Oppenheimer Asset Management Inc. Makes New Investment in Dutch Bros Inc. $BROS

Oppenheimer Asset Management Inc. acquired a new stake in Dutch Bros Inc. (NYSE:BROS) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 30,013 shares of the company’s stock, valued at approximately $1,571,000.

Several other large investors also recently modified their holdings of the company. Ninety One UK Ltd bought a new position in Dutch Bros during the third quarter worth $135,336,000. Marshall Wace LLP grew its holdings in Dutch Bros by 139.2% during the 2nd quarter. Marshall Wace LLP now owns 2,509,767 shares of the company’s stock worth $171,593,000 after acquiring an additional 1,460,376 shares during the period. Invesco Ltd. grew its holdings in Dutch Bros by 70.9% during the 2nd quarter. Invesco Ltd. now owns 2,333,142 shares of the company’s stock worth $159,517,000 after acquiring an additional 967,861 shares during the period. Geode Capital Management LLC raised its position in shares of Dutch Bros by 14.0% in the 2nd quarter. Geode Capital Management LLC now owns 2,173,710 shares of the company’s stock worth $148,643,000 after acquiring an additional 267,074 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of Dutch Bros by 6.6% in the 2nd quarter. State Street Corp now owns 1,978,441 shares of the company’s stock valued at $135,266,000 after purchasing an additional 121,683 shares during the period. 85.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Dutch Bros

In other Dutch Bros news, Chairman Travis Boersma sold 1,678,616 shares of Dutch Bros stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $55.44, for a total transaction of $93,062,471.04. Following the transaction, the chairman directly owned 9,817 shares of the company’s stock, valued at $544,254.48. The trade was a 99.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, major shareholder Dm Individual Aggregator, Llc sold 648,089 shares of the company’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $55.44, for a total transaction of $35,930,054.16. Following the completion of the sale, the insider owned 9,817 shares of the company’s stock, valued at approximately $544,254.48. The trade was a 98.51% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 3,465,214 shares of company stock worth $189,800,291. 42.40% of the stock is owned by insiders.

Dutch Bros Stock Up 5.0%

Shares of NYSE BROS opened at $53.38 on Friday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.52 and a quick ratio of 1.32. The company has a 50-day moving average price of $60.05 and a 200-day moving average price of $59.36. The stock has a market capitalization of $8.78 billion, a P/E ratio of 83.41, a P/E/G ratio of 2.14 and a beta of 2.54. Dutch Bros Inc. has a 1 year low of $47.16 and a 1 year high of $86.88.

Dutch Bros (NYSE:BROS) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The business had revenue of $443.61 million during the quarter, compared to the consensus estimate of $424.44 million. Dutch Bros had a return on equity of 9.75% and a net margin of 4.87%.The company’s quarterly revenue was up 29.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.07 EPS. On average, equities research analysts forecast that Dutch Bros Inc. will post 0.57 EPS for the current fiscal year.

Key Headlines Impacting Dutch Bros

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

• Positive Sentiment: Q4 results beat expectations — Dutch Bros reported an earnings and revenue beat with accelerating comps and strong operating metrics, which sparked the immediate rally. Dutch Bros Q4 Results (Business Wire)
• Positive Sentiment: Same-store sales and brand momentum — Management highlighted 7.7% same-store sales growth and rising brand penetration, supporting sustainable sales growth beyond new-store additions. Dutch Bros drives Q4 momentum (NRN)
• Positive Sentiment: Aggressive store rollout and M&A to speed market entry — Dutch Bros reiterated accelerated expansion (targeting ~2,029 locations by 2029 and ~181+ new shops in 2026) and recently acquired Clutch Coffee to help enter new markets faster — a growth catalyst for long-term revenue. Dutch Bros growth thesis (Seeking Alpha)
• Positive Sentiment: Analyst support and price-target momentum — Street buyers and recent analyst notes (e.g., TD Cowen reaffirmation) added conviction after the quarter, helping sentiment and buy-side interest. Dutch Bros stock reaction & analyst notes (Benzinga)
• Positive Sentiment: Unusually heavy call buying — Options flow showed a large increase in call purchases, signaling speculative or institutional bullish positioning ahead of/after the print (noted in market flow data).
• Neutral Sentiment: Guidance and margin outlook are mixed — Management guides for strong revenue (~$2B) but flags margin pressure from coffee input costs and food expansion; the company expects only modest margin contraction (~60 bps), which investors will monitor. Margin/guidance discussion (Seeking Alpha)
• Negative Sentiment: High valuation and execution risk — BROS trades at a rich multiple (P/E well above peers), so upside depends on continued high-single/low-double-digit unit growth and margin stability.
• Negative Sentiment: Insider selling and leverage noted in filings — Recent aggregated insider dispositions and rising liabilities highlighted in data summaries could be a caution for some investors; watch future insider activity and balance-sheet trends. QuiverQuant: Q4 results & insider data

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. KeyCorp reaffirmed an “overweight” rating on shares of Dutch Bros in a research note on Friday, January 9th. Evercore set a $73.00 price target on Dutch Bros in a report on Monday, January 5th. Zacks Research lowered shares of Dutch Bros from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. Sanford C. Bernstein reissued an “overweight” rating and set a $76.00 target price on shares of Dutch Bros in a research note on Wednesday, January 7th. Finally, Barclays raised their price target on shares of Dutch Bros from $72.00 to $76.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Dutch Bros presently has a consensus rating of “Moderate Buy” and an average target price of $77.05.

Dutch Bros Company Profile

Dutch Bros Coffee, trading on the NYSE under the ticker BROS, is an American drive-through coffee chain known for its quick-service model and community-focused brand. Founded in 1992 by brothers Dane and Travis Boersma in Grants Pass, Oregon, the company began as a single coffee stand and has since expanded its footprint across numerous U.S. markets. Dutch Bros specializes in handcrafted espresso drinks, drip coffee, cold brew, energy drinks, smoothies, teas, and a variety of signature “Dutch Freeze” and “Dutch Frost” blended beverages.

The company operates a mix of company-owned and franchised locations, placing a strong emphasis on speed and customer engagement.