Darden Restaurants (DRI) reported results in line with expectations in Q4 FY2026 on revenue of $3.7B versus the $3.7B estimate (+13.7% YoY) and EPS of $3.66. The next Darden Restaurants (DRI) earnings date is Sep 17, 2026. Below is the full Darden Restaurants earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$3.7B (vs $3.7B est · -0.3% surprise · +13.7% YoY)
EPS
$3.66 (vs $3.63 est · +0.8% surprise · +36.7% YoY)
Share price
$225.25 (+0.8%)
Market cap
$25.8B
Darden Restaurants (DRI) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$3.7B vs $3.7B est
$3.66 vs $3.63 est
+0.8%
+0.1%
In line
Q4 FY2026
$3.3B vs $3.3B est
$2.95 vs $2.94 est
+0.3%
+1.2%
In line
Q3 FY2026
$3.1B vs $3.1B est
$2.08 vs $2.10 est
-1.0%
+0.2%
In line
Q2 FY2026
$3.0B vs $3.0B est
$1.97 vs $2.00 est
-1.5%
-11.5%
In line
Q1 FY2026
$3.3B vs $3.3B est
$2.98 vs $2.97 est
+0.3%
-0.6%
In line
Q4 FY2025
$3.2B vs $3.2B est
$2.80 vs $2.80 est
+0.0%
+6.3%
In line
Q3 FY2025
$2.9B vs $2.9B est
$2.03 vs $2.02 est
+0.5%
+17.3%
In line
Q2 FY2025
$2.8B vs $2.8B est
$1.75 vs $1.83 est
-4.4%
+6.9%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Capital World Investors
13.3%
15.2M
$3.1B
+1.6%
Blackrock, INC.
8.6%
9.8M
$2.0B
+1.4%
Vanguard Capital Management LLC
6.5%
7.5M
$1.5B
-0.0%
Undisclosed filer
4.7%
5.4M
$1.1B
+0.4%
State Street Corp
4.4%
5.0M
$1.0B
+2.9%
Wellington Management Group Llp
3.4%
3.9M
$800.2M
-43.3%
Charles Schwab Investment Management INC
3.2%
3.7M
$764.5M
+10.2%
Sixth Street Partners Management Company, L.P.
3.2%
3.7M
$764.5M
+100.0%
Raymond James Financial INC
3.2%
3.7M
$762.7M
+3.8%
Geode Capital Management, LLC
3.0%
3.5M
$711.4M
+0.5%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Wilkerson John W.
officer: President, Olive Garden
2026-08-05
Buy
6K
$790663
Wilkerson John W.
officer: President, Olive Garden
2026-08-05
Sell
3K
$521035
Wilkerson John W.
officer: President, Olive Garden
2026-08-05
Sell
6K
$1.3M
Wilkerson John W.
officer: President, Olive Garden
2026-08-05
Sell
6K
$790663
Williamson Laura B
officer: President, LongHorn Steakhouse
2026-07-31
Sell
1K
$226792
Williamson Laura B
officer: President, LongHorn Steakhouse
2026-07-31
Sell
443
$90768
Madonna John W.
officer: SVP, Corporate Controller
2026-07-29
Buy
2K
$390715
Madonna John W.
officer: SVP, Corporate Controller
2026-07-29
Buy
624
—
What you'll find
Next Darden Restaurants (DRI) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Darden Restaurants reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Darden Restaurants (DRI)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Darden Restaurants's next earnings date?
Darden Restaurants's (DRI) next scheduled earnings date is Sep 17, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Darden Restaurants (DRI) beat or miss earnings?
In Q4 FY2026, Darden Restaurants (DRI) posted in-line results — revenue of $3.7B versus the $3.7B estimate (-0.3% surprise) and EPS of $3.66 versus $3.63 expected (+0.8% surprise). Magnisto decodes every Darden Restaurants (DRI) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Darden Restaurants beat earnings estimates?
Over its last 8 reported quarters, Darden Restaurants (DRI) beat Wall Street EPS estimates 0 times, most recently a in-line result in Q1 FY2027. Magnisto tracks every Darden Restaurants (DRI) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Darden Restaurants stock move after earnings?
Over its last 8 quarterly reports, Darden Restaurants (DRI) moved an average of ±5.5% the day after earnings — ranging from -11.5% (Q2 FY2026) to +17.3% (Q3 FY2025). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Sep 17, 2026, options-implied volatility is pricing in a move of roughly ±9.1% (derived). Magnisto tracks the realized post-earnings move for every Darden Restaurants (DRI) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Darden Restaurants?
Institutions hold about 92.6% of Darden Restaurants's (DRI) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Capital World Investors (13.3%), Blackrock, INC. (8.6%), Vanguard Capital Management LLC (6.5%). Magnisto lists Darden Restaurants's (DRI) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Darden Restaurants (DRI)?
In the most recent Form 4 filings Magnisto tracks, Darden Restaurants (DRI) insiders recorded 7 purchases and 5 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Darden Restaurants (DRI) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Darden Restaurants (DRI), anchored to the current $225.25 share price, so you can weigh the bull, base and bear cases for Darden Restaurants side by side.
Is Darden Restaurants (DRI) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Darden Restaurants fits your own thesis and risk profile. This is research, not investment advice.