Dutch Bros Inc. $BROS Shares Sold by Baillie Gifford & Co.

Baillie Gifford & Co. reduced its position in Dutch Bros Inc. (NYSE:BROS) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,230,676 shares of the company’s stock after selling 266,391 shares during the quarter. Baillie Gifford & Co. owned approximately 1.96% of Dutch Bros worth $197,782,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Ninety One UK Ltd acquired a new position in shares of Dutch Bros during the third quarter worth about $135,336,000. Balyasny Asset Management L.P. grew its stake in shares of Dutch Bros by 196.0% during the third quarter. Balyasny Asset Management L.P. now owns 1,817,201 shares of the company’s stock worth $95,112,000 after purchasing an additional 1,203,338 shares in the last quarter. Amundi grew its stake in shares of Dutch Bros by 90.4% during the third quarter. Amundi now owns 1,390,216 shares of the company’s stock worth $68,162,000 after purchasing an additional 660,036 shares in the last quarter. Freestone Grove Partners LP acquired a new position in shares of Dutch Bros during the third quarter worth $30,921,000. Finally, BNP Paribas Financial Markets grew its stake in shares of Dutch Bros by 69.2% during the third quarter. BNP Paribas Financial Markets now owns 1,405,007 shares of the company’s stock worth $73,538,000 after purchasing an additional 574,818 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Dutch Bros News Roundup

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

• Positive Sentiment: Zacks reports Dutch Bros cut average new-shop CapEx to ~$1.3M from $1.8M, boosting expected returns and making the company’s >2,000-location growth target more financially attractive — a clear lever for improving ROIC and long-term margins. Dutch Bros’ CapEx Efficiency Gains Traction
• Positive Sentiment: Local expansion continues: Dutch Bros is moving forward on a co-located Franklin site (with Valvoline), indicating continued unit growth and opportunistic real estate pairings that can lower development friction and speed openings. Dutch Bros. Coffee, Valvoline one step closer to opening in Franklin
• Positive Sentiment: Municipal approvals and proposals remain active — new drive‑thru proposals in Riverside and suburban openings in Elk Grove Village signal continued site-level momentum and geographic diversification beyond urban centers. Riverside proposed drive-thru Elk Grove Village lands one of first Dutch Bros shops
• Positive Sentiment: Further local openings reported (Rock Hill / Clemson / Irmo), reinforcing that franchising and company pipeline are supporting same-store and unit growth across new regional markets. Dutch Bros coming to Clemson and Irmo
• Neutral Sentiment: Wall‑street commentary: Zacks rounds up optimistic analyst views asking whether BROS is a buy; increased bullish press can support sentiment but depends on how sell‑side ratings translate to EPS/traffic outlooks. Is Dutch Bros a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Telsey Advisory Group initiated coverage (headline item) — fresh coverage increases visibility and could move the stock depending on the published rating/price target; coverage alone often drives volume. Telsey Begins Coverage on Dutch Bros
• Neutral Sentiment: Market writeups show Dutch Bros trading alongside peers (CAVA mention, Fox Business quote pages) — helpful for intraday moves but not fundamental. CAVA and Dutch Bros Stocks Trade Up Fox Business Quote
• Negative Sentiment: Critical views: a Yahoo/finance piece questions whether analysts are overrating Dutch Bros’ loyalty engine and may be underestimating risks from an operating model shift — such skepticism can cap valuation upside if it spreads or if guidance misses expectations. Are Analysts Overrating Dutch Bros?

Dutch Bros Price Performance

Shares of NYSE BROS opened at $55.98 on Monday. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.49 and a quick ratio of 1.28. The stock has a fifty day moving average price of $52.03 and a 200 day moving average price of $55.69. Dutch Bros Inc. has a 1-year low of $44.58 and a 1-year high of $77.88. The company has a market cap of $9.21 billion, a PE ratio of 87.47, a P/E/G ratio of 2.04 and a beta of 2.50.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The company had revenue of $443.61 million during the quarter, compared to the consensus estimate of $424.44 million. Dutch Bros had a net margin of 4.87% and a return on equity of 9.56%. The company’s revenue for the quarter was up 29.4% on a year-over-year basis. During the same period last year, the firm earned $0.07 EPS. Sell-side analysts forecast that Dutch Bros Inc. will post 0.57 EPS for the current year.

Analyst Upgrades and Downgrades

BROS has been the subject of a number of analyst reports. Telsey Advisory Group initiated coverage on shares of Dutch Bros in a research note on Wednesday, April 8th. They set an “outperform” rating and a $66.00 target price for the company. Sanford C. Bernstein reiterated an “overweight” rating and set a $76.00 target price on shares of Dutch Bros in a research note on Wednesday, January 7th. Evercore set a $73.00 price target on Dutch Bros in a report on Monday, January 5th. Citigroup lowered their price target on Dutch Bros from $82.00 to $81.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, DA Davidson assumed coverage on Dutch Bros in a report on Friday, March 6th. They issued a “buy” rating and a $67.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Dutch Bros has a consensus rating of “Moderate Buy” and an average price target of $75.52.

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.