DoorDash, Inc. $DASH Position Increased by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan raised its stake in DoorDash, Inc. (NASDAQ:DASH) by 48.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,460 shares of the company’s stock after buying an additional 2,780 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in DoorDash were worth $2,305,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Greenland Capital Management LP increased its stake in shares of DoorDash by 637.5% in the second quarter. Greenland Capital Management LP now owns 23,572 shares of the company’s stock worth $5,811,000 after purchasing an additional 20,376 shares during the period. Geode Capital Management LLC grew its holdings in DoorDash by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock valued at $1,950,711,000 after buying an additional 223,188 shares during the last quarter. Williamson Legacy Group LLC bought a new position in DoorDash in the 2nd quarter worth approximately $1,264,000. Brighton Jones LLC lifted its holdings in shares of DoorDash by 24.0% during the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock worth $1,566,000 after buying an additional 1,807 shares during the last quarter. Finally, Summit Global Investments bought a new stake in shares of DoorDash in the second quarter valued at approximately $830,000. Institutional investors and hedge funds own 90.64% of the company’s stock.

DoorDash Trading Down 0.8%

DASH stock opened at $182.47 on Friday. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 0.29. The business’s 50 day moving average is $217.70 and its 200-day moving average is $236.47. The firm has a market cap of $78.64 billion, a P/E ratio of 92.62 and a beta of 1.77.

DoorDash (NASDAQ:DASH) last posted its earnings results on Wednesday, November 5th. The company reported $0.55 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.13). DoorDash had a return on equity of 9.97% and a net margin of 6.83%.The company had revenue of $3.45 billion for the quarter, compared to the consensus estimate of $3.35 billion. During the same quarter last year, the business earned $0.38 EPS. DoorDash’s quarterly revenue was up 27.3% compared to the same quarter last year. Equities analysts anticipate that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts recently commented on DASH shares. JPMorgan Chase & Co. cut their target price on shares of DoorDash from $325.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Citigroup reaffirmed a “market outperform” rating on shares of DoorDash in a research report on Monday, November 24th. Morgan Stanley increased their target price on shares of DoorDash from $300.00 to $330.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Jefferies Financial Group boosted their price target on DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Finally, The Goldman Sachs Group set a $267.00 price target on DoorDash in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, DoorDash presently has an average rating of “Moderate Buy” and a consensus price target of $279.09.

More DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Major Super Bowl marketing push — DoorDash launched its “Big Beef” / “Beef 101” campaign starring 50 Cent, a high‑visibility ad buy that should boost brand awareness and order volume around a peak spending moment. DoorDash’s Super Bowl LX ad ‘Beef 101’
• Positive Sentiment: Payment expansion increases addressable market — DoorDash expanded SNAP/EBT acceptance to additional grocers and retailers (Wegmans, CVS, Lowes Foods, Rouses, Dierbergs), likely supporting more grocery/retail orders from lower‑income households. DoorDash Expands SNAP/EBT Payment
• Positive Sentiment: Community and local PR — Project DASH delivered 500+ meals to Queens Medicaid recipients, reinforcing local goodwill and corporate social responsibility. Project DASH to the rescue
• Neutral Sentiment: Analyst coverage mostly constructive — Sell‑side firms continue to lean buy/outperform despite some target trims, signaling confidence in long‑term monetization even as DoorDash invests. Buy Rating Upheld
• Neutral Sentiment: Consumer features and lifestyle coverage — Gift guides and opinion pieces keep the brand top‑of‑mind but are unlikely to move fundamentals materially. Last-Minute DoorDash Gifts
• Negative Sentiment: Significant insider selling — Co‑founder/director Stanley Tang sold ~45,410 shares (~$9.49M at reported prices) in early February; a director (Ashley Still) also sold a small parcel. Large insider sales can increase perceived supply and pressure sentiment. Stanley Tang Form 4 (SEC) Ashley Still Form 4 (SEC)
• Negative Sentiment: Isolated delivery incident and local PR risk — A reported customer incident caught on camera is a reminder of operational/quality control risks; isolated now but could matter if incidents accumulate. Toledo delivery incident

Insiders Place Their Bets

In other DoorDash news, COO Prabir Adarkar sold 15,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $204.59, for a total transaction of $3,068,850.00. Following the sale, the chief operating officer directly owned 874,130 shares of the company’s stock, valued at approximately $178,838,256.70. This represents a 1.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Ravi Inukonda sold 1,017 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total transaction of $218,797.38. Following the sale, the chief financial officer directly owned 208,412 shares of the company’s stock, valued at approximately $44,837,757.68. The trade was a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 602,885 shares of company stock worth $124,282,480 in the last quarter. 5.83% of the stock is owned by corporate insiders.

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.