Stammdaten
Dutch Bros Inc. ist ein US-amerikanisches Unternehmen, das als Betreiber und Franchisenehmer von Drive-thru-Shops für handgefertigte Getränke tätig ist. Das Unternehmen wurde 1992 gegründet und hat seinen Sitz in Oregon. Dutch Bros betreibt insgesamt 1.136 Shops, davon sind 811 firmeneigene und 325 Franchise-Standorte, die sich auf 25 US-Bundesstaaten verteilen. Das Unternehmen ist bekannt für seine schnelle Bedienung, hochwertige Getränke und exzellenten Service. Die Hauptprodukte umfassen Kaffeegetränke, die etwa 50% des Umsatzes ausmachen, Energy-Drinks wie den Dutch Bros Rebel sowie eine Vielzahl von Erfrischungsgetränken und Snacks. Dutch Bros röstet seine eigenen Kaffeebohnen in Einrichtungen in Grants Pass, Oregon, und Melissa, Texas. Ein zentraler Bestandteil des Geschäftsmodells ist das Dutch Rewards-Loyalitätsprogramm, durch das 72% der Transaktionen im Jahr 2025 getätigt wurden. Zudem bietet das Unternehmen eine Order-Ahead-Funktion an, die die Effizienz und Kundenzufriedenheit steigert. Mit rund 32.000 Mitarbeitern, davon etwa 23.000 in firmeneigenen Shops und der Zentrale, ist Dutch Bros ein bedeutender Arbeitgeber in der Getränkebranche.
Unternehmen & Branche
| Name | Dutch Bros Inc. |
|---|---|
| Ticker | BROS |
| CIK | 0001866581 |
| Börse | NYSE |
| Sektor | Consumer Cyclical |
| Industrie | Restaurants |
| SIC | 5810 · Retail-Eating & Drinking Places |
Wertpapier & Kennzahlen
| CUSIP | 26701L100 |
|---|---|
| ISIN | US26701L1008 |
| Typ | Common Stock |
| Marktkapitalisierung | 10,42 Mrd. USD |
| KGV (P/E) | 105,56 |
| Beta | 2,40 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 1930 W RIO SALADO PKWY, 85281 TEMPE, AZ |
| Telefon | (877) 899-2767 |
| EIN (IRS) | 87-1041305 |
Listing & Historie
| Listing-Börsen | NYSE |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KBV (P/B) | 15,30 vs. 24,70 (2021) ▼ |
|---|---|
| KUV (P/S) | 6,36 vs. 4,69 (2021) ▲ |
| EV/EBITDA | 40,7 |
| FCF-Rendite | 0,5 % vs. -1,6 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 25,9 % vs. 30,8 % (2021) ▼ |
|---|---|
| Operative Marge | 9,8 % vs. -22,3 % (2021) ▲ |
| Nettomarge | 4,9 % vs. -2,5 % (2021) ▲ |
| ROIC | 4,5 % vs. -12,9 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 3,0 |
| Forderungslaufzeit (DSO) | 4 T vs. 8 T (2021) ▼ |
| Lagerreichweite (DIO) | 15 T vs. 25 T (2021) ▼ |
| Verbindlichkeitslaufzeit (DPO) | 11 T vs. 22 T (2021) ▼ |
| Cash-Conversion-Cycle (CCC) | 7 T vs. 11 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 24,70 | 11,32 | 5,40 | 15,03 | 11,31 | 14,96 | |
| KUV (P/S) | 4,69 | 1,98 | 2,04 | 6,31 | 4,70 | 5,96 | |
| EV/EBITDA | – | 46,5 | 21,7 | 43,8 | 30,8 | 38,8 | |
| FCF-Rendite | -1,6 % | -8,8 % | -4,5 % | 0,3 % | 0,7 % | 0,9 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 30,8 % | 24,5 % | 26,0 % | 26,6 % | 25,9 % | 25,3 % | |
| Operative Marge | -22,3 % | -0,4 % | 4,8 % | 8,3 % | 9,8 % | 9,4 % | |
| Nettomarge | -2,5 % | -0,6 % | 0,2 % | 2,8 % | 4,9 % | 4,6 % | |
| ROIC | -12,9 % | -0,7 % | 0,2 % | 2,4 % | 4,5 % | 4,3 % | |
| Nettoverschuldung/EBITDA | – | 11,7 | 4,7 | 3,3 | 3,0 | 3,1 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
BROS
Dutch Bros Inc.
