Sumitomo Mitsui DS Asset Management Company Ltd Purchases 4,139 Shares of DoorDash, Inc. $DASH

Sumitomo Mitsui DS Asset Management Company Ltd grew its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 9.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,019 shares of the company’s stock after acquiring an additional 4,139 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in DoorDash were worth $13,333,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its position in DoorDash by 24.0% during the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after purchasing an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of DoorDash by 21.5% during the first quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock valued at $314,000 after buying an additional 303 shares during the period. Empowered Funds LLC raised its holdings in shares of DoorDash by 3.6% during the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock valued at $1,486,000 after acquiring an additional 285 shares in the last quarter. SageView Advisory Group LLC lifted its stake in DoorDash by 5.1% in the first quarter. SageView Advisory Group LLC now owns 1,435 shares of the company’s stock worth $262,000 after acquiring an additional 69 shares during the period. Finally, Focus Partners Wealth boosted its holdings in DoorDash by 251.6% in the first quarter. Focus Partners Wealth now owns 9,261 shares of the company’s stock valued at $1,693,000 after acquiring an additional 6,627 shares in the last quarter. 90.64% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on DASH. Truist Financial upped their price objective on shares of DoorDash from $326.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Needham & Company LLC reduced their price target on shares of DoorDash from $300.00 to $275.00 and set a “buy” rating on the stock in a research report on Friday, November 14th. Susquehanna lowered their price objective on shares of DoorDash from $300.00 to $250.00 and set a “positive” rating for the company in a report on Friday, November 7th. Benchmark lifted their price objective on DoorDash from $315.00 to $320.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Finally, Mizuho decreased their target price on DoorDash from $350.00 to $320.00 and set an “outperform” rating for the company in a research report on Wednesday, November 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, DoorDash currently has an average rating of “Moderate Buy” and a consensus target price of $277.94.

DoorDash Price Performance

DASH stock opened at $215.56 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 2.04 and a current ratio of 2.04. The firm has a 50 day moving average price of $217.70 and a 200-day moving average price of $241.34. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The firm has a market capitalization of $92.91 billion, a price-to-earnings ratio of 109.42 and a beta of 1.70.

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

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Management publicly pushed back on a viral hoax about driver scoring, reducing short‑term regulatory/PR uncertainty and showing active reputation management. Article Title
• Positive Sentiment: DoorDash banned a driver alleged to have used AI images to fake deliveries — a sign the company is enforcing fraud controls that protect marketplace integrity and merchant trust. Article Title
• Positive Sentiment: Zacks Research nudged several longer‑term estimates higher (notably FY2027 / Q4 2027), suggesting some analyst expectation of stronger earnings further out. Zacks Research
• Neutral Sentiment: DoorDash set its Q4 and full‑year 2025 results release for Feb. 18 — this is the nearest company‑specific catalyst that could move the stock via results and guidance. Article Title
• Neutral Sentiment: Coverage and marketing highlights (CES/commerce media stories) reinforce growth initiatives — positive for longer‑term TAM expansion but not an immediate earnings driver. Article Title
• Negative Sentiment: Zacks Research maintained a “Strong Sell” and issued several near‑term EPS downgrades (Q1/Q2/Q3 2026 and parts of 2027), creating an analyst headwind that can pressure the stock. Zacks Research
• Negative Sentiment: Significant insider selling: multiple directors and CEO Tony Xu disclosed multi‑million dollar sales in early January — large insider dispositions often prompt investor caution about near‑term outlook. Director Sale Article Director Sale Article 2 CEO Form 4
• Negative Sentiment: Serious safety/PR risk: reports that a DoorDash driver allegedly assaulted a 75‑year‑old veteran (leaving him in a coma) increase potential liability, regulatory scrutiny, and reputational damage. Article Title

Insider Transactions at DoorDash

In related news, CEO Tony Xu sold 16,667 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $230.00, for a total transaction of $3,833,410.00. Following the sale, the chief executive officer directly owned 1,500 shares of the company’s stock, valued at approximately $345,000. This represents a 91.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Prabir Adarkar sold 30,000 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $234.57, for a total transaction of $7,037,100.00. Following the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at approximately $205,044,674.10. This represents a 3.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 642,011 shares of company stock valued at $136,832,543. 5.83% of the stock is currently owned by corporate insiders.

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.