NYSE· Retail-Eating Places· Inc. FL· CIK 0000940944

DRI

DARDEN RESTAURANTS INC
$200.15 ▲ +1.39%
Prev close $197.41
Market cap$22.0B
ConsensusBuy
12-mo target$234.44 (+17.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on DRI right now — valuation, ownership and activity at a glance.
Market Cap
$22.0B
Cap Size
Large Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$18.9B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $5.3M sell
Insider Net $
-$5.3M
SEC Reports
8
Congressional
1 trades
Price chart 30d -9.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 Insider
Madonna John W. gifted 75 shares
SVP, Corporate Controller
Sep 28, 2026 Insider
Madonna John W. gifted 510 shares
SVP, Corporate Controller
Sep 28, 2026 short_volume
Short Volume: DRI — 66.9% short (0.4M / 0.6M)
Short: 433,311 | Exempt: 0 | TRF Vol: 647,742 | Short Ratio: 66.9% | Off-exchange volume (dark pool
Sep 23, 2026 Insider
WILMOTT TIMOTHY J was granted 936 shares
Director
Aug 27, 2026 SEC
Darden Restaurants reported Q4 2026 EPS of $3.66, a 78.5% beat vs the $2.05 consensus, with revenue of $3.21B in line wi
PRESS-RELEASE — Impact 4/10
Aug 10, 2026 SEC
Darden Restaurants filed a routine DEFA14A notice of its 2026 Annual Meeting of shareholders, providing access to proxy
DEFA14A — Impact 2/10
Aug 8, 2026 SEC
A cluster of insider selling at Darden Restaurants (DRI) totaling $4.11M over a 7-day window, led by the CFO and the Pre
CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
3,884,070 shares ($800.2M)
Analyst ratings buy % -1.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 61% rate it Buy or better · 33 analysts
Strong Buy 10 30% Buy 10 30% Hold 12 36% Sell 1 3% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 25, 2026CitigroupMAINTAINBuy 55%
Sep 25, 2026GuggenheimREITERATEBuy 52%
Sep 25, 2026MizuhoMAINTAINOutperform 52%
Sep 25, 2026Freedom Capital MarketsMAINTAINBuy 46%
Sep 25, 2026BMO CapitalMAINTAINMarket Perform 53%
Sep 25, 2026BTIGREITERATEBuy 53%
Sep 25, 2026Stephens & Co.REITERATEEqual-Weight 54%
Sep 24, 2026TD CowenREITERATEHold 56%
Sep 21, 2026Freedom Capital MarketsMAINTAINBuy 46%
Sep 16, 2026Seaport GlobalINITIATEBuy 51%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20261010121061%
Aug 1, 2026910131058%
Jul 1, 2026911131059%
Jun 1, 2026912121062%
May 1, 20261013121064%
Apr 1, 20261013121064%
Mar 1, 20261013131062%
Feb 1, 20261013131062%
Price targets
Where 25 covering analysts think DRI trades over the next 12 months.
$234.44 +17.1% upside Buy
Current$200.15 Low$163.00 Median$237.00 High$276.00 25 analysts
$163.00$276.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: DRI — 66.9% short (0.4M / 0.6M)
Short: 433,311 | Exempt: 0 | TRF Vol: 647,742 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: DRI — 76.4% short (0.6M / 0.7M)
Short: 566,447 | Exempt: 0 | TRF Vol: 741,189 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
earnings
Darden Restaurants Reports Fiscal 2027 First Quarter Results; Declares Quarterly Dividend; and Reaffirms Fiscal 2027 Outlook
ORLANDO, Fla., Sept. 24, 2026 /PRNewswire/ -- Darden Restaurants, Inc. (NYSE:DRI) today reported its financial results for the first quarter ended Aug
Sep 24, 2026
earnings_calendar
DRI Q1 2027 Earnings Scheduled — 2026-09-24
Sep 24, 2026
short_volume
Short Volume: DRI — 71.2% short (0.6M / 0.8M)
Short: 559,324 | Exempt: 1 | TRF Vol: 785,564 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.25$2.07–$2.348.4%-1.4%0↑ 2↓$3.3B27
Next Q$3.27$3.16–$3.4110.9%+0.7%1↑ 0↓$3.5B27
Current FY$11.25$11.12–$11.305.8%-0.2%1↑ 0↓$13.7B26
Next FY$12.40$12.02–$12.7110.2%+0.1%1↑ 0↓$14.5B28
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.255—
7d ago$2.264-0.010
30d ago$2.286-0.031
60d ago$2.287-0.033
90d ago$2.291-0.036
Institutional ownership
Which big funds own DRI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $18.9B total value (91,517,528 shares) as of 2026-Q2. Top holders: Erste, Capital, BlackRock,. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Erste Asset Management GmbH0$0.000.0%—
Capital World Investors15,169,444$3.1B16.6%—
BlackRock, Inc.9,781,606$2.0B10.7%—
VANGUARD CAPITAL MANAGEMENT LLC7,473,025$1.5B8.2%—
VANGUARD PORTFOLIO MANAGEMENT LLC5,374,923$1.1B5.9%—
STATE STREET CORP5,004,209$1.0B5.5%—
WELLINGTON MANAGEMENT GROUP LLP3,884,070$800.2M4.2%TRIM -43.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,711,214$764.5M4.1%—
RAYMOND JAMES FINANCIAL INC3,702,140$762.7M4.0%—
GEODE CAPITAL MANAGEMENT, LLC3,460,025$711.4M3.8%—
Recent position changes
FundActionPrevCurrentChangeValue
WELLINGTON MANAGEMENT GROUP LLPTRIM6,848,9923,884,070-43.3%$800.2M
FEDERATED HERMES, INC.DOUBLED192,8321,163,878+503.6%$239.8M
NORGES BANKNEW—656,068—$135.2M
ENVESTNET ASSET MANAGEMENT INCADD493,253624,118+26.5%$128.6M
Qube Research & Technologies LtdNEW—419,151—$86.3M
ROYAL BANK OF CANADAADD277,495360,546+29.9%$74.3M
FMR LLCADD166,059309,420+86.3%$63.7M
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED58,432301,048+415.2%$62.0M
TORONTO DOMINION BANKADD225,805290,054+28.5%$59.8M
Quantinno Capital Management LPDOUBLED55,846256,644+359.6%$52.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$5.3M — $0.00 bought, $5.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 29, 2026Madonna John W.SVP, Corporate ControllerGIFT75——
Sep 28, 2026Madonna John W.SVP, Corporate ControllerGIFT510——
Sep 23, 2026WILMOTT TIMOTHY JDirectorAWARD936——
Sep 23, 2026FOGARTY JAMES PDirectorAWARD936——
Sep 23, 2026CHUGG JULIANA LDirectorAWARD936——
Sep 23, 2026ATKINS M SHANDirectorAWARD936——
Sep 23, 2026JAMISON CYNTHIA TDirectorAWARD1,404——
Sep 23, 2026Kenningham DarylDirectorAWARD936——
Sep 23, 2026Simon William SDirectorAWARD936——
Sep 23, 2026SONSTEBY CHARLES MDirectorAWARD936——
Congressional trades
DRI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 9, 2026Josh GottheimerDHOUSESELL$15,001 - $50,000Darden Restaurants IncMay 20, 2026(42d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DRI.
Shares short
6,118,094
Settlement Sep 15, 2026
Change vs prior
-8.0%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈5.4%
Estimate — not % of float
All DRI filing & press-release reports (8)