Next Century Growth Investors LLC lifted its position in Dutch Bros Inc. (NYSE:BROS – Free Report) by 24.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 308,910 shares of the company’s stock after buying an additional 61,139 shares during the quarter. Dutch Bros accounts for approximately 1.3% of Next Century Growth Investors LLC’s portfolio, making the stock its 27th biggest position. Next Century Growth Investors LLC’s holdings in Dutch Bros were worth $18,911,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently modified their holdings of the company. Marshall Wace LLP raised its holdings in shares of Dutch Bros by 15.1% in the 4th quarter. Marshall Wace LLP now owns 3,098,288 shares of the company’s stock valued at $189,677,000 after buying an additional 407,528 shares during the period. Ninety One UK Ltd grew its stake in Dutch Bros by 1.5% during the 4th quarter. Ninety One UK Ltd now owns 2,625,483 shares of the company’s stock worth $160,732,000 after purchasing an additional 39,781 shares in the last quarter. Invesco Ltd. grew its stake in Dutch Bros by 4.0% during the 3rd quarter. Invesco Ltd. now owns 2,426,657 shares of the company’s stock worth $127,011,000 after purchasing an additional 93,515 shares in the last quarter. Geode Capital Management LLC grew its stake in Dutch Bros by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 2,265,083 shares of the company’s stock worth $138,699,000 after purchasing an additional 39,349 shares in the last quarter. Finally, State Street Corp grew its stake in Dutch Bros by 1.8% during the 4th quarter. State Street Corp now owns 2,020,112 shares of the company’s stock worth $123,671,000 after purchasing an additional 35,854 shares in the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.
Trending Headlines about Dutch Bros
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 Analyst Weigh In
Dutch Bros Trading Up 1.4%
NYSE:BROS opened at $65.91 on Friday. The stock has a 50-day simple moving average of $54.88 and a 200-day simple moving average of $56.05. The stock has a market cap of $11.51 billion, a P/E ratio of 102.99, a P/E/G ratio of 2.14 and a beta of 2.36. 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 0.21, a quick ratio of 1.19 and a current ratio of 1.33.
Dutch Bros (NYSE:BROS – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.16 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.16. The business had revenue of $464.41 million during the quarter, compared to analysts’ expectations of $449.70 million. Dutch Bros had a return on equity of 9.42% and a net margin of 4.61%.The business’s quarterly revenue was up 30.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.14 EPS. As a group, analysts anticipate that Dutch Bros Inc. will post 0.84 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $16,451,686.10. Following the transaction, the insider owned 2,410,800 shares in the company, valued at $151,928,616. This trade represents a 9.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 750,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $63.02, for a total value of $47,265,000.00. Following the transaction, the chairman owned 2,410,800 shares in the company, valued at $151,928,616. This represents a 23.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 worth $243,021,771 in the last 90 days. 38.90% of the stock is currently 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.
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