Banque Transatlantique SA Invests $3.67 Million in DoorDash, Inc. $DASH

Banque Transatlantique SA purchased a new stake in shares of DoorDash, Inc. (NASDAQ:DASH) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 13,665 shares of the company’s stock, valued at approximately $3,674,000.

Several other large investors also recently made changes to their positions in the business. Physician Wealth Advisors Inc. grew its position in DoorDash by 284.0% in the third quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after acquiring an additional 71 shares in the last quarter. Sound Income Strategies LLC grew its position in shares of DoorDash by 2,760.0% during the third quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock worth $39,000 after buying an additional 138 shares in the last quarter. Rossby Financial LCC raised its holdings in DoorDash by 127.8% in the third quarter. Rossby Financial LCC now owns 164 shares of the company’s stock valued at $44,000 after acquiring an additional 92 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its stake in shares of DoorDash by 74.3% in the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 176 shares of the company’s stock valued at $48,000 after purchasing an additional 75 shares in the last quarter. Finally, Asset Planning Inc bought a new position in shares of DoorDash during the third quarter worth about $50,000. Institutional investors and hedge funds own 90.64% of the company’s stock.

Insiders Place Their Bets

In related news, Director Stanley Tang sold 45,410 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $209.01, for a total value of $9,491,144.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Shona L. Brown sold 1,250 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $176.61, for a total value of $220,762.50. Following the transaction, the director owned 31,002 shares in the company, valued at approximately $5,475,263.22. This trade represents a 3.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 205,409 shares of company stock worth $45,332,298 in the last 90 days. 5.83% of the stock is owned by corporate insiders.

Key DoorDash News

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
• Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
• Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
• Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
• Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
• Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
• Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.

DoorDash Trading Down 0.2%

NASDAQ DASH opened at $161.36 on Friday. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50. The firm’s fifty day simple moving average is $190.69 and its 200-day simple moving average is $222.90. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $70.10 billion, a PE ratio of 76.11 and a beta of 1.82.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). The firm had revenue of $3.96 billion during 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%. The company’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.33 EPS. As a group, sell-side analysts anticipate that DoorDash, Inc. will post 2.22 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Citigroup decreased their target price on DoorDash from $283.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, February 20th. Benchmark increased their target price on DoorDash from $280.00 to $285.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Wolfe Research set a $270.00 price target on shares of DoorDash in a report on Monday, January 5th. Guggenheim dropped their price objective on shares of DoorDash from $275.00 to $255.00 and set a “buy” rating on the stock in a report on Thursday, February 19th. Finally, DA Davidson decreased their target price on shares of DoorDash from $260.00 to $224.00 and set a “neutral” rating for the company in a research report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $262.82.

About DoorDash

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.