Oppenheimer & Co. Inc. Sells 15,921 Shares of Dutch Bros Inc. $BROS

Oppenheimer & Co. Inc. lowered its position in Dutch Bros Inc. (NYSE:BROS) by 41.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,404 shares of the company’s stock after selling 15,921 shares during the period. Oppenheimer & Co. Inc.’s holdings in Dutch Bros were worth $864,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in BROS. Ancora Advisors LLC acquired a new stake in shares of Dutch Bros during the second quarter worth $29,000. Archer Investment Corp bought a new stake in Dutch Bros in the 2nd quarter valued at approximately $101,000. GK Wealth Management LLC bought a new position in shares of Dutch Bros during the 3rd quarter worth approximately $56,000. Harbor Investment Advisory LLC raised its holdings in shares of Dutch Bros by 77.1% in the second quarter. Harbor Investment Advisory LLC now owns 2,030 shares of the company’s stock valued at $146,000 after purchasing an additional 884 shares during the last quarter. Finally, Nykredit A S bought a new stake in shares of Dutch Bros in the second quarter worth $203,000. 85.54% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on BROS shares. Stephens lowered their target price on Dutch Bros from $80.00 to $65.00 and set an “overweight” rating on the stock in a research report on Thursday, October 15th. Royal Bank Of Canada cut shares of Dutch Bros from an “outperform” rating to a “sector perform” rating and cut their price target for the company from $70.00 to $46.00 in a research note on Thursday, October 22nd. Robert W. Baird lowered their price objective on shares of Dutch Bros from $82.00 to $60.00 and set an “outperform” rating on the stock in a research note on Friday, October 2nd. Citigroup dropped their price objective on Dutch Bros from $86.00 to $69.00 and set a “buy” rating on the stock in a research note on Wednesday, October 21st. Finally, Raymond James Financial set a $59.00 price target on Dutch Bros in a research note on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $66.08.

Insider Buying and Selling

In other news, Chairman Travis Boersma sold 57,478 shares of the business’s stock in a transaction that occurred on Friday, October 30th. The shares were sold at an average price of $44.09, for a total value of $2,534,205.02. Following the completion of the transaction, the chairman directly owned 2,198,060 shares in the company, valued at approximately $96,912,465.40. The trade was a 2.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Todd Penegor acquired 2,000 shares of the stock in a transaction on Thursday, August 13th. The shares were purchased at an average price of $51.56 per share, with a total value of $103,120.00. Following the completion of the transaction, the director owned 7,358 shares of the company’s stock, valued at approximately $379,378.48. This represents a 37.33% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold 823,928 shares of company stock valued at $36,278,271 over the last quarter. 38.90% of the stock is owned by company insiders.

Dutch Bros Stock Performance

NYSE BROS opened at $43.54 on Wednesday. The company has a quick ratio of 1.19, a current ratio of 1.35 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $7.61 billion, a P/E ratio of 60.47, a P/E/G ratio of 1.37 and a beta of 1.97. Dutch Bros Inc. has a 12-month low of $36.51 and a 12-month high of $74.02. The firm has a 50-day moving average price of $42.26 and a two-hundred day moving average price of $53.25.

Dutch Bros (NYSE:BROS) last announced its earnings results on Wednesday, August 5th. The company reported $0.33 EPS for the quarter, topping the consensus estimate of $0.29 by $0.04. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The company had revenue of $550.85 million for the quarter, compared to analysts’ expectations of $525.38 million. During the same period last year, the firm earned $0.26 earnings per share. The business’s revenue for the quarter was up 32.5% on a year-over-year basis. Analysts anticipate that Dutch Bros Inc. will post 0.88 earnings per share for the current year.

Dutch Bros News Roundup

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

• Positive Sentiment: Dutch Bros is opening its first Columbus-area location, extending its geographic reach and creating another opportunity to grow its store base. Article: Coffee chain Dutch Bros opens first Columbus-area location
• Positive Sentiment: The company introduced a holiday menu and nine seasonal cup designs. New products may help generate customer interest and seasonal sales, though the articles do not quantify the expected financial impact. Article: Dutch Bros unwraps festive holiday lineup
• Neutral Sentiment: Q3 2026 earnings were scheduled for release on Wednesday. Preview coverage cited store expansion, menu innovation and digital engagement as potential supports, but offered no reported results or updated guidance. Article: Dutch Bros to Post Q3 Earnings
• Negative Sentiment: The earnings preview also flagged higher coffee and occupancy costs as potential offsets to growth, which could pressure margins. Separately, Mizuho trimmed its price target for BROS, a potentially negative signal for investor sentiment; the provided item does not specify the revised target. Article: Dutch Bros Stock Gets Price Target Trim from Mizuho

About Dutch Bros

Dutch Bros Inc is a drive-thru beverage company that operates and franchises coffee shops across the United States. The company is known for its made-to-order drinks, fast service and community-focused brand.

Its menu includes hot, iced and blended coffee beverages, along with specialty drinks such as energy drinks, teas, lemonades, smoothies and other noncoffee refreshments. Dutch Bros also offers packaged products and branded merchandise through select locations and digital channels.

Dutch Bros was founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma.