Dutch Bros (NYSE:BROS) Earns Outperform Rating from Analysts at BNP Paribas Exane

BNP Paribas Exane started coverage on shares of Dutch Bros (NYSE:BROS) in a report issued on Monday morning, MarketBeat reports. The brokerage issued an outperform rating and a $73.00 price target on the stock.

Other equities research analysts also recently issued reports about the company. KeyCorp reaffirmed an “overweight” rating on shares of Dutch Bros in a research report on Friday, January 9th. Mizuho increased their price objective on Dutch Bros from $70.00 to $80.00 and gave the company an “outperform” rating in a research report on Thursday, December 4th. Barclays boosted their target price on shares of Dutch Bros from $72.00 to $76.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Royal Bank Of Canada reissued an “outperform” rating and issued a $75.00 price target on shares of Dutch Bros in a report on Friday, February 13th. Finally, TD Cowen restated a “buy” rating and set a $73.00 price objective on shares of Dutch Bros in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $75.95.

Dutch Bros Price Performance

Shares of Dutch Bros stock opened at $50.58 on Monday. The company has a current ratio of 1.49, a quick ratio of 1.28 and a debt-to-equity ratio of 0.22. The firm has a fifty day simple moving average of $52.70 and a 200-day simple moving average of $55.91. The stock has a market capitalization of $8.32 billion, a price-to-earnings ratio of 79.03, a PEG ratio of 1.84 and a beta of 2.49. Dutch Bros has a 1-year low of $44.58 and a 1-year high of $77.88.

Dutch Bros (NYSE:BROS) last posted its earnings results on Thursday, February 12th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The business had revenue of $443.61 million for the quarter, compared to analyst estimates of $424.44 million. Dutch Bros had a net margin of 4.87% and a return on equity of 9.56%. Dutch Bros’s revenue was up 29.4% compared to the same quarter last year. During the same period last year, the business posted $0.07 EPS. On average, sell-side analysts expect that Dutch Bros will post 0.57 earnings per share for the current year.

Hedge Funds Weigh In On Dutch Bros

A number of hedge funds and other institutional investors have recently made changes to their positions in BROS. Envestnet Asset Management Inc. boosted its holdings in Dutch Bros by 56.5% during the third quarter. Envestnet Asset Management Inc. now owns 109,530 shares of the company’s stock valued at $5,733,000 after purchasing an additional 39,561 shares in the last quarter. JPMorgan Chase & Co. raised its stake in Dutch Bros by 31.6% during the third quarter. JPMorgan Chase & Co. now owns 204,705 shares of the company’s stock worth $10,714,000 after acquiring an additional 49,194 shares in the last quarter. Thornburg Investment Management Inc. raised its stake in Dutch Bros by 143.9% during the third quarter. Thornburg Investment Management Inc. now owns 77,711 shares of the company’s stock worth $4,067,000 after acquiring an additional 45,847 shares in the last quarter. Savoir Faire Capital Management L.P. lifted its holdings in shares of Dutch Bros by 29.9% during the third quarter. Savoir Faire Capital Management L.P. now owns 112,783 shares of the company’s stock valued at $5,903,000 after acquiring an additional 25,935 shares during the period. Finally, Magnetar Financial LLC boosted its stake in shares of Dutch Bros by 107.2% in the 3rd quarter. Magnetar Financial LLC now owns 140,590 shares of the company’s stock valued at $7,358,000 after purchasing an additional 72,751 shares in the last quarter. 85.54% of the stock is owned by institutional investors.

Key Dutch Bros News

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

• Positive Sentiment: Local expansion: A demolished former Bob Evans site in Champaign is being redeveloped to include a Dutch Bros drive‑thru (alongside a Valvoline), reflecting continued unit growth in new markets. Demolished Champaign Bob Evans making way for Dutch Bros, Valvoline
• Positive Sentiment: New store openings: Dutch Bros opened locations in the Midlands, Rock Hill (Celanese Road), and its first store in St. Joseph — continuing the company’s coast‑to‑coast rollout that supports revenue growth. Dutch Bros opens locations across the Midlands
• Positive Sentiment: Brand marketing: Dutch Bros partnered on a unique March Madness campaign with the Lady Longhorns, a promotional tie‑in that can boost customer engagement and same‑store sales during a high‑visibility period. Lady Longhorns join unique March Madness campaign with Dutch Bros
• Neutral Sentiment: Analyst coverage started: BNP Paribas Exane initiated coverage of Dutch Bros — brings more sell‑side attention and potential liquidity; immediate directional impact depends on the published rating/targets. Dutch Bros (NYSE:BROS) Coverage Initiated at BNP Paribas Exane
• Neutral Sentiment: Consumer interest piece: A guide to Dutch Bros’ “secret menu” increases brand engagement but is unlikely to move the stock by itself. Guide to Dutch Bro’s secret menu. How to take your order up a level
• Negative Sentiment: Analyst tone constraining upside: Piper Sandler maintained a Neutral rating on BROS despite a strong EPS and revenue beat, signaling limited near‑term upside in the eyes of a major shop. That helps explain selling pressure even after good results. Dutch Bros (BROS) Rated Neutral by Piper Sandler Despite Strong Earnings Beat
• Negative Sentiment: Operational/franchise hiccup: An unopened Dutch Bros property in Titusville is listed for sale, which could reflect execution issues at the local/franchisee level or timing delays in openings. Unopened Dutch Bros property up for sale in Titusville

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.