Travis Boersma Sells 749,999 Shares of Dutch Bros (NYSE:BROS) Stock

Dutch Bros Inc. (NYSE:BROS) Chairman Travis Boersma sold 749,999 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $60.39, for a total transaction of $45,292,439.61. Following the completion of the sale, the chairman owned 2,671,855 shares in the company, valued at $161,353,323.45. The trade was a 21.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 stock was sold at an average price of $63.02, for a total transaction of $47,265,000.00.
• On Monday, June 1st, Travis Boersma sold 447,299 shares of Dutch Bros stock. The stock was 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. The company’s fifty day moving average price is $54.88 and its 200 day moving average price is $56.05. Dutch Bros Inc. has a 1 year low of $44.58 and a 1 year high of $74.65. The company has a market capitalization of $11.51 billion, a PE ratio of 102.99, a price-to-earnings-growth ratio of 2.14 and a beta of 2.36. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.19 and a current ratio of 1.33.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $0.16 earnings per share (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 firm had revenue of $464.41 million for the quarter, compared to the consensus estimate of $449.70 million. During the same period in the prior year, the firm posted $0.14 earnings per share. The firm’s quarterly revenue was up 30.7% compared to the same quarter last year. On average, research analysts predict that Dutch Bros Inc. will post 0.84 earnings per share for the current year.

Key Headlines 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.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. BNP Paribas Exane assumed coverage on shares of Dutch Bros in a report on Monday, March 30th. They set an “outperform” rating and a $73.00 price target on the stock. Piper Sandler increased their price target on shares of Dutch Bros from $59.00 to $61.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. The Goldman Sachs Group raised shares of Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 price objective on the stock in a report on Monday, March 2nd. KeyCorp increased their price objective 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. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dutch Bros in a report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $76.00.

Hedge Funds Weigh In On Dutch Bros

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Marshall Wace LLP lifted its holdings in Dutch Bros by 15.1% during the fourth quarter. Marshall Wace LLP now owns 3,098,288 shares of the company’s stock valued at $189,677,000 after purchasing an additional 407,528 shares in the last quarter. Ninety One UK Ltd lifted its holdings in Dutch Bros by 1.5% during the fourth quarter. Ninety One UK Ltd now owns 2,625,483 shares of the company’s stock valued at $160,732,000 after purchasing an additional 39,781 shares in the last quarter. Invesco Ltd. lifted its holdings in Dutch Bros by 4.0% during the third quarter. Invesco Ltd. now owns 2,426,657 shares of the company’s stock valued at $127,011,000 after purchasing an additional 93,515 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Dutch Bros by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 2,265,083 shares of the company’s stock worth $138,699,000 after buying an additional 39,349 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of Dutch Bros by 1.8% in the fourth quarter. State Street Corp now owns 2,020,112 shares of the company’s stock worth $123,671,000 after buying an additional 35,854 shares in the last quarter. 85.54% of the stock is owned by hedge funds and other institutional investors.

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.