FY2026 EPS Estimates for Dutch Bros Boosted by William Blair

Dutch Bros Inc. (NYSE:BROS) – Equities researchers at William Blair raised their FY2026 EPS estimates for shares of Dutch Bros in a research note issued on Monday, October 20th. William Blair analyst S. Zackfia now forecasts that the company will post earnings per share of $0.85 for the year, up from their prior estimate of $0.84. The consensus estimate for Dutch Bros’ current full-year earnings is $0.57 per share.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings results on Wednesday, August 6th. The company reported $0.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.08. The company had revenue of $415.81 million for the quarter, compared to analyst estimates of $403.24 million. Dutch Bros had a net margin of 3.94% and a return on equity of 8.86%. The business’s quarterly revenue was up 28.0% on a year-over-year basis. During the same period last year, the business posted $0.19 EPS.

Several other analysts have also issued reports on the stock. Bank of America raised their price target on shares of Dutch Bros from $80.00 to $84.00 and gave the stock an “overweight” rating in a research report on Thursday, August 7th. Royal Bank Of Canada restated an “outperform” rating and issued a $85.00 price target on shares of Dutch Bros in a research report on Wednesday, September 24th. Morgan Stanley restated an “overweight” rating and issued a $86.00 price target on shares of Dutch Bros in a research report on Tuesday. Wells Fargo & Company reduced their price objective on shares of Dutch Bros from $80.00 to $70.00 and set an “overweight” rating for the company in a report on Thursday, October 16th. Finally, Melius Research raised shares of Dutch Bros to a “strong-buy” rating in a report on Monday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Dutch Bros presently has an average rating of “Moderate Buy” and an average target price of $79.41.

Dutch Bros Stock Performance

NYSE BROS opened at $57.59 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.64 and a quick ratio of 1.42. The firm has a market capitalization of $9.47 billion, a price-to-earnings ratio of 122.54, a P/E/G ratio of 3.10 and a beta of 2.55. The company’s fifty day moving average is $60.18 and its two-hundred day moving average is $63.10. Dutch Bros has a 52-week low of $32.68 and a 52-week high of $86.88.

Hedge Funds Weigh In On Dutch Bros

Several institutional investors have recently added to or reduced their stakes in BROS. Ninety One UK Ltd bought a new position in Dutch Bros during the 3rd quarter valued at about $135,336,000. Marshall Wace LLP lifted its holdings in Dutch Bros by 139.2% during the 2nd quarter. Marshall Wace LLP now owns 2,509,767 shares of the company’s stock valued at $171,593,000 after purchasing an additional 1,460,376 shares during the last quarter. Norges Bank bought a new position in Dutch Bros during the 2nd quarter valued at about $93,525,000. BNP Paribas Financial Markets lifted its holdings in Dutch Bros by 1,572.2% during the 1st quarter. BNP Paribas Financial Markets now owns 1,144,488 shares of the company’s stock valued at $70,661,000 after purchasing an additional 1,076,045 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in Dutch Bros by 70.9% during the 2nd quarter. Invesco Ltd. now owns 2,333,142 shares of the company’s stock valued at $159,517,000 after purchasing an additional 967,861 shares during the last quarter. 85.54% of the stock is owned by institutional investors.

Insider Transactions at Dutch Bros

In related news, major shareholder Dm Individual Aggregator, Llc sold 482,750 shares of Dutch Bros stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $65.17, for a total transaction of $31,460,817.50. Following the completion of the transaction, the insider directly owned 1,279,144 shares of the company’s stock, valued at $83,361,814.48. This trade represents a 27.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Travis Boersma sold 1,250,371 shares of Dutch Bros stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $65.17, for a total transaction of $81,486,678.07. Following the transaction, the chairman directly owned 1,279,144 shares of the company’s stock, valued at $83,361,814.48. This represents a 49.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 3,161,101 shares of company stock valued at $207,633,882 over the last ninety days. 42.40% of the stock is owned by insiders.

About Dutch Bros

Dutch Bros Inc, together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company operates through Company-Operated Shops and Franchising and Other segments. It serves through company-operated shops and online channels under Dutch Bros; Dutch Bros Coffee; Dutch Bros Rebel; Dutch Bros; and Blue Rebel brands.