BR
BROS
Dutch Bros Inc.
$53.87
-2.25%
$9.6B
No data for this timeframe.
Vol
Market Cap$9.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (94%)
Inst. Holders8 funds
Inst. Value$1.5B
Inst. Activity1 buys / 3 sells
Insider Activity1B / 0S
Insider Net $$102.3K
Reddit Sentiment50° Neutral
SEC Reports1
Recent Activity
May 15, 2026
SEC
Scott Harlan Maw filed a Form 3 initial statement of beneficial ownership with the SEC on May 14, 2026, reporting his po
3 — Impact 2/10
May 15, 2026
Insider
Penegor Todd Allan bought 2,000 shares
Director @ $51.18 ($102.3K)
May 15, 2026
short_volume
Short Volume: BROS — 56.7% short (0.9M / 1.5M)
Short: 873,899 | Exempt: 11,831 | TRF Vol: 1,541,249 | Short Ratio: 56.7% | Off-exchange volume (dar
May 13, 2026
Insider
George Kathryn sold 444 shares
Director @ $0.00 ($0.00)
May 13, 2026
Insider
Davis Thomas James sold 444 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
1,583,649 shares ($97.0M)
Inst.
BANK OF AMERICA CORP — TRIM
1,360,779 shares ($83.3M)
Price Targets
$76.58
+42.2% upside
Strong Buy
Current $53.87
Low $61.00
Median $75.00
High $95.00
24 analysts
$61.00
$95.00
Analyst Ratings
11Strong Buy
18Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 21, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| May 20, 2026 | TD Cowen | REITERATE | Buy → Buy |
| May 7, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 7, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.30 ▲ +3.2% | $0.27 — $0.32 | 15% YoY | 19 |
| Next Q | $0.25 ▲ +6.1% | $0.21 — $0.29 | 32% YoY | 19 |
| Current FY | $0.94 ▲ +4.0% | $0.81 — $1.02 | 24% YoY | 20 |
| Next FY | $1.24 ▲ +3.9% | $0.90 — $1.48 | 33% YoY | 20 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $679.0M | — |
| FMR LLC | $441.5M | — |
| MORGAN STANLEY | $104.6M | ADD |
| NORGES BANK | $97.0M | NEW |
| BANK OF AMERICA CORP | $83.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Penegor Todd | BUY | $102.3K |
| May 13, 2026 | George Kathryn | M | $0.00 |
| May 13, 2026 | Davis Thomas | M | $0.00 |
| May 13, 2026 | Davis Thomas | M | $0.00 |
| May 13, 2026 | George Kathryn | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $1.5B total value (24,536,781 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,090,575 | $679.0M | 45.2% | — |
| 2 | FMR LLC | 7,212,382 | $441.5M | 29.4% | — |
| 3 | MORGAN STANLEY | 1,709,256 | $104.6M | 7.0% | ADD +28.3% |
| 4 | NORGES BANK | 1,583,649 | $97.0M | 6.5% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 1,360,779 | $83.3M | 5.5% | TRIM -27.2% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,172,131 | $71.8M | 4.8% | ADD +53.9% |
| 7 | WELLS FARGO & COMPANY/MN | 385,377 | $23.6M | 1.6% | ADD +31.3% |
| 8 | TWO SIGMA INVESTMENTS, LP | 22,632 | $1.4M | 0.1% | NEAR_EXIT -95.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,583,649 | — | $97.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,868,032 | 1,360,779 | -27.2% | $83.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 511,163 | 22,632 | -95.6% | $1.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 506,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | ADD | 1,714,029 | 2,286,366 | +33.4% | $119.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 764,108 | 1,175,895 | +53.9% | $61.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,037,100 | 506,100 | -51.2% | $26.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 258,113 | 338,836 | +31.3% | $17.7M | 2025-Q3 |
| NORGES BANK | EXIT | 1,367,927 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 1,536,893 | 1,971,206 | +28.3% | $134.8M | 2025-Q2 |
| UBS Group AG | ADD | 1,191,337 | 1,714,029 | +43.9% | $117.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,367,927 | — | $93.5M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 628,144 | 258,113 | -58.9% | $17.6M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 1,531,488 | 3,922,379 | +156.1% | $242.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 122,563 | 628,144 | +412.5% | $38.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 294,232 | 535,647 | +82.0% | $33.1M | 2025-Q1 |
| NORGES BANK | EXIT | 329,633 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 647,179 | 1,983,558 | +206.5% | $103.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 3,540,227 | 1,531,488 | -56.7% | $80.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 125,146 | 1,100,845 | +779.6% | $57.7M | 2024-Q4 |
