BROS Smart Money
Dutch Bros Inc.
1W: -1.9%
1M: +10.9%
3M: -35.0%
YTD: -32.4%
1Y: -26.4%
3Y: +65.5%
5Y: -26.7%
$41.64
-0.38 (-0.90%)
After Hours: $41.62 (-0.02, -0.04%)
Weekly Expected Move ±5.7%
$37
$39
$42
$44
$46
Credit Risk of going bust: lower than 74% of companies Debt: 13.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.12 (down 99.7%), Dutch Bros Inc. would be worth roughly what it owes.
Total debt $1.21B against a stock market value of $7.89B.
Distance to default 8.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $101.2M (short-term plus half of long-term), stock volatility 51.7%; Altman Z'' 1.01. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.12 (down 99.7%), Dutch Bros Inc. would be worth roughly what it owes.
Total debt $1.21B against a stock market value of $7.89B.
Distance to default 8.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $101.2M (short-term plus half of long-term), stock volatility 51.7%; Altman Z'' 1.01. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026624
Institutions Holding
+28 vs prior
106.8%
Ownership
+30.08%
120
New
174
Increased
228
Reduced
61
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Boersma Travis | officer: executive chairman of board | S-Sale | 50,709 | $44.01 | $2.2M | Filing |
| 2026-10-20 | Boersma Travis | officer: executive chairman of board | S-Sale | 94,978 | $44.01 | $4.2M | Filing |
| 2026-10-20 | DM Trust Aggregator, LLC | 10% owner | S-Sale | 94,978 | $44.01 | $4.2M | Filing |
| 2026-10-20 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 50,709 | $44.01 | $2.2M | Filing |
| 2026-08-13 | Penegor Todd Allan | director | P-Purchase | 2,000 | $51.56 | $103K | Filing |
| 2026-07-01 | DAVILA TANA | officer: chief marketing officer | F-Tax Withholding | 2,367 | $73.31 | $174K | Filing |
| 2026-07-01 | DAVILA TANA | officer: chief marketing officer | F-Tax Withholding | 3,678 | $73.31 | $270K | Filing |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 120,729 | $63.46 | $7.7M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 15,555 | $64.10 | $997K | Filing |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 124,771 | $62.47 | $7.8M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 226,120 | $63.46 | $14.3M | Filing |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 15,555 | $64.10 | $997K | Filing |
| 2026-06-11 | DM Trust Aggregator, LLC | 10% owner | S-Sale | 233,690 | $62.47 | $14.6M | Filing |
| 2026-06-11 | DM Trust Aggregator, LLC | 10% owner | S-Sale | 226,120 | $63.46 | $14.3M | Filing |
| 2026-06-11 | DM Trust Aggregator, LLC | 10% owner | S-Sale | 29,135 | $64.10 | $1.9M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 120,729 | $63.46 | $7.7M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 124,771 | $62.47 | $7.8M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 29,135 | $64.10 | $1.9M | Filing |
| 2026-06-11 | Boersma Travis | officer: executive chairman of board | S-Sale | 233,690 | $62.47 | $14.6M | Filing |
| 2026-06-10 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 247,456 | $60.34 | $14.9M | Filing |
| 2026-06-10 | DM Individual Aggregator, LLC | 10% owner | S-Sale | 13,598 | $61.08 | $831K | Filing |
| 2026-06-10 | DM Trust Aggregator, LLC | 10% owner | S-Sale | 27,413 | $61.08 | $1.7M | Filing |
| 2026-06-10 | Boersma Travis | officer: executive chairman of board | S-Sale | 13,598 | $61.08 | $831K | Filing |
| 2026-06-10 | Boersma Travis | officer: executive chairman of board | S-Sale | 247,456 | $60.34 | $14.9M | Filing |
| 2026-06-10 | Barone Christine | officer: ceo and president | S-Sale | 42,031 | $60.13 | $2.5M | Filing |
🏛️ Congressional Trades
6 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2023-06-30 | Earl Blumenauer | House | Sell | $1,001 - $15,000 | Filing |
| 2021-10-15 | Earl Blumenauer | House | Sell | $1,001 - $15,000 | Filing |
| 2021-09-15 | Earl Blumenauer | House | Buy | $1,001 - $15,000 | Filing |
| 2021-09-15 | Earl Blumenauer | House | Buy | $1,001 - $15,000 | Filing |
| 2021-09-15 | Earl Blumenauer | House | Buy | $1,001 - $15,000 | Filing |
| 2021-09-15 | Earl Blumenauer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| FMR LLC | 16,724,132 | $1.2B | +7,157,735 | 2026-06-30 | Filing |
| BlackRock, Inc. | 14,662,985 | $1.1B | +784,858 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,066,585 | $436M | +376,484 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,938,536 | $426M | +466,063 | 2026-06-30 | Filing |
| STATE STREET CORP | 3,851,321 | $277M | +71,814 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 3,090,882 | $222M | +851,075 | 2026-06-30 | Filing |
| BAILLIE GIFFORD & CO | 2,738,885 | $197M | -255,326 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,483,555 | $178M | -46,574 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 2,210,958 | $159M | +204,005 | 2026-06-30 | Filing |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2,184,001 | $157M | -129,356 | 2026-06-30 | Filing |
| 1832 Asset Management L.P. | 2,011,800 | $144M | +981,500 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,990,163 | $143M | +299,001 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,887,011 | $136M | -576,589 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 1,716,097 | $123M | +388,723 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,603,022 | $115M | -211,793 | 2026-06-30 | Filing |
| TSG Consumer Partners LP | 1,587,292 | $114M | -692,554 | 2026-06-30 | Filing |
| MARSHALL WACE, LLP | 1,459,562 | $105M | -1,134,295 | 2026-06-30 | Filing |
| JOHO CAPITAL LLC | 1,418,394 | $102M | — | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,259,865 | $90M | +55,539 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,206,398 | $87M | -5,546 | 2026-06-30 | Filing |