Dana Investment Advisors Inc. Increases Position in DoorDash, Inc. $DASH

Dana Investment Advisors Inc. increased its stake in shares of DoorDash, Inc. (NASDAQ:DASH) by 40.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,878 shares of the company’s stock after purchasing an additional 11,799 shares during the quarter. Dana Investment Advisors Inc.’s holdings in DoorDash were worth $11,118,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in DASH. Physician Wealth Advisors Inc. lifted its position in shares of DoorDash by 284.0% during the third quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after buying an additional 71 shares during the last quarter. Sound Income Strategies LLC grew its position in shares of DoorDash by 2,760.0% in the 3rd quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock worth $39,000 after buying an additional 138 shares during the last quarter. Rossby Financial LCC raised its stake in shares of DoorDash by 127.8% during the 3rd quarter. Rossby Financial LCC now owns 164 shares of the company’s stock worth $44,000 after acquiring an additional 92 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in DoorDash by 74.3% during the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 176 shares of the company’s stock valued at $48,000 after acquiring an additional 75 shares during the last quarter. Finally, Concord Wealth Partners acquired a new stake in DoorDash in the third quarter valued at approximately $50,000. Institutional investors own 90.64% of the company’s stock.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Analysts see upside and a rebound story after DoorDash’s guidance update and spending plan for 2026; MarketBeat highlights institutional buying, margin improvement potential and a consensus “Moderate Buy” that points to double-digit upside if execution continues. DoorDash Rebound Signal: Analysts See Double-Digit Upside From Here
• Positive Sentiment: Citi still lists DoorDash as its top pick in the internet sector following the Q4 beat/guide cadence, a vote of confidence from a major bank that can support buyers under weakness. DoorDash (DASH) still Citi’s top pick
• Positive Sentiment: Several firms raised price targets for DASH (including moves to $272 and $340), signaling that some analysts still expect meaningful upside despite recent volatility. Price Target Raised to $340 Price Target Raised to $272
• Positive Sentiment: Insider/institution signals: a member of Congress disclosed a purchase of DASH shares and the consensus analyst rating remains around “Moderate Buy” — small supportive signals for demand. Rep. Gilbert Ray Cisneros, Jr. Buys DoorDash Stock Average Recommendation “Moderate Buy”
• Neutral Sentiment: Q4/FY2025 results were mixed: strong revenue growth (~38% YoY to $3.96B) and improving margins, but slight misses versus consensus on revenue and EPS and guidance that includes increased investment — a growth story but with near-term profit/expense tradeoffs. DoorDash Releases FQ4 2025 Earnings
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated short-term trading interest and potential volatility (could magnify moves in either direction). DoorDash Sees Unusually High Options Volume
• Negative Sentiment: Operational disruptions from a major Northeast blizzard: DoorDash suspended or paused service across NYC, Philadelphia, New Jersey and Connecticut at various times — a near-term hit to order volume and delivery revenue in key urban markets. Multiple outlets reported the shutdown/extended pause. DoorDash extends NYC pause after blizzard Suspends Philadelphia & New Jersey operations Suspends service in Connecticut
• Negative Sentiment: Some analysts trimmed price targets (Needham, Cantor Fitzgerald), adding to near-term selling pressure and mixed messaging after the quarter. Needham Cuts Price Target to $265 Cantor Fitzgerald Cuts Price Target to $230
• Negative Sentiment: Ongoing settlement claims reminders (final weeks to claim payouts) keep legacy legal/expense items visible to investors, a small ongoing liability and headline risk. Final weeks to claim payments from DoorDash settlement

DoorDash Stock Down 6.6%

Shares of DASH stock opened at $164.66 on Tuesday. DoorDash, Inc. has a fifty-two week low of $155.40 and a fifty-two week high of $285.50. The firm has a market capitalization of $70.97 billion, a PE ratio of 77.67 and a beta of 1.78. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41. The stock’s 50-day simple moving average is $206.43 and its 200-day simple moving average is $230.17.

DoorDash (NASDAQ:DASH) last released its earnings results 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 for the quarter, compared to analyst estimates of $3.98 billion. During the same period last year, the firm earned $0.33 EPS. The company’s revenue for the quarter was up 37.7% compared to the same quarter last year. Equities analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Cantor Fitzgerald reduced their price target on DoorDash from $285.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. UBS Group dropped their target price on DoorDash from $245.00 to $240.00 and set a “neutral” rating on the stock in a research note on Thursday. Argus decreased their price target on DoorDash from $275.00 to $260.00 and set a “buy” rating for the company in a research note on Friday, December 12th. BNP Paribas Exane began coverage on DoorDash in a report on Wednesday, January 14th. They issued an “outperform” rating and a $280.00 price target for the company. Finally, Roth Mkm restated a “neutral” rating and set a $200.00 price target on shares of DoorDash in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, DoorDash currently has an average rating of “Moderate Buy” and an average target price of $264.74.

Insider Transactions at DoorDash

In related news, Director Shona L. Brown sold 1,250 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $181.28, for a total transaction of $226,600.00. Following the completion of the transaction, the director owned 32,252 shares of the company’s stock, valued at $5,846,642.56. This trade represents a 3.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Prabir Adarkar sold 15,000 shares of the business’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $204.59, for a total transaction of $3,068,850.00. Following the transaction, the chief operating officer owned 874,130 shares of the company’s stock, valued at $178,838,256.70. This represents a 1.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 291,236 shares of company stock valued at $63,380,925. 5.83% of the stock is owned by corporate insiders.

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.