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

Vanguard Group Inc. grew its holdings in shares of Dorman Products, Inc. (NASDAQ:DORM) by 0.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,061,577 shares of the auto parts company’s stock after buying an additional 9,811 shares during the quarter. Vanguard Group Inc. owned 0.10% of Dorman Products worth $477,239,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in DORM. AQR Capital Management LLC boosted its stake in Dorman Products by 37.4% during the 1st quarter. AQR Capital Management LLC now owns 4,220 shares of the auto parts company’s stock valued at $509,000 after acquiring an additional 1,148 shares during the last quarter. Integrated Wealth Concepts LLC raised its stake in shares of Dorman Products by 14.2% in the 1st quarter. Integrated Wealth Concepts LLC now owns 3,755 shares of the auto parts company’s stock valued at $453,000 after purchasing an additional 468 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Dorman Products by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,381 shares of the auto parts company’s stock worth $1,854,000 after purchasing an additional 662 shares during the last quarter. Millennium Management LLC grew its stake in Dorman Products by 74.6% in the first quarter. Millennium Management LLC now owns 33,021 shares of the auto parts company’s stock worth $3,980,000 after purchasing an additional 14,110 shares in the last quarter. Finally, United Services Automobile Association bought a new stake in Dorman Products in the first quarter valued at about $215,000. Institutional investors own 84.70% of the company’s stock.

Analyst Upgrades and Downgrades

DORM has been the subject of several research reports. Wall Street Zen lowered Dorman Products from a “buy” rating to a “hold” rating in a research report on Friday, January 23rd. Weiss Ratings downgraded shares of Dorman Products from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Dorman Products currently has a consensus rating of “Moderate Buy” and an average target price of $180.50.

Dorman Products News Roundup

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

Insider Activity

In related news, SVP Donna M. Long sold 812 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $123.75, for a total value of $100,485.00. Following the completion of the transaction, the senior vice president directly owned 17,856 shares of the company’s stock, valued at $2,209,680. This represents a 4.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Mcknight sold 2,000 shares of Dorman Products stock in a transaction on Friday, December 12th. The shares were sold at an average price of $128.80, for a total value of $257,600.00. Following the sale, the insider directly owned 9,112 shares in the company, valued at $1,173,625.60. The trade was a 18.00% decrease in their position. The disclosure for this sale is available in the SEC filing. 8.90% of the stock is currently owned by corporate insiders.

Dorman Products Price Performance

Shares of NASDAQ DORM opened at $114.50 on Thursday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.94 and a quick ratio of 1.19. The firm has a market capitalization of $3.50 billion, a PE ratio of 14.26 and a beta of 0.92. Dorman Products, Inc. has a 1-year low of $106.95 and a 1-year high of $166.89. The business’s fifty day moving average price is $126.54 and its two-hundred day moving average price is $138.55.

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

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.