Landscape Capital Management L.L.C. Purchases Shares of 142,688 Dutch Bros Inc. $BROS

Landscape Capital Management L.L.C. purchased a new stake in shares of Dutch Bros Inc. (NYSE:BROS) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 142,688 shares of the company’s stock, valued at approximately $8,735,000. Dutch Bros accounts for 0.6% of Landscape Capital Management L.L.C.’s investment portfolio, making the stock its 25th largest holding.

Other hedge funds have also bought and sold shares of the company. Osterweis Capital Management Inc. bought a new stake in Dutch Bros during the second quarter valued at about $27,000. Rakuten Securities Inc. grew its holdings in Dutch Bros by 557.4% during the second quarter. Rakuten Securities Inc. now owns 447 shares of the company’s stock valued at $31,000 after purchasing an additional 379 shares during the period. Brown Lisle Cummings Inc. bought a new position in shares of Dutch Bros in the fourth quarter worth about $31,000. Ankerstar Wealth LLC bought a new position in shares of Dutch Bros in the fourth quarter worth about $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 worth $37,000 after acquiring an additional 273 shares during the period. Institutional investors own 85.54% of the company’s stock.

Dutch Bros Stock Performance

NYSE BROS opened at $65.91 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.33 and a debt-to-equity ratio of 0.21. The firm has a market cap of $11.51 billion, a price-to-earnings ratio of 102.99, a price-to-earnings-growth ratio of 2.14 and a beta of 2.36. Dutch Bros Inc. has a twelve month low of $44.58 and a twelve month high of $74.65. The business has a 50-day moving average price of $54.88 and a 200-day moving average price of $56.05.

Dutch Bros (NYSE:BROS) last posted its earnings results on Wednesday, May 6th. The company reported $0.16 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 $449.70 million. Dutch Bros had a return on equity of 9.42% and a net margin of 4.61%.The firm’s revenue for the quarter was up 30.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.14 earnings per share. As a group, equities research analysts predict that Dutch Bros Inc. will post 0.84 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on BROS shares. Oppenheimer started coverage on Dutch Bros in a research note on Friday, May 1st. They issued an “outperform” rating and a $72.00 price objective for the company. Barclays dropped their price objective on Dutch Bros from $76.00 to $75.00 and set an “overweight” rating for the company in a research note on Thursday, May 7th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Dutch Bros in a research note on Wednesday, May 20th. Citigroup upped their price objective on Dutch Bros from $84.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $75.00 price objective on shares of Dutch Bros in a research note on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $76.00.

Insider Buying and Selling

In related news, 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 sale, the insider directly owned 2,410,800 shares in the company, valued at approximately $151,928,616. The trade was a 9.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $47,265,000.00. Following the completion of the sale, the chairman owned 2,410,800 shares in the company, valued at $151,928,616. This represents a 23.73% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 4,086,245 shares of company stock worth $243,021,771. Corporate insiders own 38.90% of the company’s stock.

More Dutch Bros News

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

• Positive Sentiment: Dutch Bros remains a growth story, with analysts such as TD Cowen, RBC, UBS, and KeyCorp maintaining bullish ratings and a consensus target price around $76, implying continued confidence in the company’s expansion and earnings outlook.
• Positive Sentiment: The company’s recent quarterly results showed revenue growth of 30.7% year over year and EPS that matched Wall Street expectations, reinforcing the market’s view that Dutch Bros is still executing well operationally.
• Positive Sentiment: Dutch Bros also highlighted community engagement with a “give back” promotion tied to No Kid Hungry, while continuing to open new shops, which supports the long-term growth narrative.
• Neutral Sentiment: Several insider transactions were disclosed, including CEO Christine Barone selling 42,031 shares and Chairman Travis Boersma selling about 1.5 million shares across two June 10-11 trades, along with a large shareholder trimming roughly 522,000 shares total; all were executed under Rule 10b5-1 plans, which can signal planned diversification rather than a change in outlook.
• Negative Sentiment: The size of the insider selling may weigh on sentiment in the near term, as investors often view heavy executive selling as a caution signal even when the sales are pre-scheduled.
• Negative Sentiment: Short-seller attention has also increased, adding to pressure on BROS by suggesting some traders are betting the stock’s strong run may be overstretched.

Dutch Bros 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.