Allspring Global Investments Holdings LLC Increases Holdings in Dutch Bros Inc. $BROS

Allspring Global Investments Holdings LLC lifted its holdings in shares of Dutch Bros Inc. (NYSE:BROS) by 3.3% during the fourth quarter, HoldingsChannel reports. The firm owned 832,406 shares of the company’s stock after purchasing an additional 26,246 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Dutch Bros were worth $51,742,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Osterweis Capital Management Inc. bought a new position in Dutch Bros during the second quarter valued at about $27,000. Rakuten Securities Inc. raised its position in Dutch Bros by 557.4% in the second quarter. Rakuten Securities Inc. now owns 447 shares of the company’s stock worth $31,000 after acquiring an additional 379 shares during the period. Caitlin John LLC bought a new stake in Dutch Bros in the third quarter worth about $44,000. MAI Capital Management boosted its stake in Dutch Bros by 139.0% in the third quarter. MAI Capital Management now owns 834 shares of the company’s stock valued at $44,000 after acquiring an additional 485 shares during the last quarter. Finally, GAMMA Investing LLC grew its position in shares of Dutch Bros by 31.5% during the 3rd quarter. GAMMA Investing LLC now owns 856 shares of the company’s stock valued at $45,000 after acquiring an additional 205 shares during the period. 85.54% of the stock is owned by hedge funds and other institutional investors.

Dutch Bros Stock Performance

Shares of BROS stock opened at $50.58 on Thursday. The stock has a market capitalization of $8.32 billion, a P/E ratio of 79.03, a PEG ratio of 1.84 and a beta of 2.49. The company has a current ratio of 1.49, a quick ratio of 1.28 and a debt-to-equity ratio of 0.22. The firm’s 50 day moving average is $52.70 and its 200 day moving average is $55.91. Dutch Bros Inc. has a 12 month low of $44.58 and a 12 month high of $77.88.

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

Analyst Upgrades and Downgrades

BROS has been the subject of several research analyst reports. DA Davidson assumed coverage on shares of Dutch Bros in a research note on Friday, March 6th. They set a “buy” rating and a $67.00 price target for the company. Evercore set a $73.00 price objective on Dutch Bros in a research note on Monday, January 5th. TD Cowen reissued a “buy” rating and set a $73.00 price objective on shares of Dutch Bros in a report on Friday, February 13th. Wolfe Research initiated coverage on Dutch Bros in a research report on Monday, March 9th. They issued an “outperform” rating and a $77.00 target price for the company. Finally, The Goldman Sachs Group upgraded Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 target price on the stock in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $75.95.

Key Stories Impacting Dutch Bros

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

• Positive Sentiment: Local expansion: A demolished former Bob Evans site in Champaign is being redeveloped to include a Dutch Bros drive‑thru (alongside a Valvoline), reflecting continued unit growth in new markets. Demolished Champaign Bob Evans making way for Dutch Bros, Valvoline
• Positive Sentiment: New store openings: Dutch Bros opened locations in the Midlands, Rock Hill (Celanese Road), and its first store in St. Joseph — continuing the company’s coast‑to‑coast rollout that supports revenue growth. Dutch Bros opens locations across the Midlands
• Positive Sentiment: Brand marketing: Dutch Bros partnered on a unique March Madness campaign with the Lady Longhorns, a promotional tie‑in that can boost customer engagement and same‑store sales during a high‑visibility period. Lady Longhorns join unique March Madness campaign with Dutch Bros
• Neutral Sentiment: Analyst coverage started: BNP Paribas Exane initiated coverage of Dutch Bros — brings more sell‑side attention and potential liquidity; immediate directional impact depends on the published rating/targets. Dutch Bros (NYSE:BROS) Coverage Initiated at BNP Paribas Exane
• Neutral Sentiment: Consumer interest piece: A guide to Dutch Bros’ “secret menu” increases brand engagement but is unlikely to move the stock by itself. Guide to Dutch Bro’s secret menu. How to take your order up a level
• Negative Sentiment: Analyst tone constraining upside: Piper Sandler maintained a Neutral rating on BROS despite a strong EPS and revenue beat, signaling limited near‑term upside in the eyes of a major shop. That helps explain selling pressure even after good results. Dutch Bros (BROS) Rated Neutral by Piper Sandler Despite Strong Earnings Beat
• Negative Sentiment: Operational/franchise hiccup: An unopened Dutch Bros property in Titusville is listed for sale, which could reflect execution issues at the local/franchisee level or timing delays in openings. Unopened Dutch Bros property up for sale in Titusville

Dutch Bros Company Profile

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.