PFA Pension Forsikringsaktieselskab Acquires New Shares in DoorDash, Inc. $DASH

Key Points

• PFA Pension Forsikringsaktieselskab acquired a new stake of 206,363 shares in DoorDash during Q4, valued at approximately $47.08 million.
• Company insiders — including COO Prabir Adarkar and director Stanley Tang — have recently sold stock (10,000 and 21,433 shares respectively), with insiders selling a total of 89,406 shares (~$16.64 million) over the last 90 days and now owning 5.83%.
• Analysts remain broadly favorable with a "Moderate Buy" consensus and a consensus price target of $259.31, despite mixed target revisions across firms (roughly $206–$276).

PFA Pension Forsikringsaktieselskab acquired a new stake in DoorDash, Inc. (NASDAQ:DASH - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 206,363 shares of the company's stock, valued at approximately $47,078,000.

Other hedge funds also recently bought and sold shares of the company. Physician Wealth Advisors Inc. increased its position in DoorDash by 284.0% during the third quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company's stock worth $26,000 after buying an additional 71 shares in the last quarter. Eastern Bank increased its position in DoorDash by 714.3% during the fourth quarter. Eastern Bank now owns 114 shares of the company's stock worth $26,000 after buying an additional 100 shares in the last quarter. ST Germain D J Co. Inc. purchased a new position in DoorDash during the fourth quarter worth $29,000. Sunbelt Securities Inc. boosted its holdings in shares of DoorDash by 124.1% during the third quarter. Sunbelt Securities Inc. now owns 121 shares of the company's stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Finally, Morse Asset Management Inc acquired a new stake in shares of DoorDash during the third quarter worth $36,000. Hedge funds and other institutional investors own 90.64% of the company's stock.

Insider Transactions at DoorDash

In other news, COO Prabir Adarkar sold 10,000 shares of DoorDash stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $188.34, for a total transaction of $1,883,400.00. Following the sale, the chief operating officer directly owned 843,678 shares of the company's stock, valued at approximately $158,898,314.52. The trade was a 1.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 21,433 shares of DoorDash stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $150.00, for a total value of $3,214,950.00. Following the sale, the director directly owned 19,279 shares in the company, valued at approximately $2,891,850. The trade was a 52.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 89,406 shares of company stock valued at $16,639,624. 5.83% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. DA Davidson decreased their price objective on DoorDash from $260.00 to $224.00 and set a "neutral" rating on the stock in a report on Thursday, February 19th. Oppenheimer decreased their price objective on DoorDash from $280.00 to $235.00 and set an "outperform" rating on the stock in a report on Thursday, February 19th. Guggenheim decreased their price objective on DoorDash from $275.00 to $255.00 and set a "buy" rating on the stock in a report on Thursday, February 19th. Moffett Nathanson set a $276.00 price objective on DoorDash in a report on Wednesday, April 15th. Finally, Bank of America upped their price target on shares of DoorDash from $260.00 to $272.00 and gave the stock a "buy" rating in a research report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $259.31.

DoorDash Trading Up 4.3%

NASDAQ:DASH opened at $175.83 on Friday. The business's 50-day moving average is $167.00 and its two-hundred day moving average is $199.59. 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 12 month low of $143.30 and a 12 month high of $285.50. The firm has a market capitalization of $76.39 billion, a PE ratio of 82.94 and a beta of 1.88.

DoorDash (NASDAQ:DASH - Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The company had revenue of $3.96 billion during the quarter, compared to analysts' expectations of $3.98 billion. During the same period last year, the business earned $0.33 earnings per share. The company's revenue for the quarter was up 37.7% compared to the same quarter last year. Research analysts predict that DoorDash, Inc. will post 2.51 earnings per share for the current fiscal year.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: SNAP benefits accepted at Kroger via DoorDash — expands grocery addressable market and could lift order volume from lower‑income households. Article Title
• Positive Sentiment: DoorDash for Business launches Meal Manager — product aimed at simplifying office dining could increase recurring, higher‑margin corporate spend. Article Title
• Positive Sentiment: Rally House launches on DoorDash — expands non-food retail/merchandise available on the platform, diversifying GMV beyond restaurants. Article Title
• Neutral Sentiment: Local / human‑interest coverage (e.g., “DoorDash of foster care”) provides PR but limited direct financial impact. Article Title
• Neutral Sentiment: Market commentary pieces explain today’s move and recap catalysts — useful for sentiment tracking but not new fundamentals. Article Title
• Negative Sentiment: UBS cut its price target from $240 to $206 and moved to a “neutral” rating — lowers analyst endorsement and could cap near‑term upside despite a still-positive implied premium. Article Title
• Negative Sentiment: Reported app outage affected thousands of users — short‑term order disruption and reliability concerns that can pressure near‑term volume and sentiment. Article Title
• Negative Sentiment: Driver safety incident (carjacking/shooting during a delivery) raises operational and PR risk, which can influence regulatory scrutiny and driver retention. Article Title

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.

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