| NORGES BANK | TRIM | 503,264 | 329,633 | -34.5% | $17.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 166,367 | 122,563 | -26.3% | $6.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 687,527 | — | $22.0M | 2024-Q3 |
| MORGAN STANLEY | TRIM | 1,454,393 | 647,179 | -55.5% | $20.7M | 2024-Q3 |
17 unique insiders with 1 transactions. Net insider value: $102.3K ($102.3K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Penegor Todd Allan | Director | BUY | 2,000 | $51.18 | $102.3K |
| May 13, 2026 | George Kathryn | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Davis Thomas James | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Davis Thomas James | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | George Kathryn | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Miller Ann M | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Penegor Todd Allan | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Miller Ann M | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Hart Gerard Johan | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | Cone C. David | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | Penegor Todd Allan | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Penegor Todd Allan | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | MARCHISOTTO KORY | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | Miller Ann M | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | Hart Gerard Johan | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Hart Gerard Johan | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Gillett Stephen | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Cone C. David | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | MARCHISOTTO KORY | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | MARCHISOTTO KORY | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Gillett Stephen | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Gillett Stephen | Director | A | 3,099 | $0.00 | $0.00 |
| May 13, 2026 | Cone C. David | Director | M | 444 | $0.00 | $0.00 |
| May 13, 2026 | Maw Scott Harlan | Director | A | 3,099 | $0.00 | $0.00 |
| Apr 27, 2026 | DM Trust Aggregator, LLC | 10%+ Owner | C | 6,454,800 | $0.00 | $0.00 |
| Apr 27, 2026 | DM Trust Aggregator, LLC | 10%+ Owner | C | 6,454,800 | $0.00 | $0.00 |
| Apr 27, 2026 | DM Individual Aggregator, LLC | 10%+ Owner | C | 3,445,200 | $0.00 | $0.00 |
| Apr 27, 2026 | DM Individual Aggregator, LLC | 10%+ Owner | C | 3,445,200 | $0.00 | $0.00 |
| Apr 27, 2026 | Boersma Travis | Executive Chairman of Board | C | 6,454,800 | $0.00 | $0.00 |
| Apr 27, 2026 | Boersma Travis | Executive Chairman of Board | C | 6,454,800 | $0.00 | $0.00 |
| Apr 22, 2026 | DM Trust Aggregator, LLC | 10%+ Owner | J | 19,318 | $0.00 | $0.00 |
| Apr 22, 2026 | DM Trust Aggregator, LLC | 10%+ Owner | J | 27,341 | $0.00 | $0.00 |
| Apr 22, 2026 | DM Individual Aggregator, LLC | 10%+ Owner | J | 13,277 | $0.00 | $0.00 |
| Apr 22, 2026 | DM Individual Aggregator, LLC | 10%+ Owner | J | 17,195 | $0.00 | $0.00 |
| Apr 22, 2026 | Boersma Travis | Executive Chairman of Board | J | 19,318 | $0.00 | $0.00 |
| Apr 22, 2026 | Boersma Travis | Executive Chairman of Board | J | 27,341 | $0.00 | $0.00 |
| Mar 1, 2026 | Daddario Nick | Chief Accounting Officer | A | 5,036 | $0.00 | $0.00 |
| Mar 1, 2026 | Barone Christine | CEO and President | M | 29,306 | $0.00 | $0.00 |
| Mar 1, 2026 | Guenser Joshua J | Chief Financial Officer | M | 11,403 | $0.00 | $0.00 |
| Mar 1, 2026 | Guenser Joshua J | Chief Financial Officer | A | 12,590 | $0.00 | $0.00 |
| Mar 1, 2026 | DAVILA TANA | Chief Marketing Officer | M | 5,617 | $0.00 | $0.00 |
| Mar 1, 2026 | Tullett Victoria J | Chief Legal Officer | M | 7,033 | $0.00 | $0.00 |
| Mar 1, 2026 | Tullett Victoria J | Chief Legal Officer | A | 5,595 | $0.00 | $0.00 |
| Mar 1, 2026 | DAVILA TANA | Chief Marketing Officer | A | 8,393 | $0.00 | $0.00 |
| Mar 1, 2026 | DAVILA TANA | Chief Marketing Officer | M | 5,617 | $0.00 | $0.00 |
| Mar 1, 2026 | Barone Christine | CEO and President | A | 46,633 | $0.00 | $0.00 |
| Mar 1, 2026 | Barone Christine | CEO and President | M | 29,306 | $0.00 | $0.00 |
| Mar 1, 2026 | Guenser Joshua J | Chief Financial Officer | M | 11,403 | $0.00 | $0.00 |
| Mar 1, 2026 | Tullett Victoria J | Chief Legal Officer | M | 7,033 | $0.00 | $0.00 |
| Feb 20, 2026 | Cone C. David | Director | M | 445 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (94% buy). Based on 31 analysts: 11 strong buy, 18 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$76.58 mean target
