Comerica Bank Increases Position in Dutch Bros Inc. $BROS

Comerica Bank increased its holdings in Dutch Bros Inc. (NYSE:BROS) by 50.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,463 shares of the company’s stock after purchasing an additional 9,579 shares during the quarter. Comerica Bank’s holdings in Dutch Bros were worth $1,743,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of BROS. Integrated Wealth Concepts LLC acquired a new position in shares of Dutch Bros during the 1st quarter worth approximately $318,000. Empowered Funds LLC grew 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 acquiring an additional 4,633 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Dutch Bros by 7.9% in 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 valued at $18,875,000 after acquiring an additional 22,323 shares during the period. California Public Employees Retirement System increased its holdings in Dutch Bros by 24.2% in the 2nd quarter. California Public Employees Retirement System now owns 198,895 shares of the company’s stock worth $13,598,000 after acquiring an additional 38,697 shares in the last quarter. Finally, State Street Corp increased its holdings in Dutch Bros by 6.6% in the 2nd quarter. State Street Corp now owns 1,978,441 shares of the company’s stock worth $135,266,000 after acquiring an additional 121,683 shares in the last quarter. Hedge funds and other institutional investors own 85.54% of the company’s stock.

Dutch Bros Trading Up 3.3%

Shares of BROS opened at $59.05 on Thursday. Dutch Bros Inc. has a 52-week low of $44.58 and a 52-week high of $77.88. The stock has a market cap of $9.72 billion, a PE ratio of 92.26, a price-to-earnings-growth ratio of 1.95 and a beta of 2.40. The firm’s fifty day moving average is $52.64 and its two-hundred day moving average is $56.08. The company has a quick ratio of 1.28, a current ratio of 1.49 and a debt-to-equity ratio of 0.22.

Dutch Bros (NYSE:BROS) last issued its earnings results on Thursday, February 12th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The business 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 quarterly revenue was up 29.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.07 earnings per share. Research analysts forecast that Dutch Bros Inc. will post 0.82 earnings per share for the current fiscal year.

Key Headlines Impacting Dutch Bros

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

• Positive Sentiment: Q1 results: Dutch Bros reported $0.16 EPS (in line with consensus) and revenue of $464.4M, up ~30.8% year-over-year; systemwide same-shop sales rose 8.3% and the company opened 41 new shops — revenue strength and unit growth support the rally. Dutch Bros Inc. Reports First Quarter 2026 Financial Results
• Positive Sentiment: Revenue/press materials: Company release and slide deck provide details behind the beat and growth cadence, giving investors transparency into margins and unit economics. Q1 Press Release & Slide Deck
• Positive Sentiment: Guidance lift: Management updated FY‑2026 revenue guidance to about $2.1B (above prior consensus) and raised its outlook, signaling confidence in demand and unit expansion — a clear catalyst for buying. Dutch Bros Lifts 2026 Outlook After Strong Q1 Results
• Neutral Sentiment: EPS context: Zacks notes Q1 EPS of $0.16 matched estimates (no surprise to upside), which tempers the headline but the revenue beat and guidance carry more weight. Dutch Bros (BROS) Q1 Earnings Match Estimates
• Neutral Sentiment: Analyst interest: Coverage notes a consensus price target implying ~30% upside, which can fuel momentum but isn’t a guarantee — monitor revisions and sentiment shifts. Wall Street Analysts Think Dutch Bros Could Surge
• Neutral Sentiment: Local expansion & brand coverage: Stories on planned drive-thru locations and new Denver openings highlight ongoing franchising and market expansion but have limited immediate impact on the stock. Dutch Bros, Chipotle propose drive-thru locations Dutch Bros Coffee coming to Denver’s Leetsdale Marketplace
• Negative Sentiment: Valuation risk: The stock trades at a high P/E (marketwide commentary) — strong growth expectations are priced in, so any slowdown or guidance miss could reverse gains. (See company metrics and consensus estimates in filings and reports.)

Analysts Set New Price Targets

BROS has been the topic of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dutch Bros in a report on Monday, April 20th. KeyCorp reissued an “overweight” rating on shares of Dutch Bros in a research note on Friday, January 9th. Wolfe Research started coverage on shares of Dutch Bros in a research report on Monday, March 9th. They set an “outperform” rating and a $77.00 price target for the company. The Goldman Sachs Group raised shares of Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 price target on the stock in a research note on Monday, March 2nd. Finally, Sanford C. Bernstein reiterated an “overweight” rating and set a $76.00 price objective on shares of Dutch Bros in a research note on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $75.50.

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.