BNP Paribas Exane Has Lowered Expectations for Dutch Bros (NYSE:BROS) Stock Price

Dutch Bros (NYSE:BROS) had its price objective lowered by analysts at BNP Paribas Exane from $77.00 to $54.00 in a report issued on Thursday, Benzinga reports. The brokerage presently has an “outperform” rating on the stock. BNP Paribas Exane‘s price target points to a potential upside of 57.34% from the company’s current price.

Other analysts have also recently issued research reports about the company. Royal Bank Of Canada set a $50.00 target price on Dutch Bros in a research report on Thursday. Robert W. Baird decreased their target price on Dutch Bros from $82.00 to $60.00 and set an “outperform” rating for the company in a research report on Friday, October 2nd. KeyCorp dropped their price target on Dutch Bros from $59.00 to $52.00 and set an “overweight” rating on the stock in a research note on Thursday. Mizuho set a $55.00 price target on Dutch Bros in a research report on Thursday. Finally, Stephens reduced their price objective on Dutch Bros from $65.00 to $47.00 and set an “overweight” rating for the company in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $62.33.

Dutch Bros Stock Down 22.0%

NYSE:BROS traded down $9.67 during midday trading on Thursday, hitting $34.32. 7,762,862 shares of the company were exchanged, compared to its average volume of 4,342,934. The company has a fifty day simple moving average of $42.11 and a 200 day simple moving average of $53.16. Dutch Bros has a fifty-two week low of $34.12 and a fifty-two week high of $74.02. The company has a current ratio of 1.35, a quick ratio of 1.19 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $6.00 billion, a PE ratio of 47.71, a price-to-earnings-growth ratio of 1.36 and a beta of 1.97.

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

Insiders Place Their Bets

In other Dutch Bros news, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the firm’s stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total transaction of $16,070,773.32. Following the transaction, the insider directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This trade represents a 20.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 1,032,216 shares of the firm’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 $46,171,021.68. Following the transaction, the chairman directly owned 1,366,580 shares in the company, valued at $61,127,123.40. The trade was a 43.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 4,044,220 shares of company stock valued at $179,732,644. 38.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dutch Bros

Several hedge funds have recently made changes to their positions in BROS. Ancora Advisors LLC acquired a new position in Dutch Bros in the 2nd quarter valued at about $29,000. GK Wealth Management LLC purchased a new stake in Dutch Bros during the 3rd quarter valued at approximately $56,000. State of Wyoming acquired a new stake in Dutch Bros during the 3rd quarter worth approximately $66,000. Archer Investment Corp acquired a new stake in Dutch Bros during the 2nd quarter worth approximately $101,000. Finally, Fulcrum Asset Management LLP purchased a new position in shares of Dutch Bros in the 3rd quarter valued at approximately $109,000. Institutional investors and hedge funds own 85.54% of the company’s stock.

Dutch Bros News Roundup

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

• Positive Sentiment: Third-quarter adjusted earnings of $0.25 per share topped the $0.24 consensus, while revenue of $549.8 million slightly exceeded estimates and grew 29.8% year over year. Dutch Bros Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Dutch Bros is planning roughly 250 system shop openings in 2027 and expects at least $2.1 billion in 2026 revenue. Reports also cite plans to add hot food and delivery in 2027, which could broaden sales opportunities. Revenue outlook and planned shop openings
• Neutral Sentiment: KeyCorp, Stephens and TD Cowen lowered their price targets to $52, $47 and $50, respectively, but maintained Overweight or Buy ratings. The lower targets signal more cautious expectations, while the firms still see potential upside. Analysts cut forecasts after Q3 results
• Negative Sentiment: Slowing Q3 traffic and a narrowed full-year sales outlook that was reported below Wall Street expectations appear to have outweighed the earnings beat, prompting a negative market reaction. Q3 traffic slows and outlook falls below expectations
• Negative Sentiment: Chairman Travis Boersma and affiliated major shareholder DM Individual Aggregator reported substantial share sales. The trades were made under pre-arranged Rule 10b5-1 plans, but the sales may still weigh on investor sentiment. Dutch Bros major shareholder share sale

Dutch Bros Company 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.