William Blair Has Positive Outlook of Dutch Bros Q2 Earnings

Key Points

• William Blair has raised its Q2 2025 earnings estimate for Dutch Bros to $0.15 per share, up from $0.14, with a consensus estimate for the full year at $0.57 per share.
• In its last quarterly earnings report, Dutch Bros posted earnings of $0.14 per share, exceeding analyst expectations of $0.11, with revenue increasing 28.7% year-over-year.
• Insider trading activity saw significant sales, with major shareholders offloading a combined over 3.4 million shares of Dutch Bros stock in recent transactions.

Dutch Bros Inc. (NYSE:BROS - Free Report) - Stock analysts at William Blair upped their Q2 2025 earnings per share estimates for Dutch Bros in a report released on Tuesday, July 22nd. William Blair analyst S. Zackfia now forecasts that the company will post earnings of $0.15 per share for the quarter, up from their prior estimate of $0.14. The consensus estimate for Dutch Bros' current full-year earnings is $0.57 per share. William Blair also issued estimates for Dutch Bros' FY2025 earnings at $0.53 EPS.

A number of other analysts also recently issued reports on the company. Morgan Stanley set a $80.00 price target on Dutch Bros and gave the stock an "overweight" rating in a report on Monday, April 14th. Stifel Nicolaus decreased their price target on Dutch Bros from $85.00 to $82.00 and set a "buy" rating for the company in a report on Thursday, May 8th. Robert W. Baird lifted their price target on Dutch Bros from $66.00 to $72.00 and gave the stock an "outperform" rating in a report on Thursday, May 8th. Wedbush reissued an "outperform" rating and issued a $90.00 target price on shares of Dutch Bros in a report on Monday, March 31st. Finally, Royal Bank Of Canada initiated coverage on Dutch Bros in a report on Wednesday, May 14th. They issued an "outperform" rating and a $83.00 target price for the company. Two investment analysts have rated the stock with a hold rating, sixteen have given a buy rating and two have assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus target price of $76.06.

Dutch Bros Stock Down 0.0%

BROS traded down $0.02 on Friday, hitting $59.48. 638,093 shares of the company were exchanged, compared to its average volume of 3,066,551. Dutch Bros has a twelve month low of $26.96 and a twelve month high of $86.88. The company has a market cap of $9.78 billion, a price-to-earnings ratio of 152.83, a price-to-earnings-growth ratio of 3.29 and a beta of 2.65. The company has a current ratio of 1.95, a quick ratio of 1.75 and a debt-to-equity ratio of 0.80. The firm has a 50-day moving average price of $67.69 and a two-hundred day moving average price of $65.58.

Dutch Bros (NYSE:BROS - Get Free Report) last released its earnings results on Wednesday, May 7th. The company reported $0.14 EPS for the quarter, topping the consensus estimate of $0.11 by $0.03. Dutch Bros had a return on equity of 7.73% and a net margin of 3.20%. The firm had revenue of $355.15 million during the quarter, compared to analysts' expectations of $343.30 million. During the same period in the previous year, the firm posted $0.09 EPS. Dutch Bros's revenue for the quarter was up 28.7% on a year-over-year basis.

Insiders Place Their Bets

In other Dutch Bros news, Chairman Travis Boersma sold 722,841 shares of the stock in a transaction on Thursday, May 22nd. The stock was sold at an average price of $66.82, for a total transaction of $48,300,235.62. Following the transaction, the chairman owned 1,940,245 shares of the company's stock, valued at $129,647,170.90. This represents a 27.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, major shareholder Dm Individual Aggregator, Llc sold 531,526 shares of the stock in a transaction on Monday, May 19th. The stock was sold at an average price of $72.02, for a total value of $38,280,502.52. Following the transaction, the insider directly owned 2,373,933 shares in the company, valued at approximately $170,970,654.66. This represents a 18.29% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 3,465,214 shares of company stock worth $237,721,138. Corporate insiders own 42.40% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in BROS. Xponance Inc. raised its position in shares of Dutch Bros by 15.5% in the 4th quarter. Xponance Inc. now owns 8,779 shares of the company's stock worth $460,000 after buying an additional 1,175 shares during the period. Sei Investments Co. raised its position in shares of Dutch Bros by 3.0% in the 4th quarter. Sei Investments Co. now owns 373,465 shares of the company's stock worth $19,562,000 after buying an additional 10,775 shares during the period. KLP Kapitalforvaltning AS purchased a new position in shares of Dutch Bros in the 4th quarter worth $1,189,000. Vanguard Group Inc. raised its position in shares of Dutch Bros by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 10,184,514 shares of the company's stock worth $533,465,000 after buying an additional 153,070 shares during the period. Finally, Norges Bank acquired a new stake in Dutch Bros in the 4th quarter valued at $17,266,000. 85.54% of the stock is owned by hedge funds and other 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.