DRI

Darden Restaurants, Inc.

Consumer Cyclical · $24.5B market cap

Verdict

Share price

$200.33

close of Oct 3, 2026

Fair value

$191.32

Sticker Price

Payback Price

$76.53

buy price

Fairly Valued

DRI is Fairly Valued: at $200.33 it's within 5% of its fair value of $191.32. Its buy price (Payback Price) is $76.53, 62% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow. Sales grew 8% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth7.2% a year✗
Equity per share growth3.3% a year✗
Sales growth4.2% a year✗
Free cash flow growth7.7% a year✗
Return on invested capital12.2%✓

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Superinvestors

None of the investors we track holds DRI right now. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: Lee Ainslie

Insider activity

Since Jul 26, 2026: no open-market purchases, 12 sales worth $13.5M and 88 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

Kenningham Daryl

director · 2026-08-30

Award

150 shares

Kenningham Daryl

director · 2026-08-30

Option exercise

150 shares

WILMOTT TIMOTHY J

director · 2026-08-30

Award

153 shares

Wilkerson John W.

President, Olive Garden · 2026-08-05

Option exercise

$791K

Cardenas Ricardo

President and CEO · 2026-07-29

Award

12,792 shares

Show all 88 other filings

Cardenas Ricardo

President and CEO · 2026-07-29

Award

$8.0M

King Sarah H.

SVP, Chief People Officer · 2026-07-29

Award

1,810 shares

King Sarah H.

SVP, Chief People Officer · 2026-07-29

Award

$1.1M

Connelly Susan M.

SVP, Chief Comm & PA Officer · 2026-07-29

Award

749 shares

Connelly Susan M.

SVP, Chief Comm & PA Officer · 2026-07-29

Award

$469K

Vennam Rajesh

SVP, CFO · 2026-07-29

Award

3,744 shares

Vennam Rajesh

SVP, CFO · 2026-07-29

Award

$2.3M

Burrowes Todd

Group Pres, Pres, Chuy's · 2026-07-29

Award

1,997 shares

Burrowes Todd

Group Pres, Pres, Chuy's · 2026-07-29

Award

$1.3M

Martin Melvin John

Group President · 2026-07-29

Award

1,997 shares

Martin Melvin John

Group President · 2026-07-29

Award

$1.3M

Wilkerson John W.

President, Olive Garden · 2026-07-29

Award

1,622 shares

Wilkerson John W.

President, Olive Garden · 2026-07-29

Award

$1.0M

Koren Lindsay L.

SVP General Counsel · 2026-07-29

Award

1,373 shares

Koren Lindsay L.

SVP General Counsel · 2026-07-29

Award

$860K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-29

Award

125 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-29

Award

$78K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-29

Award

1,154 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-29

Award

$723K

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-29

Award

936 shares

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-29

Award

$586K

Madonna John W.

SVP, Corporate Controller · 2026-07-29

Award

624 shares

Madonna John W.

SVP, Corporate Controller · 2026-07-29

Award

$391K

Cardenas Ricardo

President and CEO · 2026-07-28

Option exercise

$2.4M

Burrowes Todd

Group Pres, Pres, Chuy's · 2026-07-27

Tax withholding

$463K

Burrowes Todd

Group Pres, Pres, Chuy's · 2026-07-27

Option exercise

6,000 shares

Cardenas Ricardo

President and CEO · 2026-07-27

Tax withholding

$1.7M

Cardenas Ricardo

President and CEO · 2026-07-27

Option exercise

21,426 shares

Connelly Susan M.

SVP, Chief Comm & PA Officer · 2026-07-27

Tax withholding

$166K

Connelly Susan M.

SVP, Chief Comm & PA Officer · 2026-07-27

Option exercise

2,144 shares

King Sarah H.

SVP, Chief People Officer · 2026-07-27

Tax withholding

$262K

King Sarah H.

SVP, Chief People Officer · 2026-07-27

Option exercise

3,858 shares

Koren Lindsay L.

SVP General Counsel · 2026-07-27

Tax withholding

$31K

Koren Lindsay L.

SVP General Counsel · 2026-07-27

Option exercise

644 shares

Madonna John W.

