Dutch Bros Inc. $BROS Shares Sold by Crestwood Capital Management L.P.

Crestwood Capital Management L.P. trimmed its position in Dutch Bros Inc. (NYSE:BROS) by 8.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 285,379 shares of the company’s stock after selling 25,000 shares during the quarter. Dutch Bros comprises approximately 11.1% of Crestwood Capital Management L.P.’s investment portfolio, making the stock its 4th biggest holding. Crestwood Capital Management L.P.’s holdings in Dutch Bros were worth $17,471,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna lifted its position in shares of Dutch Bros by 19.9% during the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 21,322 shares of the company’s stock valued at $1,305,000 after acquiring an additional 3,532 shares during the last quarter. ING Groep NV lifted its position in shares of Dutch Bros by 14.8% during the 4th quarter. ING Groep NV now owns 494,000 shares of the company’s stock valued at $30,243,000 after acquiring an additional 63,600 shares during the last quarter. Nemes Rush Group LLC lifted its position in shares of Dutch Bros by 25.9% during the 4th quarter. Nemes Rush Group LLC now owns 1,360 shares of the company’s stock valued at $83,000 after acquiring an additional 280 shares during the last quarter. Havemeyer Place LP acquired a new stake in shares of Dutch Bros during the 4th quarter valued at $367,000. Finally, WINTON GROUP Ltd acquired a new stake in shares of Dutch Bros during the 4th quarter valued at $711,000. 85.54% of the stock is currently owned by institutional investors and hedge funds.

Dutch Bros Price Performance

Shares of NYSE:BROS opened at $55.45 on Monday. The company’s fifty day moving average is $53.65 and its two-hundred day moving average is $55.76. 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 $74.66. The company has a market cap of $9.68 billion, a P/E ratio of 86.65, a price-to-earnings-growth ratio of 1.80 and a beta of 2.36.

Dutch Bros (NYSE:BROS) last posted its quarterly 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 business 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 business posted $0.14 earnings per share. Dutch Bros’s revenue for the quarter was up 30.7% compared to the same quarter last year. Equities analysts expect that Dutch Bros Inc. will post 0.84 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on BROS. Morgan Stanley reiterated an “overweight” rating and set a $87.00 price objective on shares of Dutch Bros in a research report on Thursday, May 7th. The Goldman Sachs Group upgraded Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 price objective for the company in a research report on Monday, March 2nd. UBS Group reiterated a “buy” rating on shares of Dutch Bros in a research report on Wednesday, May 20th. DA Davidson reiterated a “buy” rating and set a $75.00 price objective on shares of Dutch Bros in a research report on Monday, June 1st. Finally, BNP Paribas Exane began coverage on Dutch Bros in a research report on Monday, March 30th. They set an “outperform” rating and a $73.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $76.00.

Insider Transactions at Dutch Bros

In other news, major shareholder Dm Individual Aggregator, Llc sold 189,655 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $56.21, for a total value of $10,660,507.55. Following the transaction, the insider directly owned 3,265,362 shares of the company’s stock, valued at approximately $183,545,998.02. This represents a 5.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 544,872 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $56.21, for a total transaction of $30,627,255.12. Following the completion of the transaction, the chairman directly owned 3,265,362 shares in the company, valued at $183,545,998.02. This trade represents a 14.30% 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. Over the last ninety days, insiders have sold 2,022,106 shares of company stock valued at $115,725,491. 38.90% of the stock is owned by insiders.

Trending Headlines about Dutch Bros

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

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.