Dutch Bros (NYSE:BROS) Stock Price Target Cut by Royal Bank Of Canada

Dutch Bros (NYSE:BROS) had its price objective reduced by equities research analysts at Royal Bank Of Canada from $46.00 to $38.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The firm presently has a “sector perform” rating on the stock. Royal Bank Of Canada‘s price objective points to a potential upside of 12.39% from the company’s previous close.

A number of other equities analysts have also recently weighed in on the company. UBS Group decreased their price objective on Dutch Bros from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Monday, October 26th. BNP Paribas Exane dropped their target price on Dutch Bros from $77.00 to $54.00 and set an “outperform” rating for the company in a research report on Thursday. Seaport Research Partners began coverage on Dutch Bros in a research note on Wednesday, September 16th. They issued a “buy” rating and a $50.00 target price for the company. Raymond James Financial set a $59.00 price target on shares of Dutch Bros in a research report on Friday, September 18th. Finally, Stephens decreased their price target on shares of Dutch Bros from $65.00 to $47.00 and set an “overweight” rating on the stock in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $61.62.

Dutch Bros Price Performance

NYSE BROS traded down $0.76 during trading hours on Thursday, reaching $33.81. 6,821,120 shares of the stock traded hands, compared to its average volume of 4,417,980. The stock has a 50 day simple moving average of $41.44 and a two-hundred day simple moving average of $52.88. Dutch Bros has a 1 year low of $33.17 and a 1 year high of $74.02. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. The company has a market cap of $5.91 billion, a price-to-earnings ratio of 43.35, a price-to-earnings-growth ratio of 1.37 and a beta of 1.97.

Dutch Bros (NYSE:BROS) last issued its quarterly 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 firm had revenue of $549.84 million during the quarter, compared to analyst estimates of $548.27 million. During the same quarter in the previous year, the company posted $0.19 earnings per share. The company’s revenue was up 29.8% compared to the same quarter last year. On average, analysts predict that Dutch Bros will post 0.88 EPS for the current fiscal year.

Insider Buying and Selling at Dutch Bros

In other news, Chairman Travis Boersma sold 1,032,216 shares of the firm’s stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $44.73, for a total transaction of $46,171,021.68. Following the transaction, the chairman directly owned 1,366,580 shares of the company’s stock, valued at approximately $61,127,123.40. This trade represents a 43.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the firm’s stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total value of $16,070,773.32. Following the transaction, the insider directly owned 1,366,580 shares in the company, valued at $61,127,123.40. This trade represents a 20.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 4,044,220 shares of company stock valued at $179,732,644 over the last three months. 38.90% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Dutch Bros

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Wellington Management Group LLP lifted its stake in shares of Dutch Bros by 38.0% in the 2nd quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company’s stock valued at $221,956,000 after acquiring an additional 851,075 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new position in Dutch Bros during the 1st quarter worth approximately $33,569,000. Hyperion Asset Management Ltd grew its position in Dutch Bros by 104.4% during the 3rd quarter. Hyperion Asset Management Ltd now owns 1,222,532 shares of the company’s stock worth $47,141,000 after acquiring an additional 624,488 shares during the last quarter. Bank of America Corp DE grew its position in Dutch Bros by 33.4% during the 1st quarter. Bank of America Corp DE now owns 1,814,815 shares of the company’s stock worth $91,939,000 after acquiring an additional 454,036 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its stake in Dutch Bros by 58.1% in the 1st quarter. Bank of New York Mellon Corp now owns 1,044,545 shares of the company’s stock worth $52,917,000 after purchasing an additional 384,011 shares during the period. Institutional investors own 85.54% of the company’s stock.

Key Stories Impacting Dutch Bros

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

• Positive Sentiment: Q3 revenue rose about 30% year over year to roughly $550 million, narrowly beating estimates, while earnings of $0.25 per share topped the $0.24 consensus. Dutch Bros Q3 earnings and revenues
• Positive Sentiment: The company plans approximately 250 system shop openings in 2027, supporting its longer-term expansion plans. Dutch Bros: 3 key takeaways
• Positive Sentiment: Citigroup lowered its price target to $64 but maintained a Buy rating; a separate analysis argues BROS may be undervalued after the results. Dutch Bros could be undervalued
• Neutral Sentiment: Dutch Bros unveiled its 2026 holiday menu, a product update that could support customer interest but is not yet shown to materially change the outlook. Dutch Bros unveils 2026 holiday menu
• Negative Sentiment: Investors focused on slowing Q3 traffic and a reduced EBITDA forecast, along with a cautious outlook for sales growth. Those concerns outweighed the quarterly earnings beat and drove a sharp post-results selloff. Shares drop as sales growth slows and EBITDA forecast is reduced
• Negative Sentiment: Several analysts cut price targets after the report, including RBC to $38 and Oppenheimer and BNP Paribas Exane to $54, reflecting a more cautious near-term view. Analysts cut forecasts after Q3 results
• Negative Sentiment: Chairman Travis Boersma and major shareholder DM Individual Aggregator sold substantial shareholdings. The sales were under pre-arranged trading plans, but may still weigh on sentiment. Insider share sales

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.