Crestwood Capital Management L.P. Boosts Stock Position in Dutch Bros Inc. $BROS

Crestwood Capital Management L.P. raised its position in Dutch Bros Inc. (NYSE:BROS) by 14.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 310,379 shares of the company’s stock after purchasing an additional 40,000 shares during the period. Dutch Bros accounts for 11.3% of Crestwood Capital Management L.P.’s holdings, making the stock its 4th biggest position. Crestwood Capital Management L.P.’s holdings in Dutch Bros were worth $16,245,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in BROS. Envestnet Asset Management Inc. increased its stake in Dutch Bros by 56.5% in the third quarter. Envestnet Asset Management Inc. now owns 109,530 shares of the company’s stock valued at $5,733,000 after acquiring an additional 39,561 shares during the last quarter. Versor Investments LP lifted its position in Dutch Bros by 78.9% in the second quarter. Versor Investments LP now owns 35,744 shares of the company’s stock valued at $2,444,000 after purchasing an additional 15,761 shares during the last quarter. Savoir Faire Capital Management L.P. grew its stake in shares of Dutch Bros by 29.9% in the third quarter. Savoir Faire Capital Management L.P. now owns 112,783 shares of the company’s stock worth $5,903,000 after purchasing an additional 25,935 shares during the last quarter. SG Americas Securities LLC increased its stake in shares of Dutch Bros by 123.0% during the second quarter. SG Americas Securities LLC now owns 310,720 shares of the company’s stock valued at $21,244,000 after buying an additional 171,356 shares during the period. Finally, Geode Capital Management LLC increased its position in Dutch Bros by 14.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,173,710 shares of the company’s stock valued at $148,643,000 after purchasing an additional 267,074 shares during the period. Institutional investors own 85.54% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Evercore set a $73.00 price objective on shares of Dutch Bros in a report on Monday, January 5th. Royal Bank Of Canada reissued an “outperform” rating and issued a $75.00 target price on shares of Dutch Bros in a research report on Friday, February 13th. Piper Sandler lowered their target price on Dutch Bros from $73.00 to $63.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. TD Cowen reaffirmed a “buy” rating and issued a $73.00 price target on shares of Dutch Bros in a research note on Friday, February 13th. Finally, Barclays increased their price objective on Dutch Bros from $72.00 to $76.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $77.05.

Dutch Bros Stock Performance

Shares of BROS opened at $53.64 on Friday. The company has a quick ratio of 1.28, a current ratio of 1.49 and a debt-to-equity ratio of 0.22. The stock has a market cap of $8.83 billion, a P/E ratio of 83.82, a P/E/G ratio of 1.93 and a beta of 2.54. The business’s 50 day moving average price is $58.01 and its 200-day moving average price is $58.67. Dutch Bros Inc. has a 52 week low of $46.52 and a 52 week high of $80.62.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings data 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. Dutch Bros had a return on equity of 9.56% and a net margin of 4.87%.The business had revenue of $443.61 million during the quarter, compared to analysts’ expectations of $424.44 million. During the same quarter in the previous year, the business earned $0.07 earnings per share. The firm’s quarterly revenue was up 29.4% compared to the same quarter last year. Equities research analysts anticipate 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.