Dutch Bros (BROS) Projected to Post Quarterly Earnings on Thursday

Dutch Bros (NYSE:BROS) is projected to post its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Dutch Bros to post earnings of $0.10 per share and revenue of $424.4430 million for the quarter. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Dutch Bros Price Performance

NYSE BROS opened at $55.11 on Wednesday. The firm’s 50 day moving average is $60.50 and its 200-day moving average is $59.50. The company has a quick ratio of 1.32, a current ratio of 1.52 and a debt-to-equity ratio of 0.68. The company has a market capitalization of $9.07 billion, a PE ratio of 110.22, a price-to-earnings-growth ratio of 2.39 and a beta of 2.54. Dutch Bros has a 12-month low of $47.16 and a 12-month high of $86.88.

Analyst Ratings Changes

Several equities research analysts have issued reports on BROS shares. Piper Sandler lowered their price target on shares of Dutch Bros from $73.00 to $63.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Barclays raised their price objective on Dutch Bros from $72.00 to $76.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Royal Bank Of Canada upped their target price on Dutch Bros from $75.00 to $80.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. TD Cowen reissued a “buy” rating on shares of Dutch Bros in a research report on Monday, January 5th. Finally, UBS Group reaffirmed a “buy” rating on shares of Dutch Bros in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $77.19.

Dutch Bros News Roundup

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

• Positive Sentiment: Dutch Bros is expanding its “Dutch Bros at home” CPG assortment into many more retail outlets and online channels, which should increase brand reach and non-store revenue. Dutch Bros® CPG Products Expand to More Stores and Online
• Positive Sentiment: Trade and industry outlets report expanded CPG distribution (beverage and retail partners) and retailer listings, which can help scale margins and brand penetration beyond cafes. Dutch Bros CPG products expand distribution
• Positive Sentiment: Company store growth continues — new retail locations (including a second Des Moines drive-thru in development) support unit-level growth and local market densification. Dutch Bros Coffee has a second Des Moines location in the works
• Neutral Sentiment: Analyst previews (Zacks) show Q4 results coming in ahead with strong transaction growth and rising digital orders — positive operational signals, but analysts flag questions about whether transaction/mix momentum is sustainable. Dutch Bros Q4 Earnings Ahead: Can Transaction Growth Sustain Momentum?
• Neutral Sentiment: Consumer-focused coverage (size/serving comparisons vs. Starbucks) highlights brand/product positioning and customer experience differences—but this is more about marketing and perception than immediate financial impact. This Is How Dutch Bros Sizes Compare To Starbucks
• Negative Sentiment: Valuation and sentiment risks: BROS has a high P/E and elevated beta, so even positive growth news can prompt profit-taking or sell-side caution — a likely reason for today’s price weakness despite operational wins.

Insiders Place Their Bets

In other Dutch Bros news, major shareholder Dm Individual Aggregator, Llc sold 648,089 shares of the company’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $55.44, for a total value of $35,930,054.16. Following the transaction, the insider directly owned 9,817 shares of the company’s stock, valued at $544,254.48. This represents a 98.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Chairman Travis Boersma sold 1,678,616 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $55.44, for a total transaction of $93,062,471.04. Following the completion of the transaction, the chairman owned 9,817 shares in the company, valued at $544,254.48. This trade represents a 99.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 3,465,214 shares of company stock worth $189,800,291. 42.40% of the stock is owned by company insiders.

Hedge Funds Weigh In On Dutch Bros

Hedge funds have recently added to or reduced their stakes in the stock. Integrated Wealth Concepts LLC acquired a new position in Dutch Bros in the 1st quarter valued at $318,000. Empowered Funds LLC increased its position in shares of Dutch Bros by 15.9% in the first quarter. Empowered Funds LLC now owns 33,843 shares of the company’s stock worth $2,089,000 after purchasing an additional 4,633 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Dutch Bros by 7.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 305,714 shares of the company’s stock valued at $18,875,000 after purchasing an additional 22,323 shares in the last quarter. California Public Employees Retirement System raised its stake in Dutch Bros by 24.2% in the second quarter. California Public Employees Retirement System now owns 198,895 shares of the company’s stock valued at $13,598,000 after purchasing an additional 38,697 shares in the last quarter. Finally, State Street Corp lifted its position in Dutch Bros by 6.6% during the second quarter. State Street Corp now owns 1,978,441 shares of the company’s stock worth $135,266,000 after purchasing an additional 121,683 shares during the period. Institutional investors own 85.54% of the company’s stock.

About Dutch Bros

Dutch Bros Coffee, trading on the NYSE under the ticker BROS, is an American drive-through coffee chain known for its quick-service model and community-focused brand. Founded in 1992 by brothers Dane and Travis Boersma in Grants Pass, Oregon, the company began as a single coffee stand and has since expanded its footprint across numerous U.S. markets. Dutch Bros specializes in handcrafted espresso drinks, drip coffee, cold brew, energy drinks, smoothies, teas, and a variety of signature “Dutch Freeze” and “Dutch Frost” blended beverages.

The company operates a mix of company-owned and franchised locations, placing a strong emphasis on speed and customer engagement.