Dutch Bros (NYSE:BROS) Stock Price Expected to Rise, Barclays Analyst Says

Dutch Bros (NYSE:BROS) had its price objective upped by equities research analysts at Barclays from $72.00 to $76.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price objective indicates a potential upside of 20.45% from the stock’s previous close.

BROS has been the subject of a number of other research reports. UBS Group reiterated a “buy” rating on shares of Dutch Bros in a research note on Tuesday, December 16th. Evercore ISI set a $73.00 price objective on shares of Dutch Bros in a research note on Monday. Piper Sandler decreased their target price on shares of Dutch Bros from $73.00 to $63.00 and set a “neutral” rating for the company in a research note on Thursday, November 6th. Wells Fargo & Company dropped their price target on shares of Dutch Bros from $80.00 to $70.00 and set an “overweight” rating on the stock in a research note on Thursday, October 16th. Finally, Mizuho boosted their price objective 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 investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $76.67.

Dutch Bros Price Performance

Dutch Bros stock opened at $63.10 on Wednesday. The firm has a fifty day moving average of $58.94 and a 200-day moving average of $60.64. Dutch Bros has a 52-week low of $47.16 and a 52-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 capitalization of $10.38 billion, a P/E ratio of 126.19, a PEG ratio of 2.45 and a beta of 2.55.

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 firm had revenue of $423.58 million during the quarter, compared to analysts’ expectations of $414.81 million. During the same period in the prior year, the company earned $0.16 EPS. The firm’s revenue was up 25.3% on a year-over-year basis. As a group, analysts predict that Dutch Bros will post 0.57 EPS for the current year.

Insider Activity

In other news, Chairman Travis Boersma sold 1,678,616 shares of the business’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $55.44, for a total value of $93,062,471.04. Following the completion of the sale, the chairman owned 9,817 shares of the company’s stock, valued at approximately $544,254.48. The trade was a 99.42% decrease in their position. The transaction was disclosed in a document filed 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 stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $55.44, for a total transaction of $35,930,054.16. Following the transaction, the insider directly owned 9,817 shares in the company, valued at $544,254.48. The trade was a 98.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,465,214 shares of company stock valued at $189,800,291 in the last three months. Insiders own 42.40% of the company’s stock.

Institutional Investors Weigh In On Dutch Bros

A number of institutional investors have recently made changes to their positions in BROS. Marshall Wace LLP lifted its stake in Dutch Bros by 7.2% during the third quarter. Marshall Wace LLP now owns 2,690,760 shares of the company’s stock worth $140,834,000 after purchasing an additional 180,993 shares during the last quarter. Ninety One UK Ltd acquired a new position in shares of Dutch Bros in the 3rd quarter valued at about $135,336,000. Invesco Ltd. boosted its holdings in shares of Dutch Bros by 4.0% in the 3rd quarter. Invesco Ltd. now owns 2,426,657 shares of the company’s stock valued at $127,011,000 after buying an additional 93,515 shares during the period. Geode Capital Management LLC grew its position in shares of Dutch Bros by 14.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,173,710 shares of the company’s stock valued at $148,643,000 after buying an additional 267,074 shares during the last quarter. Finally, State Street Corp raised its stake in Dutch Bros by 6.6% during the second quarter. State Street Corp now owns 1,978,441 shares of the company’s stock worth $135,266,000 after acquiring an additional 121,683 shares during the period. 85.54% of the stock is currently owned by institutional investors.

Dutch Bros News Summary

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

• Positive Sentiment: Analysts have been raising earnings estimates for BROS (2025–2026 EPS), signaling growing confidence in the company’s revenue and margin trajectory — a fundamental support for the stock’s valuation. Are Rising Earnings Estimates a Solid Reason to Bet on BROS Stock?
• Positive Sentiment: Barclays raised its price target to $76 and keeps an “overweight” rating — implying meaningful upside from current levels and likely supporting investor demand. Benzinga
• Positive Sentiment: Company-operated and new franchised shops are showing strong early productivity with record system-wide AUVs, which supports the scalability thesis behind ongoing expansion. Dutch Bros’ New Shops Open Strong
• Positive Sentiment: Menu innovation: Dutch Bros launched three new breakfast-inspired drinks (maple waffle, banana bread and strawberry Rebel), which can drive incremental traffic and AUVs in the near term. Dutch Bros Just Dropped 3 New Drinks Dutch Bros adds 3 breakfast-inspired drinks to California menus
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average “Moderate Buy” analyst rating, which helps underpin demand from institutional and retail buyers. Dutch Bros Receives Average Rating of “Moderate Buy”
• Positive Sentiment: Technical: BROS recently broke above its 200-day moving average, a bullish signal that can attract momentum-driven flows. Dutch Bros Broke Out Above the 200-Day Moving Average
• Neutral Sentiment: Localized expansion news: announcements of new openings in Stanislaus County and the first Charleston County location indicate steady unit growth but are incremental to the company’s broader roll-out plan. Another Dutch Bros Opening in Stanislaus County First Dutch Bros Coming to Charleston County
• Neutral Sentiment: Sector/peer review coverage compares Dutch Bros with larger casual-dining players; useful for context but not an immediate catalyst. Financial Review: Dutch Bros and Darden Restaurants

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.