Darden Restaurants (DRI)
Operator of Olive Garden, LongHorn Steakhouse, and seven other full-service restaurant brands.
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Operates a portfolio of full-service dining brands led by Olive Garden and LongHorn Steakhouse, earning most revenue from food and beverage sales at company-owned U.S. restaurants. Franchising and consumer products remain smaller businesses.
Operates a largely company-owned U.S. portfolio spanning casual and fine dining. Olive Garden and LongHorn Steakhouse are the largest businesses; Cheddar’s Scratch Kitchen, Chuy’s, Yard House, Seasons 52, Ruth’s Chris Steak House, The Capital Grille, and Eddie V’s broaden the menu, price point, and dining-occasion mix.
Earns most revenue from food and beverage sales in its restaurants, with smaller franchise and consumer-product streams. Its operating model emphasizes culinary execution, attentive service, and inviting restaurants across distinct brands. Results depend on guest traffic, labor availability and cost, food sourcing, new-site execution, and changing consumer preferences. Bahama Breeze is being closed or converted into other brands, while Olive Garden and LongHorn together account for most sales.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Seaport Global | Initiate | Rating: —Target: — | Target: $240 |
| Sep 15, 2026 | Oppenheimer | Reiterate | Rating: —Target: $155 | Target: $245 |
| Sep 14, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $236 | Target: $255 |
| Sep 11, 2026 | Stephens | Reiterate | Rating: —Target: $216 | Target: $220 |
| Sep 1, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $236 | Target: $245 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $219.5M · Total debt $6.05B · Total assets $12.86B · Shareholders' equity $2.21B
- Revenue
- $3.72B
- Operating income
- $482.9M
- Net income
- $404.9M
HistoryDividendAnnual yield
| Institutions | ≈ 101.04% | 115.26M shares | |
|---|---|---|---|
| 1,122 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.30% | 345.5K shares | |
| 20 holders · as of Sep 18, 2026 | |||
| Adds to | 101.34% | ||
114.08M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.34%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Capital World InvestorsInstitution | 13.30% | 15.17M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.57% | 9.78M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.55% | 7.47M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.71% | 5.37M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.39% | 5.00M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 5, 2026 | John W. Wilkerson | officer: President, Olive Garden | −8,864 | $208.33 |
| Jul 31, 2026 | Laura B. Williamson | officer: President, LongHorn Steakhouse | −1,553 | $204.48 |
| Jul 28, 2026 | Ricardo Cardenas | director, officer: President and CEO | −39,134 | $209.06 |
| Jul 29, 2026 | Sarah H. King | officer: SVP, Chief People Officer | −4,373 | $210.42 |
| Jul 29, 2026 | Susan M. Connelly | officer: SVP, Chief Comm & PA Officer | −2,226 | $208.17 |
- Texas Roadhouse
Largest US casual-dining chain; hand-cut steaks contest LongHorn on value.
- Brinker International
Chili's surging traffic contests Olive Garden and LongHorn in value casual.
- Bloomin' Brands
Outback, Carrabba's, Fleming's contest LongHorn, Olive Garden, Capital Grille.
- The Cheesecake Factory
Top casual AUV in the US; contests Yard House and Seasons 52 on polished dining.
- Dine Brands
Applebee's and IHOP franchisor; contests Olive Garden and Cheddar's value tier.
- BJ's Restaurants
National brewpub-casual; craft beer and broad menu contest Yard House directly.
- Cracker Barrel
Highway family-comfort dining; homestyle overlap with Cheddar's value occasion.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Darden Restaurants | $214.94 | +1.72% | $24.21B | 20.3 | 19.0 | 1.8 | +13.7% |
| Texas Roadhouse | $166.62 | +0.65% | $10.88B | 26.5 | 23.1 | 1.7 | +11.1% |
| Brinker International | $212.40 | +6.04% | $8.59B | 18.4 | 16.0 | 1.5 | +5.1% |
| Bloomin' Brands | $8.78 | +4.09% | $721.7M | 27.2 | 9.5 | 0.2 | +1.3% |
| The Cheesecake Factory | $103.19 | +3.74% | $4.94B | 27.0 | 22.1 | 1.3 | +7.7% |
| Dine Brands | $28.66 | +0.88% | $360.4M | 58.0 | 6.6 | 0.4 | +4.4% |
| BJ's Restaurants | $63.13 | +3.30% | $1.28B | 32.3 | 24.2 | 0.9 | +6.4% |
| Cracker Barrel | $46.52 | +3.68% | $1.00B | 38.8 | 59.1 | 0.3 | −2.9% |
| Median | 27.2 | 22.1 | 0.9 | +5.1% |