Darden Restaurants, Inc. (DRI): A Bull Case Theory
We came across a bullish thesis on Darden Restaurants, Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on DRI.
Darden Restaurants Inc (DRI)
Market is closed
Sector: Retail-Eating Places
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Squarepoint Ops LLC Maxime Fortin (Cio) | 987,730 | $181,762,075 | -8% | 0.19% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 898,642 | $165,368,101 | +4% | 0.1% |
| 3. | Alyeska Investment Group Anand Parekh | 615,702 | $113,301,482 | 0.32% | |
| 4. | AQR Capital Management Cliff Asness | 396,240 | $72,916,014 | +8% | 0.04% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 266,004 | $48,950,056 | +150% | 0.07% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.00 | 10,000 | $1,200,000.00 | 27,094 | 2022-06-28 | Filing | |
| $129.02 | 1,925 | $248,353.88 | 1,925 | 2022-03-28 | Filing | |
| $58.50 | 427 | $24,979.50 | 8,611 | 2020-04-23 | Filing | |
| $58.50 | 1,025 | $59,962.50 | 5,027 | 2020-04-23 | Filing | |
| $58.50 | 1,282 | $74,997.00 | 3,114 | 2020-04-23 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $205.32 | 3,123 | $641,209.68 | 19,351 | 2026-01-23 | Filing | |
| $206.62 | 4,405 | $910,180.04 | 671 | 2026-01-22 | Filing | |
| $207.28 | 200 | $41,456.12 | 5,076 | 2026-01-22 | Filing | |
| $213.00 | 2,258 | $480,954.00 | 17,784 | 2026-01-16 | Filing | |
| $214.12 | 3,592 | $769,101.08 | 9,040 | 2026-01-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,161,277 | $2,790,127,800 | 0.38% | |
| 2. | 14,063,355 | $2,587,938,592 | 0.04% | |
| 3. | 9,929,909 | $1,827,301,816 | 0.03% | |
| 4. | 8,077,567 | $1,486,433,880 | 0.26% | |
| 5. | 4,868,175 | $895,841,564 | 0.03% |
News See All
Mizuho Sees Sales Upside at Darden (DRI), Flags Ongoing Commodity Cost Pressure
On December 22, Mizuho analyst Nick Setyan raised the firm’s price target on Darden Restaurants, Inc. (NYSE:DRI) to $195 from $185 and kept a Neutral rating on the shares.
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Valuations have climbed to historically high levels as tech stocks stayed in favor.
Darden Restaurants (DRI) Did Okay Because of the Chicken, Says Jim Cramer
Full-service restaurant firm Darden Restaurants, Inc. (NYSE:DRI)’s shares are flat year to date to make it another struggling restaurant stock in 2025.
10 Stocks on Jim Cramer's Radar
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest figures for GDP growth.
Jim Cramer Says Darden (DRI)'s Olive Garden is the OG
Darden Restaurants, Inc. (NYSE:DRI) is an American full-service restaurant company that operates brands such as Olive Garden.
10 Stocks Jim Cramer Talked About
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest inflation report.
Jim Cramer Talked About 8 Tech and Consumer Sector Stocks
“The consumer cavalry got here just in time to give us what looks to be the beginning of a Santa Claus rally. That's the only way to describe what worked today.
Darden Restaurants, Inc. (NYSE:DRI) Q2 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Darden Restaurants Q2 Fiscal Year 2026 Earnings Conference Call and Webcast. At this time, participants are in a listen-only mode.
10 Stocks on Jim Cramer's Game Plan This Week
“Now, this is a tricky week. Why? Because on Tuesday, we get something that we're used to seeing on the first Friday of every month, the Bureau of Labor Statistics non-farm payroll report.
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