Dutch Bros (NYSE:BROS – Get Free Report) had its price target reduced by research analysts at KeyCorp from $79.00 to $59.00 in a note issued to investors on Friday, Benzinga reports. The brokerage currently has an “overweight” rating on the stock. KeyCorp‘s target price points to a potential upside of 41.50% from the company’s previous close.
BROS has been the subject of several other reports. Citigroup dropped their price target on Dutch Bros from $86.00 to $69.00 and set a “buy” rating for the company in a research note on Wednesday. Freedom Capital raised Dutch Bros to a “strong-buy” rating in a research note on Wednesday, July 1st. Telsey Advisory Group lifted their price objective on Dutch Bros from $66.00 to $74.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Seaport Research Partners assumed coverage on Dutch Bros in a report on Wednesday, September 16th. They set a “buy” rating and a $50.00 target price for the company. Finally, Stephens cut their price target on shares of Dutch Bros from $80.00 to $65.00 and set an “overweight” rating on the stock in a report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Dutch Bros has a consensus rating of “Moderate Buy” and a consensus price target of $67.44.
View Our Latest Report on BROS
Dutch Bros Trading Down 1.3%
Shares of BROS stock opened at $41.70 on Friday. The firm’s 50-day simple moving average is $43.38 and its 200-day simple moving average is $54.01. 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 firm has a market cap of $7.28 billion, a P/E ratio of 60.37, a PEG ratio of 1.50 and a beta of 2.31.
Dutch Bros (NYSE:BROS – Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.04. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The firm had revenue of $550.85 million during the quarter, compared to the consensus estimate of $525.38 million. During the same period in the previous year, the firm earned $0.26 earnings per share. Dutch Bros’s revenue was up 32.5% compared to the same quarter last year. As a group, equities analysts forecast that Dutch Bros will post 0.88 EPS for the current year.
Insider Activity at Dutch Bros
In related news, major shareholder Dm Individual Aggregator, Llc sold 50,709 shares of the business’s stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $44.01, for a total transaction of $2,231,703.09. Following the transaction, the insider directly owned 2,360,091 shares of the company’s stock, valued at approximately $103,867,604.91. The trade was a 2.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 145,687 shares of the stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total transaction of $6,411,684.87. Following the completion of the sale, the chairman directly owned 2,360,091 shares of the company’s stock, valued at $103,867,604.91. This trade represents a 5.81% 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. Company insiders own 38.90% of the company’s stock.
Hedge Funds Weigh In On Dutch Bros
A number of institutional investors have recently made changes to their positions in BROS. Wellington Management Group LLP increased its stake in shares of Dutch Bros by 38.0% in the second quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company’s stock worth $221,956,000 after buying an additional 851,075 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new position in Dutch Bros during the 1st quarter valued at $33,569,000. Hyperion Asset Management Ltd grew its holdings in Dutch Bros by 104.4% during the 3rd quarter. Hyperion Asset Management Ltd now owns 1,222,532 shares of the company’s stock worth $47,141,000 after acquiring an additional 624,488 shares in the last quarter. Bank of America Corp DE grew its holdings 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 acquiring an additional 454,036 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in shares of Dutch Bros by 58.1% in the 1st quarter. Bank of New York Mellon Corp now owns 1,044,545 shares of the company’s stock valued at $52,917,000 after purchasing an additional 384,011 shares in the last quarter. 85.54% of the stock is owned by institutional investors and hedge funds.
Key Stories Impacting Dutch Bros
Here are the key news stories impacting Dutch Bros this week:
- Positive Sentiment: Dutch Bros continues expanding its drive-thru footprint, with new locations planned in markets including Wichita Falls, Texas, and Peoria, Illinois. Continued store growth supports the company’s long-term revenue strategy. Dutch Bros Coffee coming to Wichita Falls in 2027
- Positive Sentiment: Citi, Wells Fargo, and TD Cowen reduced their price targets but retained bullish ratings such as “buy” or “overweight.” Their targets remain above the current share price, indicating continued confidence in Dutch Bros’ longer-term growth potential. Citigroup analyst coverage
- Neutral Sentiment: Oregon Dutch Bros locations will donate part of their proceeds to Silver Rail Elementary following a deadly shooting. The initiative may reinforce the brand’s community-focused image but is unlikely to materially affect near-term earnings. Oregon Dutch Bros giveback supports Silver Rail school community
- Negative Sentiment: RBC downgraded BROS from “outperform” to “sector perform” and cut its target from $70 to $46, citing the likelihood of increased competition in 2027. The downgrade raises concerns about future customer traffic, pricing power, and growth. RBC Capital downgrades Dutch Bros
- Negative Sentiment: Chairman Travis Boersma sold 145,687 shares for about $6.4 million, while major shareholder DM Individual Aggregator sold 50,709 shares for roughly $2.2 million. Both sales were made under pre-arranged Rule 10b5-1 plans, reducing their signaling value, but the transactions may still weigh on investor sentiment. Dutch Bros insider stock sales
- Negative Sentiment: The stock’s elevated valuation—approximately 60 times earnings—leaves limited room for execution disappointments. That risk is amplified by the company’s declining moving-average trend and analyst concerns about competition, even though its latest reported revenue rose 32.5% year over year and EPS exceeded estimates.
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.
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