Barclays Forecasts Strong Price Appreciation for Dutch Bros (NYSE:BROS) Stock

Dutch Bros (NYSE:BROS) had its target price upped by equities research analysts at Barclays from $72.00 to $76.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective would indicate a potential upside of 19.93% from the company’s current price.

BROS has been the topic of several other reports. TD Cowen reiterated a “buy” rating and set a $70.00 target price on shares of Dutch Bros in a report on Monday, December 1st. Sanford C. Bernstein reaffirmed an “overweight” rating and set a $76.00 price target on shares of Dutch Bros in a research report on Wednesday. UBS Group reiterated a “buy” rating on shares of Dutch Bros in a report on Tuesday, December 16th. Cowen reissued a “buy” rating on shares of Dutch Bros in a research note on Monday. Finally, Mizuho raised their target price on shares of Dutch Bros from $70.00 to $80.00 and gave the stock an “outperform” rating in a report on Thursday, December 4th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Dutch Bros presently has an average rating of “Moderate Buy” and a consensus target price of $76.67.

Dutch Bros Trading Up 0.2%

NYSE BROS traded up $0.11 during trading on Wednesday, reaching $63.37. 815,843 shares of the stock traded hands, compared to its average volume of 2,807,879. Dutch Bros has a fifty-two week low of $47.16 and a fifty-two week high of $86.88. The company has a quick ratio of 1.32, a current ratio of 1.52 and a debt-to-equity ratio of 0.68. The firm has a market cap of $10.43 billion, a price-to-earnings ratio of 126.76, a price-to-earnings-growth ratio of 2.33 and a beta of 2.55. The stock’s 50-day moving average price is $58.68 and its 200 day moving average price is $60.60.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $0.19 earnings per share for the quarter, topping analysts’ consensus estimates of $0.17 by $0.02. Dutch Bros had a net margin of 4.04% and a return on equity of 8.91%. The company had revenue of $423.58 million for the quarter, compared to analysts’ expectations of $414.81 million. During the same period last year, the firm posted $0.16 earnings per share. The business’s quarterly revenue was up 25.3% compared to the same quarter last year. Analysts predict that Dutch Bros will post 0.57 EPS for the current year.

Insider Buying and Selling

In other news, Chairman Travis Boersma sold 1,678,616 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $55.44, for a total value of $93,062,471.04. Following the completion of the transaction, the chairman owned 9,817 shares in the company, valued at $544,254.48. This trade represents a 99.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Dm Individual Aggregator, Llc sold 648,089 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $55.44, for a total value of $35,930,054.16. Following the transaction, the insider directly owned 9,817 shares in the company, valued at $544,254.48. This trade represents a 98.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,465,214 shares of company stock worth $189,800,291 over the last quarter. 42.40% of the stock is owned by corporate insiders.

Institutional Trading of Dutch Bros

A number of hedge funds have recently made changes to their positions in the business. Avior Wealth Management LLC bought a new stake in shares of Dutch Bros during the 4th quarter worth about $453,000. Anderson Hoagland & Co. acquired a new stake in Dutch Bros during the fourth quarter worth approximately $3,371,000. GAMMA Investing LLC boosted its holdings in shares of Dutch Bros by 44.3% during the fourth quarter. GAMMA Investing LLC now owns 1,235 shares of the company’s stock worth $76,000 after acquiring an additional 379 shares during the period. JPMorgan Chase & Co. lifted its holdings in Dutch Bros by 31.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 204,705 shares of the company’s stock worth $10,714,000 after purchasing an additional 49,194 shares during the last quarter. Finally, Allworth Financial LP boosted its stake in Dutch Bros by 7.5% in the 3rd quarter. Allworth Financial LP now owns 3,312 shares of the company’s stock valued at $173,000 after purchasing an additional 232 shares during the period. 85.54% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: Technical breakout: BROS cleared its 200‑day moving average, signaling a potential return to a longer‑term uptrend that can attract momentum buyers and technical funds. Dutch Bros (BROS) Recently Broke Out Above the 200-Day Moving Average
• Positive Sentiment: Operational leadership hire: Dutch Bros officially named Jennifer Somers as Chief Shops Officer, a leadership move intended to improve shop operations and execution as the chain scales. Dutch Bros Inc. Appoints Jennifer Somers as Chief Shops Officer
• Positive Sentiment: Experienced hires bolster execution: Coverage notes the company tapped executives with Taco Bell/CAVA backgrounds for shop leadership, reinforcing operational depth ahead of faster multi‑market expansion. Dutch Bros hires Taco Bell, Cava vet as chief shops officer
• Positive Sentiment: Geographic expansion: Local reports show new openings/permits in Charleston County, Alabama and Columbia (S.C.), indicating steady unit growth that supports long‑term revenue upside. First Dutch Bros Coffee coming to Charleston County
• Positive Sentiment: Menu innovation: The company rolled out breakfast‑inspired drinks and an expanded drink menu — a tactic to increase ticket size and recruit morning customers. Dutch Bros Coffee expands drink menu
• Neutral Sentiment: Analyst targets show upside but are not guarantees: A Zacks note highlights a consensus price target implying ~29% upside, which can support investor optimism but carries typical forecasting risk. Does Dutch Bros (BROS) Have the Potential to Rally 29.09% as Wall Street Analysts Expect?
• Neutral Sentiment: Mixed early feedback on new drinks: Consumer reviews are uneven — menu changes could drive visits but may take time to gain wide acceptance. Review: We Tried Dutch Bros New Breakfast Inspired Drinks And Only One Hit The Mark
• Negative Sentiment: Short‑term volatility: A recent session saw the stock decline (~Jan. 5), reflecting headline‑driven swings and BROS’ high beta — investors should expect volatility around news flow. Dutch Bros (BROS) Stock Drops Despite Market Gains: Important Facts to Note

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.