Insider Selling: Dutch Bros (NYSE:BROS) Major Shareholder Sells 359,284 Shares of Company Stock

Dutch Bros Inc. (NYSE:BROS) major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the firm’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 $16,070,773.32. Following the transaction, the insider directly owned 1,366,580 shares of the company’s stock, valued at $61,127,123.40. The trade was a 20.82% decrease in their ownership of the stock. The transaction 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. Large shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

Dm Individual Aggregator, Llc also recently made the following trade(s):

• On Tuesday, November 3rd, Dm Individual Aggregator, Llc sold 137,060 shares of Dutch Bros stock. The shares were sold at an average price of $44.06, for a total transaction of $6,038,863.60.
• On Monday, November 2nd, Dm Individual Aggregator, Llc sold 335,136 shares of Dutch Bros stock. The shares were sold at an average price of $44.55, for a total transaction of $14,930,308.80.
• On Friday, October 30th, Dm Individual Aggregator, Llc sold 20,008 shares of Dutch Bros stock. The stock was sold at an average price of $44.09, for a total transaction of $882,152.72.
• On Thursday, October 29th, Dm Individual Aggregator, Llc sold 142,023 shares of Dutch Bros stock. The stock was sold at an average price of $44.03, for a total transaction of $6,253,272.69.
• On Tuesday, October 20th, Dm Individual Aggregator, Llc sold 50,709 shares of Dutch Bros stock. The stock was sold at an average price of $44.01, for a total transaction of $2,231,703.09.

Dutch Bros Price Performance

NYSE BROS traded up $0.32 during trading on Wednesday, reaching $43.90. 9,753,712 shares of the company traded hands, compared to its average volume of 4,395,353. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.19 and a current ratio of 1.35. The stock’s 50 day moving average price is $42.11 and its two-hundred day moving average price is $53.16. The company has a market cap of $7.67 billion, a price-to-earnings ratio of 62.26, a P/E/G ratio of 1.36 and a beta of 1.97. Dutch Bros Inc. has a 1-year low of $36.51 and a 1-year high of $74.02.

Dutch Bros (NYSE:BROS) last issued its earnings results on Wednesday, November 4th. The company reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. The business had revenue of $549.84 million during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.19 EPS. As a group, analysts anticipate that Dutch Bros Inc. will post 0.88 EPS for the current year.

Key Stories 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

Hedge Funds Weigh In On Dutch Bros

Several institutional investors have recently bought and sold shares of the business. New York Life Investment Management LLC bought a new stake in shares of Dutch Bros during the third quarter worth $751,000. AlphaCore Capital LLC increased its stake in shares of Dutch Bros by 48.1% in the third quarter. AlphaCore Capital LLC now owns 16,419 shares of the company’s stock valued at $633,000 after buying an additional 5,331 shares in the last quarter. Retirement Systems of Alabama increased its stake in shares of Dutch Bros by 1.3% in the third quarter. Retirement Systems of Alabama now owns 133,742 shares of the company’s stock valued at $5,157,000 after buying an additional 1,777 shares in the last quarter. Fulcrum Asset Management LLP bought a new position in shares of Dutch Bros in the third quarter valued at about $109,000. Finally, Parallel Advisors LLC raised its holdings in shares of Dutch Bros by 1.9% in the third quarter. Parallel Advisors LLC now owns 20,080 shares of the company’s stock valued at $774,000 after buying an additional 377 shares during the last quarter. Institutional investors own 85.54% of the company’s stock.

Wall Street Analysts Forecast Growth

BROS has been the subject of several recent analyst reports. Oppenheimer reiterated a “positive” rating on shares of Dutch Bros in a research note on Wednesday, September 30th. Melius Research reduced their target price on shares of Dutch Bros from $95.00 to $70.00 and set a “buy” rating on the stock in a research note on Friday, September 18th. Telsey Advisory Group upped their target price on shares of Dutch Bros from $66.00 to $74.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. 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 research report on Friday, October 2nd. Finally, Royal Bank Of Canada cut shares of Dutch Bros from an “outperform” rating to a “sector perform” rating and dropped their target price for the stock from $70.00 to $46.00 in a research report on Thursday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $66.08.

About Dutch Bros

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.