DoorDash, Inc. $DASH Holdings Boosted by Mather Group LLC.

Mather Group LLC. lifted its stake in shares of DoorDash, Inc. (NASDAQ:DASH) by 620.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,229 shares of the company’s stock after purchasing an additional 5,365 shares during the quarter. Mather Group LLC.’s holdings in DoorDash were worth $1,143,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Janus Henderson Group PLC lifted its holdings in DoorDash by 40.2% during the 1st quarter. Janus Henderson Group PLC now owns 7,762,553 shares of the company’s stock worth $1,159,377,000 after purchasing an additional 2,225,954 shares in the last quarter. Temasek Holdings Private Ltd grew its holdings in DoorDash by 49.4% during the 1st quarter. Temasek Holdings Private Ltd now owns 3,461,501 shares of the company’s stock valued at $519,744,000 after buying an additional 1,145,078 shares in the last quarter. Bank of America Corp DE grew its holdings in DoorDash by 18.4% during the 1st quarter. Bank of America Corp DE now owns 3,449,266 shares of the company’s stock valued at $517,907,000 after buying an additional 536,080 shares in the last quarter. Amundi grew its holdings in DoorDash by 31.1% during the 1st quarter. Amundi now owns 2,315,722 shares of the company’s stock valued at $347,706,000 after buying an additional 549,387 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its position in shares of DoorDash by 137.6% during the first quarter. Assenagon Asset Management S.A. now owns 1,528,218 shares of the company’s stock valued at $229,462,000 after buying an additional 885,122 shares during the period. 90.64% of the stock is currently owned by institutional investors.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash is broadening its marketplace in Australia through a partnership with Woolworths Group’s BIG W, adding more than 35,000 everyday products with delivery potentially within 60 minutes. The expansion could increase order frequency beyond restaurants. BIG W Lands on DoorDash App
• Positive Sentiment: The company is promoting its consumer reach through a new apparel-delivery relationship with SKIMS and by publishing its 2026 list of leading pizzerias. These initiatives support DoorDash’s strategy of becoming a broader local-commerce platform, although their near-term financial impact is unclear. DoorDash Delivers SKIMS
• Neutral Sentiment: DoorDash continues to receive broad analyst support, with the referenced coverage citing a “Moderate Buy” consensus and an average price target of $254.95. However, the stock’s valuation remains demanding, with a reported P/E ratio near 100.
• Negative Sentiment: CFO Ravi Inukonda sold 1,017 shares for approximately $198,315 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his holdings by only 0.46%, limiting its significance, but it follows larger sales earlier in the year and may add modest pressure to sentiment. DoorDash CFO Stock Sale
• Negative Sentiment: Recent reports describe lawsuits alleging sexual assault by DoorDash delivery drivers, a driver robbery, and an alleged shooting involving a delivery driver. These incidents are not evidence of company-wide operating failures, but they raise reputational, safety, insurance and potential litigation concerns. Jupiter Woman Sues DoorDash
• Negative Sentiment: Customer complaints involving a chatbot allegedly offering and then denying a refund, along with viral reports of stolen or mishandled orders, could hurt perceptions of customer service and platform reliability. These stories are unlikely to materially change fundamentals alone but contribute to negative news flow. DoorDash Customer Refund Complaint

DoorDash Price Performance

NASDAQ:DASH traded down $3.90 during trading hours on Friday, hitting $189.15. 3,020,510 shares of the company’s stock traded hands, compared to its average volume of 4,093,138. DoorDash, Inc. has a 52 week low of $143.30 and a 52 week high of $269.00. The business’s fifty day simple moving average is $204.83 and its two-hundred day simple moving average is $183.93. The company has a quick ratio of 1.37, a current ratio of 1.37 and a debt-to-equity ratio of 0.27. The firm has a market cap of $81.96 billion, a P/E ratio of 99.03 and a beta of 1.90.

DoorDash (NASDAQ:DASH) last announced its earnings results on Wednesday, August 5th. The company reported $0.46 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.01). DoorDash had a return on equity of 8.48% and a net margin of 5.29%. The business had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.34 billion. During the same quarter in the prior year, the company earned $0.65 earnings per share. DoorDash’s revenue was up 35.6% compared to the same quarter last year. On average, research analysts anticipate that DoorDash, Inc. will post 2.51 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on DASH. Jefferies Financial Group increased their price target on shares of DoorDash from $225.00 to $250.00 and gave the stock a “buy” rating in a report on Tuesday, August 11th. Susquehanna raised their price objective on shares of DoorDash from $225.00 to $250.00 and gave the company a “positive” rating in a research report on Friday, August 7th. Loop Capital boosted their price objective on shares of DoorDash from $225.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, September 22nd. Moffett Nathanson reduced their price objective on shares of DoorDash from $280.00 to $278.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Finally, Argus upped their target price on shares of DoorDash from $190.00 to $270.00 in a report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $254.95.

Insider Activity

In other news, COO Prabir Adarkar sold 8,738 shares of the business’s stock in a transaction dated Monday, September 28th. The stock was sold at an average price of $180.85, for a total transaction of $1,580,267.30. Following the completion of the transaction, the chief operating officer owned 921,473 shares of the company’s stock, valued at approximately $166,648,392.05. The trade was a 0.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Keith Yandell sold 2,183 shares of the company’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $183.69, for a total transaction of $400,995.27. Following the completion of the transaction, the chief operating officer owned 118,505 shares in the company, valued at approximately $21,768,183.45. This trade represents a 1.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 393,998 shares of company stock worth $85,861,330. Company insiders own 44.90% of the company’s stock.

DoorDash Profile

DoorDash, Inc is a technology company that operates a local commerce platform connecting consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its DoorDash app and website, customers can discover businesses, place orders for delivery or pickup, and access related services. The company also provides merchants with tools for online ordering, logistics, customer engagement, advertising and business analytics.

DoorDash generates additional activity through subscription programs such as DashPass, which provides participating customers with delivery-related benefits, and through its logistics and commerce solutions for merchants.