13FPulse
DR

DRI DARDEN RESTAURANTS INC

2026Q2 · CUSIP 237194105 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,066
Institutions that reported holding it to the SEC
Net increase in holders
+35
Last quarter 1,031 → now 1,066
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

1,066 funds held DRI at the end of 2026Q2, up 35 from the quarter before. That is stronger buying than 91.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $13.2B(YoY +9.4%), the P/E is 20.8x, return on equity is 54.7%. DRI has had 24 buying rushes in its history, and the price moved +2.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=479 2013Q4: holders=488 2014Q1: holders=464 2014Q2: holders=459 2014Q3: holders=445 2014Q4: holders=493 2015Q1: holders=522 2015Q2: holders=546 2015Q3: holders=547 2015Q4: holders=530 2016Q1: holders=544 2016Q2: holders=547 2016Q3: holders=525 2016Q4: holders=554 2017Q1: holders=581 2017Q2: holders=582 2017Q3: holders=555 2017Q4: holders=614 2018Q1: holders=613 2018Q2: holders=639 2018Q3: holders=645 2018Q4: holders=668 2019Q1: holders=728 2019Q2: holders=704 2019Q3: holders=715 2019Q4: holders=724 2020Q1: holders=627 2020Q2: holders=634 2020Q3: holders=634 2020Q4: holders=681 2021Q1: holders=753 2021Q2: holders=746 2021Q3: holders=750 2021Q4: holders=800 2022Q1: holders=749 2022Q2: holders=700 2022Q3: holders=727 2022Q4: holders=814 2023Q1: holders=844 2023Q2: holders=855 2023Q3: holders=850 2023Q4: holders=913 2024Q1: holders=918 2024Q2: holders=898 2024Q3: holders=883 2024Q4: holders=945 2025Q1: holders=1009 2025Q2: holders=1061 2025Q3: holders=985 2025Q4: holders=1001 2026Q1: holders=1031 2026Q2: holders=1066 -97 -48.5 +0 +48.5 +97 4007601120 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 20%
2025Q2 Top 5% -14.7% +7.0%
2025Q1 Top 5% +0.3% -16.5%
2024Q4 Top 10% +11.5% +9.0%
2023Q4 Top 10% -4.4% -6.2%
2023Q2 Top 20% -2.5% +3.1%
2023Q1 Top 5% +0.9% -0.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
312
Change in large funds
+26
Total value they hold
$24.2B
Funds buying for the first time
150
Funds that sold out entirely
115
Price change that quarter
+12.2%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
20.8
EPS (TTM)
$10.38
EPS YoY
+17.2%
Revenue (TTM)
$13.2B
Revenue YoY
+9.4%
Net margin
9.1%
ROE
54.7%
Debt ratio
82.8%
FCF (TTM)
$1.1B
Dividend (TTM)
$6.00
Quarterly Revenue & EPS
2022-08-28: EPS 1.56 2022-11-27: EPS 1.52 2023-02-26: EPS 2.34 2023-05-28: EPS 2.57 2023-08-27: EPS 1.59 2023-11-26: EPS 1.76 2024-02-25: EPS 2.60 2024-05-26: EPS 2.56 2024-08-25: EPS 1.74 2024-11-24: EPS 1.82 2025-02-23: EPS 2.74 2025-05-25: EPS 2.56 2025-08-24: EPS 2.19 2025-11-23: EPS 2.03 2026-02-22: EPS 2.65 2026-05-31: EPS 3.51 0B 1.9B 3.7B $B 0.00 1.93 3.86 2016201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 14 19 24 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-290M81M452M 20162017201820192020202120222023202420252026
Latest quarter $452M (2026-02-22)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.