Dutch Bros (NYSE:BROS) Stock Price Target Cut by Mizuho

Dutch Bros (NYSE:BROS) had its price objective lowered by investment analysts at Mizuho from $80.00 to $65.00 in a note issued to investors on Friday, Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Mizuho‘s target price suggests a potential upside of 47.68% from the company’s current price.

BROS has been the subject of several other reports. TD Cowen cut their target price on shares of Dutch Bros from $59.00 to $55.00 and set a “buy” rating for the company in a research note on Wednesday, October 21st. Jefferies Financial Group decreased their price target on shares of Dutch Bros from $75.00 to $60.00 and set an “overweight” rating on the stock in a research note on Tuesday, September 29th. Morgan Stanley dropped their price objective on shares of Dutch Bros from $88.00 to $71.00 and set an “overweight” rating for the company in a report on Thursday, October 15th. DA Davidson dropped their price objective on shares of Dutch Bros from $85.00 to $60.00 and set a “buy” rating for the company in a report on Monday, September 28th. Finally, UBS Group cut their price objective on Dutch Bros from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $66.44.

Dutch Bros Trading Up 2.5%

BROS stock opened at $44.01 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. Dutch Bros has a 1-year low of $36.51 and a 1-year high of $74.02. The business has a 50 day simple moving average of $42.67 and a two-hundred day simple moving average of $53.52. The company has a market capitalization of $7.69 billion, a price-to-earnings ratio of 61.33, a PEG ratio of 1.34 and a beta of 2.31.

Dutch Bros (NYSE:BROS) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.04. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The firm had revenue of $550.85 million for the quarter, compared to analysts’ expectations of $525.38 million. During the same quarter last year, the business posted $0.26 earnings per share. The company’s revenue for the quarter was up 32.5% compared to the same quarter last year. Research analysts anticipate that Dutch Bros will post 0.88 EPS for the current fiscal year.

Insider Activity

In related news, Chairman Travis Boersma sold 145,687 shares of the company’s stock in a transaction on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total transaction of $6,411,684.87. Following the sale, the chairman owned 2,360,091 shares of the company’s stock, valued at $103,867,604.91. This represents a 5.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Dm Individual Aggregator, Llc sold 50,709 shares of the stock in a transaction on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total transaction of $2,231,703.09. Following the transaction, the insider owned 2,360,091 shares of the company’s stock, valued at $103,867,604.91. This trade represents a 2.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 38.90% of the company’s stock.

Institutional Trading of Dutch Bros

Several hedge funds have recently made changes to their positions in the business. Oregon Public Employees Retirement Fund grew its position in Dutch Bros by 1.9% in the third quarter. Oregon Public Employees Retirement Fund now owns 26,900 shares of the company’s stock worth $1,037,000 after acquiring an additional 500 shares in the last quarter. State of Wyoming purchased a new stake in Dutch Bros during the third quarter valued at approximately $66,000. D.A. Davidson & CO. raised its position in Dutch Bros by 29.2% during the third quarter. D.A. Davidson & CO. now owns 76,369 shares of the company’s stock valued at $2,945,000 after purchasing an additional 17,247 shares during the period. Verdence Capital Advisors LLC bought a new stake in shares of Dutch Bros in the 3rd quarter valued at approximately $420,000. Finally, MN Wealth Advisors LLC bought a new stake in shares of Dutch Bros in the 3rd quarter valued at approximately $215,000. 85.54% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: Expansion remains the primary bullish catalyst. Dutch Bros is continuing to add drive-thru locations and is expanding into three additional cities, supporting expectations for sustained revenue and unit growth. Dutch Bros expansion article
• Positive Sentiment: Strong same-store sales strengthen the long-term case. Recent commentary points to solid sales performance at existing restaurants, suggesting consumer demand is holding up as the company expands. This could help Dutch Bros grow without relying solely on new store openings. Strong same-store sales article
• Positive Sentiment: Analyst comparisons highlight BROS’s growth profile. Articles comparing Dutch Bros with Monster Beverage and Wendy’s emphasize its faster expansion opportunity, although Monster has stronger margins and Wendy’s faces traffic challenges. The comparisons may be reinforcing the view that BROS offers attractive growth despite a premium valuation. Dutch Bros versus Monster Beverage article Dutch Bros versus Wendy’s article
• Neutral Sentiment: Dutch Bros raised $160,000 for Silver Rail Elementary in Oregon following a school shooting. The initiative supports community goodwill and the brand, but is unlikely to materially affect near-term financial results. Dutch Bros charitable donation article
• Negative Sentiment: A vehicle crashed into the Fair Oaks, California, location, leading to a temporary closure and an arrest. The incident could cause limited disruption and repair costs, but appears isolated and is not a major companywide catalyst. Fair Oaks Dutch Bros crash article

About Dutch Bros

Dutch Bros Inc is a drive-thru beverage company that operates and franchises coffee shops across the United States. The company is known for its made-to-order drinks, fast service and community-focused brand.

Its menu includes hot, iced and blended coffee beverages, along with specialty drinks such as energy drinks, teas, lemonades, smoothies and other noncoffee refreshments. Dutch Bros also offers packaged products and branded merchandise through select locations and digital channels.

Dutch Bros was founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma.