Darden Restaurants（DRI）株式概要
ダーデン・レストランツはその子会社とともに、米国およびカナダでフルサービス・レストランを所有、経営している。 詳細
DRI Community Fair Values
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Analyst Price Targets
Darden Restaurants, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$213.45 |
| 52週高値 | US$224.94 |
| 52週安値 | US$169.00 |
| ベータ | 0.59 |
| 1ヶ月の変化 | 4.88% |
| 3ヶ月変化 | 6.45% |
| 1年変化 | -3.56% |
| 3年間の変化 | 32.09% |
| 5年間の変化 | 50.51% |
| IPOからの変化 | 3,183.85% |
最新ニュース
Seeking Alpha • 17h
Darden Restaurants: Everything You Need To Know Before Q4 Earnings
Summary Darden Restaurants remains a top full-service restaurant pick, with operational strength led by Olive Garden and LongHorn Steakhouse. Despite trading at ~20x earnings, DRI offers a projected 10%+ total return, supported by resilient margins and industry outperformance. FY 2027 guidance suggests robust sales and EPS growth, but elevated Capex will temporarily reduce free cash flow and buyback yield. I maintain a 'Buy' rating for long-term investors, targeting sustained 10–15% annualized total shareholder return as Capex normalizes. Read the full article on Seeking Alpha分析記事 • Jun 20
Darden Restaurants (DRI) Stock Could Be 4% Undervalued Ahead Of June 25 Earnings
Market attention on Darden Restaurants (DRI) is building ahead of its June 25 earnings report, as higher estimates for fiscal 2027 and expectations for year-over-year growth in earnings and revenue are reshaping sentiment around the stock. See our latest analysis for Darden Restaurants. Darden Restaurants’ recent 1-month share price return of 8.31% and year to date share price return of 14.02% suggest momentum has been building again, even though the 1-year total shareholder return declined...
ナラティブの更新 • Jun 05
DRI: Core Brand Resilience And Buybacks Will Support Future Earnings Power
Analysts have slightly raised their price expectations for Darden Restaurants, with the fair value estimate moving from about $267.90 to roughly $268.64. This adjustment reflects updated views on revenue growth, profit margins, and beef cost trends discussed in recent research.Recent updates
Seeking Alpha • 17h
Darden Restaurants: Everything You Need To Know Before Q4 Earnings
Summary Darden Restaurants remains a top full-service restaurant pick, with operational strength led by Olive Garden and LongHorn Steakhouse. Despite trading at ~20x earnings, DRI offers a projected 10%+ total return, supported by resilient margins and industry outperformance. FY 2027 guidance suggests robust sales and EPS growth, but elevated Capex will temporarily reduce free cash flow and buyback yield. I maintain a 'Buy' rating for long-term investors, targeting sustained 10–15% annualized total shareholder return as Capex normalizes. Read the full article on Seeking Alpha分析記事 • Jun 20
Darden Restaurants (DRI) Stock Could Be 4% Undervalued Ahead Of June 25 Earnings
Market attention on Darden Restaurants (DRI) is building ahead of its June 25 earnings report, as higher estimates for fiscal 2027 and expectations for year-over-year growth in earnings and revenue are reshaping sentiment around the stock. See our latest analysis for Darden Restaurants. Darden Restaurants’ recent 1-month share price return of 8.31% and year to date share price return of 14.02% suggest momentum has been building again, even though the 1-year total shareholder return declined...ナラティブの更新 • Jun 05
DRI: Core Brand Resilience And Buybacks Will Support Future Earnings Power
Analysts have slightly raised their price expectations for Darden Restaurants, with the fair value estimate moving from about $267.90 to roughly $268.64. This adjustment reflects updated views on revenue growth, profit margins, and beef cost trends discussed in recent research.ナラティブの更新 • May 03
DRI: Core Brand Consistency And Buybacks Will Support Long-Term Upside
Analysts have lifted their consolidated price target for Darden Restaurants by several dollars, reflecting refreshed models that incorporate slightly adjusted discount rate and revenue growth assumptions, as well as updated views from recent Street research that has generally raised targets into a $200 to $260 range. Analyst Commentary Recent Street research shows a cluster of bullish analysts nudging price targets higher across a tight range, with several updates concentrated between roughly $200 and $260.ナラティブの更新 • Apr 19
DRI: Value Discipline And Core Brand Consistency Will Support Long-Term Upside
The analyst price target for Darden Restaurants has been adjusted higher to reflect a fair value increase of about $4, supported by recent Street research that highlights steady same-store sales expectations at Olive Garden and LongHorn, along with multiple price target increases across major firms. Analyst Commentary Recent Street research shows a cluster of bullish analysts raising price targets on Darden Restaurants, with several firms adjusting their views higher by between $1 and $10.
