Stephens Reiterates Overweight Rating for Dutch Bros (NYSE:BROS)

Dutch Bros (NYSE:BROS)‘s stock had its “overweight” rating reiterated by Stephens in a research note issued to investors on Thursday,Benzinga reports. They presently have a $80.00 price objective on the stock. Stephens’ target price would suggest a potential upside of 21.90% from the stock’s previous close.

Several other analysts have also recently weighed in on BROS. TD Cowen restated a “buy” rating and set a $73.00 price objective on shares of Dutch Bros in a research report on Wednesday, June 10th. Telsey Advisory Group lifted their price target on Dutch Bros from $66.00 to $74.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Barclays cut their price objective on Dutch Bros from $76.00 to $75.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. DA Davidson increased their price objective on Dutch Bros from $75.00 to $90.00 and gave the company a “buy” rating in a research report on Monday, June 22nd. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of Dutch Bros in a research report on Wednesday, May 20th. 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 MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $77.86.

Dutch Bros Stock Performance

NYSE:BROS opened at $65.63 on Thursday. The business’s 50-day moving average price is $65.08 and its two-hundred day moving average price is $57.57. Dutch Bros has a twelve month low of $44.58 and a twelve month high of $74.65. The stock has a market cap of $11.46 billion, a P/E ratio of 102.55, a PEG ratio of 1.95 and a beta of 2.32. The company has a quick ratio of 1.19, a current ratio of 1.33 and a debt-to-equity ratio of 0.21.

Dutch Bros (NYSE:BROS) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 EPS for the quarter, topping the consensus estimate of $0.29 by $0.04. The company had revenue of $550.85 million during the quarter, compared to analyst estimates of $525.38 million. Dutch Bros had a return on equity of 9.42% and a net margin of 4.61%.Dutch Bros’s revenue was up 32.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.26 earnings per share. As a group, equities analysts predict that Dutch Bros will post 0.84 EPS for the current fiscal year.

Insider Buying and Selling at Dutch Bros

In other Dutch Bros news, Chairman Travis Boersma sold 750,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $63.02, for a total value of $47,265,000.00. Following the sale, the chairman owned 2,410,800 shares of the company’s stock, valued at $151,928,616. This trade represents a 23.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Dm Individual Aggregator, Llc sold 261,055 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $63.02, for a total transaction of $16,451,686.10. Following the completion of the sale, the insider directly owned 2,410,800 shares in the company, valued at approximately $151,928,616. This trade represents a 9.77% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 4,086,245 shares of company stock worth $243,021,771. 38.90% of the stock is owned by insiders.

Institutional Trading of Dutch Bros

Institutional investors have recently modified their holdings of the company. Integrated Wealth Concepts LLC purchased a new position in Dutch Bros during the 1st quarter valued at about $318,000. Empowered Funds LLC grew its position in shares of Dutch Bros by 15.9% in the 1st quarter. Empowered Funds LLC now owns 33,843 shares of the company’s stock worth $2,089,000 after buying an additional 4,633 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of 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 worth $18,875,000 after buying an additional 22,323 shares during the last quarter. California Public Employees Retirement System increased its stake in shares of Dutch Bros by 24.2% during the second quarter. California Public Employees Retirement System now owns 198,895 shares of the company’s stock valued at $13,598,000 after buying an additional 38,697 shares during the period. Finally, State Street Corp increased its stake in shares of Dutch Bros by 6.6% during the second quarter. State Street Corp now owns 1,978,441 shares of the company’s stock valued at $135,266,000 after buying an additional 121,683 shares during the period. 85.54% of the stock is currently owned by hedge funds and other institutional investors.

Key Dutch Bros News

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

• Positive Sentiment: Second-quarter results beat expectations. Dutch Bros reported adjusted earnings of $0.33 per share versus the $0.29 consensus, while revenue rose 32.5% year over year to $550.9 million, exceeding estimates of approximately $525.4 million. Company-operated same-shop sales increased 8.3%, and the company opened 48 new shops, including 44 company-operated locations. Dutch Bros Inc. Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised its 2026 outlook. Dutch Bros now projects full-year revenue of roughly $2.1 billion to $2.13 billion, supported by strong sales trends and new-store growth. The company also outlined a goal of reaching 2,029 shops by 2029, reinforcing its long-term expansion strategy. Dutch Bros projects 2026 revenue and shop target
• Positive Sentiment: The company plans to acquire up to 65 Salad and Go locations for $105 million. The shuttered sites across Arizona, Texas, Oklahoma and Nevada could provide Dutch Bros with real estate and drive-through locations that may accelerate openings and improve market penetration. Dutch Bros to pay $105 million for Salad and Go locations
• Neutral Sentiment: Limited-time Mexican Mocha and Island Potion beverages may support customer traffic and seasonal sales, but the financial impact is not yet clear. Dutch Bros adds limited-time drinks
• Negative Sentiment: Investors initially focused on potential execution risks. The Salad and Go transaction requires substantial capital, while Dutch Bros trades at a premium earnings multiple. Those concerns contributed to early weakness despite the earnings beat and higher guidance. Dutch Bros beats estimates and raises guidance

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.