DRS
Leonardo DRS, Inc.
$43.99
-1.27%
$11.9B
No data for this timeframe.
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders8 funds
Inst. Value$492.0M
Inst. Activity2 buys / 5 sells
Insider Activity1B / 7S
Insider Net $-$2.6M
Reddit Sentiment55° Neutral
SEC Reports6
Exchange Nasdaq·Sector Search, Detection, Navigation, Guidance, Aeronautical Sys·Inc. DE·CIK 0001833756·Prev Close $44.56
Recent Activity
May 19, 2026
Insider
Jeffery Reuben III bought 25,000 shares
Director @ $42.77 ($1.1M)
May 14, 2026
Insider
Jeffery Reuben III sold 3,733 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Baker Gail sold 3,733 shares
Director @ $0.00 ($0.00)
May 5, 2026
SEC
Leonardo DRS reported Q1 2026 results that meaningfully exceeded expectations, with revenue of $846M (+6% YoY) and GAAP
8-K — Impact 7/10
May 5, 2026
earnings_calendar
DRS Q1 2026 Earnings Scheduled — 2026-05-05
Apr 3, 2026
SEC
Leonardo DRS, Inc. filed a definitive proxy statement (DEFA14A) ahead of its annual shareholder meeting. The filing conf
DEFA14A — Impact 3/10
Apr 2, 2026
SEC
Sally Wallace, an officer of Leonardo DRS, Inc., filed a Form 144 to notify the SEC of her intent to sell 28,960 shares
144 — Impact 3/10
Inst.
FMR LLC — TRIM
3,036,209 shares ($103.5M)
Price Targets
$52.90
+20.2% upside
Strong Buy
Current $44.00
Low $47.00
Median $53.50
High $59.00
10 analysts
$47.00
$59.00
Analyst Ratings
5Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.27 ▲ +2.0% | $0.26 — $0.29 | 19% YoY | 10 |
| Next Q | $0.34 | $0.33 — $0.35 | 18% YoY | 10 |
| Current FY | $1.30 ▲ +3.6% | $1.28 — $1.34 | 13% YoY | 10 |
| Next FY | $1.44 ▲ +2.3% | $1.38 — $1.50 | 11% YoY | 9 |
Latest Reports
BULLISH
8-K
7/10
Leonardo DRS reported Q1 2026 results that meaningfully exceeded expectations, with revenue of $846M (+6% YoY) and GAAP
May 5, 2026
NEUTRAL
DEFA14A
3/10
Leonardo DRS, Inc. filed a definitive proxy statement (DEFA14A) ahead of its annual shareholder meeting. The filing conf
Apr 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $263.1M | — |
| FMR LLC | $103.5M | TRIM |
| MORGAN STANLEY | $40.8M | DOUBLED |
| NORGES BANK | $37.5M | NEW |
| BANK OF AMERICA CORP | $20.2M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | Jeffery Reuben | BUY | $1.1M |
| May 14, 2026 | Jeffery Reuben | A | $0.00 |
| May 14, 2026 | Baker Gail | A | $0.00 |
| May 14, 2026 | Casey George | A | $0.00 |
| May 14, 2026 | GALLAGHER MARY | A | $0.00 |
Reddit Sentiment
55°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $492.0M total value (14,431,240 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 5 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,717,551 | $263.1M | 53.5% | — |
| 2 | FMR LLC | 3,036,209 | $103.5M | 21.0% | TRIM -28.3% |
| 3 | MORGAN STANLEY | 1,197,420 | $40.8M | 8.3% | DOUBLED +115.0% |
| 4 | NORGES BANK | 1,099,462 | $37.5M | 7.6% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 591,112 | $20.2M | 4.1% | TRIM -59.3% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 496,429 | $16.9M | 3.4% | TRIM -37.0% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 265,394 | $9.0M | 1.8% | TRIM -30.5% |
| 8 | WELLS FARGO & COMPANY/MN | 27,663 | $943.0K | 0.2% | TRIM -61.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 4,235,354 | 3,036,209 | -28.3% | $103.5M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 556,981 | 1,197,420 | +115.0% | $40.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,099,462 | — | $37.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,453,758 | 591,112 | -59.3% | $20.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 381,994 | 265,394 | -30.5% | $9.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 72,279 | 27,663 | -61.7% | $943.0K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 25,156 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | DOUBLED | 106,805 | 711,588 | +566.2% | $32.3M | 2025-Q3 |
| MORGAN STANLEY | ADD | 356,505 | 556,981 | +56.2% | $25.3M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 862,779 | 543,916 | -37.0% | $24.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 257,200 | 381,994 | +48.5% | $17.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 47,765 | 25,156 | -47.3% | $1.1M | 2025-Q3 |
| NORGES BANK | EXIT | 953,879 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 760,257 | 1,251,415 | +64.6% | $58.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 953,879 | — | $44.3M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 495,260 | 356,505 | -28.0% | $16.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 146,000 | 257,200 | +76.2% | $12.0M | 2025-Q2 |
| UBS Group AG | TRIM | 426,226 | 106,805 | -74.9% | $5.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 100,896 | 73,580 | -27.1% | $3.4M | 2025-Q2 |
| UBS Group AG | ADD | 256,878 | 426,226 | +65.9% | $14.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 73,431 | 52,169 | -29.0% | $1.7M | 2025-Q1 |
| NORGES BANK | EXIT | 771,267 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 64,268 | 256,878 | +299.7% | $8.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 112,726 | 246,203 | +118.4% | $8.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 43,800 | 137,900 | +214.8% | $4.5M | 2024-Q4 |
14 unique insiders with 8 transactions. Net insider value: -$2.6M ($1.1M bought, $3.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | Jeffery Reuben III | Director | BUY | 25,000 | $42.77 | $1.1M |
| May 14, 2026 | Jeffery Reuben III | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | Baker Gail | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | Casey George | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | GALLAGHER MARY E | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | Krieg Kenneth J | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | Brothers Louis R Jr | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | SALZMAN ERIC | Director | A | 3,733 | $0.00 | $0.00 |
| May 14, 2026 | TOWNSEND FRANCES F | Director | A | 3,733 | $0.00 | $0.00 |
| Apr 9, 2026 | Baylouny John | President and CEO | A | 21,805 | $0.00 | $0.00 |
| Apr 9, 2026 | Dippold Michael | EVP and CFO | A | 12,020 | $0.00 | $0.00 |
| Apr 9, 2026 | Wallace Sally | EVP, Chief Operating Officer | A | 7,359 | $0.00 | $0.00 |
| Apr 9, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | A | 5,887 | $0.00 | $0.00 |
| Apr 9, 2026 | Dorfman Mark | EVP, GC and Secretary | A | 7,359 | $0.00 | $0.00 |
| Apr 9, 2026 | Morrow Pamela | SVP and Controller | A | 4,089 | $0.00 | $0.00 |
| Apr 2, 2026 | Wallace Sally | EVP, Chief Operating Officer | SELL | 28,960 | $46.35 | $1.3M |
| Apr 2, 2026 | Dippold Michael | EVP and CFO | SELL | 7,071 | $45.38 | $320.9K |
| Apr 2, 2026 | Dorfman Mark | EVP, GC and Secretary | SELL | 4,659 | $45.38 | $211.4K |
| Apr 1, 2026 | Jeffery Reuben III | Director | A | 649 | $0.00 | $0.00 |
| Apr 1, 2026 | Wallace Sally | EVP, Chief Operating Officer | M | 7,252 | $0.00 | $0.00 |
| Apr 1, 2026 | Wallace Sally | EVP, Chief Operating Officer | A | 23,367 | $0.00 | $0.00 |
| Apr 1, 2026 | Wallace Sally | EVP, Chief Operating Officer | F | 9,839 | $45.86 | $451.2K |
| Apr 1, 2026 | Wallace Sally | EVP, Chief Operating Officer | M | 7,252 | $0.00 | $0.00 |
| Apr 1, 2026 | TOWNSEND FRANCES F | Director | M | 1,006 | $0.00 | $0.00 |
| Apr 1, 2026 | TOWNSEND FRANCES F | Director | M | 1,006 | $0.00 | $0.00 |
| Apr 1, 2026 | Baylouny John | President and CEO | F | 17,555 | $45.86 | $805.1K |
| Apr 1, 2026 | Baylouny John | President and CEO | M | 12,627 | $0.00 | $0.00 |
| Apr 1, 2026 | Baylouny John | President and CEO | M | 12,627 | $0.00 | $0.00 |
| Apr 1, 2026 | Baylouny John | President and CEO | A | 40,681 | $0.00 | $0.00 |
| Apr 1, 2026 | Dippold Michael | EVP and CFO | A | 33,380 | $0.00 | $0.00 |
| Apr 1, 2026 | Dippold Michael | EVP and CFO | F | 13,858 | $45.86 | $635.5K |
| Apr 1, 2026 | Dippold Michael | EVP and CFO | M | 10,360 | $0.00 | $0.00 |