ナラティブの更新 • Apr 03
DRI: Mixed Sector Headwinds And Brand Stability Are Expected To Shape Returns
Analysts have trimmed the fair value estimate for Darden Restaurants to $183.53 from $185.66, reflecting slightly softer assumptions for revenue, profit margin and future P/E even as recent research shows a mix of higher and lower price targets across the Street. Analyst Commentary Street research on Darden has been active, with several firms adjusting price targets and ratings in different directions.ナラティブの更新 • Mar 20
DRI: Sector Headwinds And Slowing Traffic Are Expected To Pressure Shares
Analysts have lifted the implied fair value for Darden Restaurants from about $169.22 to roughly $185.66 per share, reflecting a higher blended price target across recent research that cites relatively stable same-store sales at Olive Garden and LongHorn and ongoing sector headwinds that keep expectations measured. Analyst Commentary Recent Street research paints a mixed picture for Darden Restaurants, with some firms lifting price targets and others turning more cautious.ナラティブの更新 • Mar 06
DRI: Value Discipline And Brand Reshaping Will Support Long-Term Upside
Darden Restaurants' analyst price target has inched slightly higher to $235, with analysts citing the company's value discipline, recent rating upgrades and ongoing sector headwinds that have kept expectations relatively contained. Analyst Commentary Recent research on Darden Restaurants shows a split tape, but there is still a core group of bullish analysts leaning into the story with higher targets and upgrade calls that emphasize value discipline and execution in a tougher restaurant backdrop.ナラティブの更新 • Feb 20
DRI: Value Discipline And New Unit Openings Will Support Long-Term Upside
Narrative Update: Darden Restaurants The updated analyst fair value estimate for Darden Restaurants edges higher to $263.49 from $258.71. Analysts cite slightly stronger assumptions for revenue growth, profit margins, and future P/E, despite mixed recent price target revisions and ratings changes across the Street.
ナラティブの更新 • Feb 05
DRI: Beef Tariff Cuts And Value Discipline Will Shape Casual Dining Resilience
Narrative Update: Darden Restaurants The analyst price target for Darden Restaurants has been adjusted modestly higher by about US$1.80 to reflect slightly higher fair value estimates and profit margin assumptions, as analysts weigh recent upgrades that highlight value discipline and sector positioning, while also considering ongoing concerns about sales drivers and a challenging 2026 setup for casual dining. Analyst Commentary Recent research on Darden Restaurants presents a mixed picture, with some analysts more constructive on valuation support and discipline, while others flag earnings and sales uncertainty into 2026.ナラティブの更新 • Jan 22
DRI: Execution And New Unit Expansion Will Support Long-Term Upside Potential
Analysts have trimmed their price targets for Darden Restaurants by about US$2 to reflect slightly lower assumed fair value and P/E multiples, citing a tougher casual dining sales setup into 2026 and limited near term sales drivers, even as some firms still see relative strength in the broader restaurant group. Analyst Commentary Recent research has highlighted a mixed backdrop for Darden Restaurants but also flagged areas where some bullish analysts still see room for the story to work, particularly on execution and valuation relative to the broader restaurant group.ナラティブの更新 • Jan 08
DRI: Future Returns Will Depend On Beef Tariffs And Casual Dining Resilience
Narrative Update The updated analyst price work on Darden Restaurants implies a marginal trim of about US$0.10 to fair value, to US$220.57, as analysts factor in recent price target cuts, mixed ratings, and a tougher 2026 setup for casual dining demand and margins. Analyst Commentary Recent research on Darden Restaurants gives you a mixed but useful snapshot of how the Street is weighing the 2026 setup for casual dining against Darden's current execution and valuation.分析記事 • Jan 02
Darden Restaurants, Inc. (NYSE:DRI) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Darden Restaurants, Inc. ( NYSE:DRI ) filed its second-quarter result this time...ナラティブの更新 • Dec 25
DRI: Recent Share Pullback Will Set Up Attractive Long-Term Upside
Darden Restaurants' analyst price target has been trimmed by $10 to $230 per share, as analysts cite the recent share pullback as a buying opportunity. They point to management's consistent execution despite slightly softer long term growth assumptions.ナラティブの更新 • Dec 11
DRI: Future Returns Will Depend On Managing Beef Costs And Menu Pricing
We trim our Darden Restaurants price target slightly to approximately $221 from about $221 and maintain a constructive outlook, as analysts cite modestly lower valuation multiples and near term beef driven margin pressure but continue to highlight resilient same store sales trends, solid execution and supportive long term demand across key banners. Analyst Commentary Street research on Darden following its latest results reflects a mixed but generally constructive stance, with most firms trimming price targets while reiterating positive long term views on execution, traffic resilience and brand positioning.ナラティブの更新 • Nov 27
DRI: Future Performance Will Depend On Navigating Beef Inflation And Menu Pricing
Darden Restaurants’ analyst price target has been trimmed by less than $1 to $221. Analysts cite mixed performance in recent earnings, ongoing inflationary pressures, and continued strength in core brands like Olive Garden as factors shaping their slightly more cautious outlook.ナラティブの更新 • Nov 11
DRI: Future Margin Expansion Will Rely On Managing Beef Inflation Risks
Darden Restaurants' analyst fair value target edged slightly lower to $221.50, as analysts cite persistent beef inflation and recent earnings misses, which are offset by continued solid sales trends and an overall positive long-term outlook. Analyst Commentary Recent street research reveals a range of views on Darden Restaurants following the company's latest quarterly updates.ナラティブの更新 • Oct 27
Share Price Weakness And Menu Focus Will Define Restaurant Sector Momentum
Darden Restaurants’ average analyst price target has declined modestly, falling by several dollars as analysts cite slightly pressured margins and earnings amid higher input costs. However, they continue to highlight the company’s strong market positioning and resilient sales momentum.ナラティブの更新 • Sep 20
Uber Direct And New Restaurant Formats Will Transform Casual Dining
Darden Restaurants’ consensus price target was revised down from $233.29 to $224.86 as analysts responded to a modest earnings miss, lower guidance, and margin pressures, despite ongoing strength in same-store sales and positive long-term drivers. Analyst Commentary Recent price target changes reflect a modest earnings miss and guidance below elevated expectations, prompting some downward revisions, though several analysts remain positive on the long-term outlook.分析記事 • Sep 09
Estimating The Fair Value Of Darden Restaurants, Inc. (NYSE:DRI)
Key Insights The projected fair value for Darden Restaurants is US$183 based on 2 Stage Free Cash Flow to Equity...分析記事 • Aug 08
Does Darden Restaurants (NYSE:DRI) Have A Healthy Balance Sheet?
NYSE:DRI 1 Year Share Price vs Fair Value Explore Darden Restaurants's Fair Values from the Community and select yours...Seeking Alpha • Apr 20
Darden: A Win Streak With An Expiration Date
Summary Darden's stock has outperformed this year, gaining 9% YTD, despite broader market declines and weaker consumer spending impacting the restaurant sector. The company is guiding to a sharp improvement in same-restaurant sales in Q4, which I find difficult to believe given weakening trends in Q3 and worsening macro conditions. Darden has exposure to tariffs: ~20% of its cost basket is sourced overseas, while macro tightness will force consumers to think twice about spending to eat out. Darden's stretched valuation at ~21x forward P/E inspires little confidence, leading me to reiterate my sell opinion. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Darden Restaurants' Earnings: The Valuation Gap With The Industry Offers Upside
Summary Darden Restaurants' strong financial performance, including high margins and solid FCF, supports its resilience and attractiveness to investors despite industry challenges. Recent earnings report shows positive developments, including successful partnerships and efficient cost management, leading to all-time high stock prices. Valuation remains appealing with potential upside, as Darden's profitability outshines competitors like Texas Roadhouse, and future growth prospects remain solid. Weather-related sales dip is seen as temporary, with expectations for a stronger Q4 and continued positive growth driven by strategic acquisitions and expansions. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Darden: Terrible Price For Slower Comparable Sales Trends And Inflation Risks
