Mitsubishi UFJ Trust & Banking Corp Sells 41,334 Shares of Dutch Bros Inc. $BROS

Key Points

• Mitsubishi UFJ Trust & Banking Corp trimmed its stake in Dutch Bros by 15.5%, selling 41,334 shares in Q4 and now holds 225,153 shares (about 0.14% of the company) valued at roughly $13.78 million.
• Wall Street sentiment is broadly bullish — MarketBeat shows a consensus rating of Moderate Buy with an average analyst target of $75.50 and multiple recent buy/outperform price targets in the $73–$77 range.
• Dutch Bros reported an EPS beat ($0.17 vs. $0.10) and revenue +29.4% year‑over‑year, but the stock carries a high valuation (P/E ~88.9) and trades in a 52‑week range of $44.58–$77.88.

Mitsubishi UFJ Trust & Banking Corp trimmed its position in shares of Dutch Bros Inc. (NYSE:BROS - Free Report) by 15.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 225,153 shares of the company's stock after selling 41,334 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned 0.14% of Dutch Bros worth $13,784,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. M&T Bank Corp raised its position in shares of Dutch Bros by 22.3% during the 4th quarter. M&T Bank Corp now owns 7,176 shares of the company's stock valued at $439,000 after purchasing an additional 1,310 shares during the period. Comerica Bank raised its position in shares of Dutch Bros by 50.7% during the 4th quarter. Comerica Bank now owns 28,463 shares of the company's stock valued at $1,743,000 after purchasing an additional 9,579 shares during the period. Pictet Asset Management Holding SA raised its position in shares of Dutch Bros by 9.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 18,209 shares of the company's stock valued at $1,115,000 after purchasing an additional 1,609 shares during the period. Concurrent Investment Advisors LLC raised its position in shares of Dutch Bros by 1.2% during the 4th quarter. Concurrent Investment Advisors LLC now owns 173,491 shares of the company's stock valued at $10,621,000 after purchasing an additional 2,122 shares during the period. Finally, Calamos Advisors LLC bought a new stake in shares of Dutch Bros during the 4th quarter valued at $1,445,000. 85.54% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. TD Cowen restated a "buy" rating and set a $73.00 price objective on shares of Dutch Bros in a research report on Friday, February 13th. BNP Paribas Exane assumed coverage on shares of Dutch Bros in a research report on Monday, March 30th. They set an "outperform" rating and a $73.00 price objective on the stock. Royal Bank Of Canada restated an "outperform" rating and set a $75.00 price objective on shares of Dutch Bros in a research report on Friday, February 13th. Citigroup decreased their price objective on shares of Dutch Bros from $82.00 to $81.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Finally, Wolfe Research initiated coverage on shares of Dutch Bros in a research report on Monday, March 9th. They set an "outperform" rating and a $77.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Dutch Bros presently has a consensus rating of "Moderate Buy" and an average target price of $75.50.

Dutch Bros News Roundup

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

• Positive Sentiment: Oppenheimer initiated/maintained a bullish view, giving Dutch Bros a "bull" rating that can boost investor demand and fund flows. Coffee buzz: Dutch Bros lands a bull rating from Oppenheimer
• Positive Sentiment: Analysts are penciling in a Q1 earnings beat for Dutch Bros, reinforcing expectations that the company can continue to deliver top-line growth and margin progress. Analysts see Dutch Bros poised for Q1 earnings beat
• Positive Sentiment: From a technical perspective, BROS just cleared its 200-day moving average — a common long-term bullish signal that may attract momentum traders. Dutch Bros (BROS) Just Overtook the 200-Day Moving Average
• Positive Sentiment: High-profile media support: Jim Cramer publicly called it "an excellent time to enter," which can spur retail buying and short-term interest. Jim Cramer on Dutch Bros: “I Think It’s an Excellent Time to Enter”
• Positive Sentiment: Product/newsflow: Dutch Bros rolled out new seasonal drinks for May, a marketing push that can lift comps and traffic in the near term. Dutch Bros splashes into summer with new drinks. See the flavors
• Neutral Sentiment: Coverage/education pieces are driving attention — several Zacks articles discuss valuation, trending status and whether Wall Street’s bullish views justify buying, which can increase chatter but may not move fundamentals. Is It Worth Investing in Dutch Bros (BROS) Based on Wall Street's Bullish Views?
• Negative Sentiment: Local competition is expanding: two new 7 Brew coffee shops are opening in Shreveport, highlighting regional competitive pressure that could blunt share gains in select markets. Two new 7 Brew coffee shops are coming to Shreveport

Dutch Bros Stock Performance

Shares of NYSE BROS opened at $56.87 on Friday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.28 and a current ratio of 1.49. The company has a market cap of $9.36 billion, a P/E ratio of 88.85, a P/E/G ratio of 1.65 and a beta of 2.40. The firm's fifty day moving average is $52.23 and its two-hundred day moving average is $55.99. Dutch Bros Inc. has a 52-week low of $44.58 and a 52-week high of $77.88.

Dutch Bros (NYSE:BROS - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.17 EPS for the quarter, topping analysts' consensus estimates of $0.10 by $0.07. Dutch Bros had a net margin of 4.87% and a return on equity of 9.56%. The business had revenue of $443.61 million during the quarter, compared to analysts' expectations of $424.44 million. During the same period last year, the company posted $0.07 EPS. The business's revenue was up 29.4% on a year-over-year basis. As a group, analysts anticipate that Dutch Bros Inc. will post 0.82 EPS for the current fiscal year.

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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