Public Employees Retirement System of Ohio Invests $7.38 Million in Dutch Bros Inc. $BROS

Public Employees Retirement System of Ohio acquired a new position in shares of Dutch Bros Inc. (NYSE:BROS) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 102,771 shares of the company’s stock, valued at approximately $7,380,000.

Several other institutional investors have also recently added to or reduced their stakes in BROS. Integrated Wealth Concepts LLC purchased a new stake in Dutch Bros in the first quarter valued at approximately $318,000. Empowered Funds LLC boosted its position in shares of Dutch Bros by 15.9% during the first quarter. Empowered Funds LLC now owns 33,843 shares of the company’s stock worth $2,089,000 after buying an additional 4,633 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Dutch Bros by 7.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 305,714 shares of the company’s stock valued at $18,875,000 after buying an additional 22,323 shares in the last quarter. California Public Employees Retirement System grew its stake in shares of Dutch Bros by 24.2% in the second quarter. California Public Employees Retirement System now owns 198,895 shares of the company’s stock valued at $13,598,000 after buying an additional 38,697 shares in the last quarter. Finally, State Street Corp raised its holdings in shares of Dutch Bros by 6.6% in the 2nd quarter. State Street Corp now owns 1,978,441 shares of the company’s stock valued at $135,266,000 after buying an additional 121,683 shares during the period. Institutional investors and hedge funds own 85.54% of the company’s stock.

Insider Buying and Selling

In related news, Director Todd Allan Penegor acquired 2,000 shares of the stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $51.56 per share, with a total value of $103,120.00. Following the completion of the transaction, the director owned 7,358 shares in the company, valued at $379,378.48. This represents a 37.33% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Christine Barone sold 42,031 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $60.13, for a total transaction of $2,527,324.03. Following the sale, the chief executive officer owned 44,573 shares in the company, valued at $2,680,174.49. The trade was a 48.53% 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. Over the last quarter, insiders have sold 2,064,139 shares of company stock worth $127,296,280. 38.90% of the stock is owned by corporate insiders.

Key Dutch Bros News

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

• Positive Sentiment: Dutch Bros is evaluating a new location as part of a planned Osceola County, Florida, development, supporting the company’s long-term unit-growth strategy. Portillo’s and Dutch Bros eye new Osceola County development
• Positive Sentiment: Reports also highlight Dutch Bros’ continuing expansion in the Columbia, South Carolina, area, reinforcing its broader store-opening momentum. Dutch Bros Coffee quickly expands in the Columbia area
• Neutral Sentiment: Dutch Bros withdrew an application for a downtown Des Moines drive-thru. The move may reflect disciplined site selection, but it also removes one potential near-term growth location. Dutch Bros withdraws application for downtown Des Moines drive-thru
• Negative Sentiment: 7 Brew won an auction for 73 shuttered Salad and Go sites after outbidding Dutch Bros. The loss limits a potentially faster and lower-cost path to expansion and underscores intensifying competition in the drive-thru coffee market. Coffee chain 7 Brew wins auction for shuttered Salad and Go sites
• Negative Sentiment: Market coverage says the sell-off followed Dutch Bros’ strong second-quarter results—revenue rose 32.5% and guidance was raised—but investors focused on softer third-quarter same-shop sales guidance. Broader macroeconomic headwinds and the stock’s elevated valuation are adding pressure. Dutch Bros Stock Slides Tuesday: What’s Going On?
• Negative Sentiment: A comparison with Starbucks cited stronger traffic, margin recovery and earnings revisions for Starbucks, while Dutch Bros faces cost and valuation concerns. Starbucks vs. Dutch Bros: Which Coffee Stock Has the Edge?

Analysts Set New Price Targets

BROS has been the subject of a number of research analyst reports. UBS Group restated a “buy” rating on shares of Dutch Bros in a report on Tuesday, July 28th. Morgan Stanley boosted their price target on shares of Dutch Bros from $87.00 to $88.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 15th. Stephens reissued an “overweight” rating and set a $80.00 price target on shares of Dutch Bros in a research report on Thursday, August 6th. KeyCorp raised their price objective on shares of Dutch Bros from $77.00 to $79.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Finally, Citigroup reissued a “buy” rating on shares of Dutch Bros in a research note on Thursday, August 6th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $77.15.

Dutch Bros Trading Down 5.1%

NYSE:BROS opened at $46.35 on Wednesday. The firm has a market cap of $8.10 billion, a PE ratio of 64.38, a price-to-earnings-growth ratio of 1.74 and a beta of 2.28. The stock has a fifty day moving average price of $60.67 and a 200 day moving average price of $56.63. Dutch Bros Inc. has a 12-month low of $44.58 and a 12-month high of $74.02. The company has a current ratio of 1.35, a quick ratio of 1.19 and a debt-to-equity ratio of 0.20.

Dutch Bros (NYSE:BROS) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.04. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%.The company had revenue of $550.85 million for the quarter, compared to the consensus estimate of $525.38 million. During the same quarter in the prior year, the business earned $0.26 EPS. Dutch Bros’s revenue was up 32.5% on a year-over-year basis. Sell-side analysts anticipate that Dutch Bros Inc. will post 0.87 earnings per share for the current fiscal year.

Dutch Bros 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.