EPG Wealth Management LLC purchased a new position in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,258 shares of the company’s stock, valued at approximately $1,158,000.
Several other hedge funds also recently added to or reduced their stakes in the company. Gilbert & Cook Inc. lifted its stake in DoorDash by 2.6% in the second quarter. Gilbert & Cook Inc. now owns 1,685 shares of the company’s stock worth $415,000 after purchasing an additional 42 shares during the last quarter. Resonant Capital Advisors LLC grew its stake in shares of DoorDash by 3.5% during the third quarter. Resonant Capital Advisors LLC now owns 1,229 shares of the company’s stock valued at $334,000 after buying an additional 42 shares during the last quarter. Advisory Resource Group raised its holdings in shares of DoorDash by 0.8% in the second quarter. Advisory Resource Group now owns 5,774 shares of the company’s stock worth $1,423,000 after buying an additional 48 shares during the period. Quotient Wealth Partners LLC boosted its holdings in DoorDash by 3.2% during the 3rd quarter. Quotient Wealth Partners LLC now owns 1,537 shares of the company’s stock valued at $418,000 after acquiring an additional 48 shares during the period. Finally, Hobart Private Capital LLC boosted its holdings in DoorDash by 2.4% during the 3rd quarter. Hobart Private Capital LLC now owns 2,164 shares of the company’s stock valued at $589,000 after acquiring an additional 50 shares during the period. 90.64% of the stock is currently owned by institutional investors.
DoorDash News Roundup
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: KeyBanc kept an Overweight rating and raised its 2026 EBITDA estimates, supporting a more favorable earnings outlook for DoorDash and likely helping sentiment among growth-focused investors. Article Title
- Positive Sentiment: New merchant partnerships (example: a tie-up with Hibbett) are being framed as incremental distribution and merchandising opportunities that could improve same-store economics and long‑term growth. Article Title
- Neutral Sentiment: Reported January short-interest figures appear to be a data glitch (mentions a “large increase” but shows zero shares / NaN), so there’s no clear signal of increased short pressure or forced covering at this time.
- Neutral Sentiment: Weather-related service disruptions: DoorDash suspended NYC service during a snowstorm and has been working to resume deliveries as recovery continues; these are short-term operational interruptions rather than structural issues. Article Title Article Title
- Negative Sentiment: Regulatory/legal headwind: a failed court bid means DoorDash will be subject to NYC’s new tipping laws, which could alter tipping/fee mechanics, affect take rates, and raise operating complexity or costs in a major market. Article Title
- Negative Sentiment: PR and price integrity concerns: a sharp storm-related delivery price spike prompted questions (DoorDash called it an error), and the company was criticized for a “distasteful” social post — both raise short‑term reputational risk and regulatory scrutiny. Article Title Article Title
DoorDash Trading Down 1.0%
DoorDash (NASDAQ:DASH – Get Free Report) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.13). The business had revenue of $3.45 billion for the quarter, compared to the consensus estimate of $3.35 billion. DoorDash had a net margin of 6.83% and a return on equity of 9.97%. DoorDash’s revenue for the quarter was up 27.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.38 earnings per share. Equities analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.
Insiders Place Their Bets
In related news, Director Alfred Lin purchased 389,047 shares of DoorDash stock in a transaction dated Tuesday, November 25th. The stock was purchased at an average cost of $193.81 per share, with a total value of $75,401,199.07. Following the transaction, the director owned 389,047 shares in the company, valued at approximately $75,401,199.07. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Prabir Adarkar sold 30,000 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $234.57, for a total value of $7,037,100.00. Following the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at $205,044,674.10. This trade represents a 3.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 632,885 shares of company stock worth $133,222,817. Insiders own 5.83% of the company’s stock.
Wall Street Analyst Weigh In
A number of research firms have weighed in on DASH. BTIG Research reiterated a “buy” rating and issued a $315.00 target price on shares of DoorDash in a research note on Thursday, November 6th. Cantor Fitzgerald upped their price target on shares of DoorDash from $270.00 to $285.00 and gave the stock an “overweight” rating in a report on Thursday, January 8th. KeyCorp decreased their price objective on shares of DoorDash from $280.00 to $275.00 and set an “overweight” rating for the company in a report on Tuesday, January 20th. UBS Group raised shares of DoorDash from a “buy” rating to a “mixed” rating in a research report on Tuesday, January 20th. Finally, Royal Bank Of Canada dropped their target price on shares of DoorDash from $300.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, DoorDash has a consensus rating of “Moderate Buy” and a consensus target price of $280.43.
View Our Latest Analysis on DASH
DoorDash Profile
DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
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