Effektiv
Risiko-Ausstieg
Handelsvolumen
Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
45,7
91 neu, 204 erhöht, -1303880K $ netto
Aktivist
56,6
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 60.58 | +5.7 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 56.74 | +12.9 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 15 Tagen @ 67.03 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 66.30 | EMA50: 62.41 | |
| MACD-Histogramm | Bärisch | 10 % | -1.034 | Bearisch | |
| RSI(14) | Neutral | 10 % | 47.0 | Neutral (30–70) | |
| Stoch %K(14) | Bullisch | 5 % | 14.2 | Überverkauft | |
| ADX(14)+DI | Bärisch | 10 % | 26.2 | +DI: 22.8 / −DI: 24.4 | |
| Z-Score(60) | Neutral | 5 % | 0.64 | In Range | |
| 52W-Position | Neutral | 5 % | 63.0 % | Hoch 74.24 / Tief 46.69 | |
| Bollinger(20,2σ) | Bullisch | 5 % | 13.1 % | Upper 73.48 / Mid 68.05 / Lower 62.63 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.3087 | R²=0.63 / annualisiert +130.2 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-11 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -226.120 | 63,46 | -14.348.896,84 | -157,9% | |
| 2026-06-11 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -29.135 | 64,10 | -1.867.684,61 | -20,6% | |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -124.771 | 62,47 | -7.794.519,23 | -85,8% | |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -120.729 | 63,46 | -7.661.100,15 | -84,3% | |
| 2026-06-11 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -15.555 | 64,10 | -997.145,50 | -11,0% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -233.690 | 62,47 | -14.598.754,51 | -160,7% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -226.120 | 63,46 | -14.348.896,84 | -157,9% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -124.771 | 62,47 | -7.794.519,23 | -85,8% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -120.729 | 63,46 | -7.661.100,15 | -84,3% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -29.135 | 64,10 | -1.867.684,61 | -20,6% | |
| 2026-06-11 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -15.555 | 64,10 | -997.145,50 | -11,0% | |
| 2026-06-11 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -233.690 | 62,47 | -14.598.754,51 | -160,7% | |
| 2026-06-10 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -461.532 | 60,35 | -27.854.748,49 | -306,6% | |
| 2026-06-10 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -27.413 | 61,08 | -1.674.377,82 | -18,4% | |
| 2026-06-10 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -247.456 | 60,34 | -14.930.554,71 | -164,3% | |
| 2026-06-10 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -27.413 | 61,08 | -1.674.377,82 | -18,4% | |
| 2026-06-10 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -13.598 | 61,08 | -830.561,76 | -9,1% | |
| 2026-06-10 | Barone Christine | Director, Officer, CEO and President | Open Market Sale | -42.031 | 60,13 | -2.527.492,15 | -27,8% | |
| 2026-06-10 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -13.598 | 61,08 | -830.561,76 | -9,1% | |
| 2026-06-10 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -247.456 | 60,34 | -14.930.554,71 | -164,3% | |
| 2026-06-10 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -461.532 | 60,35 | -27.854.748,49 | -306,6% | |
| 2026-06-01 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -155.692 | 58,26 | -9.070.553,64 | -99,8% | |
| 2026-06-01 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -291.607 | 58,26 | -16.988.907,18 | -187,0% | |
| 2026-06-01 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -155.692 | 58,26 | -9.070.553,64 | -99,8% | |
| 2026-06-01 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -291.607 | 58,26 | -16.988.907,18 | -187,0% | |
| 2026-05-29 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -105.362 | 58,27 | -6.139.612,32 | -67,6% | |
| 2026-05-29 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -105.362 | 58,27 | -6.139.612,32 | -67,6% | |
| 2026-05-29 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -197.338 | 58,27 | -11.499.201,00 | -126,6% | |
| 2026-05-29 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -197.338 | 58,27 | -11.499.201,00 | -126,6% | |
| 2026-05-28 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -133.728 | 56,16 | -7.509.696,43 | -82,6% | |
| 2026-05-28 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -71.399 | 56,16 | -4.009.517,94 | -44,1% | |
| 2026-05-28 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -133.728 | 56,16 | -7.509.696,43 | -82,6% | |
| 2026-05-28 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -71.399 | 56,16 | -4.009.517,94 | -44,1% | |
| 2026-05-27 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -189.655 | 56,21 | -10.660.545,48 | -117,3% | |
| 2026-05-27 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -355.217 | 56,21 | -19.966.818,61 | -219,7% | |
| 2026-05-27 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -189.655 | 56,21 | -10.660.545,48 | -117,3% | |
