Dutch Bros (NYSE:BROS) Given New $47.00 Price Target at Stephens

Dutch Bros (NYSE:BROS) had its target price reduced by equities researchers at Stephens from $65.00 to $47.00 in a research note issued on Thursday, Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Stephens‘s target price would indicate a potential upside of 7.06% from the company’s current price.

A number of other brokerages have also recently weighed in on BROS. Robert W. Baird reduced their price objective on Dutch Bros from $82.00 to $60.00 and set an “outperform” rating for the company in a research note on Friday, October 2nd. UBS Group cut their target price on shares of Dutch Bros from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Monday, October 26th. Royal Bank Of Canada downgraded shares of Dutch Bros from an “outperform” rating to a “sector perform” rating and reduced their price target for the company from $70.00 to $46.00 in a research report on Thursday, October 22nd. Citigroup decreased their price target on shares of Dutch Bros from $86.00 to $69.00 and set a “buy” rating for the company in a research note on Wednesday, October 21st. Finally, Weiss Ratings cut shares of Dutch Bros from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Dutch Bros currently has an average rating of “Moderate Buy” and an average target price of $63.75.

Dutch Bros Price Performance

Shares of BROS opened at $43.90 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. Dutch Bros has a 1-year low of $36.51 and a 1-year high of $74.02. The stock has a market cap of $7.67 billion, a PE ratio of 60.97, a price-to-earnings-growth ratio of 1.36 and a beta of 1.97. The firm has a fifty day moving average price of $42.11 and a 200 day moving average price of $53.16.

Dutch Bros (NYSE:BROS) last posted its earnings results on Wednesday, November 4th. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. The business had revenue of $549.84 million for the quarter, compared to analysts’ expectations of $548.27 million. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%. The business’s revenue was up 29.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.19 earnings per share. As a group, sell-side analysts anticipate that Dutch Bros will post 0.88 EPS for the current year.

Insider Buying and Selling

In other Dutch Bros news, Chairman Travis Boersma sold 1,032,216 shares of the business’s stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total value of $46,171,021.68. Following the transaction, the chairman directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. The trade was a 43.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the company’s stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $44.73, for a total transaction of $16,070,773.32. Following the transaction, the insider owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. The trade was a 20.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 4,044,220 shares of company stock worth $179,732,644. Corporate insiders own 38.90% of the company’s stock.

Institutional Trading of Dutch Bros

Hedge funds and other institutional investors have recently made changes to their positions in the company. Wellington Management Group LLP lifted its position in Dutch Bros by 38.0% in the second quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company’s stock valued at $221,956,000 after purchasing an additional 851,075 shares during the period. Bank of America Corp DE increased its position in Dutch Bros by 33.4% during the 1st quarter. Bank of America Corp DE now owns 1,814,815 shares of the company’s stock worth $91,939,000 after purchasing an additional 454,036 shares during the period. Wasatch Advisors LP increased its position in Dutch Bros by 17.8% during the 2nd quarter. Wasatch Advisors LP now owns 1,038,903 shares of the company’s stock worth $74,604,000 after purchasing an additional 157,098 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Dutch Bros by 3.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,204,326 shares of the company’s stock worth $60,994,000 after buying an additional 37,683 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in shares of Dutch Bros by 58.1% during the 1st quarter. Bank of New York Mellon Corp now owns 1,044,545 shares of the company’s stock worth $52,917,000 after buying an additional 384,011 shares in the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.

More Dutch Bros News

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

• Positive Sentiment: Q3 adjusted earnings of $0.25 per share topped the $0.24 consensus, while revenue of $549.8 million narrowly beat estimates and grew 29.8% year over year. Dutch Bros Q3 earnings and revenues top estimates
• Positive Sentiment: Dutch Bros expects at least $2.1 billion in 2026 revenue and plans about 250 system shop openings in 2027, signaling continued expansion. 2026 revenue outlook and 2027 shop-opening plans
• Neutral Sentiment: Plans to add hot food and delivery in 2027 could broaden sales opportunities, though execution and customer response remain uncertain. Dutch Bros plans hot food and delivery
• Negative Sentiment: Q3 traffic growth slowed, and reports said the full-year outlook fell short of Wall Street expectations. That forward-looking concern appears to have outweighed the earnings beat. Q3 traffic slows and outlook trails expectations
• Negative Sentiment: Telsey lowered its price target to $56. Chairman Travis Boersma and a major shareholder also reported substantial share sales; the transactions were made under pre-arranged Rule 10b5-1 plans, but may still add to investor concern. Telsey lowers Dutch Bros price target

About Dutch Bros

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.