Aurora Investment Counsel acquired a new stake in Domino's Pizza Inc (NASDAQ: DPZ) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,123 shares of the restaurant operator's stock, valued at approximately $2,405,000. Domino's Pizza comprises about 1.2% of Aurora Investment Counsel's
Domino's looks historically cheap at ~20× earnings, reflecting fears that weak same-store sales and GLP-1 drugs could permanently slow growth. If Domino's can offset health-driven demand pressure through value, menu innovation, and global expansion, the current valuation could be attractive.
Domino's Pizza (DPZ) remains a Buy, supported by international expansion, resilient fundamentals, and an attractive valuation versus intrinsic value. DPZ delivered mixed Q2 results, with international store growth offsetting US consumer weakness and EPS miss; free cash flow declined 5.5% amid higher CAPEX. Management guides to mid- to high-single-digit operating income growth for 2026, while moderating US net store additions due to ongoing macro headwinds.
Domino's Pizza leverages an asset-light, franchise-driven model with over 22,500 stores, fueling scalable growth and steady operating leverage. DPZ trades at a forward P/E of 18.3, below its 10-year average, offering a 10% discount to a $401 fair value estimate and potential 24% upside by 2027. EPS is projected to grow 9.3% annually through 2028, supporting a 2.2% yield and 10% annual dividend growth, with a low-40% payout ratio.
Assenagon Asset Management S.A. boosted its stake in shares of Domino's Pizza Inc (NASDAQ: DPZ) by 50.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 13,878 shares of the restaurant operator's stock after acquiring an additional 4,680 shares during the period. Assenagon Asset Management S.A.'s
New Detroit-style pizza made for one to roll out in stores nationwide on Aug. 31 Highlights: The Domino does what traditional pizza can't; now everyone can enjoy their own pizza, with the toppings they want, without having to sacrifice when sharing a meal with friends and family. In independent testing, the Domino was rated as one of the most delicious products Domino's has ever introduced.