| Apr 1, 2026 | Dippold Michael | EVP and CFO | M | 10,360 | $0.00 | $0.00 |
| Apr 1, 2026 | Dorfman Mark | EVP, GC and Secretary | A | 23,367 | $0.00 | $0.00 |
| Apr 1, 2026 | Dorfman Mark | EVP, GC and Secretary | F | 9,956 | $45.86 | $456.6K |
| Apr 1, 2026 | Dorfman Mark | EVP, GC and Secretary | M | 7,252 | $0.00 | $0.00 |
| Apr 1, 2026 | Dorfman Mark | EVP, GC and Secretary | M | 7,252 | $0.00 | $0.00 |
| Apr 1, 2026 | Morrow Pamela | SVP and Controller | A | 10,432 | $0.00 | $0.00 |
| Apr 1, 2026 | Morrow Pamela | SVP and Controller | F | 3,339 | $45.86 | $153.1K |
| Apr 1, 2026 | Morrow Pamela | SVP and Controller | M | 3,239 | $0.00 | $0.00 |
| Apr 1, 2026 | Morrow Pamela | SVP and Controller | M | 3,239 | $0.00 | $0.00 |
| Apr 1, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | A | 17,316 | $0.00 | $0.00 |
| Apr 1, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | F | 6,414 | $45.86 | $294.1K |
| Apr 1, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | M | 5,375 | $0.00 | $0.00 |
| Apr 1, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | M | 5,375 | $0.00 | $0.00 |
| Mar 16, 2026 | Dippold Michael | EVP and CFO | SELL | 16,330 | $45.27 | $739.3K |
| Mar 16, 2026 | Dorfman Mark | EVP, GC and Secretary | SELL | 10,014 | $45.27 | $453.3K |
| Mar 4, 2026 | Casey George | Director | SELL | 1,500 | $45.14 | $67.7K |
| Mar 3, 2026 | Morrow Pamela | SVP and Controller | SELL | 12,000 | $45.20 | $542.4K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 4 neutral. Avg impact: 4.2/10.
BULLISH
8-K
7/10
Leonardo DRS reported Q1 2026 results that meaningfully exceeded expectations, with revenue of $846M
May 5, 2026
NEUTRAL
DEFA14A
3/10
Leonardo DRS, Inc. filed a definitive proxy statement (DEFA14A) ahead of its annual shareholder meet
Apr 3, 2026
NEUTRAL
144
3/10
Sally Wallace, an officer of Leonardo DRS, Inc., filed a Form 144 to notify the SEC of her intent to
Apr 2, 2026
NEUTRAL
3
2/10
Reuben Jeffery III filed a Form 3 with the SEC, indicating he has become a beneficial owner of Leona
Apr 1, 2026
BEARISH
CLUSTER
6/10
Two Leonardo DRS executives — EVP and GC Mark Dorfman and CFO Michael Dippold — sold shares in a coo
Mar 17, 2026
NEUTRAL
CLUSTER
4/10
Two insiders at Leonardo DRS sold shares in the past week, including SVP and Controller Pamela Morro
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 15 analysts: 5 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$52.90 mean target
+20.2% upside
Strong Buy (1.50)
$47.00 Low
$59.00 High
| Metric | Value |
|---|---|
| Current Price | $44.00 |
| Target Low | $47.00 |
| Target Mean | $52.90 |
| Target Median | $53.50 |
| Target High | $59.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.27 | $0.26 | $0.29 | 19.3% | +2.0% | 5↑ 3↓ | $0.9B | 8.8% | 10 |
| Next Q 2026-09-30 |
$0.34 | $0.33 | $0.35 | 17.5% | -0.4% | 4↑ 3↓ | $1.0B | 6.6% | 10 |
| Current FY 2026-12-31 |
$1.30 | $1.28 | $1.34 | 13.1% | +3.6% | 8↑ 0↓ | $3.9B | 7.9% | 10 |
| Next FY 2027-12-31 |
$1.44 | $1.38 | $1.50 | 10.7% | +2.3% | 6↑ 1↓ | $4.2B | 6.7% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.274 | |
| 7d ago | $0.268 | +0.006 |
| 30d ago | $0.269 | +0.005 |
| 60d ago | $0.267 | +0.008 |
| 90d ago | $0.252 | +0.023 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Apr 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Mar 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Feb 1, 2026 | 5 | 7 | 3 | 0 | 0 | 80% | |
| Jan 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
55°
Neutral
Bearish
Neutral
Bullish
7 mentions
1 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 11, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 22, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Feb 18, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Feb 12, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
Recent Reddit Threads
Part 2- GNS – The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
▲ 3
💬 5
⚡ 0.0
Is DTC the same as DRS?
