Keystone Investors PTE Ltd. Acquires Shares of 76,276 Dutch Bros Inc. $BROS

Keystone Investors PTE Ltd. bought a new stake in Dutch Bros Inc. (NYSE:BROS) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 76,276 shares of the company’s stock, valued at approximately $3,992,000.

A number of other large investors have also recently made changes to their positions in the company. Crestwood Capital Management L.P. raised its position in Dutch Bros by 14.8% in the 3rd quarter. Crestwood Capital Management L.P. now owns 310,379 shares of the company’s stock worth $16,245,000 after purchasing an additional 40,000 shares during the period. Caitlin John LLC purchased a new position in shares of Dutch Bros during the third quarter valued at approximately $44,000. Clare Market Investments LLC grew its stake in shares of Dutch Bros by 37.9% during the third quarter. Clare Market Investments LLC now owns 15,342 shares of the company’s stock valued at $803,000 after buying an additional 4,217 shares during the last quarter. Xponance Inc. grew its stake in shares of Dutch Bros by 4.2% during the third quarter. Xponance Inc. now owns 17,015 shares of the company’s stock valued at $891,000 after buying an additional 683 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Dutch Bros by 10,923.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 28,660 shares of the company’s stock worth $1,500,000 after buying an additional 28,400 shares during the period. 85.54% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Citigroup cut their price objective on Dutch Bros from $82.00 to $81.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Morgan Stanley reaffirmed an “overweight” rating and issued a $85.00 price target on shares of Dutch Bros in a research note on Friday, February 13th. Zacks Research lowered shares of Dutch Bros from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Barclays upped their target price on shares of Dutch Bros from $72.00 to $76.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Dutch Bros in a research report on Friday, January 9th. 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 stock. According to MarketBeat, Dutch Bros presently has a consensus rating of “Moderate Buy” and an average price target of $77.05.

Dutch Bros Stock Down 0.5%

Shares of Dutch Bros stock opened at $53.64 on Friday. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.49 and a quick ratio of 1.28. The stock has a market cap of $8.83 billion, a price-to-earnings ratio of 83.82, a PEG ratio of 1.93 and a beta of 2.54. The firm’s 50-day moving average is $58.01 and its two-hundred day moving average is $58.67. Dutch Bros Inc. has a 1 year low of $46.52 and a 1 year high of $80.62.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.07. The firm had revenue of $443.61 million during the quarter, compared to analysts’ expectations of $424.44 million. Dutch Bros had a net margin of 4.87% and a return on equity of 9.56%. The company’s revenue was up 29.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.07 EPS. As a group, research analysts expect that Dutch Bros Inc. will post 0.57 earnings per share for the current fiscal year.

Key Dutch Bros News

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

• Positive Sentiment: Company expansion: Dutch Bros is opening new Florida locations — two planned in Brevard County (Titusville/Melbourne) which increases the store pipeline and unit-growth visibility. Dutch Bros plans 2 locations as part of Brevard County debut
• Positive Sentiment: Market expansion: Dutch Bros plans its first Manatee County drive‑thru in Bradenton — another sign of geographic expansion and new unit economics ahead. Dutch Bros. to open first Manatee County location in Bradenton
• Positive Sentiment: Analyst sentiment: Street coverage aggregates to an average “Moderate Buy” rating, which supports demand among growth-oriented investors. Dutch Bros Inc. (NYSE:BROS) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Bull thesis: A Fool piece highlights Dutch Bros as a growth stock with accelerating same‑store sales plus new store openings that could materially boost revenue over the next 5+ years. 1 Growth Stock That Could Supercharge Your Investment Returns Over the Next 5 Years and Beyond
• Neutral Sentiment: Comparative analysis: Zacks ran a YUMC vs. BROS valuation/comparison piece — useful for relative-value investors but not an immediate catalyst. YUMC vs. BROS: Which Stock Is the Better Value Option?
• Neutral Sentiment: Investor interest: Zacks notes elevated search/attention for BROS — higher interest can increase volatility but is not a directional catalyst by itself. Investors Heavily Search Dutch Bros Inc. (BROS): Here is What You Need to Know
• Neutral Sentiment: Brand/PR: A viral feel‑good story about Dutch Bros baristas went viral — positive for brand awareness, but unlikely to move fundamentals. Dutch Bros baristas’ doggie good deed goes viral with 1 million likes
• Negative Sentiment: Local friction: Coverage around “drive‑thru drama” in Brevard County signals permitting/community pushback risk that can delay openings and raise build costs. That risk can weigh on short‑term sentiment. Drive Thru Drama As Dutch Bros Doubles Down In Brevard County

Dutch Bros Company Profile

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.