Dutch Bros Inc. $BROS Shares Sold by Amundi

Key Points

• Amundi cut its Dutch Bros stake by 45.1% in the first quarter, selling 66,843 shares and retaining 81,470 shares valued at approximately $4.13 million. Institutional investors and hedge funds collectively own 85.54% of BROS stock.
• Dutch Bros reported quarterly earnings of $0.33 per share, beating estimates of $0.29, while revenue rose 32.5% year over year to $550.85 million. Despite the strong results and raised outlook, the shares carry a high valuation and recently traded below their 50-day moving average.
• Analysts remain broadly positive, with the stock holding a “Moderate Buy” consensus rating and an average price target of $77.15. However, insiders sold more than 4.08 million shares worth approximately $243 million over the past 90 days, including a major sale by Chairman Travis Boersma.

Amundi decreased its stake in Dutch Bros Inc. (NYSE:BROS - Free Report) by 45.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 81,470 shares of the company's stock after selling 66,843 shares during the period. Amundi's holdings in Dutch Bros were worth $4,127,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of BROS. Osterweis Capital Management Inc. purchased a new position in Dutch Bros in the 2nd quarter worth approximately $27,000. Brown Lisle Cummings Inc. purchased a new stake in shares of Dutch Bros during the fourth quarter valued at approximately $31,000. Rakuten Securities Inc. lifted its position in shares of Dutch Bros by 557.4% during the second quarter. Rakuten Securities Inc. now owns 447 shares of the company's stock worth $31,000 after purchasing an additional 379 shares in the last quarter. Ankerstar Wealth LLC acquired a new position in shares of Dutch Bros during the fourth quarter worth $31,000. Finally, Quarry LP boosted its stake in shares of Dutch Bros by 83.5% in the fourth quarter. Quarry LP now owns 600 shares of the company's stock valued at $37,000 after purchasing an additional 273 shares during the period. Institutional investors and hedge funds own 85.54% of the company's stock.

Dutch Bros Stock Performance

Shares of BROS stock opened at $53.31 on Friday. The stock has a market capitalization of $9.31 billion, a price-to-earnings ratio of 74.05, a PEG ratio of 2.00 and a beta of 2.32. Dutch Bros Inc. has a one year low of $44.58 and a one year high of $74.65. The company's 50-day simple moving average is $65.01 and its 200-day simple moving average is $57.51. 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 announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.29 by $0.04. Dutch Bros had a return on equity of 10.23% and a net margin of 4.91%.The firm had revenue of $550.85 million during the quarter, compared to analyst estimates of $525.38 million. During the same period in the previous year, the company earned $0.26 earnings per share. Dutch Bros's quarterly revenue was up 32.5% on a year-over-year basis. Equities analysts anticipate that Dutch Bros Inc. will post 0.84 earnings per share for the current fiscal year.

Dutch Bros News Summary

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

• Positive Sentiment: Second-quarter results exceeded estimates. Dutch Bros reported adjusted earnings of $0.33 per share versus the $0.29 consensus, while revenue increased 32.5% year over year to $550.9 million, above estimates of approximately $525 million. Company-operated same-shop sales rose 8.3%. Dutch Bros Inc. Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Growth outlook remains robust. Management highlighted sustained traffic growth, new-store momentum and contributions from food and digital initiatives. Dutch Bros opened 48 shops during the quarter, including 44 company-operated locations, and raised its 2026 outlook to roughly $2.1 billion-$2.13 billion in revenue while maintaining an aggressive long-term expansion plan targeting 2,029 shops by 2029. Dutch Bros Q2 Earnings Call Highlights Traffic and Higher Guidance
• Positive Sentiment: Analysts remain constructive. Stephens reaffirmed its overweight rating with an $80 price target, while RBC maintained an outperform rating with a $70 target, indicating analysts still see substantial upside if execution continues. Analyst rating reports
• Neutral Sentiment: Dutch Bros plans to acquire Salad and Go real estate. The company has agreed to pay approximately $105 million for up to 65 shuttered locations across four states. The sites could accelerate store growth at potentially attractive costs, but the transaction also adds capital commitments and execution risk. Dutch Bros Strikes $105 Million Deal for Salad and Go Locations
• Negative Sentiment: Strong results were not strong enough for current expectations. Although Dutch Bros beat estimates and lifted guidance, the stock’s premium valuation leaves limited room for disappointment. Investors may also be questioning whether the Salad and Go purchase and rapid store expansion will pressure near-term returns, helping explain why the shares declined following the earnings release. Dutch Bros Beats Q2 Estimates, Raises Q3 Guidance

Insider Activity

In related news, Chairman Travis Boersma sold 750,000 shares of the company'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 $47,265,000.00. Following the sale, the chairman directly owned 2,410,800 shares of the company's stock, valued at approximately $151,928,616. This represents a 23.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 Dutch Bros stock in a transaction 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 completion of the transaction, the insider directly owned 2,410,800 shares of the company's stock, valued at approximately $151,928,616. This represents 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. In the last ninety days, insiders sold 4,086,245 shares of company stock worth $243,021,771. 38.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. DA Davidson lowered their price target on shares of Dutch Bros from $90.00 to $85.00 and set a "buy" rating for the company in a report on Thursday. Royal Bank Of Canada cut their price objective on shares of Dutch Bros from $75.00 to $70.00 and set an "outperform" rating on the stock in a report on Thursday. Stephens restated an "overweight" rating and set a $80.00 target price on shares of Dutch Bros in a research note on Thursday. Piper Sandler lifted their target price on Dutch Bros from $61.00 to $68.00 and gave the stock a "neutral" rating in a research report on Monday, June 22nd. Finally, Telsey Advisory Group increased their price target on Dutch Bros from $66.00 to $74.00 and gave the company an "outperform" rating in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $77.15.

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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