Summary Restaurant chains like Darden have reported positive same-store sales growth by pushing price increases onto customers. However, SSS is trailing behind fast-casual peers. Inflation continues to hit some of Darden's core input costs, especially beef. In an inflation-sensitive environment, its ability to keep raising prices will be limited. The company recently acquired Tex-Mex chain Chuy's to spur revenue growth. However, the acquisition has left Darden with a heavy debt load. Darden's ~19x P/E multiple doesn't discount the stock enough for its operational risks, and sits at a richer premium relative to peers like The Cheesecake Factory. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Darden Restaurants: Solid Q2 Results Reflected In Valuation (Downgrade)
Summary Darden Restaurants, Inc.'s stock surged 14% after strong earnings, with shares up 28% since my last 'buy' rating, surpassing my $160 price target. Darden's revenue grew 6% to $2.9 billion, driven by same-restaurant sales, M&A, and margin recovery, with Olive Garden and LongHorn performing well. Updated guidance projects $12.1 billion in sales and $9.45-$9.65 EPS, and the stock is supported by a solid balance sheet, share repurchases, and a secure 3.5% dividend yield. I am downgrading DRI stock to 'hold' as upside potential is limited; ongoing sales momentum and secure dividend suggest no urgency to sell. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Darden Restaurants Cooks Up Future Growth As Consumer Confidence Sizzles
Summary Today I'm initiating coverage of Darden Restaurants with a buy rating, driven largely by growth indicators and strong macro consumer forecasts. The +3% dividend yield beats several peers, an attractive play for dividend investors who want portfolio exposure to restaurants. Despite trading near a 10-year high, the stock remains undervalued on forward P/E and EV/EBITDA ratios vs. key peers. The recent acquisition of Chuy's brands may lead to integration costs, although Darden's low debt-to-equity and strong credit ratings point to strong overall financial health. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Darden Restaurants: Partnership With Uber Could Bring Incremental Sales
Summary Darden Restaurants is adapting to challenging market conditions with value promotions, menu innovations, and strategic partnerships, such as the new ToGo partnership with Uber. Olive Garden's reintroduction of the 'Never Ending Pasta Bowl' and other value-driven initiatives have significantly boosted traffic and comparable sales in recent months. LongHorn Steakhouse continues to outperform with positive comparable sales and traffic, driven by its resilience and strategic menu offerings without relying on value promotions. I recommend a 'Buy' rating for Darden Restaurants, with a target price of $175-$180, anticipating further growth from promotional and operational improvements. Read the full article on Seeking Alpha
新しいナラティブ • Sep 24
Uber Direct And Menu Innovations Set To Enhance Dining Experience And Boost Sales
Expansion into delivery services with Uber Direct could enhance off-premise sales by meeting customer demands for convenience without impacting dining experience.株主還元
| DRI | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | 2.2% | 3.0% | 1.4% |
| 1Y | -3.6% | -1.1% | 25.7% |
業界別リターン: DRI過去 1 年間で-1.1 % の収益を上げたUS Hospitality業界を下回りました。
リターン対市場: DRIは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。
価格変動
| DRI volatility | |
|---|---|
| DRI Average Weekly Movement | 3.8% |
| Hospitality Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: DRI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DRIの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1938 | 197,924 | Rick Cardenas | www.darden.com |
ダーデン・レストランツはその子会社とともに、米国とカナダでフルサ ービスのレストランを所有、経営している。同社はOlive Garden、LongHorn Steakhouse、Cheddar's Scratch Kitchen、Chuy's、Yard House、Ruth's Chris Steak House、The Capital Grille、Seasons 52、Eddie V's Prime Seafood、Bahama Breeze、The Capital Burger、Darden、Darden Restaurantsのブランド名で運営している。ダーデン・レストランツは1938年に設立され、フロリダ州オーランドに本拠を置く。
Darden Restaurants, Inc. 基礎のまとめ
| DRI 基礎統計学 | |
|---|---|
| 時価総額 | US$24.45b |
| 収益（TTM） | US$1.11b |
| 売上高(TTM) | US$12.76b |
22.0x
PER（株価収益率1.9x
P/SレシオDRI は割高か？
公正価値と評価分析を参照収益と収入
| DRI 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.76b |
| 売上原価 | US$10.02b |
| 売上総利益 | US$2.75b |
| その他の費用 | US$1.64b |
| 収益 | US$1.11b |
直近の収益報告
Feb 22, 2026
次回決算日
Jun 25, 2026
| 一株当たり利益（EPS） | 9.69 |
| グロス・マージン | 21.51% |
| 純利益率 | 8.70% |
| 有利子負債／自己資本比率 | 117.0% |
DRI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.8%
現在の配当利回り62%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/22 07:11 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/02/22 |
| 年間収益 | 2025/05/25 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Darden Restaurants, Inc. 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |