Dutch Bros (NYSE:BROS) Research Coverage Started at Stifel Nicolaus

Stifel Nicolaus initiated coverage on shares of Dutch Bros (NYSE:BROS) in a research report released on Monday morning. The firm issued a buy rating and a $48.00 target price on the stock.

A number of other equities analysts have also weighed in on BROS. Stephens lowered their target price on Dutch Bros from $65.00 to $47.00 and set an “overweight” rating on the stock in a research report on Thursday, November 5th. TD Cowen cut their target price on Dutch Bros from $55.00 to $50.00 and set a “buy” rating on the stock in a report on Thursday, November 5th. BNP Paribas Exane reduced their price target on shares of Dutch Bros from $77.00 to $54.00 and set an “outperform” rating for the company in a research report on Thursday, November 5th. DA Davidson decreased their price target on shares of Dutch Bros from $85.00 to $60.00 and set a “buy” rating for the company in a research note on Monday, September 28th. Finally, Weiss Ratings lowered shares of Dutch Bros from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Dutch Bros has a consensus rating of “Moderate Buy” and a consensus price target of $61.08.

Dutch Bros Stock Performance

Shares of BROS opened at $35.09 on Monday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.03 and a quick ratio of 0.88. The stock has a 50-day moving average of $40.67 and a 200-day moving average of $52.50. The company has a market cap of $6.13 billion, a PE ratio of 47.05, a P/E/G ratio of 1.13 and a beta of 1.97. Dutch Bros has a one year low of $33.17 and a one year high of $74.02.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $0.25 earnings per share 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 the consensus estimate of $548.27 million. Dutch Bros had a return on equity of 10.46% and a net margin of 5.08%. The firm’s revenue for the quarter was up 29.8% on a year-over-year basis. During the same period in the prior year, the business earned $0.19 EPS. On average, equities research analysts predict that Dutch Bros will post 0.85 EPS for the current fiscal year.

Insider Transactions at Dutch Bros

In other Dutch Bros news, Chairman Travis Boersma sold 1,032,216 shares of the company’s stock in a transaction dated 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 sale, the chairman directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This represents a 43.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible 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 dated 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 completion of the sale, the insider directly owned 1,366,580 shares of the company’s stock, valued at $61,127,123.40. The trade was a 20.82% decrease in their ownership of the stock. 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. Insiders have sold 4,044,220 shares of company stock worth $179,732,644 over the last three months. 38.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Dutch Bros

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Hyperion Asset Management Ltd bought a new position in Dutch Bros in the 2nd quarter valued at $42,946,000. Empowered Funds LLC bought a new stake in shares of Dutch Bros during the 1st quarter worth $1,309,000. Independent Financial Group LLC bought a new stake in shares of Dutch Bros during the 1st quarter worth $1,164,000. California State Teachers Retirement System raised its stake in shares of Dutch Bros by 19.2% during the 1st quarter. California State Teachers Retirement System now owns 147,011 shares of the company’s stock worth $7,448,000 after purchasing an additional 23,679 shares during the period. Finally, Entropy Technologies LP purchased a new position in shares of Dutch Bros in the 1st quarter worth about $2,112,000. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Dutch Bros News Summary

Investors following BROS have been watching these news items:

• Positive Sentiment: Dutch Bros’ third-quarter 2026 results topped estimates: adjusted earnings beat the consensus by 4.2% and revenue by 0.2%. Sales rose year over year, supported by new shops and higher same-shop sales. Zacks article
• Positive Sentiment: Expansion remains a key growth opportunity. Recent coverage points to plans for 250 new locations, alongside new menu offerings; one Terre Haute shop opening illustrates the ongoing rollout. The Sun article
• Negative Sentiment: Competition is a potential headwind as rival 7 Brew expands its offerings by adding food, intensifying the contest for coffee and drive-thru customers. MSN article

About Dutch Bros

Dutch Bros Inc. is a drive-through beverage company that operates the Dutch Bros coffee shop brand. Founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma, the company began as a small coffee pushcart and has grown into a multistate U.S. chain. Dutch Bros has expanded from its roots in the western United States into additional regions across the country. Christine Barone serves as the company’s chief executive officer, and co-founder Travis Boersma is its executive chairman.