What is William Blair's Estimate for Dutch Bros Q4 Earnings?

Key Points

• William Blair has raised its Q4 earnings per share estimate for Dutch Bros to $0.10, up from $0.09, while the consensus estimate for the full year is $0.57.
• Goldman Sachs recently lowered its price target for Dutch Bros from $81.00 to $72.00, maintaining a "neutral" rating, while other analysts have given varying ratings, leading to an average target price of $79.41.
• Corporate insiders have sold over 3.1 million shares of Dutch Bros stock in the past 90 days, significantly affecting their ownership percentages in the company.

Dutch Bros Inc. (NYSE:BROS - Free Report) - Investment analysts at William Blair lifted their Q4 2025 earnings per share 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 $0.10 per share for the quarter, up from their previous forecast of $0.09. The consensus estimate for Dutch Bros' current full-year earnings is $0.57 per share.

A number of other research firms have also issued reports on BROS. The Goldman Sachs Group decreased their price objective on Dutch Bros from $81.00 to $72.00 and set a "neutral" rating on the stock in a research note on Tuesday, September 30th. CICC Research started coverage on Dutch Bros in a research note on Monday, June 30th. They set an "outperform" rating and a $80.00 price objective on the stock. Weiss Ratings reiterated a "hold (c)" rating on shares of Dutch Bros in a research note on Wednesday, October 8th. Morgan Stanley reiterated an "overweight" rating and set a $86.00 price objective on shares of Dutch Bros in a research note on Tuesday. Finally, TD Cowen reiterated a "buy" rating and set a $86.00 price objective on shares of Dutch Bros in a research note on Tuesday, August 19th. Two research 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 company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $79.41.

Dutch Bros Stock Performance

NYSE:BROS opened at $57.59 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.42 and a current ratio of 1.64. Dutch Bros has a 52-week low of $32.68 and a 52-week high of $86.88. The firm has a market cap of $9.47 billion, a price-to-earnings ratio of 122.54, a PEG ratio of 3.10 and a beta of 2.55. The business's fifty day moving average is $60.18 and its 200 day moving average is $63.10.

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

Insider Transactions at Dutch Bros

In other Dutch Bros news, major shareholder Dm Individual Aggregator, Llc sold 482,750 shares of the company's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $65.17, for a total value of $31,460,817.50. Following the transaction, the insider directly owned 1,279,144 shares in the company, valued at $83,361,814.48. This represents a 27.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Travis Boersma sold 1,250,371 shares of the company's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $65.17, for a total value of $81,486,678.07. Following the completion of the transaction, the chairman owned 1,279,144 shares in the company, 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 sold a total of 3,161,101 shares of company stock worth $207,633,882 over the last 90 days. Corporate insiders own 42.40% of the company's stock.

Hedge Funds Weigh In On Dutch Bros

Several institutional investors have recently modified their holdings of the company. 1832 Asset Management L.P. increased its position in shares of Dutch Bros by 29.9% during the 1st quarter. 1832 Asset Management L.P. now owns 3,420,200 shares of the company's stock valued at $211,163,000 after purchasing an additional 788,100 shares during the last quarter. Ninety One UK Ltd bought a new position in shares of Dutch Bros during the 3rd quarter valued at about $135,336,000. Marshall Wace LLP increased its position in shares of 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. Invesco Ltd. increased its position in shares of 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. Finally, Geode Capital Management LLC increased its position in shares of Dutch Bros by 14.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,173,710 shares of the company's stock valued at $148,643,000 after purchasing an additional 267,074 shares during the last quarter. 85.54% of the stock is currently owned by institutional investors.

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.

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