TD Cowen Issues Pessimistic Forecast for Dutch Bros (NYSE:BROS) Stock Price

Dutch Bros (NYSE:BROS) had its price target reduced by TD Cowen from $55.00 to $50.00 in a report released on Thursday, Benzinga reports. The firm currently has a “buy” rating on the stock. TD Cowen‘s target price indicates a potential upside of 13.90% from the stock’s current price.

A number of other equities analysts have also recently commented on the stock. UBS Group decreased their target price on shares of Dutch Bros from $85.00 to $75.00 and set a “buy” rating on the stock in a research report on Monday, October 26th. Stephens reduced their price objective on Dutch Bros from $65.00 to $47.00 and set an “overweight” rating on the stock in a research note on Thursday. Citigroup decreased their price objective on Dutch Bros from $86.00 to $69.00 and set a “buy” rating on the stock in a report on Wednesday, October 21st. Royal Bank Of Canada cut Dutch Bros from an “outperform” rating to a “sector perform” rating and dropped their target price for the company from $70.00 to $46.00 in a report on Thursday, October 22nd. Finally, KeyCorp reduced their price target on Dutch Bros from $79.00 to $59.00 and set an “overweight” rating on the stock in a research report on Friday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Dutch Bros presently has a consensus rating of “Moderate Buy” and an average price target of $63.75.

Dutch Bros Trading Up 0.7%

Shares of Dutch Bros stock opened at $43.90 on Thursday. 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 firm has a market cap of $7.67 billion, a PE ratio of 60.97, a PEG ratio of 1.36 and a beta of 1.97. The company has a 50 day simple moving average of $42.11 and a two-hundred day simple moving average of $53.16.

Dutch Bros (NYSE:BROS) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.24 by $0.01. The firm had revenue of $549.84 million for the quarter, compared to analyst estimates of $548.27 million. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The business’s revenue for the quarter was up 29.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.19 EPS. Analysts expect that Dutch Bros will post 0.88 earnings per share for the current fiscal year.

Insider Activity

In related news, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the business’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 $16,070,773.32. Following the transaction, the insider owned 1,366,580 shares in the company, valued at $61,127,123.40. The trade was a 20.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Travis Boersma sold 1,032,216 shares of the company’s stock in a transaction that occurred on 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 transaction, the chairman directly owned 1,366,580 shares of the company’s stock, valued at $61,127,123.40. The trade was a 43.03% 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. Insiders sold 4,044,220 shares of company stock worth $179,732,644 over the last three months. 38.90% of the stock is owned by insiders.

Hedge Funds Weigh In On Dutch Bros

Hedge funds and other institutional investors have recently made changes to their positions in the business. Hyperion Asset Management Ltd bought a new stake in Dutch Bros in the second quarter valued at $42,946,000. Empowered Funds LLC bought a new position in Dutch Bros in the 1st quarter worth $1,309,000. Independent Financial Group LLC purchased a new stake in shares of Dutch Bros in the 1st quarter worth about $1,164,000. California State Teachers Retirement System lifted its position in shares of Dutch Bros by 19.2% in the 1st quarter. California State Teachers Retirement System now owns 147,011 shares of the company’s stock worth $7,448,000 after purchasing an additional 23,679 shares during the period. Finally, Entropy Technologies LP bought a new stake in shares of Dutch Bros during the 1st quarter valued at about $2,112,000. Institutional investors own 85.54% of the company’s stock.

Dutch Bros News Summary

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

• Positive Sentiment: Q3 adjusted earnings of $0.25 per share topped the $0.24 consensus, while revenue of $549.8 million narrowly beat estimates and grew 29.8% year over year. Dutch Bros Q3 earnings and revenues top estimates
• Positive Sentiment: Dutch Bros expects at least $2.1 billion in 2026 revenue and plans about 250 system shop openings in 2027, signaling continued expansion. 2026 revenue outlook and 2027 shop-opening plans
• Neutral Sentiment: Plans to add hot food and delivery in 2027 could broaden sales opportunities, though execution and customer response remain uncertain. Dutch Bros plans hot food and delivery
• Negative Sentiment: Q3 traffic growth slowed, and reports said the full-year outlook fell short of Wall Street expectations. That forward-looking concern appears to have outweighed the earnings beat. Q3 traffic slows and outlook trails expectations
• Negative Sentiment: Telsey lowered its price target to $56. Chairman Travis Boersma and a major shareholder also reported substantial share sales; the transactions were made under pre-arranged Rule 10b5-1 plans, but may still add to investor concern. Telsey lowers Dutch Bros price target

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.