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Further Reading from MarketBeat Media Berkshire's $1.4B Bet: DPZ Looks Poised to Expand Market ShareWritten by Leo Miller. Article Posted: 2/24/2026. 
Key Points - Berkshire Hathaway is a huge shareholder of Domino’s Pizza; the company’s expanding market share is almost surely a key reason why.
- Domino’s shares got a solid lift after the company’s last earnings report, music to Warren Buffett’s ears.
- Domino’s not only provides a solid dividend, but has been growing its payment briskly for years.
- Special Report: [Sponsorship-Ad-6-Format3]
While shares of Domino’s Pizza (NASDAQ: DPZ) have struggled in recent years, the company now has backing from arguably the most famous investment firm in the world. Domino's isn’t a long-time holding of Warren Buffett’s Berkshire Hathaway (NYSE: BRK.B), but it isn't entirely new to the portfolio. Berkshire first initiated a position in DPZ in Q3 2024, purchasing 1.28 million shares, and has added millions more since. From the start of Q3 2024 through late February, Domino's shares have fallen by more than 20%. As of Q4 2025, Berkshire's holding exceeds 3.35 million DPZ shares, an increase of over 150% since the initial purchase. Berkshire now owns just under 10% of Domino's outstanding shares, making it the company's second-largest shareholder. The position represents roughly 0.5% of Berkshire's portfolio and is worth nearly $1.4 billion. Berkshire's sizable stake and its willingness to buy the dip are clear signals of confidence in Domino's. That makes the stock worth a closer look following the company's latest earnings release. DPZ Posts Mixed Q4, Shares Gain Domino’s delivered a Q4 2025 earnings report that impressed investors, and the stock rose roughly 4% on the news. Revenue totaled $1.54 billion, a little over a 6% year-over-year increase, topping the consensus of $1.52 billion. Adjusted earnings per share climbed more than 9% to $5.35, narrowly missing the $5.38 estimate. For 2026, Domino's expects global sales to grow by around 6%, a slight acceleration versus global retail sales growth of 5.4% in 2025. Market Share Leader with Expansion in Sight Domino’s has the leading U.S. market share among fast-food pizza chains, with Pizza Hut (a Yum! Brands (NYSE: YUM) subsidiary) its chief rival. Market share is best tracked using retail/system sales—total sales across company-owned and franchised stores—rather than reported revenue, since franchisees own most locations and the parent company only retains a slice of those sales. In 2024, Domino’s generated U.S. retail sales of $9.5 billion, substantially outpacing Pizza Hut’s $5.5 billion in system sales. In 2025, Domino's widened that lead: full-year U.S. retail sales were about $9.95 billion versus Pizza Hut’s roughly $5.11 billion. Domino's U.S. sales rose 4.7% for the year while Pizza Hut's fell about 8%. Adding to Pizza Hut's challenges, Yum! expects to close 250 U.S. Pizza Hut locations in 2026. By contrast, Domino's plans to open at least 175 new U.S. stores. That expansion should allow Domino's to continue taking share. Yum! has also launched a "strategic review" of Pizza Hut, a move that often signals concern over a brand's performance and can lead to divestiture or other major changes. Domino's benefits from economies of scale that make it difficult for fragmented, local competitors to match on price. Combined with its strong national footprint and store expansion, this positions Domino's to maintain — and potentially widen — its lead in the pizza quick-service market. Prolific Dividend Grower Trading at a Discount Versus History With Domino's in a commanding market position and its chief rival under pressure, Berkshire's endorsement carries weight. The stock appears modestly undervalued, trading at a forward price-to-earnings (P/E) ratio of about 21.5x, roughly 16% below its three-year average forward P/E of 25.7x. Domino's also offers income to investors. Alongside its earnings release, the company announced a 15% increase to its quarterly dividend, raising it to $1.99. That represents a dividend yield of roughly 2%, well above the S&P 500's ~1.1% average. Domino’s has grown its dividend at an impressive 18% compound annual rate over the past five years, a pace few large-cap U.S. companies have matched. The next dividend will be paid on March 30 to shareholders of record at the close on March 13.
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