Schroder Investment Management Group Has $24.30 Million Position in DoorDash, Inc. $DASH

Schroder Investment Management Group lowered its holdings in DoorDash, Inc. (NASDAQ:DASH) by 12.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,176 shares of the company’s stock after selling 12,714 shares during the period. Schroder Investment Management Group’s holdings in DoorDash were worth $24,300,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Jefferies Financial Group Inc. grew its holdings in shares of DoorDash by 136.6% during the third quarter. Jefferies Financial Group Inc. now owns 42,355 shares of the company’s stock valued at $11,520,000 after buying an additional 24,454 shares in the last quarter. B. Metzler seel. Sohn & Co. AG raised its position in DoorDash by 2.3% during the third quarter. B. Metzler seel. Sohn & Co. AG now owns 11,060 shares of the company’s stock valued at $3,008,000 after buying an additional 245 shares during the period. Parallel Advisors LLC lifted its stake in DoorDash by 2.8% in the 3rd quarter. Parallel Advisors LLC now owns 5,641 shares of the company’s stock worth $1,534,000 after acquiring an additional 154 shares in the last quarter. Meiji Yasuda Life Insurance Co lifted its stake in DoorDash by 65.2% in the 3rd quarter. Meiji Yasuda Life Insurance Co now owns 3,469 shares of the company’s stock worth $944,000 after acquiring an additional 1,369 shares in the last quarter. Finally, Meiji Yasuda Asset Management Co Ltd. boosted its position in DoorDash by 20.0% during the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 2,912 shares of the company’s stock worth $792,000 after acquiring an additional 486 shares during the period. Institutional investors and hedge funds own 90.64% of the company’s stock.

Insider Transactions at DoorDash

In other news, CFO Ravi Inukonda sold 1,017 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $215.14, for a total transaction of $218,797.38. Following the transaction, the chief financial officer owned 208,412 shares in the company, valued at approximately $44,837,757.68. This trade represents a 0.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Stanley Tang sold 45,410 shares of DoorDash stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $209.01, for a total transaction of $9,491,144.10. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 205,409 shares of company stock valued at $45,332,298. Insiders own 5.83% of the company’s stock.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Zacks highlights a jump in DoorDash’s marketplace GOV (up ~39% to $29.7B in Q4 2025) and projects Q1 2026 GOV of about $31B–$31.8B — evidence that retail and grocery expansion is meaningfully driving volume and revenue upside. Zacks: DASH Gains From Robust Marketplace GOV
• Positive Sentiment: DoorDash partnered with Casey’s on a hunger relief campaign — a retail partnership that can deepen merchant relationships and local brand presence in convenience/retail channels. Casey’s Partners With DoorDash for Hunger Relief Campaign
• Positive Sentiment: Local PR wins: a Starbucks DoorDash request that turned into a community help campaign generated positive visibility and goodwill for the platform. Starbucks + DoorDash community campaign
• Neutral Sentiment: Grubhub is trialing drone delivery in New Jersey — the technology push validates industry innovation but also signals increased competition and capex/operational complexity across delivery platforms. Grubhub to Trial Drone Delivery
• Neutral Sentiment: Coverage pieces are debating whether DASH is underperforming the consumer cyclical sector — useful for framing expectations but not an immediate catalyst. Is DASH underperforming?
• Neutral Sentiment: Promotional activity: gift card deals with DoorDash and peers could support short-term volume through discounts/promo effectiveness but also compress take-rate economics if used heavily. Gift card deals article
• Negative Sentiment: Benzinga and other outlets point to fresh geopolitical turmoil in the Middle East as a reason for today’s weaker trading — macro/geopolitical shocks can reduce consumer discretionary spending and increase delivery costs/volatility. Why DoorDash Stock Is Down
• Negative Sentiment: DoorDash notified users of a data breach — potential reputational risk, regulatory scrutiny and short-term user/merchant friction could hurt engagement. DoorDash data breach notice
• Negative Sentiment: Rising gasoline prices are squeezing Dashers in some markets; higher driver costs can raise delivery fees or compress margins if DoorDash absorbs costs to maintain delivery times. Rising gas prices squeeze DoorDash drivers
• Negative Sentiment: Insider selling: a director sold 1,250 shares last week (SEC filing disclosed) — small in scale but often watched by investors for signaling. Director insider sale SEC filing

DoorDash Stock Down 4.6%

Shares of DoorDash stock opened at $161.75 on Friday. The firm has a market cap of $70.27 billion, a price-to-earnings ratio of 76.30 and a beta of 1.82. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.41 and a quick ratio of 1.41. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The stock has a 50-day simple moving average of $191.86 and a 200-day simple moving average of $223.48.

DoorDash (NASDAQ:DASH) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The firm had revenue of $3.96 billion during the quarter, compared to analyst estimates of $3.98 billion. During the same quarter in the prior year, the company posted $0.33 EPS. The company’s quarterly revenue was up 37.7% on a year-over-year basis. On average, equities research analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have weighed in on DASH shares. KeyCorp lifted their target price on DoorDash from $275.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Barclays reduced their price target on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating for the company in a research report on Thursday, February 19th. 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 report on Thursday, February 19th. Stifel Nicolaus lowered their price objective on shares of DoorDash from $253.00 to $224.00 and set a “hold” rating on the stock in a research report on Tuesday, January 27th. Finally, The Goldman Sachs Group set a $267.00 price objective on shares of DoorDash in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $262.82.

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.