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Delivery Hero SE Stock: price and insider trades · Germany
Delivery Hero SE: what insiders have been doing
Every trade that managers of Delivery Hero SE disclose to BaFin is tracked on this page. The company sits in the Retail & Commerce sector and is based in Berlin, Germany. It was founded in 2011. Its latest reported headcount is 47,981 employees (2023). Over the twelve months to 18 October 2026, 6 filings were filed, from 2 insiders.
No open-market purchase or sale appears among the filings, only grants, plan transactions and other operations. Because grants and exercises are largely decided by remuneration plans, they are not counted as purchases here.
No insider has bought Delivery Hero SE shares on the open market in the past twelve months. Filings reach the BaFin feed a median of 5 days after the trade. The regulation allows three business days to notify a trade (MAR article 19).
Compared with its exchange (287 companies, median 5 filings), a count of 6 filings is above the norm.
Other companies in the same sector with recent insider buying flagged by our signals: GameStop Corp. and Dick's Sporting Goods, Inc. This summary is built from BaFin disclosures alone and does not predict where the share price will go.
Insider Decl.
6
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
n/a
n/a
Fundamental score
Ranked 22,803 of 24,148 companies
16.6
score / 100
Value18
Quality16
FCF yld-2.1%
Earn yld-6.8%
EV/EBITDA43.3x
ROE-38%
Gross mgn24%
Net mgn-5.6%
Debt/EBITDA12.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
€37.45
Analyst consensus
13 analysts2.62/5
€29.11Target €38.62(+3%)€45.00
Income statement
Revenue€14.1B
Gross profit€3.4B24% margin
EBITDA€371.7M3% margin
Net income-€782.9M-5.2% margin
Valuation
PER (forward)48.7x
P/Book9.4x
Beta1.83
Balance sheet & cash
Market cap€11.5B
Total debt€4.6B
Free Cash Flow-€246.3M
Debt / Equity388%
Profitability & ownership
ROE-37.8%
ROA-0.4%
% insiders43.6%
% institutions48.6%
Last declaration on 11 August 2026
Declarations6 total
2,728.336 shares@ €37.070.0009% mcap6.9% of flowShareXetraISIN DE000A2E4K43BAFIN:40026088-44eb533d797a
5,443 shares@ €32.270.0016% mcap12.0% of flowShareISIN DE000A2E4K43BAFIN:40026088-0147d44b3343
8,580.373 shares@ €32.130.0024% mcap18.9% of flowShareXetraISIN DE000A2E4K43BAFIN:40026088-dc86dc89d9df
17,123 shares@ €20.360.0031% mcap23.9% of flowShareISIN DE000A2E4K43BAFIN:40026088-6fc6fef4608e
18,743 shares@ €18.5923.9% of flowShareISIN DE000A2E4K43BAFIN:40026088-e399f14a6aeb
9,393.921 shares@ €22.4614.4% of flowShareXetraISIN DE000A2E4K43BAFIN:40026088
6 of 6 declarations
About Delivery Hero SE
Delivery Hero SE is a German listed group in the local delivery and on-demand commerce space, traded on Xetra/Frankfurt (DAX/MDAX/SDAX) in Germany. Founded in 2011 in Berlin, the company was built around a digital platform model connecting consumers, restaurants, local merchants, couriers and, increasingly, quick-commerce infrastructure. Its headquarters are in Berlin, and the company traces its origins back to Niklas Östberg’s earlier online food-ordering venture launched in Sweden in 2008. Delivery Hero now describes itself as the world’s leading local delivery platform and operates in roughly 65 countries across four continents, with a particularly strong footprint in Asia, the Middle East and Latin America.
The business started with restaurant meal delivery, but the platform has expanded well beyond that original use case. Delivery Hero is now positioning itself as an “Everyday App,” aiming to serve a broader set of daily consumer needs: groceries, household essentials, health and beauty items, flowers, coffee, medicine and other convenience categories. Its main business lines therefore include food delivery marketplaces, own-delivery operations, subscription products, quick commerce, Dmarts (delivery-only dark stores) and a growing AdTech layer. Strategically, this diversification is designed to lift order frequency, increase basket sizes and improve unit economics across the network.
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From a competitive standpoint, Delivery Hero is one of the global leaders in local delivery, supported by a portfolio of well-recognised regional brands such as talabat, foodpanda, Hungerstation, Yemeksepeti and PedidosYa. The company’s moat is based on scale, geographic breadth, logistics know-how and the ability to monetise multi-vertical customer relationships. Its strongest positions are often in markets where local execution, density and fast fulfilment matter more than simple marketplace reach.
Recent news points to a more disciplined financial phase. In February 2026, Delivery Hero reported preliminary FY 2025 results showing like-for-like growth in GMV and segment revenue, alongside free cash flow above €200 million. In March 2026, audited FY 2025 results confirmed adjusted EBITDA growth, a second consecutive year of positive free cash flow, and an agreement to sell foodpanda Taiwan to Grab for $600 million. Management also reiterated a strategy focused on profitable growth, capital structure optimisation and shareholder-value creation. On 12 May 2026, the company announced that co-founder and CEO Niklas Östberg would hand over the CEO role by 31 March 2027. For investors, Delivery Hero remains a structurally attractive global platform business, but one that is increasingly judged on profitability, capital allocation and execution rather than pure top-line expansion.
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