Dutch Bros (NYSE:BROS) Now Covered by BNP Paribas Exane

BNP Paribas Exane initiated coverage on shares of Dutch Bros (NYSE:BROS) in a research report report published on Monday, MarketBeat Ratings reports. The firm issued an outperform rating and a $73.00 target price on the stock.

A number of other equities analysts have also commented on BROS. KeyCorp reissued an “overweight” rating on shares of Dutch Bros in a research note on Friday, January 9th. The Goldman Sachs Group upgraded Dutch Bros from a “neutral” rating to a “buy” rating and set a $75.00 target price for the company in a research report on Monday, March 2nd. Sanford C. Bernstein restated an “overweight” rating and issued a $76.00 price target on shares of Dutch Bros in a research report on Wednesday, January 7th. Royal Bank Of Canada reissued an “outperform” rating and issued a $75.00 price objective on shares of Dutch Bros in a research note on Friday, February 13th. Finally, Citigroup reduced their target price on shares of Dutch Bros from $82.00 to $81.00 and set a “buy” rating on the stock in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $75.95.

Dutch Bros Stock Performance

Shares of NYSE BROS opened at $48.02 on Monday. The company has a market cap of $7.90 billion, a P/E ratio of 75.03, a P/E/G ratio of 1.69 and a beta of 2.54. Dutch Bros has a 52-week low of $44.58 and a 52-week high of $77.88. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.28 and a current ratio of 1.49. The firm’s fifty day moving average is $53.13 and its two-hundred day moving average is $56.04.

Dutch Bros (NYSE:BROS) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.17 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $424.44 million. During the same quarter in the prior year, the firm earned $0.07 EPS. The business’s revenue was up 29.4% on a year-over-year basis. As a group, analysts anticipate that Dutch Bros will post 0.57 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its holdings in Dutch Bros by 56.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 109,530 shares of the company’s stock valued at $5,733,000 after purchasing an additional 39,561 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Dutch Bros by 31.6% in the third quarter. JPMorgan Chase & Co. now owns 204,705 shares of the company’s stock worth $10,714,000 after purchasing an additional 49,194 shares during the last quarter. Thornburg Investment Management Inc. boosted its position in shares of Dutch Bros by 143.9% during the third quarter. Thornburg Investment Management Inc. now owns 77,711 shares of the company’s stock valued at $4,067,000 after buying an additional 45,847 shares during the period. Savoir Faire Capital Management L.P. boosted its position in shares of Dutch Bros by 29.9% during the third quarter. Savoir Faire Capital Management L.P. now owns 112,783 shares of the company’s stock valued at $5,903,000 after buying an additional 25,935 shares during the period. Finally, Magnetar Financial LLC grew its stake in shares of Dutch Bros by 107.2% during the third quarter. Magnetar Financial LLC now owns 140,590 shares of the company’s stock valued at $7,358,000 after buying an additional 72,751 shares during the last quarter. 85.54% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: BNP Paribas Exane initiated coverage with an “Outperform” rating and a $73 price target, implying substantial upside vs. the current level; that institutional coverage can attract buyers and improve sentiment.
• Positive Sentiment: Dutch Bros is rolling out multiple new drive‑thru locations (Daytona/Central Florida, Charlotte-area, Baton Rouge area and Midlands), signaling ongoing unit growth and revenue expansion across new and existing markets. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Multiple retail/investing outlets are pitching BROS as a buy-the-dip opportunity given long-term growth potential in drive‑thru coffee, which can support demand from value-oriented investors. Read More. Read More.
• Neutral Sentiment: Local press on openings boosts brand visibility, but most articles lack concrete financials (timing, unit economics), so near-term revenue/EBITDA impact is uncertain.
• Negative Sentiment: Zacks highlights a 24% slide over three months and warns that inflation, expansion costs and a premium valuation are weighing on margins and sentiment — risks to watch for earnings and margin guidance. Read More.
• Negative Sentiment: Macro/headline risk: MarketWatch notes tax‑refund tailwinds have peaked and rising gas prices (linked to geopolitical tensions) can pressure restaurants and drive‑thru volumes — a sector headwind that could blunt same-store sales. Read More.
• Negative Sentiment: Coverage noting a new 52-week low highlights weak near-term sentiment; falling share prices can increase volatility and make fundraising/expansion more costly. Read More.

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.