| 2026-05-27 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -355.217 | 56,21 | -19.966.818,61 | -219,7% | |
| 2026-05-15 | Penegor Todd Allan | Director | Open Market Purchase | 2.000 | 51,18 | 102.350,00 | +1,1% | |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -261.767 | 54,58 | -14.286.326,68 | -157,2% | |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -37.952 | 56,63 | -2.149.400,13 | -23,7% | |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -56.808 | 53,74 | -3.053.038,02 | -33,6% | |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -119.807 | 57,42 | -6.878.790,79 | -75,7% | |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -164.625 | 54,58 | -8.984.656,31 | -98,9% | |
| 2025-11-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -268.897 | 55,27 | -14.862.367,43 | -163,6% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -37.952 | 56,63 | -2.149.400,13 | -23,7% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -56.808 | 53,74 | -3.053.038,02 | -33,6% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -60.348 | 56,63 | -3.417.790,88 | -37,6% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -90.334 | 53,74 | -4.854.838,23 | -53,4% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -119.807 | 57,42 | -6.878.790,79 | -75,7% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -164.625 | 54,58 | -8.984.656,31 | -98,9% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -190.506 | 57,42 | -10.938.016,29 | -120,4% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -261.767 | 54,58 | -14.286.326,68 | -157,2% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -268.897 | 55,27 | -14.862.367,43 | -163,6% | |
| 2025-11-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -427.572 | 55,27 | -23.632.588,56 | -260,1% | |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -60.348 | 56,63 | -3.417.790,88 | -37,6% | |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -90.334 | 53,74 | -4.854.838,23 | -53,4% | |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -190.506 | 57,42 | -10.938.016,29 | -120,4% | |
| 2025-11-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -427.572 | 55,27 | -23.632.588,56 | -260,1% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -98.697 | 52,95 | -5.225.680,45 | -57,5% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -22.687 | 54,83 | -1.243.837,46 | -13,7% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -14.268 | 54,83 | -782.258,79 | -8,6% | |
| 2025-11-24 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -156.937 | 52,95 | -8.309.296,26 | -91,4% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -204.160 | 53,53 | -10.928.398,98 | -120,3% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -156.937 | 52,95 | -8.309.296,26 | -91,4% | |
| 2025-11-24 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -204.160 | 53,53 | -10.928.398,98 | -120,3% | |
| 2025-11-24 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -98.697 | 52,95 | -5.225.680,45 | -57,5% | |
| 2025-11-24 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -14.268 | 54,83 | -782.258,79 | -8,6% | |
| 2025-11-24 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -324.635 | 53,53 | -17.377.257,06 | -191,2% | |
| 2025-11-24 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -324.635 | 53,53 | -17.377.257,06 | -191,2% | |
| 2025-11-24 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -22.687 | 54,83 | -1.243.837,46 | -13,7% | |
| 2025-08-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -1.583 | 65,96 | -104.416,26 | -1,1% | |
| 2025-08-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -250.113 | 69,59 | -17.405.913,92 | -191,6% | |
| 2025-08-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -174.916 | 68,39 | -11.963.344,84 | -131,7% | |
| 2025-08-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -2.517 | 65,96 | -166.024,84 | -1,8% | |
| 2025-08-25 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -56.022 | 67,89 | -3.803.417,61 | -41,9% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -250.113 | 69,59 | -17.405.913,92 | -191,6% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -174.916 | 68,39 | -11.963.344,84 | -131,7% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -157.294 | 69,59 | -10.946.435,51 | -120,5% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -110.004 | 68,39 | -7.523.701,58 | -82,8% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -56.022 | 67,89 | -3.803.417,61 | -41,9% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -35.232 | 67,89 | -2.391.953,33 | -26,3% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -2.517 | 65,96 | -166.024,84 | -1,8% | |
| 2025-08-25 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -1.583 | 65,96 | -104.416,26 | -1,1% | |
| 2025-08-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -157.294 | 69,59 | -10.946.435,51 | -120,5% | |
