2Xideas AG Lowers Stock Position in Domino’s Pizza Inc $DPZ

2Xideas AG decreased its holdings in shares of Domino’s Pizza Inc (NASDAQ:DPZ) by 16.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,286 shares of the restaurant operator’s stock after selling 2,687 shares during the period. Domino’s Pizza makes up about 1.2% of 2Xideas AG’s holdings, making the stock its 26th biggest position. 2Xideas AG’s holdings in Domino’s Pizza were worth $5,736,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Principal Financial Group Inc. increased its stake in Domino’s Pizza by 1.8% in the 3rd quarter. Principal Financial Group Inc. now owns 1,762,568 shares of the restaurant operator’s stock valued at $760,939,000 after purchasing an additional 30,647 shares in the last quarter. Mediolanum International Funds Ltd increased its position in shares of Domino’s Pizza by 209.6% in the third quarter. Mediolanum International Funds Ltd now owns 4,155 shares of the restaurant operator’s stock valued at $1,805,000 after buying an additional 2,813 shares in the last quarter. Machina Capital S.A.S. acquired a new position in shares of Domino’s Pizza during the 3rd quarter worth $1,557,000. Berkshire Hathaway Inc boosted its position in shares of Domino’s Pizza by 0.5% in the 2nd quarter. Berkshire Hathaway Inc now owns 2,633,868 shares of the restaurant operator’s stock worth $1,186,821,000 after buying an additional 13,255 shares in the last quarter. Finally, Railway Pension Investments Ltd grew its stake in Domino’s Pizza by 304.2% in the 3rd quarter. Railway Pension Investments Ltd now owns 9,700 shares of the restaurant operator’s stock valued at $4,188,000 after acquiring an additional 7,300 shares during the last quarter. Hedge funds and other institutional investors own 94.63% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on DPZ. Stifel Nicolaus reduced their price target on shares of Domino’s Pizza from $510.00 to $485.00 and set a “buy” rating on the stock in a report on Wednesday, January 7th. Sanford C. Bernstein reissued a “market perform” rating and set a $470.00 price objective on shares of Domino’s Pizza in a research note on Tuesday, February 24th. William Blair set a $540.00 target price on Domino’s Pizza in a research note on Monday, February 23rd. Piper Sandler reiterated a “neutral” rating and set a $445.00 target price on shares of Domino’s Pizza in a report on Monday, November 24th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Domino’s Pizza in a research report on Tuesday, February 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $475.71.

Key Headlines Impacting Domino’s Pizza

Here are the key news stories impacting Domino’s Pizza this week:

• Positive Sentiment: Analyst/value write-up says DPZ remains undervalued with a target up to $477 (roughly 20% upside), supporting a buy/long thesis for value investors. Domino’s Pizza Stock Still Looks Cheap
• Positive Sentiment: Options-focused piece recommends bullish option structures (short OTM puts and buying ITM calls funded by OTM puts) as ways to play the perceived undervaluation — increases demand from derivative traders and can support the equity. Options Plays for DPZ
• Positive Sentiment: Momentum/long-term growth stories highlight DPZ as a top momentum stock and emphasize durable demand and execution, which can attract growth/momentum flows. Why Domino’s is a Top Momentum Stock
• Positive Sentiment: Dividend/buy thesis: a buy piece cites Berkshire-related interest and frames DPZ as a dividend-focused, stable cash generator, which may draw income-oriented investors. Berkshire-Backed Dividend Dynamo
• Positive Sentiment: Fundamental support: coverage notes strong Q4 growth and a higher dividend, prompting fresh valuation takes and reinforcing the buy case. Valuation After Strong Q4
• Positive Sentiment: Operational tailwinds: Zacks highlights same-store sales strength, store economics and unit expansion as drivers of retail/system growth — positive for revenue and margin outlook. Same-Store Sales Strength
• Positive Sentiment: Institutional interest: coverage notes increased institutional focus tied to Nasdaq index inclusion, which can support demand and liquidity for the shares. Institutional Focus in Nasdaq Index
• Neutral Sentiment: Analyst insight roundup: a Globe and Mail piece summarizes varied analyst takes on consumer cyclicals including DPZ — helpful context but not a single new catalyst. Analysts Offer Insights
• Neutral Sentiment: Mixed analyst views: coverage notes diverging analyst perspectives on DPZ’s investment story — increases debate over valuation/timing and can add short-term volatility. Diverging Analyst Views
• Negative Sentiment: Bear case / earnings risk: Zacks research flagged weaker earnings expectations for the near term, a downside catalyst that can cap multiple expansion and pressure the stock if results disappoint. Zacks Predicts Weaker Earnings

Domino’s Pizza Price Performance

Domino’s Pizza stock opened at $401.63 on Friday. Domino’s Pizza Inc has a 12-month low of $370.70 and a 12-month high of $499.08. The company has a market capitalization of $13.51 billion, a price-to-earnings ratio of 22.86, a price-to-earnings-growth ratio of 1.71 and a beta of 1.16. The firm’s fifty day moving average price is $400.26 and its 200 day moving average price is $416.54.

Domino’s Pizza (NASDAQ:DPZ) last posted its quarterly earnings data on Monday, February 23rd. The restaurant operator reported $5.35 earnings per share for the quarter, missing analysts’ consensus estimates of $5.38 by ($0.03). Domino’s Pizza had a net margin of 12.18% and a negative return on equity of 15.28%. The firm had revenue of $1.54 billion during the quarter. During the same period in the prior year, the firm posted $4.89 earnings per share. Domino’s Pizza’s revenue was up 6.4% compared to the same quarter last year. Analysts forecast that Domino’s Pizza Inc will post 16.74 earnings per share for the current fiscal year.

Domino’s Pizza Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, March 13th will be paid a dividend of $1.99 per share. This is an increase from Domino’s Pizza’s previous quarterly dividend of $1.74. The ex-dividend date is Friday, March 13th. This represents a $7.96 annualized dividend and a dividend yield of 2.0%. Domino’s Pizza’s dividend payout ratio (DPR) is currently 39.61%.

Insider Activity at Domino’s Pizza

In other news, EVP Kelly E. Garcia sold 4,870 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $434.06, for a total transaction of $2,113,872.20. Following the completion of the sale, the executive vice president owned 6,744 shares of the company’s stock, valued at approximately $2,927,300.64. This trade represents a 41.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.83% of the company’s stock.

Domino’s Pizza Company Profile

Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.

Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.