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

Dutch Bros Inc. (NYSE:BROS) Chairman Travis Boersma sold 750,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $47,265,000.00. Following the completion of the sale, the chairman owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 23.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 Wednesday, June 10th, Travis Boersma sold 749,999 shares of Dutch Bros stock. The stock was 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 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

Dutch Bros stock opened at $65.91 on Friday. The company’s 50-day moving average price is $54.88 and its 200-day moving average price is $56.05. Dutch Bros Inc. has a twelve month low of $44.58 and a twelve month high of $74.65. The company has a quick ratio of 1.19, a current ratio of 1.33 and a debt-to-equity ratio of 0.21. The company has a market cap 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.

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. 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 previous year, the firm posted $0.14 EPS. The business’s quarterly revenue was up 30.7% on a year-over-year basis. On average, equities research analysts forecast that Dutch Bros Inc. will post 0.84 EPS for the current fiscal 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

Several large investors have recently added to or reduced their stakes in BROS. Parallel Advisors LLC increased its position in shares of Dutch Bros by 19.8% during the first quarter. Parallel Advisors LLC now owns 12,978 shares of the company’s stock worth $657,000 after acquiring an additional 2,145 shares during the period. Western Wealth Management LLC bought a new stake in shares of Dutch Bros during the first quarter valued at approximately $154,000. Bank of America Corp DE raised its stake in shares of Dutch Bros by 33.4% during the first quarter. Bank of America Corp DE now owns 1,814,815 shares of the company’s stock valued at $91,939,000 after acquiring an additional 454,036 shares in the last quarter. Janus Henderson Group PLC raised its stake in shares of Dutch Bros by 8.5% during the first quarter. Janus Henderson Group PLC now owns 58,916 shares of the company’s stock valued at $2,987,000 after acquiring an additional 4,638 shares in the last quarter. Finally, Arkadios Wealth Advisors bought a new stake in shares of Dutch Bros during the first quarter valued at approximately $249,000. 85.54% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

BROS has been the subject of a number of recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Dutch Bros in a research note on Wednesday, May 20th. Wolfe Research initiated 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. 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 price target for the company. 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 price target for the company. Finally, TD Cowen reaffirmed a “buy” rating and set a $73.00 price target on shares of Dutch Bros in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price 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.