| 2025-08-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -110.004 | 68,39 | -7.523.701,58 | -82,8% | |
| 2025-08-25 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -35.232 | 67,89 | -2.391.953,33 | -26,3% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -357.046 | 65,36 | -23.336.419,45 | -256,8% | |
| 2025-08-22 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -567.738 | 65,36 | -37.107.185,36 | -408,4% | |
| 2025-08-22 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -152.878 | 64,92 | -9.925.405,41 | -109,2% | |
| 2025-08-22 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -47.005 | 63,71 | -2.994.495,83 | -33,0% | |
| 2025-08-22 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -357.046 | 65,36 | -23.336.419,45 | -256,8% | |
| 2025-08-22 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -96.143 | 64,92 | -6.241.959,29 | -68,7% | |
| 2025-08-22 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -29.561 | 63,71 | -1.883.210,11 | -20,7% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -567.738 | 65,36 | -37.107.185,36 | -408,4% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -152.878 | 64,92 | -9.925.405,41 | -109,2% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -96.143 | 64,92 | -6.241.959,29 | -68,7% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -47.005 | 63,71 | -2.994.495,83 | -33,0% | |
| 2025-08-22 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -29.561 | 63,71 | -1.883.210,11 | -20,7% | |
| 2025-08-21 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -132.711 | 63,01 | -8.362.372,26 | -92,0% | |
| 2025-08-21 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -72.574 | 63,23 | -4.589.195,12 | -50,5% | |
| 2025-08-21 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -211.023 | 63,01 | -13.296.960,17 | -146,3% | |
| 2025-08-21 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -45.640 | 63,23 | -2.886.031,71 | -31,8% | |
| 2025-08-21 | DM Individual Aggregator, LLC | 10% Owner | Open Market Sale | -132.711 | 63,01 | -8.362.372,26 | -92,0% | |
| 2025-08-21 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -211.023 | 63,01 | -13.296.960,17 | -146,3% | |
| 2025-08-21 | DM Trust Aggregator, LLC | 10% Owner | Open Market Sale | -72.574 | 63,23 | -4.589.195,12 | -50,5% | |
| 2025-08-21 | Boersma Travis | Director, Officer, 10% Owner, Executive Chairman of Board | Open Market Sale | -45.640 | 63,23 | -2.886.031,71 | -31,8% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 1018 von typischerweise 8355 Fonds (12 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13.878.127 | 0 | 13.878.127 | 703.065.913 | Neu | +100,0% | |
| FMR LLC | 9.566.397 | 0 | 9.566.397 | 484.633.642 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.690.101 | 0 | 5.690.101 | 288.260.517 | Neu | +100,0% | |
| UBS Group AG | 4.025.628 | 0 | 4.025.628 | 203.938.315 | Neu | +100,0% | |
| STATE STREET CORP | 3.779.507 | 0 | 3.779.507 | 191.469.825 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 3.539.929 | 0 | 3.539.929 | 179.332.803 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 3.393.553 | 0 | 3.393.553 | 171.917.395 | Neu | +100,0% | |
| BAILLIE GIFFORD & CO | 2.994.211 | 0 | 2.994.211 | 151.686.729 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 2.806.741 | 0 | 2.806.741 | 142.189.499 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 2.593.857 | 0 | 2.593.857 | 131.404.797 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.530.129 | 0 | 2.530.129 | 128.206.161 | Neu | +100,0% | |
| MORGAN STANLEY | 2.463.600 | 0 | 2.463.600 | 124.806.050 | Neu | +100,0% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.313.357 | 0 | 2.313.357 | 117.194.666 | Neu | +100,0% | |
| TSG Consumer Partners LP | 2.279.846 | 0 | 2.279.846 | 115.496.999 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 2.239.807 | 0 | 2.239.807 | 113.468.623 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.915.702 | 0 | 1.915.702 | 97.049.464 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 1.814.815 | 0 | 1.814.815 | 91.938.521 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1.691.162 | 0 | 1.691.162 | 85.674.252 | Neu | +100,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 1.517.514 | 0 | 1.517.514 | 76.877.259 | Neu | +100,0% | |
| Freestone Grove Partners LP | 1.504.392 | 0 | 1.504.392 | 76.212.499 | Neu | +100,0% | |
| WASATCH ADVISORS LP | 1.038.903 | 881.805 | 157.098 | 74.603.624 | Aufgestockt | +17,8% | |
| JANE STREET GROUP, LLC | 1.462.016 | 0 | 1.462.016 | 74.065.731 | Neu | +100,0% | |
| JOHO CAPITAL LLC | 1.418.394 | 0 | 1.418.394 | 71.855.840 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 1.360.846 | 0 | 1.360.846 | 68.939.652 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 1.327.374 | 0 | 1.327.374 | 67.244.767 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.211.944 | 0 | 1.211.944 | 61.397.083 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.204.326 | 0 | 1.204.326 | 60.993.595 | Neu | +100,0% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.184.354 | 0 | 1.184.354 | 59.999.369 | Neu | +100,0% | |
| Woodline Partners LP | 1.105.483 | 0 | 1.105.483 | 56.003.769 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 1.093.603 | 0 | 1.093.603 | 55.401.928 | Neu | +100,0% | |
| Squarepoint Ops LLC | 1.032.133 | 0 | 1.032.133 | 52.287.858 | Neu | +100,0% | |
| 1832 Asset Management L.P. | 1.030.300 | 0 | 1.030.300 | 52.194.998 | Neu | +100,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.021.114 | 0 | 1.021.114 | 51.730.000 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 972.489 | 0 | 972.489 | 49.266.294 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 981.267 | 0 | 981.267 | 47.508.514 | Neu | +100,0% | |
| CONGRESS ASSET MANAGEMENT CO | 648.457 | 217.115 | 431.342 | 46.565.697 | Aufgestockt | +198,7% | |
| Clearbridge Investments, LLC | 859.415 | 0 | 859.415 | 43.537.941 | Neu | +100,0% | |
| Hyperion Asset Management Ltd | 598.044 | 0 | 598.044 | 42.945.540 | Neu | +100,0% | |
| CITIGROUP INC | 814.668 | 0 | 814.668 | 41.271.081 | Neu | +100,0% | |
| Allspring Global Investments Holdings, LLC | 771.693 | 0 | 771.693 | 39.016.798 | Neu | +100,0% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 752.002 | 0 | 752.002 | 38.096.421 | Neu | +100,0% | |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 750.890 | 0 | 750.890 | 38.040.087 | Neu | +100,0% | |
| Interval Partners, LP | 733.858 | 0 | 733.858 | 37.177.246 | Neu | +100,0% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 727.272 | 0 | 727.272 | 36.843.600 | Neu | +100,0% | |
| Danica Pension, Livsforsikringsaktieselskab | 662.638 | 0 | 662.638 | 33.569.241 | Neu | +100,0% | |
| FEDERATED HERMES, INC. | 610.098 | 0 | 610.098 | 30.907.565 | Neu | +100,0% | |
| OBERWEIS ASSET MANAGEMENT INC/ | 598.493 | 0 | 598.493 | 30.319.655 | Neu | +100,0% | |
| Holocene Advisors, LP | 583.237 | 0 | 583.237 | 29.546.786 | Neu | +100,0% | |
| LPL Financial LLC | 575.423 | 0 | 575.423 | 29.150.911 | Neu | +100,0% | |
| IMC-Chicago, LLC | 492.197 | 0 | 492.197 | 24.934.700 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 1018 von typischerweise 8355 Fonds (12 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 1.038.903 | 881.805 | +17,8% | 74.603.624 | 35,79 | 66 % | 10 Q |
| CONGRESS ASSET MANAGEMENT CO | 648.457 | 217.115 | +198,7% | 46.565.697 | 22,34 | 93 % | 4 Q |
| Hyperion Asset Management Ltd | 598.044 | 0 | +100,0% | 42.945.540 | 20,60 | 74 % | 1 Q |
| RIVERBRIDGE PARTNERS LLC | 317.628 | 511.403 | -37,9% | 22.808.888 | 10,94 | 79 % | 4 Q |
| Y-Intercept (Hong Kong) Ltd | 67.826 | 0 | +100,0% | 4.870.585 | 2,34 | 100 % | 6 Q |
| ANDERSON HOAGLAND & CO | 55.065 | 55.065 | 0,0% | 3.954.218 | 1,90 | 0 % | 3 Q |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 42.031 | 42.031 | 0,0% | 3.018.246 | 1,45 | 0 % | 4 Q |
| INDEPENDENT FINANCIAL GROUP, LLC | 24.394 | 24.962 | -2,3% | 1.751.734 | 0,84 | 0 % | 15 Q |
| Prospera Financial Services Inc | 15.776 | 9.488 | +66,3% | 1.132.831 | 0,54 | 0 % | 6 Q |
| Gradient Investments LLC | 13.630 | 0 | +100,0% | 978.770 | 0,47 | 0 % | 10 Q |
| Keudell/Morrison Wealth Management | 11.297 | 13.476 | -16,2% | 811.238 | 0,39 | 0 % | 14 Q |
| Avior Wealth Management, LLC | 8.499 | 8.499 | 0,0% | 610.313 | 0,29 | 0 % | 10 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.737 | 4.639 | +66,8% | 522.693 | 0,25 | 0 % | 6 Q |
| Portside Wealth Group, LLC | 7.106 | 0 | +100,0% | 510.282 | 0,24 | 0 % | 1 Q |
| WOLFF WIESE MAGANA LLC | 6.235 | 4.253 | +46,6% | 447.736 | 0,21 | 100 % | 14 Q |
| Wedmont Private Capital | 5.412 | 4.045 | +33,8% | 365.635 | 0,18 | 0 % | 5 Q |
| Valeo Financial Advisors, LLC | 4.921 | 4.833 | +1,8% | 353.377 | 0,17 | 100 % | 7 Q |
| Spire Wealth Management | 4.453 | 4.462 | -0,2% | 319.770 | 0,15 | – | 17 Q |
| Trust Point Inc. | 3.746 | 4.498 | -16,7% | 269.000 | 0,13 | 74 % | 3 Q |
| Avondale Wealth Management | 3.500 | 4.250 | -17,6% | 251.335 | 0,12 | 100 % | 8 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 43 | 2,9 | 208 |
| 31.03.2026 | ✓ | 501 | 138,1 | 6.337 |
| 31.12.2025 | ✓ | 501 | 122,9 | 7.200 |
| 30.09.2025 | ✓ | 447 | 120,5 | 5.941 |
| 30.06.2025 | ✓ | 483 | 108,0 | 7.043 |
| 31.03.2025 | ✓ | 458 | 105,9 | 6.232 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5.690.101 | 288.260.517 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 727.272 | 36.843.600 |
| Danica Pension, Livsforsikringsaktieselskab | 662.638 | 33.569.241 |
| PRINCIPAL FINANCIAL GROUP INC | 285.371 | 14.456.895 |
| Delta Global Management LP | 265.781 | 13.464.465 |
| Retirement Systems of Alabama | 155.733 | 7.889.434 |
| Impax Asset Management Group plc | 135.000 | 6.839.100 |
| NOMURA HOLDINGS INC | 64.025 | 3.243.507 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 48.681 | 2.466.180 |
