Dutch Bros (NYSE:BROS) Now Covered by Gordon Haskett

Stock analysts at Gordon Haskett started coverage on shares of Dutch Bros (NYSE:BROS) in a report issued on Thursday, Zacks reports. The firm set a “strong-buy” rating on the stock.

A number of other research firms also recently commented on BROS. Weiss Ratings downgraded Dutch Bros from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, October 23rd. Robert W. Baird reduced their price target 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. Seaport Research Partners began coverage on shares of Dutch Bros in a report on Wednesday, September 16th. They set a “buy” rating and a $50.00 price objective for the company. UBS Group dropped their price objective on shares of Dutch Bros from $85.00 to $75.00 and set a “buy” rating for the company in a research note on Monday, October 26th. Finally, Citigroup lowered their target price on Dutch Bros from $69.00 to $64.00 and set a “buy” rating for the company in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $61.62.

Dutch Bros Stock Performance

NYSE BROS opened at $33.81 on Thursday. The company’s fifty day moving average is $41.44 and its two-hundred day moving average is $52.88. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. The firm has a market capitalization of $5.91 billion, a price-to-earnings ratio of 43.35, a P/E/G ratio of 1.37 and a beta of 1.97. Dutch Bros has a 52-week low of $33.17 and a 52-week high of $74.02.

Dutch Bros (NYSE:BROS) last released its earnings results on Wednesday, November 4th. The company reported $0.25 earnings per share (EPS) 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 company had revenue of $549.84 million for the quarter, compared to the consensus estimate of $548.27 million. During the same quarter in the previous year, the company earned $0.19 EPS. Dutch Bros’s quarterly revenue was up 29.8% compared to the same quarter last year. Equities research analysts forecast that Dutch Bros will post 0.88 EPS for the current year.

Insiders Place Their Bets

In related news, Chairman Travis Boersma sold 1,032,216 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chairman directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This trade represents a 43.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 Dutch Bros stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total value of $16,070,773.32. Following the transaction, the insider directly owned 1,366,580 shares in the company, valued at approximately $61,127,123.40. The trade was a 20.82% 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. Insiders sold a total of 4,044,220 shares of company stock valued at $179,732,644 in the last quarter. 38.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Dutch Bros

A number of hedge funds have recently made changes to their positions in the company. Ancora Advisors LLC bought a new position in Dutch Bros in the 2nd quarter worth $29,000. Archer Investment Corp purchased a new position in shares of Dutch Bros in the 2nd quarter worth approximately $101,000. GK Wealth Management LLC bought a new position in Dutch Bros in the 3rd quarter worth about $56,000. State of Wyoming bought a new position in Dutch Bros in the third quarter worth about $66,000. Finally, Harbor Investment Advisory LLC lifted its holdings in Dutch Bros by 77.1% in the second quarter. Harbor Investment Advisory LLC now owns 2,030 shares of the company’s stock valued at $146,000 after acquiring an additional 884 shares during the period. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Key Headlines Impacting Dutch Bros

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

• Positive Sentiment: Q3 revenue rose about 30% year over year to roughly $550 million, narrowly beating estimates, while earnings of $0.25 per share topped the $0.24 consensus. Dutch Bros Q3 earnings and revenues
• Positive Sentiment: The company plans approximately 250 system shop openings in 2027, supporting its longer-term expansion plans. Dutch Bros: 3 key takeaways
• Positive Sentiment: Citigroup lowered its price target to $64 but maintained a Buy rating; a separate analysis argues BROS may be undervalued after the results. Dutch Bros could be undervalued
• Neutral Sentiment: Dutch Bros unveiled its 2026 holiday menu, a product update that could support customer interest but is not yet shown to materially change the outlook. Dutch Bros unveils 2026 holiday menu
• Negative Sentiment: Investors focused on slowing Q3 traffic and a reduced EBITDA forecast, along with a cautious outlook for sales growth. Those concerns outweighed the quarterly earnings beat and drove a sharp post-results selloff. Shares drop as sales growth slows and EBITDA forecast is reduced
• Negative Sentiment: Several analysts cut price targets after the report, including RBC to $38 and Oppenheimer and BNP Paribas Exane to $54, reflecting a more cautious near-term view. Analysts cut forecasts after Q3 results
• Negative Sentiment: Chairman Travis Boersma and major shareholder DM Individual Aggregator sold substantial shareholdings. The sales were under pre-arranged trading plans, but may still weigh on sentiment. Insider share sales

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.