Domino’s Pizza (NASDAQ:DPZ) Announces Quarterly Earnings Results

Domino’s Pizza (NASDAQ:DPZ) released its quarterly earnings data on Tuesday. The restaurant operator reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.27, FiscalAI reports. Domino’s Pizza had a net margin of 11.86% and a negative return on equity of 15.15%. The firm had revenue of $1.19 billion for the quarter. During the same quarter in the previous year, the company posted $4.08 EPS. The business’s quarterly revenue was up 3.4% on a year-over-year basis.

Here are the key takeaways from Domino’s Pizza’s conference call:

• Positive Sentiment: Q3 operating income rose 8.5% excluding foreign currency and refranchising effects, driven by higher U.S. and international franchise royalties and fees, as well as supply-chain productivity.
• Neutral Sentiment: U.S. same-store sales increased just 0.3%, as order-count growth and aggregator demand were offset by lower average tickets and fewer items per order amid consumer pressure. Carryout sales rose 1.0%, while delivery declined 0.3%.
• Negative Sentiment: Domino’s lowered its 2026 outlook, now expecting U.S. same-store sales toward the low end of low-single-digit growth, international same-store sales to be approximately flat, and operating-income growth in the mid-single digits.
• Negative Sentiment: The company reduced its 2026 U.S. net new-store target to 125–150 from prior expectations, citing pressure on franchisee profitability and the development pipeline, although management said closures remain minimal and the long-term potential remains above 8,500 U.S. stores.
• Positive Sentiment: Management highlighted continued share gains, strong order growth, expansion on third-party delivery platforms, the new Domino product, and approximately $305 million of year-to-date share repurchases. Leadership also expects further opportunities from loyalty, targeted promotions, operational consistency, and international store growth.

Domino’s Pizza Price Performance

Shares of DPZ stock opened at $296.10 on Wednesday. The firm has a 50-day moving average of $324.06 and a 200-day moving average of $327.49. Domino’s Pizza has a one year low of $282.00 and a one year high of $442.35. The company has a market cap of $9.79 billion, a P/E ratio of 16.80, a P/E/G ratio of 1.42 and a beta of 0.94.

Domino’s Pizza Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 30th. Stockholders of record on Tuesday, December 15th will be issued a $1.99 dividend. The ex-dividend date is Tuesday, December 15th. This represents a $7.96 annualized dividend and a dividend yield of 2.7%. Domino’s Pizza’s dividend payout ratio is currently 45.15%.

Insider Activity

In other Domino’s Pizza news, EVP Kelly Garcia sold 12,430 shares of the company’s stock in a transaction dated Wednesday, July 22nd. The shares were sold at an average price of $322.04, for a total value of $4,002,957.20. Following the completion of the sale, the executive vice president directly owned 9,352 shares of the company’s stock, valued at approximately $3,011,718.08. This represents a 57.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Russell Weiner sold 10,850 shares of the company’s stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $330.83, for a total transaction of $3,589,505.50. Following the completion of the sale, the chief executive officer directly owned 43,829 shares of the company’s stock, valued at $14,499,948.07. The trade was a 19.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.89% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Domino’s Pizza

Hedge funds and other institutional investors have recently modified their holdings of the business. Berkshire Hathaway Inc lifted its position in shares of Domino’s Pizza by 12.3% during the fourth quarter. Berkshire Hathaway Inc now owns 3,350,000 shares of the restaurant operator’s stock worth $1,396,347,000 after acquiring an additional 368,055 shares in the last quarter. Soroban Capital Partners LP bought a new position in shares of Domino’s Pizza in the first quarter worth $895,251,000. BlackRock Inc. purchased a new position in shares of Domino’s Pizza in the second quarter valued at $715,704,000. T. Rowe Price Investment Management Inc. grew its position in shares of Domino’s Pizza by 0.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,008,278 shares of the restaurant operator’s stock valued at $837,091,000 after purchasing an additional 7,497 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Domino’s Pizza by 247.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 527,246 shares of the restaurant operator’s stock valued at $189,171,000 after purchasing an additional 375,709 shares in the last quarter. Hedge funds and other institutional investors own 94.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Domino’s Pizza from $435.00 to $385.00 and set a “buy” rating for the company in a report on Thursday, July 9th. Evercore restated an “outperform” rating on shares of Domino’s Pizza in a report on Thursday, July 9th. TD Cowen restated a “hold” rating and issued a $320.00 target price on shares of Domino’s Pizza in a report on Tuesday. Morgan Stanley set a $357.00 price target on shares of Domino’s Pizza in a research report on Friday. Finally, Loop Capital reaffirmed a “hold” rating and issued a $353.00 price target on shares of Domino’s Pizza in a research report on Monday, August 10th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $392.16.

Domino’s Pizza News Roundup

Here are the key news stories impacting Domino’s Pizza this week:

• Positive Sentiment: Domino’s reported third-quarter earnings of $4.60 per share, above estimates of roughly $4.33-$4.38 and up from $4.08 a year earlier. Revenue increased 3.4% to $1.19 billion, also exceeding expectations. Domino’s Q3 EPS report
• Positive Sentiment: Operating income rose 8.3%, supported by supply-chain sales, franchise royalties and ongoing store expansion. Domino’s added 175 net stores globally, including 149 internationally, providing longer-term growth potential. Domino’s third-quarter financial results
• Positive Sentiment: Management said customers are ordering more frequently, which partly offsets lower spending per order. The company also continues to return capital, including a quarterly dividend of $1.99 per share, or $7.96 annualized.
• Neutral Sentiment: TD Cowen reaffirmed its “hold” rating with a $320 price target, implying potential upside from recent levels but signaling limited conviction in a near-term re-rating.
• Negative Sentiment: U.S. same-store sales grew only 0.3%, while international same-store sales increased 0.2%. The weak comparable-sales performance suggests that the earnings beat was driven more by operational improvements than by strong underlying demand. Domino’s third-quarter sales report
• Negative Sentiment: Domino’s forecast muted annual same-store sales growth as competition intensifies and cost-conscious consumers reduce spending. Reports also pointed to narrower store margins and a broader slowdown in pizza demand, raising concerns about the company’s growth outlook. Reuters report on Domino’s outlook

About Domino’s Pizza

Domino’s Pizza, Inc is a global quick-service restaurant company specializing in pizza delivery and carryout. Its menu includes a variety of pizzas, sides, desserts and beverages, with orders placed through digital platforms, phone ordering and participating stores.

Founded in 1960 in Ypsilanti, Michigan, Domino’s began as a small pizza business and adopted its current name in 1965. The company has expanded through a primarily franchise-based model, supported by company-owned stores and an integrated supply chain that provides food and other products to many participating locations.

Domino’s serves customers in the United States and international markets across North America, Europe, Asia-Pacific, the Middle East, Africa and other regions.