| State of Tennessee, Department of Treasury | 48.000 | 2.431.680 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BlackRock, Inc. | 13.878.127 | 6.567.330 | +89.8 % | 703.065.913 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7.632.450 | 4.807.904 | +170.2 % | 386.661 |
| T. Rowe Price Investment Management, Inc. | 4.630.066 | 2.730.609 | +143.8 % | 234.560 |
| FMR LLC | 9.566.397 | 2.354.015 | +32.6 % | 484.633.642 |
| STATE STREET CORP | 3.779.507 | 1.759.395 | +87.1 % | 191.469.825 |
| Point72 Asset Management, L.P. | 2.777.241 | 1.605.471 | +137.0 % | 140.695.029 |
| CITADEL ADVISORS LLC | 2.006.953 | 1.383.495 | +221.9 % | 101.672.239 |
| UBS Group AG | 4.025.628 | 1.030.311 | +34.4 % | 203.938.315 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.239.807 | 915.700 | +69.2 % | 113.468.623 |
| Freestone Grove Partners LP | 1.504.392 | 822.589 | +120.6 % | 76.212.499 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Squarepoint Ops LLC | 935.733 | -1.927.464 | -67.3 % | 47.404.234 |
| D. E. Shaw & Co., Inc. | 8.244 | -1.374.449 | -99.4 % | 417.641 |
| ALLIANCEBERNSTEIN L.P. | 150.919 | -1.253.819 | -89.3 % | 9.239.261 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.452.514 | -1.028.618 | -41.5 % | 73.584.359 |
| BNP PARIBAS FINANCIAL MARKETS | 166.299 | -835.491 | -83.4 % | 8.424.707 |
| 1832 Asset Management L.P. | 1.030.300 | -706.600 | -40.7 % | 52.194.998 |
| Interval Partners, LP | 326.158 | -609.416 | -65.1 % | 16.523.164 |
| BANK OF NOVA SCOTIA | 5.018 | -520.068 | -99.0 % | 254.187 |
| MARSHALL WACE, LLP | 2.593.857 | -504.431 | -16.3 % | 131.404.797 |
| ING GROEP NV | 18.200 | -475.800 | -96.3 % | 922.012 |
Zusätzlich aktuell von 207 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 15.05.2026 | T. Rowe Price Associates, Inc. | Passiv (13G) | 6,00 % | 7.631.961 | Neu | |
| 07.05.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 10,70 % | 13.650.248 | +3,20 pp | |
| 06.05.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 7,50 % | 9.545.796 | +1,80 pp | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,24 % | 6.659.327 | Neu | |
| 27.04.2026 | BlackRock, Inc. | Passiv (13G) | 9,30 % | 11.818.137 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -8,81 pp | |
| 13.02.2026 | Travis Boersma | Passiv (13G/A) | 27,50 % | 48.226.099 | -1,40 pp | |
| 13.02.2026 | DM Trust Aggregator, LLC | Passiv (13G/A) | 18,70 % | 29.168.511 | -1,00 pp | |
| 13.02.2026 | DM Individual Aggregator, LLC | Passiv (13G/A) | 12,60 % | 18.343.828 | -0,70 pp | |
| 13.02.2026 | DMI Holdco, LLC | Passiv (13G/A) | 0,60 % | 713.760 | 0,00 pp | |
| 12.11.2025 | DM Individual Aggregator, LLC | Passiv (13G/A) | 13,30 % | 19.309.042 | -0,70 pp | |
| 12.11.2025 | DMI Holdco, LLC | Passiv (13G/A) | 0,60 % | 713.760 | 0,00 pp | |
| 12.11.2025 | DM Trust Aggregator, LLC | Passiv (13G/A) | 19,70 % | 30.703.297 | -1,00 pp | |
| 12.11.2025 | Travis Boersma | Passiv (13G/A) | 28,90 % | 50.726.099 | -1,50 pp | |
| 11.08.2025 | DM Trust Aggregator, LLC | Passiv (13G/A) | 20,70 % | 32.238.083 | -0,80 pp | |
| 11.08.2025 | Travis Boersma | Passiv (13G/A) | 30,40 % | 53.226.099 | -1,10 pp | |
| 11.08.2025 | DMI Holdco, LLC | Passiv (13G/A) | 0,60 % | 713.760 | 0,00 pp | |
| 11.08.2025 | DM Individual Aggregator, LLC | Passiv (13G/A) | 14,00 % | 20.274.256 | -0,60 pp | |
| 13.05.2025 | DM Trust Aggregator, LLC | Passiv (13G/A) | 21,50 % | 33.772.869 | -2,20 pp | |
| 13.05.2025 | Travis Boersma | Passiv (13G/A) | 31,50 % | 55.726.099 | -2,40 pp | |
| 13.05.2025 | DMI Holdco, LLC | Passiv (13G/A) | 0,60 % | 713.760 | 0,00 pp | |
| 13.05.2025 | DM Individual Aggregator, LLC | Passiv (13G/A) | 14,60 % | 21.239.470 | -1,70 pp | |
| 30.04.2025 | BAILLIE GIFFORD & CO | Passiv (13G) | 3,30 % | 3.800.684 | -2,90 pp | |
| 12.02.2025 | Abigail P. Johnson (+1) | Passiv (13G) | 5,70 % | 6.486.879 | Neu | |
| 14.11.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 2,60 % | 3.004.954 | -4,00 pp | |
| 14.11.2024 | Kenneth Griffin | Passiv (13G/A) | 2,60 % | 6 | -3,90 pp | |
| 14.11.2024 | Citadel Advisors Holdings LP (+2) | Passiv (13G/A) | 1,80 % | 6 | -4,00 pp | |
| 14.11.2024 | Citadel Securities LLC | Passiv (13G/A) | 0,30 % | 6 | Neu | |
| 14.11.2024 | Citadel Securities Group LP (+1) | Passiv (13G/A) | 0,80 % | 6 | +0,20 pp | |
| 13.11.2024 | Travis Boersma | Passiv (13G/A) | 33,90 % | 58.252.107 | -18,23 pp | |
| 13.11.2024 | DMI Holdco, LLC | Passiv (13G/A) | 0,60 % | 714.080 | -0,52 pp | |
| 13.11.2024 | DM Trust Aggregator, LLC | Passiv (13G/A) | 23,70 % | 35.323.425 | -15,48 pp | |
| 13.11.2024 | DM Individual Aggregator, LLC | Passiv (13G/A) | 16,30 % | 22.214.602 | -12,19 pp | |
| 12.11.2024 | The Vanguard Group | Passiv (13G/A) | 8,81 % | 10.031.344 | 0,00 pp | |
| 05.11.2024 | BAILLIE GIFFORD & CO | Passiv (13G) | 6,20 % | 7.007.836 | Neu | |
| 04.11.2024 | The Vanguard Group | Passiv (13G/A) | 8,81 % | 10.031.344 | +1,27 pp | |