▲ 1
💬 0
⚡ 0.0
Is a DTC transfer the same as DRS transfer?
▲ 1
💬 1
⚡ 0.0
May 5, 2026
earnings_calendar
DRS Q1 2026 Earnings Scheduled — 2026-05-05
Apr 27, 2026
dark_pool
Dark Pool: DRS — 1.2M shares, 33,717 trades
Week starting 2026-04-27. Total ATS volume: 1,231,948 shares across 33,717 trades.
Apr 20, 2026
dark_pool
Dark Pool: DRS — 1.4M shares, 32,794 trades
Week starting 2026-04-20. Total ATS volume: 1,398,730 shares across 32,794 trades.
Apr 13, 2026
dark_pool
Dark Pool: DRS — 1.3M shares, 29,323 trades
Week starting 2026-04-13. Total ATS volume: 1,318,422 shares across 29,323 trades.
Apr 9, 2026
short_volume
Short Volume: DRS — 64.6% short (0.4M / 0.5M)
Short: 353,410 | Exempt: 0 | TRF Vol: 547,488 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: DRS — 1.5M shares, 29,446 trades
Week starting 2026-04-06. Total ATS volume: 1,475,665 shares across 29,446 trades.
Mar 30, 2026
dark_pool
Dark Pool: DRS — 1.1M shares, 28,621 trades
Week starting 2026-03-30. Total ATS volume: 1,129,163 shares across 28,621 trades.
Mar 23, 2026
dark_pool
Dark Pool: DRS — 1.6M shares, 32,388 trades
Week starting 2026-03-23. Total ATS volume: 1,620,383 shares across 32,388 trades.
Mar 16, 2026
dark_pool
Dark Pool: DRS — 1.0M shares, 29,081 trades
Week starting 2026-03-16. Total ATS volume: 1,021,484 shares across 29,081 trades.
Mar 11, 2026
Enforcement
Leon v. Singh
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 726704/22
Mar 10, 2026
Enforcement
DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company
Court ruling from Court of Chancery of Delaware. Docket: C.A. No. 2025-1452-BWD
Mar 9, 2026
dark_pool
Dark Pool: DRS — 1.6M shares, 32,162 trades
Week starting 2026-03-09. Total ATS volume: 1,592,016 shares across 32,162 trades.
Mar 4, 2026
Enforcement
Leon v. Nduka
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 60836/22
Mar 2, 2026
dark_pool
Dark Pool: DRS — 2.0M shares, 39,616 trades
Week starting 2026-03-02. Total ATS volume: 2,009,046 shares across 39,616 trades.
Feb 24, 2026
earnings_calendar
DRS Q4 2025 Earnings Before Market Open — 2026-02-24
Feb 23, 2026
dark_pool
Dark Pool: DRS — 3.2M shares, 49,411 trades
Week starting 2026-02-23. Total ATS volume: 3,243,189 shares across 49,411 trades.
Feb 16, 2026
dark_pool
Dark Pool: DRS — 1.3M shares, 24,651 trades
Week starting 2026-02-16. Total ATS volume: 1,293,217 shares across 24,651 trades.
Feb 9, 2026
dark_pool
Dark Pool: DRS — 1.0M shares, 26,482 trades
Week starting 2026-02-09. Total ATS volume: 1,000,575 shares across 26,482 trades.