Dutch Bros Inc. $BROS Stock Sold by Oppenheimer & Co. Inc.

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

Several other institutional investors have also made changes to their positions in the stock. Verdence Capital Advisors LLC purchased a new stake in Dutch Bros in the 3rd quarter worth approximately $420,000. MN Wealth Advisors LLC purchased a new position in Dutch Bros in the third quarter valued at about $215,000. Signaturefd LLC raised its stake in shares of Dutch Bros by 99.2% during the 3rd quarter. Signaturefd LLC now owns 3,064 shares of the company’s stock worth $118,000 after purchasing an additional 1,526 shares in the last quarter. Taylor Frigon Capital Management LLC lifted its holdings in shares of Dutch Bros by 36.3% during the 3rd quarter. Taylor Frigon Capital Management LLC now owns 62,864 shares of the company’s stock valued at $2,424,000 after buying an additional 16,741 shares during the last quarter. Finally, Gibbs Wealth Management grew its stake in shares of Dutch Bros by 5.4% in the 3rd quarter. Gibbs Wealth Management now owns 8,827 shares of the company’s stock valued at $340,000 after buying an additional 456 shares in the last quarter. 85.54% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Dutch Bros

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

Dutch Bros Stock Down 0.7%

BROS opened at $43.54 on Wednesday. The firm has a market cap of $7.61 billion, a price-to-earnings ratio of 60.47, a PEG ratio of 1.37 and a beta of 1.97. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.19 and a current ratio of 1.35. The firm’s 50-day simple moving average is $42.26 and its 200-day simple moving average is $53.25. Dutch Bros Inc. has a twelve month low of $36.51 and a twelve month high of $74.02.

Dutch Bros (NYSE:BROS) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.33 earnings per share 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 during the quarter, compared to analyst estimates of $525.38 million. During the same quarter last year, the business posted $0.26 earnings per share. The company’s revenue was up 32.5% on a year-over-year basis. Equities research analysts anticipate that Dutch Bros Inc. will post 0.88 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

BROS has been the subject of several analyst reports. Royal Bank Of Canada lowered shares of Dutch Bros from an “outperform” rating to a “sector perform” rating and reduced their price objective for the company from $70.00 to $46.00 in a research note on Thursday, October 22nd. UBS Group cut their price objective on Dutch Bros from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Monday, October 26th. Jefferies Financial Group dropped their price target on shares of Dutch Bros from $75.00 to $60.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 29th. DA Davidson lowered their target price on shares of Dutch Bros from $85.00 to $60.00 and set a “buy” rating on the stock in a research note on Monday, September 28th. Finally, Oppenheimer restated a “positive” rating on shares of Dutch Bros in a report on Wednesday, September 30th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Dutch Bros has an average rating of “Moderate Buy” and an average price target of $66.08.

Insiders Place Their Bets

In other news, Director Todd Penegor acquired 2,000 shares of Dutch Bros 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 acquisition, the director owned 7,358 shares in the company, valued at $379,378.48. This represents a 37.33% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Travis Boersma sold 57,478 shares of the business’s stock in a transaction on Friday, October 30th. The stock was sold at an average price of $44.09, for a total value of $2,534,205.02. Following the sale, the chairman owned 2,198,060 shares of the company’s stock, valued at approximately $96,912,465.40. The trade was a 2.55% decrease in their position. 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 a total of 823,928 shares of company stock valued at $36,278,271 in the last 90 days. 38.90% of the stock is currently owned by insiders.

Dutch Bros 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.