Rubicon Advisors GP Makes New $1.41 Million Investment in Dutch Bros Inc. $BROS

Posted by Brenda Bartman on Jun 20th, 2026

Rubicon Advisors GP bought a new position in Dutch Bros Inc. (NYSE:BROS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 23,064 shares of the company’s stock, valued at approximately $1,412,000. Dutch Bros makes up approximately 1.3% of Rubicon Advisors GP’s investment portfolio, making the stock its 18th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of BROS. Mengis Capital Management Inc. bought a new position in Dutch Bros in the 4th quarter worth approximately $247,000. Alpine Global Management LLC bought a new stake in Dutch Bros during the 4th quarter valued at $220,000. Tempo Wealth LLC bought a new stake in Dutch Bros during the 4th quarter valued at $203,000. Virtu Financial LLC lifted its position in shares of Dutch Bros by 62.2% during the fourth quarter. Virtu Financial LLC now owns 24,519 shares of the company’s stock worth $1,501,000 after acquiring an additional 9,404 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV purchased a new stake in shares of Dutch Bros during the fourth quarter worth $397,000. Institutional investors own 85.54% of the company’s stock.

Dutch Bros Stock Down 0.0%

BROS opened at $70.70 on Friday. The firm has a market capitalization of $12.35 billion, a P/E ratio of 110.47, a price-to-earnings-growth ratio of 2.29 and a beta of 2.36. Dutch Bros Inc. has a one year low of $44.58 and a one year high of $74.65. The company has a fifty day moving average price of $56.43 and a 200-day moving average price of $56.43. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.33 and a quick ratio of 1.19.

Dutch Bros (NYSE:BROS – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.16 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.16. The company had revenue of $464.41 million for the quarter, compared to the consensus estimate of $449.69 million. Dutch Bros had a return on equity of 9.42% and a net margin of 4.61%.The firm’s revenue was up 30.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.14 earnings per share. Equities research analysts expect that Dutch Bros Inc. will post 0.84 earnings per share for the current fiscal year.

Insider Transactions at Dutch Bros

In other news, Chairman Travis Boersma sold 750,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $47,265,000.00. Following the completion of the transaction, the chairman owned 2,410,800 shares of the company’s stock, valued at approximately $151,928,616. The trade was a 23.73% decrease in their ownership of the stock. 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, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total value of $16,451,686.10. Following the transaction, the insider directly owned 2,410,800 shares of the company’s stock, valued at $151,928,616. The trade was a 9.77% 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 sold a total of 4,086,245 shares of company stock worth $243,021,771 over the last 90 days. Corporate insiders own 38.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on BROS. BNP Paribas Exane began coverage on Dutch Bros in a research report on Monday, March 30th. They issued an “outperform” rating and a $73.00 price target for the company. Barclays dropped their price objective on Dutch Bros from $76.00 to $75.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. The Goldman Sachs Group upgraded Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 target price for the company in a research note on Monday, March 2nd. Wolfe Research started coverage on Dutch Bros in a report on Monday, March 9th. They set an “outperform” rating and a $77.00 target price for the company. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of Dutch Bros in a report on Wednesday, May 20th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Dutch Bros presently has a consensus rating of “Moderate Buy” and a consensus target price of $76.00.

Get Our Latest Stock Analysis on BROS

Dutch Bros Profile

(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.