a total value of $45,292,439.61. Following the completion of the sale, the chairman directly owned 2,671,855 shares in the company, valued at approximately $161,353,323.45. This represents a 21.92% decrease in their position. The transaction was disclosed in a legal 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 Thursday, June 11th, Travis Boersma sold 750,000 shares of Dutch Bros stock. The shares were sold at an average price of $63.02, for a total value of $47,265,000.00.
• 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 value of $26,059,639.74.
• On Friday, May 29th, Travis Boersma sold 302,700 shares of Dutch Bros stock. The shares were sold at an average price of $58.27, for a total value 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 value of $11,519,932.32.
• On Wednesday, May 27th, Travis Boersma sold 544,872 shares of Dutch Bros stock. The shares were sold at an average price of $56.21, for a total value of $30,627,255.12.

Dutch Bros Stock Performance

BROS opened at $65.91 on Monday. 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 Inc. has a 12-month low of $44.58 and a 12-month high of $74.65. The business has a 50 day moving average of $54.88 and a 200-day moving average of $56.07. The stock has a market cap of $11.51 billion, a price-to-earnings ratio of 102.99, a PEG ratio of 2.14 and a beta of 2.36.

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

Key Stories Impacting Dutch Bros

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.

Institutional Investors Weigh In On Dutch Bros

A number of institutional investors have recently made changes to their positions in the company. Envestnet Asset Management Inc. lifted its stake in Dutch Bros by 56.5% during the third quarter. Envestnet Asset Management Inc. now owns 109,530 shares of the company’s stock worth $5,733,000 after purchasing an additional 39,561 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Dutch Bros by 31.6% during the third quarter. JPMorgan Chase & Co. now owns 204,705 shares of the company’s stock worth $10,714,000 after purchasing an additional 49,194 shares during the last quarter. Thornburg Investment Management Inc. lifted its stake in Dutch Bros by 143.9% during the third quarter. Thornburg Investment Management Inc. now owns 77,711 shares of the company’s stock worth $4,067,000 after purchasing an additional 45,847 shares during the last quarter. Magnetar Financial LLC lifted its stake in Dutch Bros by 107.2% during the third quarter. Magnetar Financial LLC now owns 140,590 shares of the company’s stock worth $7,358,000 after purchasing an additional 72,751 shares during the last quarter. Finally, M&T Bank Corp lifted its stake in Dutch Bros by 1,559.3% during the fourth quarter. M&T Bank Corp now owns 97,334 shares of the company’s stock worth $5,959,000 after purchasing an additional 91,468 shares during the last quarter. Institutional investors own 85.54% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on BROS. Wolfe Research began coverage on Dutch Bros in a report on Monday, March 9th. They set an “outperform” rating and a $77.00 target price on the stock. KeyCorp boosted their target price on Dutch Bros from $77.00 to $79.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Citigroup boosted their target price on Dutch Bros from $84.00 to $85.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Piper Sandler boosted their target price on Dutch Bros from $59.00 to $61.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Finally, Oppenheimer started coverage on Dutch Bros in a report on Friday, May 1st. They set an “outperform” rating and a $72.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $76.00.

Dutch Bros Company Profile

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.