Dockside LLC Acquires New Stake in Dutch Bros Inc. $BROS

Dockside LLC purchased a new position in shares of Dutch Bros Inc. (NYSE:BROS) during the 4th quarter, Holdings Channel reports. The fund purchased 11,690 shares of the company’s stock, valued at approximately $716,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Oppenheimer & Co. Inc. lifted its position 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 buying an additional 200 shares in the last quarter. AdvisorShares Investments LLC lifted its position 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 buying an additional 212 shares in the last quarter. Parkside Financial Bank & Trust lifted its position in Dutch Bros by 9.8% during the 4th quarter. Parkside Financial Bank & Trust now owns 2,466 shares of the company’s stock worth $151,000 after buying an additional 221 shares in the last quarter. Allworth Financial LP lifted its position in Dutch Bros by 7.5% during the 3rd quarter. Allworth Financial LP now owns 3,312 shares of the company’s stock worth $173,000 after buying an additional 232 shares in the last quarter. Finally, Lazard Asset Management LLC lifted its position in Dutch Bros by 6.5% during the 3rd quarter. Lazard Asset Management LLC now owns 4,434 shares of the company’s stock worth $232,000 after buying an additional 270 shares in the last quarter. 85.54% of the stock is owned by institutional investors.

Dutch Bros Stock Up 0.0%

Shares of BROS stock opened at $65.91 on Monday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.19 and a current ratio of 1.33. The firm’s 50-day moving average is $54.88 and its 200-day moving average is $56.07. The stock has a market cap of $11.51 billion, a price-to-earnings ratio of 102.99, a PEG ratio of 2.14 and a beta of 2.36. Dutch Bros Inc. has a 52-week low of $44.58 and a 52-week high of $74.65.

Dutch Bros (NYSE:BROS) last issued its earnings results on Wednesday, May 6th. The company reported $0.16 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.16. The company 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%. Dutch Bros’s quarterly revenue was up 30.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.14 EPS. Sell-side analysts predict that Dutch Bros Inc. will post 0.84 EPS for the current year.

Key Dutch Bros News

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.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BROS. DA Davidson reissued a “buy” rating and set a $75.00 price target on shares of Dutch Bros in a research report on Monday, June 1st. Citigroup increased their price objective on Dutch Bros from $84.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, May 7th. KeyCorp increased their price objective on Dutch Bros from $77.00 to $79.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Piper Sandler increased their price objective on Dutch Bros from $59.00 to $61.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Finally, The Goldman Sachs Group raised Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 price objective for the company in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Dutch Bros currently has a consensus rating of “Moderate Buy” and a consensus target price of $76.00.

Insider Activity

In other news, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $63.02, for a total value of $16,451,686.10. Following the sale, the insider directly owned 2,410,800 shares of the company’s stock, valued at approximately $151,928,616. This represents a 9.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christine Barone sold 42,031 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $60.13, for a total transaction of $2,527,324.03. Following the completion of the sale, the chief executive officer directly owned 44,573 shares in the company, valued at approximately $2,680,174.49. The trade was a 48.53% 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 company insiders.

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.