Dutch Bros (NYSE:BROS) Stock: Insider Travis Boersma Sells 1,032,216 Shares

Dutch Bros Inc. (NYSE:BROS) Chairman Travis Boersma sold 1,032,216 shares of the company’s stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $44.73, for a total transaction of $46,171,021.68. Following the transaction, the chairman owned 1,366,580 shares in the company, valued at $61,127,123.40. The trade was a 43.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Travis Boersma also recently made the following trade(s):

• On Tuesday, November 3rd, Travis Boersma sold 393,768 shares of Dutch Bros stock. The shares were sold at an average price of $44.06, for a total transaction of $17,349,418.08.
• On Monday, November 2nd, Travis Boersma sold 962,828 shares of Dutch Bros stock. The shares were sold at an average price of $44.55, for a total transaction of $42,893,987.40.
• On Friday, October 30th, Travis Boersma sold 57,478 shares of Dutch Bros stock. The shares were sold at an average price of $44.09, for a total transaction of $2,534,205.02.
• On Thursday, October 29th, Travis Boersma sold 408,023 shares of Dutch Bros stock. The stock was sold at an average price of $44.03, for a total value of $17,965,252.69.
• On Tuesday, October 20th, Travis Boersma sold 145,687 shares of Dutch Bros stock. The stock was sold at an average price of $44.01, for a total value of $6,411,684.87.

Dutch Bros Price Performance

Shares of BROS traded up $0.32 on Wednesday, reaching $43.90. The stock had a trading volume of 9,753,712 shares, compared to its average volume of 4,395,353. The firm has a market capitalization of $7.67 billion, a PE ratio of 62.26, a PEG ratio of 1.36 and a beta of 1.97. The company has a quick ratio of 1.19, a current ratio of 1.35 and a debt-to-equity ratio of 0.20. The firm has a 50-day moving average of $42.11 and a 200 day moving average of $53.16. Dutch Bros Inc. has a twelve month low of $36.51 and a twelve month high of $74.02.

Dutch Bros (NYSE:BROS) last released its quarterly earnings data on Wednesday, November 4th. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.01. The firm had revenue of $549.84 million during the quarter, compared to the consensus estimate of $548.27 million. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%. Dutch Bros’s quarterly revenue was up 29.8% on a year-over-year basis. During the same period last year, the business posted $0.19 EPS. Sell-side analysts expect that Dutch Bros Inc. will post 0.88 EPS for the current year.

Hedge Funds Weigh In On Dutch Bros

Several hedge funds have recently bought and sold shares of the stock. Wellington Management Group LLP lifted its position in shares of Dutch Bros by 38.0% in the second quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company’s stock valued at $221,956,000 after acquiring an additional 851,075 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new stake in shares of Dutch Bros during the first quarter valued at $33,569,000. Hyperion Asset Management Ltd increased its position in Dutch Bros by 104.4% during the 3rd quarter. Hyperion Asset Management Ltd now owns 1,222,532 shares of the company’s stock worth $47,141,000 after purchasing an additional 624,488 shares in the last quarter. Bank of America Corp DE increased its position in Dutch Bros by 33.4% during the 1st quarter. Bank of America Corp DE now owns 1,814,815 shares of the company’s stock worth $91,939,000 after purchasing an additional 454,036 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in Dutch Bros by 58.1% during the 1st quarter. Bank of New York Mellon Corp now owns 1,044,545 shares of the company’s stock worth $52,917,000 after purchasing an additional 384,011 shares in the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on BROS. Wells Fargo & Company dropped their price target on Dutch Bros from $70.00 to $55.00 and set an “overweight” rating for the company in a research report on Wednesday, October 21st. Seaport Research Partners started coverage on shares of Dutch Bros in a research report on Wednesday, September 16th. They issued a “buy” rating and a $50.00 price objective on the stock. Oppenheimer reissued a “positive” rating on shares of Dutch Bros in a research note on Wednesday, September 30th. Robert W. Baird dropped their target price on shares of Dutch Bros from $82.00 to $60.00 and set an “outperform” rating for the company in a report on Friday, October 2nd. Finally, Stephens dropped their target price on shares of Dutch Bros from $80.00 to $65.00 and set an “overweight” rating for the company in a report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $66.08.

Key Headlines Impacting Dutch Bros

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

• Positive Sentiment: Q3 earnings were $0.25 per share versus the $0.24 consensus, while revenue of $549.8 million was slightly ahead of estimates and rose 29.8% year over year. Dutch Bros Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Same-store sales and visit growth reportedly extended their streak to nine consecutive quarters, indicating continued customer demand despite recent moderation. Dutch Bros keeps its same-shop sales and visit growth streaks alive
• Neutral Sentiment: Reports differ on the details of the annual forecast: one says Dutch Bros raised its revenue outlook to about $2.1 billion, while other coverage characterized its outlook as reduced or below Wall Street expectations. The common concern is that guidance disappointed investors. Dutch Bros Q3 2026 earnings
• Negative Sentiment: Slowing Q3 traffic and the disappointing outlook appear to have outweighed the earnings beat; coverage reported a sharp post-results selloff. Dutch Bros Q3 traffic slows, trims full-year outlook below street view

Dutch Bros Company Profile

Dutch Bros Inc is a drive-thru beverage company that operates and franchises coffee shops across the United States. The company is known for its made-to-order drinks, fast service and community-focused brand.

Its menu includes hot, iced and blended coffee beverages, along with specialty drinks such as energy drinks, teas, lemonades, smoothies and other noncoffee refreshments. Dutch Bros also offers packaged products and branded merchandise through select locations and digital channels.

Dutch Bros was founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma.