Dutch Bros (NYSE:BROS) Stock Price Target Cut by Oppenheimer

Dutch Bros (NYSE:BROS) had its target price dropped by equities research analysts at Oppenheimer from $66.00 to $54.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Oppenheimer‘s target price would indicate a potential upside of 59.72% from the company’s current price.

BROS has been the subject of a number of other reports. Jefferies Financial Group dropped their price target on shares of Dutch Bros from $75.00 to $60.00 and set an “overweight” rating for the company in a research report on Tuesday, September 29th. Mizuho set a $55.00 price target on Dutch Bros in a research report on Thursday. Stephens reduced their price target on Dutch Bros from $65.00 to $47.00 and set an “overweight” rating on the stock in a research report on Thursday. KeyCorp lowered their price objective on Dutch Bros from $59.00 to $52.00 and set an “overweight” rating on the stock in a research note on Thursday. Finally, Weiss Ratings cut Dutch Bros from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, October 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Dutch Bros presently has an average rating of “Moderate Buy” and a consensus price target of $61.62.

Dutch Bros Stock Performance

Dutch Bros stock traded down $0.76 during midday trading on Thursday, hitting $33.81. The company’s stock had a trading volume of 6,821,120 shares, compared to its average volume of 4,417,980. Dutch Bros has a 1-year low of $33.17 and a 1-year high of $74.02. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.35 and a quick ratio of 1.19. The company has a 50-day moving average price of $41.44 and a two-hundred day moving average price of $52.88. The company has a market cap of $5.91 billion, a price-to-earnings ratio of 43.35, a PEG ratio of 1.37 and a beta of 1.97.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $0.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.01. Dutch Bros had a net margin of 4.91% and a return on equity of 10.01%. The firm had revenue of $549.84 million during the quarter, compared to the consensus estimate of $548.27 million. During the same quarter in the previous year, the firm posted $0.19 EPS. The business’s revenue for the quarter was up 29.8% compared to the same quarter last year. As a group, sell-side analysts predict that Dutch Bros will post 0.88 earnings per share for the current year.

Insider Transactions at Dutch Bros

In other news, Chairman Travis Boersma sold 1,032,216 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total value of $46,171,021.68. Following the completion of the transaction, the chairman directly owned 1,366,580 shares in the company, valued at approximately $61,127,123.40. The trade was a 43.03% 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, major shareholder Dm Individual Aggregator, Llc sold 359,284 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The shares were sold at an average price of $44.73, for a total transaction of $16,070,773.32. Following the completion of the transaction, the insider owned 1,366,580 shares of the company’s stock, valued at $61,127,123.40. The trade was a 20.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,044,220 shares of company stock worth $179,732,644 over the last quarter. Corporate insiders own 38.90% of the company’s stock.

Institutional Trading of Dutch Bros

Several large investors have recently made changes to their positions in the company. Lido Advisors LLC acquired a new position in Dutch Bros during the third quarter valued at approximately $803,000. D.B. Root & Company LLC lifted its stake in Dutch Bros by 43.7% during the third quarter. D.B. Root & Company LLC now owns 12,053 shares of the company’s stock worth $465,000 after purchasing an additional 3,666 shares during the last quarter. New York Life Investment Management LLC bought a new stake in Dutch Bros during the third quarter worth $751,000. AlphaCore Capital LLC boosted its holdings in shares of Dutch Bros by 48.1% in the 3rd quarter. AlphaCore Capital LLC now owns 16,419 shares of the company’s stock valued at $633,000 after purchasing an additional 5,331 shares in the last quarter. Finally, Retirement Systems of Alabama boosted its holdings in shares of Dutch Bros by 1.3% in the 3rd quarter. Retirement Systems of Alabama now owns 133,742 shares of the company’s stock valued at $5,157,000 after purchasing an additional 1,777 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

Trending Headlines about Dutch Bros

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

• Positive Sentiment: Q3 revenue rose about 30% year over year to roughly $550 million, narrowly beating estimates, while earnings of $0.25 per share topped the $0.24 consensus. Dutch Bros Q3 earnings and revenues
• Positive Sentiment: The company plans approximately 250 system shop openings in 2027, supporting its longer-term expansion plans. Dutch Bros: 3 key takeaways
• Positive Sentiment: Citigroup lowered its price target to $64 but maintained a Buy rating; a separate analysis argues BROS may be undervalued after the results. Dutch Bros could be undervalued
• Neutral Sentiment: Dutch Bros unveiled its 2026 holiday menu, a product update that could support customer interest but is not yet shown to materially change the outlook. Dutch Bros unveils 2026 holiday menu
• Negative Sentiment: Investors focused on slowing Q3 traffic and a reduced EBITDA forecast, along with a cautious outlook for sales growth. Those concerns outweighed the quarterly earnings beat and drove a sharp post-results selloff. Shares drop as sales growth slows and EBITDA forecast is reduced
• Negative Sentiment: Several analysts cut price targets after the report, including RBC to $38 and Oppenheimer and BNP Paribas Exane to $54, reflecting a more cautious near-term view. Analysts cut forecasts after Q3 results
• Negative Sentiment: Chairman Travis Boersma and major shareholder DM Individual Aggregator sold substantial shareholdings. The sales were under pre-arranged trading plans, but may still weigh on sentiment. Insider share sales

Dutch Bros Company Profile

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.