Dutch Bros (NYSE:BROS – Get Free Report) had its target price lowered by equities researchers at Royal Bank Of Canada from $75.00 to $70.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Royal Bank Of Canada’s target price would indicate a potential upside of 30.89% from the company’s current price.
Other equities analysts also recently issued research reports about the stock. Barclays cut their price target on shares of Dutch Bros from $76.00 to $75.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. Morgan Stanley lifted their price objective on shares of Dutch Bros from $87.00 to $88.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. TD Cowen reissued a “buy” rating and set a $73.00 target price on shares of Dutch Bros in a research note on Wednesday, June 10th. Weiss Ratings restated a “hold (c)” rating on shares of Dutch Bros in a research report on Friday, July 17th. Finally, KeyCorp upped their price target on Dutch Bros from $77.00 to $79.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. One equities research 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 company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $77.41.
Read Our Latest Analysis on BROS
Dutch Bros Stock Performance
Dutch Bros (NYSE:BROS – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 earnings per share for the quarter, beating analysts’ consensus estimates of $0.29 by $0.04. Dutch Bros had a net margin of 4.61% and a return on equity of 9.42%. The firm had revenue of $550.85 million for the quarter, compared to analyst estimates of $525.38 million. During the same period in the previous year, the company earned $0.26 earnings per share. The business’s quarterly revenue was up 32.5% compared to the same quarter last year. On average, equities research analysts expect that Dutch Bros will post 0.84 earnings per share for the current fiscal year.
Insider Transactions at Dutch Bros
In related news, CEO Christine Barone sold 42,031 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $60.13, for a total transaction of $2,527,324.03. Following the completion of the sale, the chief executive officer directly owned 44,573 shares in the company, valued at approximately $2,680,174.49. This trade represents a 48.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 750,000 shares of Dutch Bros stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $47,265,000.00. Following the transaction, the chairman directly owned 2,410,800 shares in the company, valued at $151,928,616. This trade represents a 23.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 4,086,245 shares of company stock valued at $243,021,771 over the last 90 days. 38.90% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the business. Marshall Wace LLP grew its holdings in shares of Dutch Bros by 15.1% during the 4th quarter. Marshall Wace LLP now owns 3,098,288 shares of the company’s stock worth $189,677,000 after purchasing an additional 407,528 shares during the period. Ninety One UK Ltd lifted its position in Dutch Bros by 1.5% in the fourth quarter. Ninety One UK Ltd now owns 2,625,483 shares of the company’s stock valued at $160,732,000 after buying an additional 39,781 shares during the last quarter. Invesco Ltd. boosted its stake in Dutch Bros by 4.0% during the third quarter. Invesco Ltd. now owns 2,426,657 shares of the company’s stock worth $127,011,000 after buying an additional 93,515 shares during the period. Geode Capital Management LLC boosted its stake in Dutch Bros by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 2,265,083 shares of the company’s stock worth $138,699,000 after buying an additional 39,349 shares during the period. Finally, State Street Corp increased its holdings in Dutch Bros by 1.8% in the 4th quarter. State Street Corp now owns 2,020,112 shares of the company’s stock valued at $123,671,000 after purchasing an additional 35,854 shares during the last quarter. 85.54% of the stock is currently owned by hedge funds and other institutional investors.
More Dutch Bros News
Here are the key news stories impacting Dutch Bros this week:
- Positive Sentiment: Dutch Bros reported second-quarter revenue of $550.9 million, up 32.5% year over year and above the roughly $525 million consensus estimate. Adjusted earnings of $0.33 per share also exceeded expectations of $0.29, compared with $0.26 a year earlier. Dutch Bros Second-Quarter Results
- Positive Sentiment: Company-operated same-shop sales increased 8.3%, while the company opened 48 shops, including 44 company-operated locations. Management highlighted sustained customer traffic, broader food offerings and digital tools that are increasing customer visits and purchase occasions. Dutch Bros Q2 Earnings Call Highlights
- Positive Sentiment: Dutch Bros raised its 2026 outlook, projecting revenue of approximately $2.10 billion to $2.13 billion, and reiterated an aggressive expansion strategy targeting 2,029 shops by 2029. Dutch Bros Raises 2026 Revenue Outlook
- Positive Sentiment: Stephens reaffirmed its “overweight” rating and assigned an $80 price target, suggesting analysts see considerable longer-term upside. Stephens Reaffirms Dutch Bros Rating
- Neutral Sentiment: The company agreed to pay $105 million for up to 65 shuttered Salad and Go locations across four states. The sites could accelerate market expansion, but investors will monitor conversion costs, returns and execution. Dutch Bros Salad and Go Deal
- Negative Sentiment: The stock’s reaction suggests that strong results and higher guidance were not enough to overcome profit-taking and valuation concerns. Dutch Bros trades at a high earnings multiple, leaving the shares sensitive to any slowdown in traffic, same-shop sales or margin expansion. Dutch Bros Stock Reaction to Earnings
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.
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