Dutch Bros Inc. $BROS Stock Bought by Taylor Frigon Capital Management LLC

Taylor Frigon Capital Management LLC raised its holdings in shares of Dutch Bros Inc. (NYSE:BROS) by 36.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,864 shares of the company’s stock after buying an additional 16,741 shares during the quarter. Taylor Frigon Capital Management LLC’s holdings in Dutch Bros were worth $2,424,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Gibbs Wealth Management increased its position in shares of Dutch Bros by 5.4% during the third quarter. Gibbs Wealth Management now owns 8,827 shares of the company’s stock valued at $340,000 after acquiring an additional 456 shares during the last quarter. Wedbush Securities Inc. increased its position in shares of Dutch Bros by 32.3% in the 3rd quarter. Wedbush Securities Inc. now owns 10,419 shares of the company’s stock valued at $402,000 after purchasing an additional 2,542 shares during the last quarter. Crossmark Global Holdings Inc. lifted its position in shares of Dutch Bros by 90.2% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 6,199 shares of the company’s stock worth $239,000 after purchasing an additional 2,940 shares during the last quarter. Diversify Advisory Services LLC grew its stake in shares of Dutch Bros by 13.8% during the third quarter. Diversify Advisory Services LLC now owns 35,849 shares of the company’s stock worth $1,473,000 after purchasing an additional 4,337 shares in the last quarter. Finally, Hyperion Asset Management Ltd increased its holdings in Dutch Bros by 104.4% in the third quarter. Hyperion Asset Management Ltd now owns 1,222,532 shares of the company’s stock valued at $47,141,000 after buying an additional 624,488 shares during the last quarter. 85.54% of the stock is currently owned by institutional investors and hedge funds.

Dutch Bros News Roundup

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

• Positive Sentiment: KeyCorp lowered its price target from $79 to $59 but maintained an “overweight” rating. The new target still implies substantial upside from recent trading levels, indicating that KeyCorp believes the recent selloff may have created an opportunity. KeyCorp Dutch Bros analyst rating
• Positive Sentiment: Dutch Bros continues expanding its drive-thru footprint, including a Peoria, Illinois, opening this weekend and a Wichita Falls, Texas, location planned for 2027. New stores support the company’s long-term revenue-growth strategy. Dutch Bros Coffee coming to Wichita Falls in 2027
• Neutral Sentiment: Dutch Bros locations in Oregon are donating part of Friday’s proceeds to Silver Rail Elementary following a deadly shooting. The initiative may strengthen community goodwill and brand engagement, but it is unlikely to materially affect near-term financial results. Oregon Dutch Bros giveback supports Silver Rail school community
• Negative Sentiment: RBC downgraded BROS from “outperform” to “sector perform” and reduced its price target from $70 to $46, citing the likelihood of heavier competition in 2027. TD Cowen and Citigroup also issued more cautious forecasts, adding to selling pressure. RBC downgrades Dutch Bros
• Negative Sentiment: Chairman Travis Boersma sold approximately $6.4 million of shares, and major shareholder DM Individual Aggregator sold about $2.2 million. Both transactions were made under pre-arranged Rule 10b5-1 plans, reducing their informational significance, but the sales may still weigh on investor sentiment.

Analysts Set New Price Targets

Several research analysts have recently issued reports on BROS shares. UBS Group reaffirmed a “neutral” rating on shares of Dutch Bros in a research report on Thursday, September 10th. Telsey Advisory Group boosted their price objective on shares of Dutch Bros from $66.00 to $74.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. Melius Research reduced their price objective on shares of Dutch Bros from $95.00 to $70.00 and set a “buy” rating for the company in a research report on Friday, September 18th. Citigroup lowered their target price on shares of Dutch Bros from $86.00 to $69.00 and set a “buy” rating for the company in a report on Wednesday. Finally, KeyCorp dropped their target price on shares of Dutch Bros from $79.00 to $59.00 and set an “overweight” rating on the stock in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $67.44.

Dutch Bros Price Performance

Shares of NYSE BROS opened at $41.57 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.19 and a debt-to-equity ratio of 0.20. Dutch Bros Inc. has a twelve month low of $36.51 and a twelve month high of $74.02. The stock has a 50 day moving average of $43.17 and a two-hundred day moving average of $53.93. The stock has a market cap of $7.26 billion, a P/E ratio of 57.74, a P/E/G ratio of 1.47 and a beta of 2.31.

Dutch Bros (NYSE:BROS) last announced its earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $0.04. The business had revenue of $550.85 million for the quarter, compared to analyst estimates of $525.38 million. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The company’s revenue for the quarter was up 32.5% compared to the same quarter last year. During the same period last year, the firm posted $0.26 earnings per share. On average, research analysts forecast that Dutch Bros Inc. will post 0.88 earnings per share for the current year.

Insider Activity

In other Dutch Bros news, Director Todd Penegor bought 2,000 shares of Dutch Bros stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $51.56 per share, with a total value of $103,120.00. Following the completion of the acquisition, the director owned 7,358 shares of the company’s stock, valued at approximately $379,378.48. This represents a 37.33% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Travis Boersma sold 145,687 shares of the company’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total value of $6,411,684.87. Following the sale, the chairman directly owned 2,360,091 shares of the company’s stock, valued at approximately $103,867,604.91. This represents a 5.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 38.90% of the company’s stock.

Dutch Bros Profile

Dutch Bros Inc is a drive-thru beverage company that operates and franchises coffee shops across the United States. The company is known for its made-to-order drinks, fast service and community-focused brand.

Its menu includes hot, iced and blended coffee beverages, along with specialty drinks such as energy drinks, teas, lemonades, smoothies and other noncoffee refreshments. Dutch Bros also offers packaged products and branded merchandise through select locations and digital channels.

Dutch Bros was founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma.