Quantitative Investment Management LLC Takes $862,000 Position in Dutch Bros Inc. $BROS

Quantitative Investment Management LLC bought a new position in shares of Dutch Bros Inc. (NYSE:BROS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,012 shares of the company’s stock, valued at approximately $862,000.

Several other hedge funds have also recently modified their holdings of the stock. Integrated Wealth Concepts LLC acquired a new stake in Dutch Bros in the 1st quarter worth about $318,000. Empowered Funds LLC increased its stake in Dutch Bros by 15.9% during the 1st quarter. Empowered Funds LLC now owns 33,843 shares of the company’s stock worth $2,089,000 after buying an additional 4,633 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Dutch Bros by 7.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 305,714 shares of the company’s stock valued at $18,875,000 after acquiring an additional 22,323 shares during the last quarter. California Public Employees Retirement System raised its holdings in shares of Dutch Bros by 24.2% during the second quarter. California Public Employees Retirement System now owns 198,895 shares of the company’s stock valued at $13,598,000 after acquiring an additional 38,697 shares during the last quarter. Finally, State Street Corp lifted its position in shares of Dutch Bros by 6.6% in the second quarter. State Street Corp now owns 1,978,441 shares of the company’s stock valued at $135,266,000 after acquiring an additional 121,683 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the company. Stephens reiterated an “overweight” rating and set a $80.00 price target on shares of Dutch Bros in a research report on Thursday, August 6th. DA Davidson decreased their price objective on Dutch Bros from $90.00 to $85.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. KeyCorp lifted their target price on shares of Dutch Bros from $77.00 to $79.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Barclays dropped their target price on shares of Dutch Bros from $76.00 to $75.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Finally, Robert W. Baird upgraded shares of Dutch Bros to a “strong-buy” rating in a research report on Monday, August 24th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Dutch Bros currently has an average rating of “Moderate Buy” and an average price target of $77.15.

Dutch Bros Price Performance

NYSE:BROS opened at $46.35 on Wednesday. Dutch Bros Inc. has a one year low of $44.58 and a one year high of $74.02. 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 has a market cap of $8.10 billion, a PE ratio of 64.38, a P/E/G ratio of 1.74 and a beta of 2.28. The stock has a 50 day moving average price of $60.67 and a 200 day moving average price of $56.63.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 EPS for the quarter, topping analysts’ consensus estimates of $0.29 by $0.04. The firm had revenue of $550.85 million for the quarter, compared to the consensus estimate of $525.38 million. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%.The firm’s revenue was up 32.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.26 earnings per share. Equities research analysts expect that Dutch Bros Inc. will post 0.87 EPS for the current fiscal year.

Dutch Bros News Roundup

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

• Positive Sentiment: Dutch Bros is evaluating a new location as part of a planned Osceola County, Florida, development, supporting the company’s long-term unit-growth strategy. Portillo’s and Dutch Bros eye new Osceola County development
• Positive Sentiment: Reports also highlight Dutch Bros’ continuing expansion in the Columbia, South Carolina, area, reinforcing its broader store-opening momentum. Dutch Bros Coffee quickly expands in the Columbia area
• Neutral Sentiment: Dutch Bros withdrew an application for a downtown Des Moines drive-thru. The move may reflect disciplined site selection, but it also removes one potential near-term growth location. Dutch Bros withdraws application for downtown Des Moines drive-thru
• Negative Sentiment: 7 Brew won an auction for 73 shuttered Salad and Go sites after outbidding Dutch Bros. The loss limits a potentially faster and lower-cost path to expansion and underscores intensifying competition in the drive-thru coffee market. Coffee chain 7 Brew wins auction for shuttered Salad and Go sites
• Negative Sentiment: Market coverage says the sell-off followed Dutch Bros’ strong second-quarter results—revenue rose 32.5% and guidance was raised—but investors focused on softer third-quarter same-shop sales guidance. Broader macroeconomic headwinds and the stock’s elevated valuation are adding pressure. Dutch Bros Stock Slides Tuesday: What’s Going On?
• Negative Sentiment: A comparison with Starbucks cited stronger traffic, margin recovery and earnings revisions for Starbucks, while Dutch Bros faces cost and valuation concerns. Starbucks vs. Dutch Bros: Which Coffee Stock Has the Edge?

Insider Buying and Selling

In related news, Chairman Travis Boersma sold 750,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $63.02, for a total transaction of $47,265,000.00. Following the completion of the sale, the chairman directly owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 23.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Todd Allan Penegor bought 2,000 shares of Dutch Bros stock in a transaction on Thursday, August 13th. The shares were purchased at an average cost of $51.56 per share, for a total transaction of $103,120.00. Following the completion of the purchase, the director directly owned 7,358 shares of the company’s stock, valued at $379,378.48. This trade represents a 37.33% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 2,064,139 shares of company stock worth $127,296,280 in the last quarter. 38.90% of the stock is currently owned by insiders.

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.