Crestwood Capital Management L.P. Increases Holdings in Dutch Bros Inc. $BROS

Crestwood Capital Management L.P. raised its position in shares of Dutch Bros Inc. (NYSE:BROS) by 14.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 310,379 shares of the company’s stock after buying an additional 40,000 shares during the period. Dutch Bros comprises 11.3% of Crestwood Capital Management L.P.’s portfolio, making the stock its 4th biggest position. Crestwood Capital Management L.P. owned about 0.19% of Dutch Bros worth $16,245,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the stock. RiverPark Advisors LLC boosted its stake in shares of Dutch Bros by 4.8% in the 2nd quarter. RiverPark Advisors LLC now owns 3,966 shares of the company’s stock valued at $271,000 after purchasing an additional 181 shares during the last quarter. KLP Kapitalforvaltning AS increased its stake in Dutch Bros by 0.8% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 25,200 shares of the company’s stock worth $1,319,000 after purchasing an additional 200 shares in the last quarter. Oppenheimer & Co. Inc. increased its position in shares of Dutch Bros by 1.1% during the third quarter. Oppenheimer & Co. Inc. now owns 18,625 shares of the company’s stock worth $975,000 after acquiring an additional 200 shares in the last quarter. Moody Lynn & Lieberson LLC raised its holdings in shares of Dutch Bros by 3.9% during the third quarter. Moody Lynn & Lieberson LLC now owns 5,382 shares of the company’s stock worth $282,000 after acquiring an additional 204 shares during the period. Finally, GAMMA Investing LLC raised its holdings in shares of Dutch Bros by 31.5% during the third quarter. GAMMA Investing LLC now owns 856 shares of the company’s stock worth $45,000 after acquiring an additional 205 shares during the period. Institutional investors own 85.54% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Piper Sandler lowered their target price on Dutch Bros from $73.00 to $63.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Stifel Nicolaus dropped their target price on Dutch Bros from $82.00 to $75.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Citigroup decreased their price target on shares of Dutch Bros from $82.00 to $81.00 and set a “buy” rating for the company in a research note on Friday, February 13th. TD Cowen reiterated a “buy” rating and issued a $73.00 price objective on shares of Dutch Bros in a report on Friday, February 13th. Finally, Evercore set a $73.00 target price on shares of Dutch Bros in a report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $77.05.

Dutch Bros Stock Down 0.5%

BROS stock opened at $53.64 on Friday. The business has a 50-day simple moving average of $58.01 and a 200 day simple moving average of $58.67. Dutch Bros Inc. has a 52 week low of $46.52 and a 52 week high of $80.62. The company has a quick ratio of 1.28, a current ratio of 1.49 and a debt-to-equity ratio of 0.22. The company has a market cap of $8.83 billion, a PE ratio of 83.82, a price-to-earnings-growth ratio of 1.93 and a beta of 2.54.

Dutch Bros (NYSE:BROS) last issued its earnings results on Thursday, February 12th. The company reported $0.17 EPS for the quarter, topping the consensus estimate of $0.10 by $0.07. The firm had revenue of $443.61 million during the quarter, compared to the consensus estimate of $424.44 million. Dutch Bros had a return on equity of 9.56% and a net margin of 4.87%.The business’s quarterly revenue was up 29.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.07 earnings per share. Sell-side analysts anticipate that Dutch Bros Inc. will post 0.57 EPS for the current fiscal year.

Key Dutch Bros News

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

• Positive Sentiment: Company expansion: Dutch Bros is opening new Florida locations — two planned in Brevard County (Titusville/Melbourne) which increases the store pipeline and unit-growth visibility. Dutch Bros plans 2 locations as part of Brevard County debut
• Positive Sentiment: Market expansion: Dutch Bros plans its first Manatee County drive‑thru in Bradenton — another sign of geographic expansion and new unit economics ahead. Dutch Bros. to open first Manatee County location in Bradenton
• Positive Sentiment: Analyst sentiment: Street coverage aggregates to an average “Moderate Buy” rating, which supports demand among growth-oriented investors. Dutch Bros Inc. (NYSE:BROS) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Bull thesis: A Fool piece highlights Dutch Bros as a growth stock with accelerating same‑store sales plus new store openings that could materially boost revenue over the next 5+ years. 1 Growth Stock That Could Supercharge Your Investment Returns Over the Next 5 Years and Beyond
• Neutral Sentiment: Comparative analysis: Zacks ran a YUMC vs. BROS valuation/comparison piece — useful for relative-value investors but not an immediate catalyst. YUMC vs. BROS: Which Stock Is the Better Value Option?
• Neutral Sentiment: Investor interest: Zacks notes elevated search/attention for BROS — higher interest can increase volatility but is not a directional catalyst by itself. Investors Heavily Search Dutch Bros Inc. (BROS): Here is What You Need to Know
• Neutral Sentiment: Brand/PR: A viral feel‑good story about Dutch Bros baristas went viral — positive for brand awareness, but unlikely to move fundamentals. Dutch Bros baristas’ doggie good deed goes viral with 1 million likes
• Negative Sentiment: Local friction: Coverage around “drive‑thru drama” in Brevard County signals permitting/community pushback risk that can delay openings and raise build costs. That risk can weigh on short‑term sentiment. Drive Thru Drama As Dutch Bros Doubles Down In Brevard County

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.