Jefferies Financial Group Inc. Increases Position in DoorDash, Inc. $DASH

Posted by Donna Armstrong on Mar 9th, 2026

Jefferies Financial Group Inc. increased its holdings in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 136.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 42,355 shares of the company’s stock after purchasing an additional 24,454 shares during the quarter. Jefferies Financial Group Inc.’s holdings in DoorDash were worth $11,520,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Physician Wealth Advisors Inc. raised 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 acquiring an additional 71 shares during the period. Sound Income Strategies LLC lifted its stake in 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 purchasing an additional 138 shares in the last quarter. Rossby Financial LCC boosted its holdings 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 purchasing an additional 92 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its position in shares of DoorDash by 74.3% in the third 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 acquired a new stake in shares of DoorDash in the third quarter valued at approximately $50,000. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash Stock Down 2.3%

Shares of NASDAQ DASH opened at $179.17 on Monday. The firm has a market cap of $77.84 billion, a price-to-earnings ratio of 84.51 and a beta of 1.82. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The business’s 50 day moving average is $196.55 and its two-hundred day moving average is $225.32.

DoorDash (NASDAQ:DASH – Get Free Report) last released its quarterly 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 quarter last year, the company earned $0.33 earnings per share. The firm’s revenue for the quarter was up 37.7% on a year-over-year basis. Research analysts predict that DoorDash, Inc. will post 2.22 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DASH. Sanford C. Bernstein lowered their price objective on DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, February 19th. Zacks Research upgraded DoorDash from a “strong sell” rating to a “hold” rating in a report on Thursday, February 12th. Benchmark boosted their price target on shares of DoorDash from $280.00 to $285.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Guggenheim dropped their price objective on shares of DoorDash from $275.00 to $255.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Finally, Cantor Fitzgerald lowered their price objective on DoorDash from $285.00 to $230.00 and set an “overweight” 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 given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $262.82.

Read Our Latest Report on DoorDash

Key Stories 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

Insider Transactions at DoorDash

In other DoorDash news, Director Stanley Tang sold 45,410 shares of DoorDash stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $209.01, for a total value of $9,491,144.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Ravi Inukonda sold 1,017 shares of the business’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total transaction of $218,797.38. Following the sale, the chief financial officer owned 208,412 shares in the company, valued at $44,837,757.68. This trade represents a 0.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 220,826 shares of company stock worth $48,944,946. 5.83% of the stock is owned by corporate insiders.

DoorDash Profile

(Free Report)

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.