Dockside LLC Makes New Investment in Dutch Bros Inc. $BROS

Dockside LLC bought a new position in shares of Dutch Bros Inc. (NYSE:BROS) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,690 shares of the company’s stock, valued at approximately $716,000.

A number of other institutional investors have also recently bought and sold shares of the business. Oppenheimer & Co. Inc. grew its holdings in Dutch Bros by 1.1% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 18,625 shares of the company’s stock worth $975,000 after acquiring an additional 200 shares during the period. AdvisorShares Investments LLC grew its holdings in Dutch Bros by 7.2% during the 4th quarter. AdvisorShares Investments LLC now owns 3,164 shares of the company’s stock worth $194,000 after acquiring an additional 212 shares during the period. Parkside Financial Bank & Trust boosted its position in shares of Dutch Bros by 9.8% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,466 shares of the company’s stock worth $151,000 after purchasing an additional 221 shares in the last quarter. Allworth Financial LP boosted its position in shares of Dutch Bros by 7.5% during the third quarter. Allworth Financial LP now owns 3,312 shares of the company’s stock worth $173,000 after purchasing an additional 232 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its position in shares of Dutch Bros by 6.5% during the third quarter. Lazard Asset Management LLC now owns 4,434 shares of the company’s stock worth $232,000 after purchasing an additional 270 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on BROS shares. Royal Bank Of Canada reissued an “outperform” rating on shares of Dutch Bros in a research report on Wednesday, May 20th. UBS Group reissued a “buy” rating on shares of Dutch Bros in a research report on Wednesday, May 20th. Morgan Stanley reissued an “overweight” rating and set a $87.00 price target on shares of Dutch Bros in a research report on Thursday, May 7th. Oppenheimer started coverage on shares of Dutch Bros in a research report on Friday, May 1st. They set an “outperform” rating and a $72.00 price target on the stock. Finally, 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 research report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $76.00.

Insider Activity at Dutch Bros

In related news, CEO Christine Barone sold 42,031 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $60.13, for a total value of $2,527,324.03. Following the sale, the chief executive officer directly owned 44,573 shares of the company’s stock, valued at approximately $2,680,174.49. The trade was a 48.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through 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 business’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 completion of the sale, the chairman directly owned 2,410,800 shares in the company, valued at $151,928,616. This represents a 23.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 4,086,245 shares of company stock valued at $243,021,771. 38.90% of the stock is owned by corporate insiders.

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.

Dutch Bros Trading Up 0.0%

BROS opened at $65.91 on Monday. The stock has a market capitalization of $11.51 billion, a P/E ratio of 102.99, a P/E/G ratio of 2.14 and a beta of 2.36. Dutch Bros Inc. has a 12 month low of $44.58 and a 12 month high of $74.65. The firm’s fifty day simple moving average is $54.88 and its 200 day simple moving average is $56.07. The company has a current ratio of 1.33, a quick ratio of 1.19 and a debt-to-equity ratio of 0.21.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.16 EPS for the quarter, meeting the consensus estimate of $0.16. The business had revenue of $464.41 million for the quarter, compared to analysts’ expectations of $449.70 million. Dutch Bros had a net margin of 4.61% and a return on equity of 9.42%. 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 posted $0.14 EPS. As a group, research analysts anticipate that Dutch Bros Inc. will post 0.84 EPS for the current fiscal year.

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.