Darden 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: 187,384
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
97% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 74
33% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 8 (+2) [Q1 2025]
11% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 316
9% more capital invested
Capital invested by funds: $20.9B [Q4 2024] → $22.8B (+$1.89B) [Q1 2025]
6% more funds holding
Funds holding: 933 [Q4 2024] → 993 (+60) [Q1 2025]
1.63% less ownership
Funds ownership: 95.34% [Q4 2024] → 93.71% (-1.63%) [Q1 2025]
11% less call options, than puts
Call options by funds: $322M | Put options by funds: $363M
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
BMO Capital Andrew Strelzik | 3%upside $215 | Market Perform Maintained | 25 Jun 2025 |
JP Morgan John Ivankoe | 15%upside $240 | Overweight Maintained | 25 Jun 2025 |
Raymond James Brian Vaccaro | 15%upside $240 | Outperform Maintained | 23 Jun 2025 |
Citigroup Jon Tower | 21%upside $253 | Buy Maintained | 23 Jun 2025 |
Barclays Jeffrey Bernstein | 22%upside $255 | Overweight Maintained | 23 Jun 2025 |
Financial journalist opinion
Based on 37 articles about DRI published over the past 30 days









