Orion Porfolio Solutions LLC Has $6.51 Million Stock Holdings in DoorDash, Inc. $DASH

Orion Porfolio Solutions LLC lifted its holdings in DoorDash, Inc. (NASDAQ:DASH) by 86.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,935 shares of the company’s stock after buying an additional 11,078 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in DoorDash were worth $6,510,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Physician Wealth Advisors Inc. increased its holdings in shares of 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 purchasing an additional 71 shares in the last quarter. Sound Income Strategies LLC lifted its holdings in DoorDash by 2,760.0% during 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 in the last quarter. Rossby Financial LCC lifted its holdings in DoorDash by 127.8% during the 3rd quarter. Rossby Financial LCC now owns 164 shares of the company’s stock worth $44,000 after buying an additional 92 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its position in 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 buying an additional 75 shares during the last quarter. Finally, Asset Planning Inc bought a new position in DoorDash in the 3rd quarter valued at $50,000. Institutional investors and hedge funds own 90.64% of the company’s stock.

Analyst Ratings Changes

Several analysts have weighed in on DASH shares. Wolfe Research set a $270.00 price objective on DoorDash in a report on Monday, January 5th. Citizens Jmp lowered their price target on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating for the company in a research report on Friday, February 20th. UBS Group lowered their price target on shares of DoorDash from $245.00 to $240.00 and set a “neutral” rating for the company in a research report on Thursday, February 19th. Barclays cut their price objective on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a report on Thursday, February 19th. Finally, Wells Fargo & Company reduced their price objective on shares of DoorDash from $251.00 to $221.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 19th. One investment 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $262.82.

Insider Transactions at DoorDash

In other news, Director Stanley Tang sold 45,410 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $222.53, for a total transaction of $10,105,087.30. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Andy Fang sold 30,000 shares of DoorDash stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $222.52, for a total value of $6,675,600.00. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 220,826 shares of company stock valued at $48,944,946. Insiders own 5.83% of the company’s stock.

Key Headlines Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Launched an AI-powered pizza customization experience to drive orders and engagement ahead of Pi Day. DoorDash Launches AI-Powered Pizza Customization Experience Ahead of Pi Day
• Positive Sentiment: Rolled out an autonomous delivery robot pilot in Fremont — incremental automation that could lower last‑mile costs if scaled. DoorDash launches delivery robot in Fremont
• Positive Sentiment: Shifting marketing toward social-first creative with hires (Ziwe, Rob Rausch) to improve ROAS and brand engagement. DoorDash Is Tapping Ziwe and Rob Rausch for Social Ads People Actually Like
• Positive Sentiment: New merchant partnerships (Joe Fresh onboarding; Casey’s Feeding America campaign) expand the platform and support order volume/brand goodwill. Joe Fresh Launches On-Demand Delivery Through DoorDash
• Neutral Sentiment: Company says it will “prioritize investments” during 2026 — signals continued spending on growth and product, which could support long‑term GMV but pressure near‑term margins. DoorDash (DASH) To Prioritize Investments During 2026
• Neutral Sentiment: Promotions and coupon coverage (consumer discounts) can boost short‑term orders but may narrow unit economics. DoorDash Coupons: Get Free Delivery And 15% Off Your First Order
• Neutral Sentiment: Reported short‑interest data in the feed is noisy/unusual (zero shares reported); no clear market signal from short activity. (internal data)
• Negative Sentiment: Mizuho cut its expectations for DASH, lowering price outlook — an analyst downgrade that can weigh on sentiment and selling pressure. Mizuho Has Lowered Expectations for DoorDash (NASDAQ:DASH) Stock Price
• Negative Sentiment: Multiple local stories of drivers being arrested or police completing deliveries (New Jersey, Greenbelt, Gloucester County) are minor reputational/operational hits that can prompt short‑term headlines and investor caution. N.J. police complete DoorDash delivery after arresting driver

DoorDash Stock Down 2.3%

Shares of NASDAQ DASH opened at $179.17 on Friday. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. 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 has a market cap of $77.84 billion, a P/E ratio of 84.51 and a beta of 1.82. The firm has a 50 day moving average price of $196.55 and a 200 day moving average price of $225.61.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share 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 the consensus estimate of $3.98 billion. During the same period in the prior 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. Analysts expect that DoorDash, Inc. will post 2.22 EPS for the current year.

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.