| 14.02.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 6,60 % | 4.166.582 | Neu | |
| 14.02.2024 | Travis Boersma | Passiv (13G/A) | 52,13 % | 64.166.653 | -24,18 pp | |
| 14.02.2024 | DMI Holdco, LLC | Passiv (13G/A) | 1,12 % | 714.080 | -0,42 pp | |
| 14.02.2024 | DM Individual Aggregator, LLC | Passiv (13G/A) | 28,49 % | 24.480.191 | -6,69 pp |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 464.412.000 $ | 16.097.000 $ | 0,13 $ | 3.105.294.000 $ | 696.445.000 $ |
| 2025-12-31 | 10-K | 1.638.159.000 $ | 79.842.000 $ | 0,64 $ | 3.009.314.000 $ | 680.818.000 $ |
| 2025-09-30 | 10-Q | 423.584.000 $ | 17.495.000 $ | 0,14 $ | 2.921.997.000 $ | 656.557.000 $ |
| 2025-06-30 | 10-Q | 415.813.000 $ | 25.624.000 $ | 0,20 $ | 2.812.247.000 $ | 636.168.000 $ |
| 2025-03-31 | 10-Q | 355.152.000 $ | 15.353.000 $ | 0,13 $ | 2.765.220.000 $ | 599.058.000 $ |
| 2024-12-31 | 10-K | 1.281.015.000 $ | 35.258.000 $ | 0,34 $ | 2.501.085.000 $ | 537.369.000 $ |
| 2024-09-30 | 10-Q | 338.212.000 $ | 12.644.000 $ | 0,11 $ | 2.431.516.000 $ | 523.150.000 $ |
| 2024-06-30 | 10-Q | 324.918.000 $ | 11.940.000 $ | 0,12 $ | 2.377.286.000 $ | 509.140.000 $ |
| 2024-03-31 | 10-Q | 275.099.000 $ | 7.062.000 $ | 0,08 $ | 2.073.315.000 $ | 417.118.000 $ |
| 2023-12-31 | 10-K | 965.776.000 $ | 1.718.000 $ | 0,03 $ | 1.764.010.000 $ | 364.345.000 $ |
| 2023-09-30 | 10-Q | 264.507.000 $ | 4.210.000 $ | 0,07 $ | 1.639.030.000 $ | 331.676.000 $ |
| 2023-06-30 | 10-Q | 249.879.000 $ | 2.752.000 $ | 0,05 $ | 1.368.280.000 $ | 135.407.000 $ |
| 2023-03-31 | 10-Q | 197.267.000 $ | -3.842.000 $ | -0,07 $ | 1.264.965.000 $ | 128.313.000 $ |
| 2022-12-31 | 10-K | 739.012.000 $ | -4.753.000 $ | -0,09 $ | 1.186.360.000 $ | 129.118.000 $ |
| 2022-09-30 | 10-Q | 198.648.000 $ | 1.763.000 $ | 0,03 $ | 1.129.257.000 $ | 125.683.000 $ |
| 2022-06-30 | 10-Q | 186.381.000 $ | -906.000 $ | -0,02 $ | 949.535.000 $ | 108.539.000 $ |
| 2022-03-31 | 10-Q | 152.156.000 $ | -4.947.000 $ | -0,10 $ | 884.506.000 $ | 105.417.000 $ |
| 2021-12-31 | 10-K | 497.876.000 $ | -12.679.000 $ | -0,28 $ | 553.700.000 $ | 94.516.000 $ |
| 2021-09-30 | 10-Q | 129.803.000 $ | -11.077.000 $ | -0,24 $ | 503.632.000 $ | 94.878.000 $ |
| 2021-06-30 | 10-Q | 129.208.000 $ | 0 $ | – | – | – |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Company Operated Shops | 1,5 Mrd. | 1,2 Mrd. | 857,9 Mio. | 639,7 Mio. | 403,7 Mio. | 92,1 % | +29,5% | |
| Franchise Fees | 122,0 Mio. | 109,6 Mio. | 101,9 Mio. | 93,8 Mio. | 87,5 Mio. | 7,5 % | +11,3% | |
| Product And Service Other | 6,8 Mio. | 5,6 Mio. | 5,9 Mio. | 5,5 Mio. | 6,7 Mio. | 0,4 % | +21,7% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 06.05.2026 | 464,4 Mio. USD | 0,13 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 423,6 Mio. USD | 0,14 |
| Q2 2025 | 30.06.2025 | 07.08.2025 | 415,8 Mio. USD | 0,20 |
| Q1 2025 | 31.03.2025 | 08.05.2025 | 355,2 Mio. USD | 0,13 |
| Q3 2024 | 30.09.2024 | 07.11.2024 | 338,2 Mio. USD | 0,11 |
| Q2 2024 | 30.06.2024 | 08.08.2024 | 324,9 Mio. USD | 0,12 |
| Q1 2024 | 31.03.2024 | 08.05.2024 | 275,1 Mio. USD | 0,08 |
| Q3 2023 | 30.09.2023 | 08.11.2023 | 264,5 Mio. USD | 0,07 |
| Q2 2023 | 30.06.2023 | 09.08.2023 | 249,9 Mio. USD | 0,05 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 06.05.2026 | 10-Q | 31.03.2026 | 36 Tage | SEC » |
| 13.02.2026 | 10-K | 31.12.2025 | 44 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 08.05.2025 | 10-Q | 31.03.2025 | 38 Tage | SEC » |
| 13.02.2025 | 10-K | 31.12.2024 | 44 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 08.08.2024 | 10-Q | 30.06.2024 | 39 Tage | SEC » |
| 08.05.2024 | 10-Q | 31.03.2024 | 38 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 08.11.2023 | 10-Q | 30.09.2023 | 39 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 27.02.2023 | 10-K | 31.12.2022 | 58 Tage | SEC » |
| 10.11.2022 | 10-Q | 30.09.2022 | 41 Tage | SEC » |
| 11.08.2022 | 10-Q | 30.06.2022 | 42 Tage | SEC » |
| 12.05.2022 | 10-Q | 31.03.2022 | 42 Tage | SEC » |
| 11.03.2022 | 10-K | 31.12.2021 | 70 Tage | SEC » |
| 12.11.2021 | 10-Q | 30.09.2021 | 43 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 11.09.2023 | Kapitalerhöhung | – | SEC » |
| 06.09.2023 | Kapitalerhöhung | – | SEC » |
| 16.09.2021 | Börsengang | – | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | Form | |
|---|---|---|---|
| 31.03.2026 | HV-Einladung | DEFA14A | SEC » |
| 31.03.2026 | HV-Einladung | DEF 14A | SEC » |
| 31.03.2025 | HV-Einladung | DEFA14A | SEC » |
| 31.03.2025 | HV-Einladung | DEF 14A | SEC » |
| 01.04.2024 | HV-Einladung | DEFA14A | SEC » |
| 01.04.2024 | HV-Einladung | DEF 14A | SEC » |
| 03.04.2023 | HV-Einladung | DEFA14A | SEC » |
| 03.04.2023 | HV-Einladung | DEF 14A | SEC » |
| 20.05.2022 | HV-Einladung | DEFA14A | SEC » |
| 21.04.2022 | HV-Einladung | DEFA14A | SEC » |
| 21.04.2022 | HV-Einladung | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termine und Vergütung stehen im Dokument (SEC-Link).
