Dorman Products, Inc. $DORM Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. boosted its holdings in Dorman Products, Inc. (NASDAQ:DORM) by 0.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,061,577 shares of the auto parts company’s stock after purchasing an additional 9,811 shares during the quarter. Vanguard Group Inc. owned approximately 10.02% of Dorman Products worth $477,239,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in DORM. Norges Bank acquired a new position in shares of Dorman Products during the 2nd quarter valued at about $40,449,000. Jennison Associates LLC increased its position in Dorman Products by 24.3% during the second quarter. Jennison Associates LLC now owns 744,400 shares of the auto parts company’s stock worth $91,316,000 after purchasing an additional 145,758 shares during the last quarter. Tributary Capital Management LLC raised its stake in Dorman Products by 90.5% during the third quarter. Tributary Capital Management LLC now owns 234,388 shares of the auto parts company’s stock worth $36,536,000 after purchasing an additional 111,380 shares during the period. Bessemer Group Inc. boosted its holdings in shares of Dorman Products by 24,717.5% in the 2nd quarter. Bessemer Group Inc. now owns 109,445 shares of the auto parts company’s stock valued at $13,425,000 after purchasing an additional 109,004 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in shares of Dorman Products by 29.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 398,549 shares of the auto parts company’s stock valued at $48,890,000 after purchasing an additional 91,549 shares during the last quarter. 84.70% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, SVP Donna M. Long sold 812 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $123.75, for a total transaction of $100,485.00. Following the transaction, the senior vice president directly owned 17,856 shares of the company’s stock, valued at approximately $2,209,680. The trade was a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider John Mcknight sold 2,000 shares of Dorman Products stock in a transaction on Friday, December 12th. The stock was sold at an average price of $128.80, for a total transaction of $257,600.00. Following the sale, the insider directly owned 9,112 shares in the company, valued at $1,173,625.60. This trade represents a 18.00% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 8.90% of the company’s stock.

Dorman Products News Summary

Here are the key news stories impacting Dorman Products this week:

• Positive Sentiment: Small Q4 EPS beat and margin recovery — DORM reported $2.17 EPS vs. a $2.15 consensus and showed YoY improvements in gross and operating profit, supporting a partial margin recovery. Dorman press release
• Neutral Sentiment: Revenue guidance roughly in line with expectations — management reiterated full‑year revenue around $2.3B, roughly matching consensus, which tempers but does not offset concerns from the EPS guide. Guidance/press release
• Neutral Sentiment: Analysts are focused on margin trends and cost dynamics going into the year — market commentary highlights margin trajectory as the key watch‑item. Investing.com margin story
• Negative Sentiment: Revenue missed estimates — Q4 sales were $537.9M vs. analyst estimates in the $570–585M range, signaling softer end‑market demand than expected. Yahoo Q4 snapshot
• Negative Sentiment: FY‑2026 EPS guidance well below consensus — management guided to $8.10–8.50 vs. Street at ~9.50; that miss is the primary driver of the negative market reaction. Investing.com on weak forecast
• Negative Sentiment: Cash flow and insider selling flagged — operating cash flow declined sharply YoY and recent insider sales (reported by third‑party trackers) add to investor caution. Quiver Quant article

Dorman Products Trading Down 9.4%

NASDAQ:DORM opened at $114.50 on Thursday. The business’s 50-day moving average is $126.54 and its two-hundred day moving average is $138.55. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.94 and a quick ratio of 1.19. Dorman Products, Inc. has a 12 month low of $106.95 and a 12 month high of $166.89. The firm has a market capitalization of $3.50 billion, a PE ratio of 14.26 and a beta of 0.92.

Dorman Products (NASDAQ:DORM) last issued its earnings results on Wednesday, February 25th. The auto parts company reported $2.17 earnings per share for the quarter, topping the consensus estimate of $2.15 by $0.02. The company had revenue of $537.93 million during the quarter, compared to the consensus estimate of $573.38 million. Dorman Products had a return on equity of 19.85% and a net margin of 11.62%.The company’s revenue was up .8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.20 earnings per share. Dorman Products has set its FY 2026 guidance at 8.100-8.50 EPS. Research analysts predict that Dorman Products, Inc. will post 6.9 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on DORM. Weiss Ratings downgraded Dorman Products from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 30th. Wall Street Zen lowered Dorman Products from a “buy” rating to a “hold” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $180.50.

About Dorman Products

Dorman Products, Inc is a leading independent global supplier of automotive aftermarket parts and hardware. Headquartered in Colmar, Pennsylvania, the company specializes in the design, manufacture and distribution of replacement components for passenger cars, light trucks and commercial vehicles. Dorman’s offerings span both mechanical and electrical systems, providing solutions that help repair shops and retailers address wear-out and collision-related failures on domestic and import vehicles.

The company’s extensive product portfolio includes steering and suspension components, brake system parts, engine management and cooling products, exterior and body hardware, and an array of fasteners, clips and brackets.