Coronation Fund Managers 13F: New $2.7M Stake in DPZ
Key Points
- Coronation Fund Managers opened a new position in Domino's Pizza with 8,995 shares, representing a reported value of about $2.7 million.
- The stock recently traded around $312.07, which is about equal to its closing price of $312.03 on the filing date.
- Domino's Pizza has a market cap of about $10.3 billion and a forward P/E ratio of 15.2.
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On October 27, 2026, Coronation Fund Managers took a new position of 8,995 shares in Domino's Pizza, Inc. (DPZ), valued at approximately $2.7 million. This information comes from the fund's latest Form 13F filing with the SEC.
DPZ
Domino's Pizza, Inc.
What Changed in Coronation Fund Managers' Position
Coronation Fund Managers opened a new position in Domino's Pizza, acquiring 8,995 shares. This marks a fresh entry into the company's stock for the fund.
Where Domino's Pizza Fits in Coronation Fund Managers' Portfolio
Domino's Pizza represents about 0.15% of Coronation Fund Managers' total reported 13F value of approximately $1.75 billion. This position ranks 31st among the fund's 49 holdings.
Other Institutional Activity in Domino's Pizza
Several other funds have also been active in Domino's Pizza. Soroban Capital Partners LP holds 2,658,202 shares, valued at about $829.4 million, having increased its position by 162,941 shares. AQR Capital Management, LLC owns 1,153,498 shares worth about $359.9 million, having increased its stake by 313,368 shares.
Domino's Pizza, Inc. Stock Down 0.5%
As of October 27, 2026, Domino's Pizza shares closed at $312.03. The stock is currently trading below its 50-day moving average of $316.30 and its 200-day average of $344.58, indicating some recent weakness. It also sits about 29.5% below its 52-week high of $442.35.
Recent Earnings
Domino's Pizza reported trailing twelve-month revenue of approximately $5.07 billion, with an EPS of $18.15. The next earnings report is scheduled for February 22, 2027.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
14 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 8.1%. Revenue missed estimates by 2.1%.
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Profit surprise
EBITDA missed by 28 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
14 target cuts.
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Earnings quality
Gross margin up 0.5 points. Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
Domino's reported flat-to-negative momentum in Q1 with only 0.9 percent U.S. same-store sales growth, hit by macro pressure, competitive discounting, and weather. Management emphasized they still believe in long-term 3 percent target and are adjusting marketing calendar and launching new pizza innovations in May to recover. Carryout grew 2.4 percent but delivery fell 0.3 percent as customer confidence weakened, though the company continues to take market share in pizza.
Guidance Management lowered full-year guidance. U.S. same-store sales now expected to grow low single digits instead of 3 percent, and international same-store sales also cut to low single digits from prior plan. They expect global retail sales growth of mid-single digits for 2026. Operating income growth guidance trimmed to mid- to high single-digit growth.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
Domino's Pizza has an annual dividend rate of $7.96, which translates to a dividend yield of 2.54%. The company maintains a payout ratio of 42.5%.
Insider Buying and Selling at Domino's Pizza, Inc.
Recent insider activity includes several sales by executives. Chief Operating Officer Joseph Hugh Jordan sold 5,450 shares on July 16, 2026, at an average price of $311.29, totaling about $1.7 million. Chief Executive Officer Russell J. Weiner sold 10,850 shares on July 17, 2026, for approximately $3.6 million. These transactions occurred before the recent filing and reflect ongoing insider trading activity.
Analysts Set New Price Targets
On October 14, 2026, multiple firms maintained their ratings for Domino's Pizza. Citigroup kept a Neutral rating with a target of $308, while Mizuho maintained an Outperform rating with a target of $380. Wells Fargo and Morgan Stanley both maintained Equal-Weight ratings with targets of $320 and $345, respectively.
About Domino's Pizza
Domino's Pizza, Inc. operates as a pizza company worldwide, offering a variety of food products including pizzas, wings, and desserts. It operates through company-owned and franchised stores and has a significant presence in the restaurant industry.
Bottom Line
Looking ahead, investors will be watching for Domino's next earnings report on February 22, 2027, and any further filings from Coronation Fund Managers regarding its position in the company.
Related Filing Alerts
Source: Coronation Fund Managers's 13F filing on $DPZ (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts