Fiera Capital Corp Acquires 26,746 Shares of DoorDash, Inc. $DASH

Fiera Capital Corp lifted its holdings in DoorDash, Inc. (NASDAQ:DASH) by 85.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 58,076 shares of the company’s stock after buying an additional 26,746 shares during the quarter. Fiera Capital Corp’s holdings in DoorDash were worth $15,796,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in DoorDash in the second quarter worth $1,185,576,000. Vanguard Group Inc. boosted its stake in shares of DoorDash by 4.6% during the second quarter. Vanguard Group Inc. now owns 41,190,085 shares of the company’s stock valued at $10,153,768,000 after purchasing an additional 1,792,799 shares during the period. Scge Management L.P. bought a new position in shares of DoorDash in the second quarter worth about $267,463,000. Ninety One UK Ltd purchased a new position in DoorDash in the 3rd quarter worth about $259,154,000. Finally, AQR Capital Management LLC increased its stake in DoorDash by 43.5% in the 2nd quarter. AQR Capital Management LLC now owns 2,633,971 shares of the company’s stock worth $643,084,000 after buying an additional 797,849 shares during the period. Hedge funds and other institutional investors own 90.64% of the company’s stock.

Insiders Place Their Bets

In other DoorDash news, CFO Ravi Inukonda sold 1,017 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $215.14, for a total value of $218,797.38. Following the completion of the sale, the chief financial officer directly owned 208,412 shares in the company, valued at $44,837,757.68. This trade represents a 0.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Shona L. Brown sold 1,250 shares of DoorDash stock in a transaction on Monday, February 9th. The stock was sold at an average price of $181.28, for a total transaction of $226,600.00. Following the completion of the transaction, the director directly owned 32,252 shares in the company, valued at $5,846,642.56. This represents a 3.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 315,725 shares of company stock worth $67,969,184. Insiders own 5.83% of the company’s stock.

More DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Robust growth and guidance — Q4 revenue of $3.96B (+~38% Y/Y) and a 32% jump in orders underpin optimism that delivery demand and new verticals will sustain growth. Zacks: Q4 Earnings
• Positive Sentiment: Analyst bullishness persists — Truist raised its target to $340 (buy) and Bank of America lifted its target to $272; several analysts still see double‑digit upside on the guidance update. Benzinga: Analyst Moves
• Positive Sentiment: Institutional buying and rebound thesis — MarketBeat highlights sustained institutional accumulation and a technical rebound setup tied to increased FY26 spending to accelerate growth. MarketBeat: Rebound Signal
• Positive Sentiment: Unusual bullish options flow — Traders bought ~34,908 call contracts on Friday (≈+101% vs. typical daily volume), signaling speculative bullish positioning that can amplify short‑term upside.
• Neutral Sentiment: Retail promotions — DoorDash gift‑card deals are running (15% off), which can support order activity but has limited strategic impact. Android Authority: Gift Card Deal
• Neutral Sentiment: Short‑interest reporting appears anomalous (entries show zero/NaN), so there’s no meaningful short squeeze signal from the provided short‑interest data.
• Negative Sentiment: Earnings & guidance concerns — Q4 EPS missed ( $0.48 vs. $0.58 est.) and revenue slightly missed consensus; the company flagged rising costs and storm impacts that produced a weaker near‑term profit outlook. Seeking Alpha: Investment Intensity
• Negative Sentiment: Analyst target cuts — Several firms trimmed price targets (Cantor Fitzgerald, Needham, DA Davidson, Citizens Jmp reduced their targets), reflecting concern that increased spending will compress near‑term margins even as growth continues. Benzinga: Price Target Moves
• Negative Sentiment: Margin and investment scrutiny — Commentators and some analysts warn that the intensified investment cycle (tech, marketing, new verticals) could weigh on profitability before benefits materialize. CNBC: Investment Cycle

DoorDash Trading Up 0.1%

Shares of NASDAQ:DASH opened at $176.29 on Friday. The company has a market capitalization of $75.98 billion, a PE ratio of 83.16 and a beta of 1.77. The company has a current ratio of 1.41, a quick ratio of 2.04 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 12-month low of $155.40 and a 12-month high of $285.50. The business’s fifty day simple moving average is $207.67 and its 200-day simple moving average is $231.28.

DoorDash (NASDAQ:DASH) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 earnings per share for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). The company had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.98 billion. DoorDash had a net margin of 6.82% and a return on equity of 10.15%. DoorDash’s revenue for the quarter was up 37.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.33 EPS. As a group, equities research analysts predict that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DASH has been the subject of several research reports. Jefferies Financial Group boosted their price objective on shares of DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Needham & Company LLC decreased their price target on shares of DoorDash from $275.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday. KeyCorp increased their price objective on DoorDash from $275.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday. The Goldman Sachs Group set a $267.00 price objective on DoorDash in a report on Monday, February 2nd. Finally, Piper Sandler reaffirmed a “neutral” rating and set a $220.00 target price (down from $230.00) on shares of DoorDash in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $263.89.

DoorDash Company 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.