+42.2% upside
Strong Buy (1.28)
$61.00 Low
$95.00 High
| Metric | Value |
|---|---|
| Current Price | $53.87 |
| Target Low | $61.00 |
| Target Mean | $76.58 |
| Target Median | $75.00 |
| Target High | $95.00 |
| # Analysts | 24 |
| Recommendation | Strong Buy (1.28) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.30 | $0.27 | $0.32 | 14.6% | +3.2% | 13↑ 4↓ | $0.5B | 26.1% | 19 |
| Next Q 2026-09-30 |
$0.25 | $0.21 | $0.29 | 32.0% | +6.1% | 13↑ 4↓ | $0.5B | 26.6% | 19 |
| Current FY 2026-12-31 |
$0.94 | $0.81 | $1.02 | 23.5% | +4.0% | 16↑ 4↓ | $2.1B | 27.0% | 20 |
| Next FY 2027-12-31 |
$1.24 | $0.90 | $1.48 | 32.5% | +3.9% | 13↑ 5↓ | $2.6B | 22.9% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.298 | |
| 7d ago | $0.296 | +0.001 |
| 30d ago | $0.289 | +0.009 |
| 60d ago | $0.287 | +0.011 |
| 90d ago | $0.285 | +0.013 |
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 5 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 21, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 20, 2026 | TD Cowen | REITERATE | Buy | Buy |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 7, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 27, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Telsey Advisory Group | INITIATE | — | Outperform |
| Mar 9, 2026 | Wolfe Research | INITIATE | — | Outperform |
| Mar 6, 2026 | DA Davidson | INITIATE | — | Buy |
| Mar 2, 2026 | Goldman Sachs | UPGRADE | Neutral | Buy |
| Feb 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | TD Cowen | REITERATE | Buy | Buy |
| Jan 26, 2026 | Citigroup | INITIATE | — | Buy |
| Jan 20, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | Keybanc | INITIATE | — | Overweight |
| Dec 4, 2025 | Mizuho | MAINTAIN | Outperform | Outperform |
| Dec 3, 2025 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Dec 1, 2025 | TD Cowen | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 11 | 18 | 2 | 0 | 0 | 94% | |
| Apr 1, 2026 | 11 | 17 | 2 | 0 | 0 | 93% | |
| Mar 1, 2026 | 10 | 14 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 10 | 14 | 3 | 0 | 0 | 89% | |
| Jan 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 6, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 15, 2026
short_volume
Short Volume: BROS — 56.7% short (0.9M / 1.5M)
Short: 873,899 | Exempt: 11,831 | TRF Vol: 1,541,249 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: BROS — 61.3% short (3.4M / 5.6M)
Short: 3,439,828 | Exempt: 202,432 | TRF Vol: 5,611,870 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
BROS Q1 2026 Earnings After Market Close — 2026-05-06
May 6, 2026
short_volume
Short Volume: BROS — 61.0% short (2.3M / 3.8M)
Short: 2,334,817 | Exempt: 47,949 | TRF Vol: 3,826,587 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: BROS — 57.7% short (0.8M / 1.4M)
Short: 805,737 | Exempt: 13,077 | TRF Vol: 1,396,156 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: BROS — 58.0% short (1.0M / 1.7M)
Short: 987,117 | Exempt: 811 | TRF Vol: 1,701,280 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: BROS — 57.9% short (0.9M / 1.5M)
Short: 874,429 | Exempt: 517 | TRF Vol: 1,509,359 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: BROS — 55.7% short (0.8M / 1.4M)
Short: 778,232 | Exempt: 286 | TRF Vol: 1,396,095 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: BROS — 4.5M shares, 74,656 trades
Week starting 2026-04-27. Total ATS volume: 4,457,222 shares across 74,656 trades.
Apr 23, 2026
short_volume
Short Volume: BROS — 57.4% short (0.8M / 1.3M)
Short: 756,705 | Exempt: 0 | TRF Vol: 1,317,799 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: BROS — 6.0M shares, 75,139 trades
Week starting 2026-04-20. Total ATS volume: 5,992,320 shares across 75,139 trades.
Apr 20, 2026
short_interest
FTD: BROS — 140,962 shares ($7.5M) failed to deliver
Settlement: 20260420, Price: $53.44, FTD Value: $7,533,009.28, DUTCH BROS INC CL A (DE)
Apr 13, 2026
dark_pool
Dark Pool: BROS — 7.5M shares, 93,028 trades
Week starting 2026-04-13. Total ATS volume: 7,480,236 shares across 93,028 trades.
Apr 6, 2026
dark_pool
Dark Pool: BROS — 3.9M shares, 66,368 trades
Week starting 2026-04-06. Total ATS volume: 3,908,832 shares across 66,368 trades.
Apr 2, 2026
short_interest
FTD: BROS — 13,842 shares ($0.7M) failed to deliver
Settlement: 20260402, Price: $50.56, FTD Value: $699,851.52, DUTCH BROS INC CL A (DE)