SVP, Corporate Controller · 2026-07-27

Tax withholding

$72K

Madonna John W.

SVP, Corporate Controller · 2026-07-27

Option exercise

1,500 shares

Martin Melvin John

Group President · 2026-07-27

Tax withholding

$463K

Martin Melvin John

Group President · 2026-07-27

Option exercise

6,000 shares

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-27

Tax withholding

$151K

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-27

Option exercise

3,000 shares

Vennam Rajesh

SVP, CFO · 2026-07-27

Tax withholding

$563K

Vennam Rajesh

SVP, CFO · 2026-07-27

Option exercise

7,286 shares

Wilkerson John W.

President, Olive Garden · 2026-07-27

Tax withholding

$217K

Wilkerson John W.

President, Olive Garden · 2026-07-27

Option exercise

3,214 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-27

Tax withholding

$16K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-27

Option exercise

344 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-27

Tax withholding

$41K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-27

Option exercise

858 shares

King Sarah H.

SVP, Chief People Officer · 2026-07-26

Tax withholding

$120K

King Sarah H.

SVP, Chief People Officer · 2026-07-26

Tax withholding

$116K

King Sarah H.

SVP, Chief People Officer · 2026-07-26

Option exercise

1,505 shares

Koren Lindsay L.

SVP General Counsel · 2026-07-26

Option exercise

232 shares

Koren Lindsay L.

SVP General Counsel · 2026-07-26

Tax withholding

$11K

Koren Lindsay L.

SVP General Counsel · 2026-07-26

Tax withholding

$11K

Koren Lindsay L.

SVP General Counsel · 2026-07-26

Option exercise

226 shares

Madonna John W.

SVP, Corporate Controller · 2026-07-26

Option exercise

697 shares

Madonna John W.

SVP, Corporate Controller · 2026-07-26

Tax withholding

$33K

Madonna John W.

SVP, Corporate Controller · 2026-07-26

Tax withholding

$32K

Madonna John W.

SVP, Corporate Controller · 2026-07-26

Option exercise

677 shares

Martin Melvin John

Group President · 2026-07-26

Option exercise

2,325 shares

Martin Melvin John

Group President · 2026-07-26

Tax withholding

$180K

Martin Melvin John

Group President · 2026-07-26

Tax withholding

$175K

Martin Melvin John

Group President · 2026-07-26

Option exercise

2,257 shares

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-26

Option exercise

1,085 shares

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-26

Option exercise

$84K

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-26

Tax withholding

$81K

Milanes Douglas J.

SVP, Chief Supply Chain Ofcr · 2026-07-26

Option exercise

1,053 shares

Vennam Rajesh

SVP, CFO · 2026-07-26

Option exercise

2,945 shares

Vennam Rajesh

SVP, CFO · 2026-07-26

Tax withholding

$228K

Vennam Rajesh

SVP, CFO · 2026-07-26

Tax withholding

$221K

Vennam Rajesh

SVP, CFO · 2026-07-26

Option exercise

2,859 shares

Wilkerson John W.

President, Olive Garden · 2026-07-26

Option exercise

1,162 shares

Wilkerson John W.

President, Olive Garden · 2026-07-26

Tax withholding

$90K

Wilkerson John W.

President, Olive Garden · 2026-07-26

Tax withholding

$87K

Wilkerson John W.

President, Olive Garden · 2026-07-26

Option exercise

1,129 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Option exercise

124 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Tax withholding

$6K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Tax withholding

$6K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Option exercise

120 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Option exercise

310 shares

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Tax withholding

$15K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Tax withholding

$15K

Williamson Laura B

President, LongHorn Steakhouse · 2026-07-26

Option exercise

301 shares

About Darden Restaurants, Inc.

Darden Restaurants, Inc., through its various subsidiaries, focuses on the ownership and operation of full-service dining establishments across both the United States and Canada. As of May 29, 2022, the company's extensive portfolio comprised 1,867 directly managed restaurants. These included a significant presence from its flagship brands: 884 Olive Garden outlets, 546 LongHorn Steakhouse locations, 172 Cheddar's…

Restaurants

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works