Key Points
- Major shareholder Dm Individual Aggregator, LLC sold 189,655 Dutch Bros shares on May 27 at an average price of $56.21, totaling about $10.66 million. The sale reduced its ownership by 5.49%, and it was made under a pre-arranged Rule 10b5-1 trading plan.
- The insider continued selling the next day, disposing of another 71,399 shares on May 28 for about $4.01 million at an average price of $56.16. These transactions may pressure sentiment even though they were planned in advance.
- Dutch Bros reported solid quarterly results and growth momentum, with revenue of $464.41 million, above expectations, and EPS of $0.16 in line with estimates. The company is also expanding rapidly, opening 41 system shops in Q1 2026 ahead of schedule, while analysts still view the stock as a Moderate Buy.
Dutch Bros Inc. (NYSE:BROS - Get Free Report) major shareholder Dm Individual Aggregator, Llc sold 71,399 shares of Dutch Bros stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $56.16, for a total transaction of $4,009,767.84. Following the completion of the transaction, the insider directly owned 3,193,963 shares in the company, valued at approximately $179,372,962.08. The trade was a 2.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Large shareholders that own 10% or more of a company's shares are required to disclose their sales and purchases with the SEC.
Dm Individual Aggregator, Llc also recently made the following trade(s):
- On Wednesday, May 27th, Dm Individual Aggregator, Llc sold 189,655 shares of Dutch Bros stock. The shares were sold at an average price of $56.21, for a total transaction of $10,660,507.55.
Dutch Bros Price Performance
NYSE BROS opened at $58.00 on Friday. The firm's fifty day simple moving average is $53.10 and its two-hundred day simple moving average is $55.69. The company has a current ratio of 1.33, a quick ratio of 1.19 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 $77.88. The firm has a market capitalization of $10.13 billion, a P/E ratio of 90.62, a P/E/G ratio of 1.84 and a beta of 2.40.
Dutch Bros (NYSE:BROS - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.16 EPS for the quarter, meeting the consensus estimate of $0.16. Dutch Bros had a return on equity of 9.42% and a net margin of 4.61%.The firm had revenue of $464.41 million during the quarter, compared to analyst estimates of $449.70 million. During the same quarter in the prior year, the business posted $0.14 EPS. The business's revenue for the quarter was up 30.7% compared to the same quarter last year. Analysts forecast that Dutch Bros Inc. will post 0.83 EPS for the current fiscal year.
More Dutch Bros News
Here are the key news stories impacting Dutch Bros this week:
- Positive Sentiment: Dutch Bros is accelerating store openings, with 41 system shops opened in Q1 2026 ahead of schedule, reinforcing the company’s long-term growth story as it expands into new markets. Article Title
- Positive Sentiment: Recent location updates show Dutch Bros opening or planning new stores in markets including Macon, Columbus, Titusville, Pearl, Pace, and Albuquerque, which supports investor optimism around unit growth and future sales. Article Title
- Positive Sentiment: The company also announced participation in an upcoming investor conference, which could help keep attention on its growth strategy and operating momentum. Article Title
- Neutral Sentiment: Quarterly results were solid, with Dutch Bros recently reporting revenue above expectations and EPS in line with estimates, but the company still trades at a premium valuation, leaving the stock sensitive to growth expectations.
- Negative Sentiment: Chairman Travis Boersma and major shareholder Dm Individual Aggregator, LLC sold sizable blocks of stock in pre-arranged Rule 10b5-1 transactions, which can weigh on sentiment even if the sales were planned in advance. Article Title
Institutional Trading of Dutch Bros
Large investors have recently bought and sold shares of the stock. Alyeska Investment Group L.P. acquired a new stake in Dutch Bros during the 4th quarter valued at approximately $113,880,000. Westfield Capital Management Co. LP acquired a new stake in Dutch Bros during the 4th quarter valued at approximately $108,948,000. Norges Bank acquired a new stake in Dutch Bros during the 4th quarter valued at approximately $96,951,000. Balyasny Asset Management L.P. lifted its stake in Dutch Bros by 196.0% during the 3rd quarter. Balyasny Asset Management L.P. now owns 1,817,201 shares of the company's stock valued at $95,112,000 after acquiring an additional 1,203,338 shares during the period. Finally, Interval Partners LP acquired a new stake in Dutch Bros during the 4th quarter valued at approximately $57,276,000. Hedge funds and other institutional investors own 85.54% of the company's stock.
Analysts Set New Price Targets
Several analysts have recently commented on BROS shares. 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 report on Monday, March 2nd. Barclays dropped their target price on shares of Dutch Bros from $76.00 to $75.00 and set an "overweight" rating on the stock in a research report on Thursday, May 7th. UBS Group reissued a "buy" rating on shares of Dutch Bros in a research report on Wednesday, May 20th. Weiss Ratings reissued a "hold (c)" rating on shares of Dutch Bros in a research report on Monday, April 20th. Finally, Telsey Advisory Group started coverage on shares of Dutch Bros in a research report on Wednesday, April 8th. They set an "outperform" rating and a $66.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat, Dutch Bros presently has an average rating of "Moderate Buy" and an average target price of $76.00.
Read Our Latest Analysis on Dutch Bros
Dutch Bros Company Profile
(
Get Free Report)
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.
Further Reading
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