Driven Brands (DRVN)
Operates Take 5, Auto Glass Now, and franchised repair, collision, paint, and parts networks.
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Operates Take 5 oil-change stores, Auto Glass Now repair and calibration locations, and franchised repair, paint, collision, and parts brands including Meineke, Maaco, and CARSTAR. Revenue combines company-operated service sales with franchise royalties, fees, and supply sales, with most locations run by franchisees.
Provides automotive maintenance and repair through three segments. Take 5 pairs stay-in-your-car oil changes and add-on maintenance with franchised and company-operated stores. Franchise Brands spans Meineke, Maaco, CARSTAR, ABRA, Fix Auto, 1-800-Radiator, Uniban, and ATI across repair, paint, collision, parts, and training. Auto Glass Now handles glass repair, replacement, and calibration.
Serves retail, commercial, fleet, and insurance customers across most U.S. states and Canada. Expands Take 5 through franchised and company-operated openings and Auto Glass Now through stores and mobile vans. Revenue combines service sales, franchise fees and royalties, and supply sales. Both car-wash businesses have been sold and are reported as discontinued operations. Prior statements were restated, and material-weakness remediation continues. Most continuing locations are franchised, while company-operated sites are concentrated in Take 5 and Auto Glass Now.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Morgan Stanley | Target | Target: $17 | Target: $14 |
| Aug 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $17 | Target: $16 |
| Aug 7, 2026 | Canaccord Genuity | Target | Target: $18 | Target: $17 |
| Jun 12, 2026 | RBC Capital | Target | Target: $18 | Target: $17 |
| Jun 8, 2026 | Canaccord Genuity | Target | Target: $20 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $184.0M · Total debt $2.22B · Total assets $3.54B · Shareholders' equity $833.3M
- Revenue
- $507.4M
- Operating income
- $73.1M
- Net income
- $34.2M
No dividends on record.
| Institutions | ≈ 43.49% | 71.74M shares | |
|---|---|---|---|
| 202 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.29% | 2.13M shares | |
| 12 holders · as of Aug 24, 2026 | |||
| Other | ≈ 55.22% | 91.11M shares | |
| remainder | |||
164.98M company shares as of Sep 23, 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.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 5.77% | 9.52M | as of Jun 30, 2026 |
Rubric Capital Management LPInstitution | 3.21% | 5.30M | as of Jun 30, 2026 |
Adw Capital Management, LLCInstitution | 3.03% | 5.00M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 2.92% | 4.81M | as of Jun 30, 2026 |
Bamco Inc /NY/Institution | 2.73% | 4.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 21, 2026 | Scott L. O'Melia | officer: Chief Legal Officer | −46,875 | $16.00 |
- Valvoline
Direct quick-lube and preventive-maintenance rival for Take 5
- Boyd Group Services
Public collision and glass operator against CARSTAR and Auto Glass Now
- Monro
Retail repair and tire chain overlapping with Meineke and Take 5
- LKQ
Alternative collision and repair-parts supplier against 1-800 Radiator
- Genuine Parts
NAPA-led parts network overlapping with repair-shop supply
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Driven Brands | $12.30 | +0.20% | $2.02B | 11.6 | 9.4 | 1.1 | −7.9% |
| Valvoline | $28.56 | −0.38% | $3.66B | 38.7 | 15.8 | 1.9 | +24.1% |
| Boyd Group Services | $80.18 | −0.83% | $2.25B | 173.3 | 19.3 | 0.6 | +29.9% |
| Monro | $13.66 | −4.38% | $446.8M | 65.0 | 56.8 | 0.4 | −4.6% |
| LKQ | $23.58 | −0.06% | $5.97B | 13.1 | 8.1 | 0.4 | −6.4% |
| Genuine Parts | $129.53 | −0.05% | $17.87B | 540.0 | 16.2 | 0.7 | +6.0% |
| Median | 65.0 | 16.2 | 0.6 | +6.0% |