Dutch Bros Inc. $BROS Stock Position Decreased by Oak Thistle LLC

Oak Thistle LLC cut its stake in shares of Dutch Bros Inc. (NYSE:BROS) by 85.8% during the third quarter, Holdings Channel reports. The firm owned 4,380 shares of the company’s stock after selling 26,448 shares during the quarter. Oak Thistle LLC’s holdings in Dutch Bros were worth $229,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Osterweis Capital Management Inc. acquired a new stake in Dutch Bros during the 2nd quarter worth about $27,000. Rakuten Securities Inc. boosted its holdings in shares of Dutch Bros by 557.4% in the second quarter. Rakuten Securities Inc. now owns 447 shares of the company’s stock worth $31,000 after buying an additional 379 shares during the period. Banque Transatlantique SA purchased a new position in shares of Dutch Bros in the first quarter worth approximately $38,000. Kiker Wealth Management LLC raised its holdings in shares of Dutch Bros by 4,423.1% during the second quarter. Kiker Wealth Management LLC now owns 588 shares of the company’s stock valued at $40,000 after acquiring an additional 575 shares during the period. Finally, GAMMA Investing LLC lifted its position in shares of Dutch Bros by 31.5% in the 3rd quarter. GAMMA Investing LLC now owns 856 shares of the company’s stock valued at $45,000 after acquiring an additional 205 shares in the last quarter. Institutional investors and hedge funds own 85.54% of the company’s stock.

More Dutch Bros News

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

• Positive Sentiment: KeyCorp upgraded Dutch Bros to a “strong-buy,” supporting near-term bullish flows and analyst-driven demand. KeyCorp Upgrade (via Zacks/TickerReport)
• Positive Sentiment: Jefferies maintained a buy rating, reinforcing institutional confidence and providing additional support for the stock. Jefferies Keeps Buy Rating
• Positive Sentiment: Company expansion continues: a new Fresno location opened (coverage in The Business Journal and MSN) and a second Illinois location launched — tangible unit growth that supports top-line expansion. Dutch Bros opens at Fresno (Business Journal) Fresno opens (MSN) Second Illinois location (MSN)
• Positive Sentiment: Recent momentum: price-forecast coverage notes a strong month (+22% in one report), which can attract momentum buyers and technical traders. Price Prediction and Momentum (247wallst)
• Neutral Sentiment: Media/features: QSR and lifestyle pieces highlight menu creativity and company resilience entering 2026, supporting brand awareness but providing limited direct financial impact. QSR: Shows No Signs of Slowdown MSN: Menu Trend Coverage
• Negative Sentiment: Industry headwinds: analyst commentary comparing McDonald’s, Yum and Dutch Bros points to softer U.S. restaurant demand, value sensitivity and cost pressure — risks that could curb traffic and margins. Zacks: Industry Demand Headwinds

Insider Buying and Selling at Dutch Bros

In other Dutch Bros news, major shareholder Dm Individual Aggregator, Llc sold 648,089 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $55.44, for a total transaction of $35,930,054.16. Following the transaction, the insider directly owned 9,817 shares of the company’s stock, valued at $544,254.48. This represents a 98.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Chairman Travis Boersma sold 1,678,616 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $55.44, for a total value of $93,062,471.04. Following the transaction, the chairman owned 9,817 shares in the company, valued at approximately $544,254.48. This trade represents a 99.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,465,214 shares of company stock worth $189,800,291. 42.40% of the stock is currently owned by company insiders.

Dutch Bros Stock Performance

Shares of BROS stock opened at $64.81 on Friday. Dutch Bros Inc. has a fifty-two week low of $47.16 and a fifty-two week high of $86.88. The stock’s 50-day moving average is $57.07 and its two-hundred day moving average is $61.33. 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 firm has a market cap of $10.66 billion, a P/E ratio of 129.62, a PEG ratio of 3.33 and a beta of 2.55.

Dutch Bros (NYSE:BROS) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $0.19 EPS for the quarter, beating the consensus estimate of $0.17 by $0.02. Dutch Bros had a return on equity of 8.91% and a net margin of 4.04%.The business had revenue of $423.58 million during the quarter, compared to analysts’ expectations of $414.81 million. During the same quarter in the previous year, the business posted $0.16 EPS. The firm’s quarterly revenue was up 25.3% compared to the same quarter last year. Analysts predict that Dutch Bros Inc. will post 0.57 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on BROS. TD Cowen reissued a “buy” rating and set a $70.00 target price on shares of Dutch Bros in a research note on Monday, December 1st. Mizuho lifted their price target on Dutch Bros from $70.00 to $80.00 and gave the company an “outperform” rating in a report on Thursday, December 4th. Zacks Research downgraded Dutch Bros from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. The Goldman Sachs Group lowered their target price on Dutch Bros from $81.00 to $72.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 30th. Finally, Royal Bank Of Canada increased their price target on shares of Dutch Bros from $75.00 to $80.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $76.68.

Dutch Bros 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.