ING Groep NV Purchases 63,600 Shares of Dutch Bros Inc. $BROS

ING Groep NV raised its stake in Dutch Bros Inc. (NYSE:BROS) by 14.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 494,000 shares of the company’s stock after purchasing an additional 63,600 shares during the period. ING Groep NV’s holdings in Dutch Bros were worth $30,243,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Marshall Wace LLP grew its stake in Dutch Bros by 7.2% in the third quarter. Marshall Wace LLP now owns 2,690,760 shares of the company’s stock valued at $140,834,000 after purchasing an additional 180,993 shares during the last quarter. Ninety One UK Ltd grew its stake in Dutch Bros by 1.5% in 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 during the last quarter. Invesco Ltd. grew its stake in Dutch Bros by 4.0% in 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 during the last quarter. Geode Capital Management LLC grew its stake in Dutch Bros by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 2,265,083 shares of the company’s stock valued at $138,699,000 after purchasing an additional 39,349 shares during the last quarter. Finally, State Street Corp grew its stake in Dutch Bros by 6.6% in the second quarter. State Street Corp now owns 1,978,441 shares of the company’s stock valued at $135,266,000 after purchasing an additional 121,683 shares during the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Analyst Upgrades and Downgrades

BROS has been the topic of several analyst reports. The Goldman Sachs Group upgraded Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 target price on the stock in a research note on Monday, March 2nd. UBS Group reiterated a “buy” rating on shares of Dutch Bros in a research note on Wednesday, May 20th. Piper Sandler raised their price target on Dutch Bros from $59.00 to $61.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Oppenheimer initiated coverage on Dutch Bros in a report on Friday, May 1st. They issued an “outperform” rating and a $72.00 price target for the company. Finally, Citigroup raised their price target on Dutch Bros from $84.00 to $85.00 and gave the stock a “buy” 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 issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $76.00.

Insider Transactions at Dutch Bros

In related news, major shareholder Dm Individual Aggregator, Llc sold 189,655 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $56.21, for a total transaction of $10,660,507.55. Following the sale, the insider directly owned 3,265,362 shares of the company’s stock, valued at $183,545,998.02. This trade represents a 5.49% decrease in their ownership of the stock. The transaction was disclosed in a legal 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 544,872 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $56.21, for a total value of $30,627,255.12. Following the sale, the chairman directly owned 3,265,362 shares in the company, valued at approximately $183,545,998.02. This trade represents a 14.30% decrease in their ownership of the stock. 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 sold a total of 2,022,106 shares of company stock worth $115,725,491 over the last three months. 38.90% of the stock is currently owned by insiders.

Key Dutch Bros News

Here are the key news stories impacting Dutch Bros this week:

• Positive Sentiment: Reports suggest Dutch Bros is continuing to attract customers even as beverage competition intensifies, with one industry piece saying the chain is “winning traffic,” which supports the case for sustained sales momentum. As Beverage Competition Heats Up, Dutch Bros Keeps Winning Traffic
• Positive Sentiment: Coverage of Dutch Bros bringing “broistas” to four states in June points to continued unit growth and brand expansion, both of which can help support revenue growth expectations. Dutch Bros bringing broistas to these 4 states in June. See locations
• Positive Sentiment: A local report that a Bellingham pizza shop is closing to make room for a proposed Dutch Bros location suggests the company is still securing new real estate for future growth. Bellingham pizza shop closing permanently, making space for proposed Dutch Bros
• Neutral Sentiment: A Zacks article noted Dutch Bros has risen about 4.5% since its last earnings report and asked whether the move can continue, reflecting ongoing debate around valuation and momentum rather than a new catalyst. Dutch Bros (BROS) Up 4.5% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: General consumer-focused articles about trying Dutch Bros for the first time add to brand awareness, but they are unlikely to materially change near-term fundamentals. Let’s try Dutch Bros for the first time – is it worth the hype?
• Neutral Sentiment: Commentary that Dutch Bros is not afraid of growing beverage competition reinforces the company’s competitive positioning, but it is mostly narrative-driven and not a direct financial catalyst. Dutch Bros isn’t afraid of growing beverage competition
• Negative Sentiment: Multiple reports highlighted insider share sales, including transactions tied to Travis Boersma and DM Individual Aggregator, which can weigh on investor sentiment if seen as reduced confidence in near-term upside. Travis Boersma Sells 447,299 Shares of Dutch Bros (NYSE:BROS) Stock

Dutch Bros Trading Down 0.8%

Shares of NYSE:BROS opened at $55.45 on Friday. Dutch Bros Inc. has a 52-week low of $44.58 and a 52-week high of $74.66. The stock has a market cap of $9.68 billion, a price-to-earnings ratio of 86.65, a PEG ratio of 1.80 and a beta of 2.36. 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 business has a 50-day moving average price of $53.65 and a 200-day moving average price of $55.73.

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