Dutch Bros (NYSE:BROS) Stock Price Target Cut by KeyCorp

Dutch Bros (NYSE:BROS) had its target price reduced by KeyCorp from $79.00 to $59.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp‘s target price points to a potential upside of 41.50% from the stock’s previous close.

BROS has been the subject of a number of other research reports. Oppenheimer reaffirmed a “positive” rating on shares of Dutch Bros in a research note on Wednesday, September 30th. Robert W. Baird decreased their target price on Dutch Bros from $82.00 to $60.00 and set an “outperform” rating for the company in a research report on Friday, October 2nd. JPMorgan Chase & Co. lowered their price target on Dutch Bros from $75.00 to $60.00 and set an “overweight” rating on the stock in a report on Tuesday, September 29th. Melius Research dropped their price target on Dutch Bros from $95.00 to $70.00 and set a “buy” rating on the stock in a research report on Friday, September 18th. Finally, Royal Bank Of Canada downgraded Dutch Bros from an “outperform” rating to a “sector perform” rating and reduced their price objective for the stock from $70.00 to $46.00 in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $67.44.

Dutch Bros Stock Down 1.3%

BROS opened at $41.70 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.19 and a current ratio of 1.35. The stock’s fifty day moving average is $43.38 and its 200-day moving average is $54.01. Dutch Bros has a one year low of $36.51 and a one year high of $74.02. The company has a market capitalization of $7.28 billion, a PE ratio of 60.37, a P/E/G ratio of 1.50 and a beta of 2.31.

Dutch Bros (NYSE:BROS) last announced its earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $0.04. The company had revenue of $550.85 million for the quarter, compared to analyst estimates of $525.38 million. Dutch Bros had a return on equity of 10.01% and a net margin of 4.91%. During the same period in the previous year, the firm earned $0.26 earnings per share. Dutch Bros’s revenue for the quarter was up 32.5% compared to the same quarter last year. On average, equities analysts predict that Dutch Bros will post 0.88 EPS for the current fiscal year.

Insiders Place Their Bets

In other Dutch Bros news, Chairman Travis Boersma sold 145,687 shares of the company’s stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $44.01, for a total value of $6,411,684.87. Following the transaction, the chairman directly owned 2,360,091 shares of the company’s stock, valued at $103,867,604.91. This represents a 5.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Dm Individual Aggregator, Llc sold 50,709 shares of the firm’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total transaction of $2,231,703.09. Following the transaction, the insider directly owned 2,360,091 shares in the company, valued at approximately $103,867,604.91. The trade was a 2.10% 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 own 38.90% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Wellington Management Group LLP lifted its stake in shares of Dutch Bros by 38.0% in the second quarter. Wellington Management Group LLP now owns 3,090,882 shares of the company’s stock valued at $221,956,000 after buying an additional 851,075 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new stake in Dutch Bros during the first quarter worth about $33,569,000. Hyperion Asset Management Ltd increased its stake in Dutch Bros by 104.4% during the third quarter. Hyperion Asset Management Ltd now owns 1,222,532 shares of the company’s stock valued at $47,141,000 after acquiring an additional 624,488 shares during the period. Bank of America Corp DE increased its stake in Dutch Bros by 33.4% during the first quarter. Bank of America Corp DE now owns 1,814,815 shares of the company’s stock valued at $91,939,000 after acquiring an additional 454,036 shares during the period. Finally, Bank of New York Mellon Corp raised its holdings 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 valued at $52,917,000 after acquiring an additional 384,011 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: Dutch Bros continues expanding its drive-thru footprint, with new locations planned in markets including Wichita Falls, Texas, and Peoria, Illinois. Continued store growth supports the company’s long-term revenue strategy. Dutch Bros Coffee coming to Wichita Falls in 2027
• Positive Sentiment: Citi, Wells Fargo, and TD Cowen reduced their price targets but retained bullish ratings such as “buy” or “overweight.” Their targets remain above the current share price, indicating continued confidence in Dutch Bros’ longer-term growth potential. Citigroup analyst coverage
• Neutral Sentiment: Oregon Dutch Bros locations will donate part of their proceeds to Silver Rail Elementary following a deadly shooting. The initiative may reinforce the brand’s community-focused image but is unlikely to materially affect near-term earnings. Oregon Dutch Bros giveback supports Silver Rail school community
• Negative Sentiment: RBC downgraded BROS from “outperform” to “sector perform” and cut its target from $70 to $46, citing the likelihood of increased competition in 2027. The downgrade raises concerns about future customer traffic, pricing power, and growth. RBC Capital downgrades Dutch Bros
• Negative Sentiment: Chairman Travis Boersma sold 145,687 shares for about $6.4 million, while major shareholder DM Individual Aggregator sold 50,709 shares for roughly $2.2 million. Both sales were made under pre-arranged Rule 10b5-1 plans, reducing their signaling value, but the transactions may still weigh on investor sentiment. Dutch Bros insider stock sales
• Negative Sentiment: The stock’s elevated valuation—approximately 60 times earnings—leaves limited room for execution disappointments. That risk is amplified by the company’s declining moving-average trend and analyst concerns about competition, even though its latest reported revenue rose 32.5% year over year and EPS exceeded estimates.

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.