FY2026 EPS Estimates for Dutch Bros Boosted by William Blair

Key Points

• William Blair has increased its FY2026 earnings estimate for Dutch Bros to $0.85 per share, slightly above the previous estimate of $0.84.
• Several analysts have given Dutch Bros positive ratings, with a consensus target price of $79.29, indicating a generally favorable outlook for the stock.
• Insider transactions have seen significant selling activity, with Chairman Travis Boersma selling 787,681 shares valued at over $54 million, reducing his ownership by nearly 45%.

Dutch Bros Inc. (NYSE:BROS - Free Report) - Stock analysts at William Blair boosted their FY2026 earnings estimates for Dutch Bros in a research report issued to clients and investors on Monday, October 20th. William Blair analyst S. Zackfia now forecasts that the company will post earnings of $0.85 per share for the year, up from their previous estimate of $0.84. The consensus estimate for Dutch Bros' current full-year earnings is $0.57 per share.

Several other equities research analysts have also recently commented on BROS. Barclays increased their price objective on Dutch Bros from $84.00 to $92.00 and gave the company an "overweight" rating in a research report on Thursday, August 7th. 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 report on Thursday. Melius Research raised shares of Dutch Bros to a "strong-buy" rating in a report on Monday, July 14th. UBS Group raised their target price on shares of Dutch Bros from $80.00 to $85.00 and gave the stock a "buy" rating in a report on Thursday, August 28th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $85.00 target price on shares of Dutch Bros in a research report on Wednesday, September 24th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Dutch Bros presently has a consensus rating of "Moderate Buy" and a consensus target price of $79.29.

Dutch Bros Stock Performance

Shares of BROS opened at $56.12 on Tuesday. The company has a market cap of $9.23 billion, a price-to-earnings ratio of 119.41, a P/E/G ratio of 3.04 and a beta of 2.55. The business's fifty day simple moving average is $60.41 and its two-hundred day simple moving average is $63.14. Dutch Bros has a 12 month low of $32.68 and a 12 month high of $86.88. The company has a current ratio of 1.64, a quick ratio of 1.42 and a debt-to-equity ratio of 0.69.

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

Insider Buying and Selling

In other Dutch Bros news, Chairman Travis Boersma sold 787,681 shares of the stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $68.94, for a total value of $54,302,728.14. Following the transaction, the chairman directly owned 975,031 shares in the company, valued at approximately $67,218,637.14. This trade represents a 44.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder Dm Individual Aggregator, Llc sold 482,750 shares of the business's stock in a transaction on 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 sale, the insider directly owned 1,279,144 shares of the company's stock, valued at approximately $83,361,814.48. The trade was a 27.40% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 3,161,101 shares of company stock valued at $207,633,882. 42.40% of the stock is owned by corporate insiders.

Institutional Trading of Dutch Bros

A number of hedge funds and other institutional investors have recently bought and sold shares of BROS. Osterweis Capital Management Inc. purchased a new position in shares of Dutch Bros during the 2nd quarter valued at about $27,000. Cullen Frost Bankers Inc. bought a new stake in Dutch Bros during the 1st quarter worth approximately $31,000. Rakuten Securities Inc. lifted its holdings in Dutch Bros by 557.4% during the second quarter. Rakuten Securities Inc. now owns 447 shares of the company's stock valued at $31,000 after purchasing an additional 379 shares in the last quarter. Banque Transatlantique SA bought a new position in shares of Dutch Bros in the first quarter worth approximately $38,000. Finally, Kiker Wealth Management LLC increased its stake in shares of Dutch Bros by 4,423.1% in the second quarter. Kiker Wealth Management LLC now owns 588 shares of the company's stock worth $40,000 after purchasing an additional 575 shares in the last quarter. Hedge funds and other institutional investors own 85.54% of the company's stock.

Dutch Bros Company Profile

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.

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