Temasek Holdings Private Ltd Sells 779,478 Shares of DoorDash, Inc. $DASH

Key Points

• Temasek cut its stake in DoorDash by 25.1% in Q3, selling 779,478 shares and still holds 2,322,680 shares worth about $631.7 million, making DoorDash its 12th largest position (~2.2% of Temasek's holdings).
• DoorDash missed quarterly expectations with $0.48 EPS vs. $0.58 expected and revenue of $3.96B (vs. $3.98B), though revenue grew 37.7% year‑over‑year; the stock has a $70.1B market cap and a consensus analyst rating of "Moderate Buy" with a target around $262.82.
• Insiders have been net sellers—205,409 shares (~$45.3M) sold in the past three months including CFO and COO transactions—while institutional ownership remains high at 90.64% and analyst price targets range roughly $220–$270.

Temasek Holdings Private Ltd cut its stake in shares of DoorDash, Inc. (NASDAQ:DASH - Free Report) by 25.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,322,680 shares of the company's stock after selling 779,478 shares during the period. DoorDash comprises approximately 2.2% of Temasek Holdings Private Ltd's holdings, making the stock its 12th largest position. Temasek Holdings Private Ltd owned approximately 0.54% of DoorDash worth $631,746,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Pinnbrook Capital Management LP purchased a new position in shares of DoorDash in the 3rd quarter worth $5,058,000. Brown Brothers Harriman & Co. increased its position in DoorDash by 117.7% during the third quarter. Brown Brothers Harriman & Co. now owns 1,265 shares of the company's stock valued at $344,000 after acquiring an additional 684 shares during the last quarter. Banque Transatlantique SA purchased a new stake in DoorDash during the third quarter valued at $3,674,000. Capital Wealth Planning LLC lifted its holdings in DoorDash by 186.8% in the third quarter. Capital Wealth Planning LLC now owns 12,577 shares of the company's stock valued at $3,421,000 after acquiring an additional 8,192 shares during the period. Finally, FORA Capital LLC bought a new position in DoorDash in the third quarter valued at about $4,995,000. 90.64% of the stock is owned by institutional investors.

DoorDash Price Performance

DASH stock opened at $161.36 on Friday. 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 company's fifty day moving average price is $190.69 and its 200-day moving average price is $222.90. DoorDash, Inc. has a one year low of $155.40 and a one year high of $285.50. 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 - Get Free Report) last posted its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share for the quarter, missing the consensus estimate of $0.58 by ($0.10). The company had revenue of $3.96 billion for the quarter, compared to analysts' expectations of $3.98 billion. DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The business's revenue was up 37.7% on a year-over-year basis. During the same period in the previous year, the business posted $0.33 earnings per share. On average, equities analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.

Insider Buying and Selling at DoorDash

In other DoorDash news, CFO Ravi Inukonda sold 1,425 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $231.97, for a total transaction of $330,557.25. Following the completion of the transaction, the chief financial officer owned 184,037 shares of the company's stock, valued at $42,691,062.89. This represents a 0.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Prabir Adarkar sold 30,000 shares of the firm's stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $234.57, for a total value of $7,037,100.00. Following the transaction, the chief operating officer owned 874,130 shares of the company's stock, valued at approximately $205,044,674.10. The trade was a 3.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 205,409 shares of company stock worth $45,332,298. Insiders own 5.83% of the company's stock.

More 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.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on DASH. Wedbush raised their target price on DoorDash from $260.00 to $270.00 and gave the stock an "outperform" rating in a research report on Friday, December 19th. Oppenheimer reduced their price target on shares of DoorDash from $280.00 to $235.00 and set an "outperform" rating for the company in a research report on Thursday, February 19th. The Goldman Sachs Group set a $267.00 price objective on shares of DoorDash in a report on Monday, February 2nd. Jefferies Financial Group boosted their target price on shares of DoorDash from $260.00 to $270.00 and gave the company a "buy" rating in a research report on Thursday, December 11th. Finally, Barclays reduced their target price on shares of DoorDash from $238.00 to $220.00 and set an "equal weight" rating for the company in a report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $262.82.

DoorDash 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.

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