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 13.02.2026 | 10-K | 0,62 | ↑ | 0,00 | 71 | Dutch Bros erzielte 2025 ein starkes Umsatzwachstum von 27,9% auf 1,6 Mrd. USD und steigerte den Nettogewinn auf 117,3 Mio. USD – mehr als eine Verdopplung gegenüber dem Vorjahr. Das systemweite Same-Shop-Sales-Wachstum von 5,6%, erstmals wieder get… | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 06.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 8-K and is incorporated herein by reference. Item 5.02. Departure of Directors or Certain Officers; Election of… |
| 12.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | s and Exchange Commission on September 17, 2021. Item 5.02. Departure of Directors or Certain Officers; Election of… |
| 26.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 02.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 28.11.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 25.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 17.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 06.05.2026 | Sonstiges | 0,00 | 5 | Form 8-K mit Item 2.02 Disclaimer ohne inhaltliche Finanzinformationen. Fragmentarischer Auszug ohne spezifische Daten. | SEC |
| 12.02.2026 | Quartalszahlen | 0,00 | 30 | Dutch Bros Inc. veröffentlichte Geschäftsergebnisse (Item 2.02). Der Excerpt enthält nur die Safe-Harbor-Klausel ohne substantielle Ergebnis… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 154.815 | 71,69 | 11.098.687 |
| 2026-06-24 | 3.542 | 67,44 | 238.872 |
| 2026-06-23 | 2.666 | 67,03 | 178.702 |
| 2026-06-22 | 5.131 | 70,72 | 362.864 |
| 2026-06-18 | 3.038 | 65,72 | 199.657 |
| 2026-06-17 | 2.975 | 66,03 | 196.439 |
| 2026-06-16 | 2.009 | 66,51 | 133.619 |
| 2026-06-15 | 3.152 | 65,89 | 207.685 |
| 2026-06-10 | 554 | 57,79 | 32.016 |
| 2026-06-09 | 5.755 | 56,25 | 323.719 |
| 2026-06-08 | 100 | 55,52 | 5.552 |
| 2026-06-05 | 268 | 55,92 | 14.987 |
| 2026-06-04 | 1.510 | 56,60 | 85.466 |
| 2026-06-01 | 100 | 58,00 | 5.800 |
| 2026-05-27 | 2.851 | 53,57 | 152.728 |
| 2026-05-26 | 567 | 52,12 | 29.552 |
| 2026-05-21 | 212 | 55,11 | 11.683 |
| 2026-05-19 | 80 | 52,74 | 4.219 |
| 2026-05-11 | 5.371 | 52,71 | 283.105 |
| 2026-05-07 | 14.173 | 59,06 | 837.057 |
| 2026-05-06 | 73.893 | 57,17 | 4.224.463 |
| 2026-05-04 | 213 | 56,95 | 12.130 |
| 2026-04-30 | 2 | 55,34 | 111 |
| 2026-04-27 | 19 | 57,44 | 1.091 |
| 2026-04-23 | 3.762 | 56,07 | 210.935 |
| 2026-04-22 | 6.263 | 53,63 | 335.885 |
| 2026-04-20 | 140.962 | 53,44 | 7.533.009 |
| 2026-04-14 | 55 | 52,86 | 2.907 |
| 2026-04-13 | 2.542 | 55,88 | 142.047 |
| 2026-04-10 | 169 | 55,85 | 9.439 |
| 2026-04-09 | 16 | 55,50 | 888 |
| 2026-04-06 | 4.464 | 50,35 | 224.762 |
| 2026-04-02 | 13.842 | 50,56 | 699.852 |
| 2026-04-01 | 45.090 | 50,66 | 2.284.259 |
| 2026-03-31 | 263.728 | 47,99 | 12.656.307 |
| 2026-03-25 | 14.017 | 52,67 | 738.275 |
| 2026-03-24 | 4.607 | 52,43 | 241.545 |
| 2026-03-23 | 3.965 | 50,00 | 198.250 |
| 2026-03-20 | 12.893 | 50,93 | 656.640 |
| 2026-03-16 | 215.734 | 47,30 | 10.204.218 |
| 2026-03-13 | 31.854 | 48,17 | 1.534.407 |
| 2026-03-10 | 116.394 | 52,45 | 6.104.865 |
| 2026-03-06 | 48.391 | 54,51 | 2.637.793 |
| 2026-03-05 | 8.879 | 52,70 | 467.923 |
| 2026-03-03 | 11.809 | 53,24 | 628.711 |
| 2026-02-27 | 5.937 | 53,91 | 320.064 |
| 2026-02-20 | 10.991 | 49,73 | 546.582 |
| 2026-02-17 | 135.873 | 53,20 | 7.228.444 |
| 2026-01-29 | 69 | 57,44 | 3.963 |
| 2026-01-21 | 29 | 61,41 | 1.781 |
| 2026-01-20 | 1.519 | 62,15 | 94.406 |
| 2026-01-16 | 1.700 | 61,14 | 103.938 |