Delivery Hero SE: Stake‑sale speculation, regulatory filings, and analyst outlook

Prosus stake‑sale speculation

Prosus NV, the largest shareholder of Delivery Hero SE, is reportedly considering the sale of a roughly 10 % stake in the Berlin‑based food‑delivery firm.

  • The potential transaction would involve Aspex Management, Delivery Hero’s second‑largest shareholder.
  • Sources from Bloomberg, finanzen.net, and avanza.se indicate that Prosus is weighing this move, though no definitive agreement has been announced.
  • A press report on 27 March 2026 stated that Prosus is contemplating the sale of a 10 % share, underscoring the liquidity considerations of its large position.

Regulatory filings and European distribution

On 30 March 2026, Delivery Hero SE made a disclosure in accordance with § 40 Abs. 1 WpHG of the German Securities Trading Act, aimed at Europe‑wide distribution.

  • The filing was reported by eqs-cockpit.com and eqs-news.com at 07:57 UTC and 09:54 CET, respectively.
  • The release is part of the company’s ongoing communication strategy to inform investors across the European market.
  • No additional material information—such as a change in ownership or financial performance—was disclosed in these filings.

Analyst view: Kepler Capital maintains a Buy rating

Kepler Capital’s analyst Jurgen Kolb has retained a Buy recommendation on Delivery Hero SE (ticker DHER).

  • The rating was reiterated on 27 March 2026 and published by markets.businessinsider.com (TipRanks) at 10:36 PM.
  • The maintenance of the rating suggests confidence in the company’s long‑term prospects despite the ongoing stake‑sale discussions.

Market context: MDAX performance

During the week of 27–30 March 2026, the MDAX index—where Delivery Hero SE is listed—experienced a decline.

  • On 27 March, the index fell 1.78 % at market close, and further dropped 1.91 % in the afternoon session.
  • At the opening on 30 March, the MDAX was down 0.37 % to 27 553,05 points.
  • These movements reflect broader market volatility, influenced in part by rising oil prices, as reported by boersen‑zeitung.de.

Summary

Delivery Hero SE’s recent developments centre on a prospective 10 % stake sale by its largest shareholder, Prosus, and a regulatory filing aimed at broadening investor outreach across Europe. Kepler Capital’s decision to maintain a Buy rating provides a supportive analyst backdrop, while the MDAX’s downward trend underscores a challenging trading environment for the company’s shares.