Domino’s Pizza (NASDAQ:DPZ) Issues Earnings Results, Misses Expectations By $0.10 EPS

Domino’s Pizza (NASDAQ:DPZ) released its quarterly earnings results on Monday. The restaurant operator reported $4.07 EPS for the quarter, missing the consensus estimate of $4.17 by ($0.10), Briefing.com reports. The firm had revenue of $1.19 billion for the quarter. Domino’s Pizza had a net margin of 11.86% and a negative return on equity of 15.15%. The business’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.81 EPS.

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

• Domino’s announced a leadership transition, with Joe Jordan set to become CEO in October while Russell Weiner moves to Executive Chairman next year. Management emphasized continuity, internal development, and a seamless handoff.
• Q2 same-store sales missed expectations because ticket was weaker than planned, even though order counts grew meaningfully across both delivery and carryout. Management said the issue was largely controllable and tied to the performance of the premium series and Slice Sauce messaging.
• Domino’s said it continued to gain order share despite a flat QSR order-count environment, and it believes it is now the number one pizza player on both Uber and DoorDash. The company sees significant runway remaining in aggregators and loyalty-driven frequency growth.
• The company updated its 2026 outlook, still expecting U.S. comps and international comps to rise low single digits and operating income growth of mid- to high single digits. However, it trimmed expected U.S. net unit growth slightly to about 175 stores as franchisee profitability and the development pipeline face near-term pressure.
• Management is changing the second-half marketing calendar and plans to launch a new pizza innovation later in Q3 that it says fills an unmet consumer need. They also described improved reception to the revamped Best Deal Ever promotion, which now includes Stuffed Crust.

Domino’s Pizza Price Performance

Shares of Domino’s Pizza stock opened at $326.34 on Wednesday. The business has a 50 day simple moving average of $309.57 and a two-hundred day simple moving average of $357.03. The stock has a market capitalization of $10.85 billion, a P/E ratio of 18.51, a PEG ratio of 1.62 and a beta of 0.97. Domino’s Pizza has a 12 month low of $282.00 and a 12 month high of $486.68.

Domino’s Pizza Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be paid a $1.99 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $7.96 dividend on an annualized basis and a yield of 2.4%. Domino’s Pizza’s dividend payout ratio (DPR) is currently 45.15%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on DPZ shares. Robert W. Baird decreased their price objective on shares of Domino’s Pizza from $400.00 to $350.00 and set an “outperform” rating for the company in a research report on Tuesday, June 23rd. Morgan Stanley dropped their target price on Domino’s Pizza from $395.00 to $370.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 15th. BMO Capital Markets cut their price target on Domino’s Pizza from $450.00 to $420.00 and set an “outperform” rating for the company in a research note on Tuesday. Evercore reaffirmed an “outperform” rating on shares of Domino’s Pizza in a report on Thursday, July 9th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on Domino’s Pizza from $435.00 to $385.00 and set a “buy” rating on the stock in a research report on Thursday, July 9th. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $402.16.

More Domino’s Pizza News

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

• Positive Sentiment: Q2 revenue came in above Wall Street forecasts, and several reports said the beat was driven by strong order volume and supply-chain business gains. Domino’s revenue beats estimates as supply-chain business offsets weak demand
• Positive Sentiment: Analysts noted the results were strong enough to prompt multiple price-target updates, including Wells Fargo raising its target to $350, while BTIG reaffirmed a buy rating and $425 target. These Analysts Revise Their Forecasts On Domino’s After Q2 Results
• Positive Sentiment: Commentary focused on strong free cash flow and potentially attractive valuation, which could appeal to value-oriented investors. Domino’s Pizza Delivers Strong FCF and FCF Margins – Is DPZ Stock Too Cheap?
• Neutral Sentiment: Domino’s launched S’mores Lava Cakes nationwide, but this is likely a modest near-term catalyst rather than a major stock driver. Domino’s Pizza (DPZ) Launches S’mores Lava Cakes Nationwide Across The U.S.
• Neutral Sentiment: Several analyst and commentary pieces argue DPZ is still in a “wait-and-see” phase, with support from orders and digital growth offset by weaker ticket trends and promotional pressure. Domino’s Pizza: More Orders, Less Ticket, Same Hold
• Negative Sentiment: EPS missed estimates, same-store sales growth was barely positive, and the company acknowledged weaker ticket sizes and margin pressure, which keeps near-term earnings momentum under scrutiny. Domino’s delivers on Q2, but outlook remains murky
• Negative Sentiment: Guidance signals were cautious, with pressure on U.S. net unit growth and franchisee profitability, reinforcing concerns that demand is still soft. Confidence Is Back, But Earnings Show the Consumer Is Being Picky

Insider Activity at Domino’s Pizza

In other news, EVP Kelly E. Garcia sold 488 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $313.16, for a total transaction of $152,822.08. Following the transaction, the executive vice president owned 9,352 shares of the company’s stock, valued at approximately $2,928,672.32. The trade was a 4.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last 90 days, insiders sold 1,950 shares of company stock worth $611,451. 0.89% of the stock is owned by insiders.

Hedge Funds Weigh In On Domino’s Pizza

Institutional investors have recently bought and sold shares of the company. Invesco Ltd. boosted its stake in Domino’s Pizza by 4.5% during the fourth quarter. Invesco Ltd. now owns 961,000 shares of the restaurant operator’s stock worth $400,564,000 after buying an additional 41,170 shares during the period. Corient Private Wealth LLC increased its holdings in Domino’s Pizza by 632.0% in the 4th quarter. Corient Private Wealth LLC now owns 66,354 shares of the restaurant operator’s stock valued at $27,658,000 after purchasing an additional 57,289 shares during the last quarter. Alberta Investment Management Corp acquired a new stake in Domino’s Pizza in the 4th quarter valued at approximately $542,000. First Commonwealth Financial Corp PA raised its position in Domino’s Pizza by 3.4% in the fourth quarter. First Commonwealth Financial Corp PA now owns 2,213 shares of the restaurant operator’s stock valued at $922,000 after purchasing an additional 72 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its position in Domino’s Pizza by 5.9% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 2,988 shares of the restaurant operator’s stock valued at $1,246,000 after purchasing an additional 167 shares during the period. 94.63% of the stock is owned by hedge funds and other institutional investors.

About Domino’s Pizza

Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.

Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.