Darden Restaurants (DRI)

• Market cap: $24.3B
• 1 day: -0.6%
• 5 days: -1.29%
• 1 month: 1.65%
• 3 months: -7.11%
• 6 months: 11.3%
• Year to date: 11.95%
• 1 year: 29.26%
• 5 years: 127.89%
• 10 years: 232.36%
• Sector: Consumer Discretionary
• Industry: Restaurants

About: Darden Restaurants is the largest restaurant operator in the US full-service space, with consolidated revenue of $12.1 billion in fiscal 2025. The company maintains a portfolio of 11 restaurant brands: Olive Garden, LongHorn Steakhouse, Cheddar's Scratch Kitchen, Ruth's Chris, Yard House, The Capital Grille, Seasons 52, Eddie V's, Bahama Breeze, The Capital Burger, and most recently, Chuy's. Darden generates revenue almost exclusively from company-owned restaurants, though a small network of franchised restaurants and consumer-packaged goods sales through the traditional grocery channel contribute modestly. As of the end of its fiscal 2025, the company operated 2,159 restaurants in the US.

Employees: 197,924

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

84% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 73

43% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 292

38% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 11 (+3) [Q2]

4% more funds holding

Funds holding: 1,001 [Q1] → 1,046 (+45) [Q2]

9% more call options, than puts

Call options by funds: $288M | Put options by funds: $265M

4% more capital invested

Capital invested by funds: $22.8B [Q1] → $23.8B (+$970M) [Q2]

0.39% less ownership

Funds ownership: 93.73% [Q1] → 93.34% (-0.39%) [Q2]

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $215
• Avg. target: $240
• High target: $255

15 analyst ratings

• positive: 11 73%
• neutral: 4 27%
• negative: 0 0%

Guggenheim Gregory Francfort	$235	Buy Maintained	17 Sep 2025
B of A Securities Sara Senatore	$254	Buy Maintained	16 Sep 2025
Stephens & Co. Jim Salera	$215	Equal-Weight Maintained	12 Sep 2025
Keybanc Eric Gonzalez	$240	Overweight Maintained	10 Sep 2025
Evercore ISI Group David Palmer	$245	Outperform Maintained	10 Sep 2025