Dutch Bros Inc.

NYSE:BROS Stock Report

Market Cap: US$9.1b

Dutch Bros Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:BROS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Oct 24SellUS$1,452,789Travis BoersmaIndividual40,323US$36.03
13 Sep 24SellUS$5,161,258Travis BoersmaIndividual151,173US$34.14
12 Sep 24SellUS$170,364Travis BoersmaIndividual5,010US$34.00
06 Sep 24SellUS$462,203Travis BoersmaIndividual14,441US$32.01
26 Aug 24SellUS$179,314Travis BoersmaIndividual5,600US$32.02
29 May 24SellUS$592,566Travis BoersmaIndividual16,452US$36.02
17 May 24SellUS$8,127,902Travis BoersmaIndividual220,036US$37.41
10 May 24SellUS$2,078,897Travis BoersmaIndividual57,692US$36.03
21 Mar 24SellUS$1,758,726Travis BoersmaIndividual48,799US$36.04
13 Mar 24SellUS$3,506,662Travis BoersmaIndividual102,292US$34.28
11 Mar 24SellUS$2,814,889Travis BoersmaIndividual87,856US$32.04
04 Mar 24SellUS$4,521,581Travis BoersmaIndividual148,916US$30.36
22 Feb 24SellUS$5,681,829Travis BoersmaIndividual202,503US$28.06

Insider Trading Volume

Insider Buying: BROS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BROS?
Owner TypeNumber of SharesOwnership Percentage
State or Government47,7400.0419%
Individual Insiders3,362,7412.95%
General Public8,993,5957.9%
Institutions101,419,10589.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.81%
The Vanguard Group, Inc.
10,031,444US$800.6m18.8%0.01%
6.16%
Baillie Gifford & Co.
7,007,836US$559.3m0%0.16%
4.32%
Marshall Wace LLP
4,914,502US$392.2m24%0.37%
4.03%
BlackRock, Inc.
4,591,025US$366.4m23%no data
3.95%
D. E. Shaw & Co., L.P.
4,490,390US$358.4m88.5%0.32%
3.63%
Wasatch Advisors LP
4,128,281US$329.5m232%0.75%
2.89%
FMR LLC
3,288,646US$262.5m-33.6%0.01%
2.69%
T. Rowe Price Group, Inc.
3,056,467US$243.9m-16.5%0.01%
2.31%
Citadel Advisors LLC
2,629,927US$209.9m-32.6%0.15%
1.96%
TSG Consumer Partners, LP
2,232,051US$178.1m0%7.12%
1.86%
Columbia Management Investment Advisers, LLC
2,113,989US$168.7m-0.1%0.02%
1.84%
AllianceBernstein L.P.
2,092,184US$167.0m31%0.03%
1.78%
Eagle Asset Management, Inc.
2,020,447US$161.3m58%0.55%
1.74%
Wellington Management Group LLP
1,983,368US$158.3m136%0.02%
1.69%
Joho Capital, L.L.C.
1,919,514US$153.2m40.7%13.03%
1.56%
Geode Capital Management, LLC
1,773,271US$141.5m28.9%0.01%
1.52%
State Street Global Advisors, Inc.
1,734,646US$138.4m34.8%no data
1.45%
Driehaus Capital Management LLC
1,653,761US$132.0m-26.3%0.52%
1.37%
American Century Investment Management Inc
1,561,311US$124.6m11.4%0.04%
1.09%
Bank of America Corporation, Asset Management Arm
1,242,363US$99.2m-48.5%0.02%
1.07%
Jonathan Ricci
1,213,865US$96.9m0%no data
1.06%
Millennium Management LLC
1,205,379US$96.2m125%0.05%
1.05%
Renaissance Technologies LLC
1,199,800US$95.8m-13.5%0.09%
1.03%
Robert W. Baird & Co. Incorporated, Asset Management Arm
1,170,855US$93.4m-4.24%0.12%
1.02%
BNY Asset Management
1,166,471US$93.1m9.17%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 14:55
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Dutch Bros Inc. is covered by 16 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David TarantinoBaird
Ishan MajumdarBaptista Research
Jeffrey BernsteinBarclays