Domino's Pizza Stock Gains as Investors Look Past a Mixed Quarter

Domino's Pizza, Inc. (DPZ) is up 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a continued positive read-through from Domino’s second-quarter results released on July 20, as investors focused on revenue growth, supply-chain strength, and signs that U.S. demand held up better than feared. The move also appears tied to hopes that the quarter marked a low point, with management still pointing to low-single-digit U.S. same-store sales growth for 2026 and fresh menu innovation arriving in the second half.

Details:

Second-quarter revenue rose 4.3% to $1.19 billion, helped by stronger supply-chain sales, even though profit and comparable sales were not especially strong.

Domino’s reported global retail sales growth of 3.0%, U.S. same-store sales growth of 0.1%, and net store growth of 209 locations in the quarter.

The company kept its annual sales outlook, which can support the view that recent pressure from cautious consumers and competition may be manageable rather than worsening.

This could also be because investors are looking ahead to new product activity, including the nationwide July 27 launch of S’mores Lava Cakes, and to broader menu innovation later in the quarter.

Sources:

Domino's Pizza Investor Relations, Reuters, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DPZ Insider Trading Activity

$DPZ insiders have traded $DPZ stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.

Here’s a breakdown of recent trading of $DPZ stock by insiders over the last 6 months:

KELLY E GARCIA (EVP, Chief Tech & Data Ofcr) has made 0 purchases and 11 sales selling 14,380 shares for an estimated $4,614,429.
RUSSELL J WEINER (Chief Executive Officer) sold 10,850 shares for an estimated $3,589,505
JOSEPH HUGH JORDAN (COO and President-Domino's US) has made 0 purchases and 2 sales selling 5,450 shares for an estimated $1,696,530.
REDDY SANDEEP (EVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 3,519 shares for an estimated $1,403,239.
CYNTHIA A HEADEN (EVP, Chief Supply Chain Offr) has made 0 purchases and 2 sales selling 2,483 shares for an estimated $989,919.
JESSICA L PARRISH has made 0 purchases and 4 sales selling 665 shares for an estimated $265,216.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DPZ Hedge Fund Activity

We have seen 385 institutional investors add shares of $DPZ stock to their portfolio, and 368 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BERKSHIRE HATHAWAY INC removed 3,350,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,201,946,500
SOROBAN CAPITAL PARTNERS LP added 2,495,194 shares (+inf%) to their portfolio in Q1 2026, for an estimated $895,250,655
PRINCIPAL FINANCIAL GROUP INC removed 1,602,552 shares (-93.9%) from their portfolio in Q1 2026, for an estimated $574,979,632
FMR LLC added 1,486,139 shares (+137.4%) to their portfolio in Q1 2026, for an estimated $533,211,811
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 910,622 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $326,722,067
AQR CAPITAL MANAGEMENT LLC added 631,605 shares (+302.9%) to their portfolio in Q1 2026, for an estimated $226,613,557
BOSTON PARTNERS added 587,163 shares (+inf%) to their portfolio in Q1 2026, for an estimated $210,668,212

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$DPZ Congressional Stock Trading

Members of Congress have traded $DPZ stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $DPZ stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/15, 02/10 and 1 sale worth up to $15,000 on 04/14.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$DPZ Analyst Ratings

Wall Street analysts have issued reports on $DPZ in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/23/2026

To track analyst ratings and price targets for $DPZ, check out Quiver Quantitative's $DPZ forecast page.

$DPZ Price Targets

Multiple analysts have issued price targets for $DPZ recently. We have seen 17 analysts offer price targets for $DPZ in the last 6 months, with a median target of $385.0.

Here are some recent targets:

Lauren Silberman from Deutsche Bank set a target price of $385.0 on 07/09/2026
David Palmer from Evercore ISI Group set a target price of $350.0 on 07/09/2026
Andrew M. Charles from TD Cowen set a target price of $295.0 on 07/09/2026
Jon Tower from Citigroup set a target price of $335.0 on 07/07/2026
Dennis Geiger from UBS set a target price of $375.0 on 07/02/2026
David Tarantino from Baird set a target price of $350.0 on 06/23/2026
Peter Saleh from BTIG set a target price of $425.0 on 06/23/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.