Dutch Bros (NYSE:BROS) Stock Price Target Lowered at BNP Paribas Exane

Dutch Bros (NYSE:BROS) had its price objective lowered by BNP Paribas Exane from $77.00 to $54.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage currently has an “outperform” rating on the stock. BNP Paribas Exane‘s price target would indicate a potential upside of 57.34% from the stock’s current price.

Other analysts also recently issued reports about the company. Royal Bank Of Canada set a $50.00 price objective on Dutch Bros in a research report on Thursday. TD Cowen decreased their target price on shares of Dutch Bros from $55.00 to $50.00 and set a “buy” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. lowered their target price on shares of Dutch Bros from $75.00 to $60.00 and set an “overweight” rating for the company in a research note on Tuesday, September 29th. Seaport Research Partners initiated coverage on shares of Dutch Bros in a research note on Wednesday, September 16th. They issued a “buy” rating and a $50.00 price target on the stock. Finally, Mizuho set a $55.00 price target on shares of Dutch Bros in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $62.33.

Dutch Bros Trading Down 22.0%

Shares of BROS stock traded down $9.67 during trading on Thursday, hitting $34.32. 7,762,862 shares of the stock traded hands, compared to its average volume of 4,342,934. Dutch Bros has a 52-week low of $34.12 and a 52-week high of $74.02. The firm has a market capitalization of $6.00 billion, a P/E ratio of 47.71, a price-to-earnings-growth ratio of 1.36 and a beta of 1.97. The firm’s fifty day moving average price is $42.11 and its 200-day moving average price is $53.16. 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 (NYSE:BROS) last posted its earnings results on Wednesday, November 4th. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.24 by $0.01. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%. The company had revenue of $549.84 million during the quarter, compared to analysts’ expectations of $548.27 million. During the same quarter last year, the firm earned $0.19 earnings per share. The firm’s quarterly revenue was up 29.8% compared to the same quarter last year. As a group, research analysts forecast that Dutch Bros will post 0.88 earnings per share for the current fiscal year.

Insider Buying and Selling at Dutch Bros

In related news, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $44.73, for a total transaction of $16,070,773.32. Following the transaction, the insider owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This represents a 20.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 1,032,216 shares of Dutch Bros stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total value of $46,171,021.68. Following the completion of the transaction, the chairman directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This represents a 43.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,044,220 shares of company stock worth $179,732,644 in the last quarter. Company insiders own 38.90% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in BROS. D.A. Davidson & CO. grew its stake in shares of Dutch Bros by 0.4% during the first quarter. D.A. Davidson & CO. now owns 57,042 shares of the company’s stock worth $2,890,000 after purchasing an additional 211 shares in the last quarter. Arizona State Retirement System increased its holdings in shares of Dutch Bros by 0.7% in the 2nd quarter. Arizona State Retirement System now owns 35,124 shares of the company’s stock valued at $2,522,000 after acquiring an additional 238 shares during the last quarter. GAMMA Investing LLC raised its position in shares of Dutch Bros by 12.7% during the 2nd quarter. GAMMA Investing LLC now owns 2,927 shares of the company’s stock worth $210,000 after acquiring an additional 329 shares in the last quarter. Ferguson Wellman Capital Management Inc. raised its position in shares of Dutch Bros by 4.7% during the 1st quarter. Ferguson Wellman Capital Management Inc. now owns 7,791 shares of the company’s stock worth $395,000 after acquiring an additional 347 shares in the last quarter. Finally, Parallel Advisors LLC lifted its stake in Dutch Bros by 1.9% during the third quarter. Parallel Advisors LLC now owns 20,080 shares of the company’s stock worth $774,000 after purchasing an additional 377 shares during the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Key Dutch Bros News

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

• Positive Sentiment: Third-quarter adjusted earnings of $0.25 per share topped the $0.24 consensus, while revenue of $549.8 million slightly exceeded estimates and grew 29.8% year over year. Dutch Bros Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Dutch Bros is planning roughly 250 system shop openings in 2027 and expects at least $2.1 billion in 2026 revenue. Reports also cite plans to add hot food and delivery in 2027, which could broaden sales opportunities. Revenue outlook and planned shop openings
• Neutral Sentiment: KeyCorp, Stephens and TD Cowen lowered their price targets to $52, $47 and $50, respectively, but maintained Overweight or Buy ratings. The lower targets signal more cautious expectations, while the firms still see potential upside. Analysts cut forecasts after Q3 results
• Negative Sentiment: Slowing Q3 traffic and a narrowed full-year sales outlook that was reported below Wall Street expectations appear to have outweighed the earnings beat, prompting a negative market reaction. Q3 traffic slows and outlook falls below expectations
• Negative Sentiment: Chairman Travis Boersma and affiliated major shareholder DM Individual Aggregator reported substantial share sales. The trades were made under pre-arranged Rule 10b5-1 plans, but the sales may still weigh on investor sentiment. Dutch Bros major shareholder share sale

Dutch Bros Company Profile

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.