13,630 Shares in Dutch Bros Inc. $BROS Acquired by Gradient Investments LLC

Gradient Investments LLC purchased a new position in shares of Dutch Bros Inc. (NYSE:BROS) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 13,630 shares of the company’s stock, valued at approximately $979,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Marshall Wace LLP boosted its holdings in shares of Dutch Bros by 15.1% in the fourth quarter. Marshall Wace LLP now owns 3,098,288 shares of the company’s stock valued at $189,677,000 after acquiring an additional 407,528 shares during the period. Ninety One UK Ltd increased its holdings in shares of Dutch Bros by 1.5% in the 4th quarter. Ninety One UK Ltd now owns 2,625,483 shares of the company’s stock valued at $160,732,000 after acquiring an additional 39,781 shares during the period. Invesco Ltd. increased its holdings in shares of Dutch Bros by 4.0% in the 3rd quarter. Invesco Ltd. now owns 2,426,657 shares of the company’s stock valued at $127,011,000 after acquiring an additional 93,515 shares during the period. Geode Capital Management LLC raised its position in Dutch Bros by 1.8% in the 4th 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 raised its position in Dutch Bros by 1.8% in the 4th quarter. State Street Corp now owns 2,020,112 shares of the company’s stock valued at $123,671,000 after purchasing an additional 35,854 shares during the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Dutch Bros Price Performance

Shares of NYSE BROS opened at $52.94 on Monday. The stock has a fifty day moving average price of $64.91 and a 200 day moving average price of $57.44. Dutch Bros Inc. has a 1-year low of $44.58 and a 1-year high of $74.65. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. The company has a market cap of $9.25 billion, a PE ratio of 73.52, a P/E/G ratio of 1.96 and a beta of 2.32.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.04. The company had revenue of $550.85 million for the quarter, compared to analysts’ expectations of $525.38 million. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. Dutch Bros’s revenue was up 32.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.26 EPS. Sell-side analysts forecast that Dutch Bros Inc. will post 0.84 EPS for the current year.

Dutch Bros News Roundup

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

• Positive Sentiment: Q2 results exceeded expectations. Dutch Bros reported adjusted earnings of $0.33 per share versus the $0.29 consensus estimate, while revenue increased 32.5% year over year to $550.85 million, topping estimates of $525.39 million. Strong same-store sales, customer traffic and new-store growth supported the beat. Dutch Bros Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its outlook. Dutch Bros projected 2026 revenue of approximately $2.1 billion to $2.13 billion and highlighted sustained traffic growth, digital initiatives and food offerings that could increase customer visits. The company also continues targeting 2,029 shops by 2029. Dutch Bros 2026 Revenue Outlook
• Positive Sentiment: Analysts remain generally bullish. Stephens reaffirmed its overweight rating with an $80 price target, while Royal Bank of Canada maintained an outperform rating despite reducing its target from $75 to $70. Royal Bank of Canada Price Target
• Neutral Sentiment: Dutch Bros agreed to acquire up to 65 closed Salad and Go locations for $105 million. The sites across four states could accelerate store expansion and provide attractive real estate, but the transaction adds capital requirements and integration and redevelopment risk. Dutch Bros Salad and Go Acquisition
• Negative Sentiment: The market’s reaction suggests expectations were elevated. Even with the earnings beat and higher guidance, investors may be taking profits or questioning whether rapid expansion and the Salad and Go purchase can justify Dutch Bros’ premium valuation. The stock trades at roughly 73.5 times earnings and remains below its 50-day moving average, contributing to near-term selling pressure.

Insider Activity

In related news, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $63.02, for a total transaction of $16,451,686.10. Following the completion of the transaction, the insider directly owned 2,410,800 shares of the company’s stock, valued at $151,928,616. This represents a 9.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Christine Barone sold 42,031 shares of the firm’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 owned 44,573 shares of the company’s stock, valued at approximately $2,680,174.49. The trade was a 48.53% decrease in their position. 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 have sold a total of 4,086,245 shares of company stock valued at $243,021,771 over the last quarter. Corporate insiders own 38.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BROS. Royal Bank Of Canada lowered their price objective on shares of Dutch Bros from $75.00 to $70.00 and set an “outperform” rating on the stock in a research report on Thursday. Telsey Advisory Group upped their target price on shares of Dutch Bros from $66.00 to $74.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Stephens reiterated an “overweight” rating and set a $80.00 target price on shares of Dutch Bros in a research note on Thursday. DA Davidson lowered their price target on Dutch Bros from $90.00 to $85.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Morgan Stanley boosted their price target on Dutch Bros from $87.00 to $88.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Dutch Bros presently has a consensus rating of “Moderate Buy” and a consensus target price of $77.15.

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.