Dutch Bros (NYSE:BROS) Earns “Buy” Rating from TD Cowen

Dutch Bros (NYSE:BROS)‘s stock had its “buy” rating reissued by research analysts at TD Cowen in a research note issued to investors on Friday,Benzinga reports. They presently have a $73.00 price target on the stock. TD Cowen’s price target indicates a potential upside of 43.14% from the company’s previous close.

A number of other research firms also recently commented on BROS. Evercore set a $73.00 price objective on Dutch Bros in a report on Monday, January 5th. KeyCorp restated an “overweight” rating on shares of Dutch Bros in a report on Friday, January 9th. UBS Group reaffirmed a “buy” rating on shares of Dutch Bros in a research report on Monday. Stifel Nicolaus decreased their price objective on shares of Dutch Bros from $82.00 to $75.00 and set a “buy” rating for the company in a research note on Friday, October 31st. Finally, Piper Sandler dropped their price objective on Dutch Bros from $73.00 to $63.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $77.20.

Dutch Bros Stock Down 4.7%

Shares of Dutch Bros stock opened at $51.00 on Friday. The company has a quick ratio of 1.32, a current ratio of 1.52 and a debt-to-equity ratio of 0.68. Dutch Bros has a 52-week low of $47.16 and a 52-week high of $86.88. The company has a market capitalization of $8.39 billion, a P/E ratio of 102.00, a P/E/G ratio of 2.25 and a beta of 2.54. The company has a 50 day moving average of $60.15 and a 200 day moving average of $59.40.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The company had revenue of $443.61 million for the quarter, compared to the consensus estimate of $424.44 million. Dutch Bros had a net margin of 4.04% and a return on equity of 8.91%. The company’s quarterly revenue was up 29.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.07 EPS. As a group, research analysts forecast that Dutch Bros will post 0.57 EPS for the current fiscal year.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of BROS. Integrated Wealth Concepts LLC purchased a new stake in shares of Dutch Bros during the first quarter worth approximately $318,000. Empowered Funds LLC increased its stake in Dutch Bros by 15.9% in the 1st quarter. Empowered Funds LLC now owns 33,843 shares of the company’s stock valued at $2,089,000 after buying an additional 4,633 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Dutch Bros by 7.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 305,714 shares of the company’s stock worth $18,875,000 after buying an additional 22,323 shares during the last quarter. US Bancorp DE raised its position in Dutch Bros by 76.6% during the 2nd quarter. US Bancorp DE now owns 15,458 shares of the company’s stock worth $1,057,000 after buying an additional 6,703 shares during the last quarter. Finally, IFP Advisors Inc lifted its stake in shares of Dutch Bros by 22.8% in the 2nd quarter. IFP Advisors Inc now owns 3,710 shares of the company’s stock worth $254,000 after acquiring an additional 688 shares during the period. 85.54% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: Quarterly beat and momentum — Dutch Bros reported stronger-than-expected Q4 results (EPS beat and revenue growth; comps +7.7% led by a +5.4% increase in transactions), supporting tighter margins and profit growth. Dutch Bros Is Boiling After Strong Earnings
• Positive Sentiment: Aggressive growth plan — management reiterated rapid expansion (plan to open at least ~181 new shops in 2026) with FY26 capex guidance (~$270–$290M), which underpins future revenue and unit growth expectations. Dutch Bros Is Boiling After Strong Earnings
• Neutral Sentiment: Call materials and details published — the earnings call transcript and the investor slide deck are available for deeper read on unit economics, geography rollout and food strategy (useful for modeling). Dutch Bros Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Large insider selling — recent filings show substantial open‑market sales by insiders (including executive leadership), which can create near‑term selling pressure and concern among investors. Dutch Bros Inc. (BROS) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Valuation and capital intensity — the stock trades at a high multiple (P/E and PEG elevated) and the planned capex/rapid openings raise near-term cash burn and leverage risk (debt and liabilities have risen), which can make the name vulnerable if unit economics or margins slip. MarketBeat BROS Profile
• Negative Sentiment: Execution risks — initiatives such as expanding food offerings and scaling quickly face operational tests; investors may be trimming exposure until proof of durable margin expansion is clear. Dutch Bros earnings on deck as food expansion faces test

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.