DRVN

Driven Brands Holdings Inc.

Nasdaq · Services-Automotive Repair, Services & Parking · Inc. DE · CIK 0001804745
$13.43 -2.89% $2.2B
High Impact Filing (9/10)8 New Institutional Positions9 Institutional Exits
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusBuy (65%)
Inst. Holders50 funds
Inst. Value$562.0M
Inst. Activity8 buys / 9 sells
Reddit Sentiment50° Neutral
SEC Reports7
Exchange Nasdaq·Sector Services-Automotive Repair, Services & Parking·Inc. DE·CIK 0001804745·Prev Close $13.83

Recent Activity

Jun 11, 2026 SEC
Driven Brands reported Q1 2026 adjusted EPS of $0.30, beating the $0.22 consensus by 36%, and revenue grew 8% YoY to $48
8-K — Impact 6/10
Jun 5, 2026 SEC
Driven Brands received a Nasdaq delisting notice on June 1, 2026 due to the delayed filing of its Q1 2026 Form 10-Q. The
8-K — Impact 6/10
May 19, 2026 SEC
Driven Brands reported Q4 2025 adjusted EPS of $0.34 (42% beat vs $0.24 consensus) on revenue of $460.1M (+8% YoY, 1% be
8-K — Impact 6/10
May 9, 2026 Insider
Rivera Daniel R. surrendered for taxes 7,731 shares
Chief Executive Officer @ $13.41 ($103.7K)
May 9, 2026 Insider
Fondell Rebecca surrendered for taxes 2,863 shares
SVP & Chief Accounting Officer @ $13.41 ($38.4K)
Mar 13, 2026 Insider
Khalid Muhammad surrendered for taxes 2,844 shares
EVP, Chief Operating Officer @ $10.34 ($29.4K)
Inst.
FMR LLC — ADD
8,235,288 shares ($103.8M)
Inst.
Rubric Capital Management LP — NEW
3,000,000 shares ($37.8M)

Price Targets

$17.06 +27.0% upside Strong Buy
Current $13.43 Low $13.00 Median $17.00 High $22.00 10 analysts
$13.00 $22.00

Analyst Ratings

Buy65% buy · 17 analysts
4Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 BTIG REITERATE Buy → Buy
Jun 11, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 21, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
May 20, 2026 Piper Sandler MAINTAIN Neutral → Neutral
May 20, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.24 $0.19 — $0.30 -11% YoY 9
Next Q $0.30 ▼ -11.2% $0.24 — $0.35 -11% YoY 10
Current FY $1.22 ▼ -0.6% $1.15 — $1.27 1% YoY 10
Next FY $1.49 ▲ +2.7% $1.40 — $1.59 22% YoY 10

Top Institutional Holders

FundValueMove
FMR LLC$103.8MADD
BAMCO INC /NY/$56.7M
BlackRock, Inc.$54.8M
GOLDMAN SACHS GROUP INC$47.6M
Rubric Capital Management LP$37.8MNEW

Recent Insider Trades

DateInsiderTypeValue
May 9, 2026Rivera DanielF$103.7K
May 9, 2026Fondell RebeccaF$38.4K
Mar 13, 2026Khalid MuhammadF$29.4K
Mar 13, 2026O'Melia ScottF$34.4K
Mar 13, 2026Diamond MichaelF$41.9K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish
50 institutional holders with $562.0M total value (44,556,322 shares) as of 2026-Q1. Top holders: FMR, BAMCO, BlackRock,. Net selling activity: 9 institutions trimmed/exited vs 8 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC8,235,288$103.8M18.5%ADD +50.4%
2BAMCO INC /NY/4,500,196$56.7M10.1%
3BlackRock, Inc.4,342,846$54.8M9.7%
4GOLDMAN SACHS GROUP INC3,770,879$47.6M8.5%
5Rubric Capital Management LP3,000,000$37.8M6.7%NEW
6VANGUARD PORTFOLIO MANAGEMENT LLC2,734,573$34.5M6.1%
7VANGUARD CAPITAL MANAGEMENT LLC2,574,554$32.5M5.8%
8JANUS HENDERSON GROUP PLC2,484,305$31.3M5.6%
9DIMENSIONAL FUND ADVISORS LP2,362,430$29.8M5.3%
10BANK OF MONTREAL /CAN/2,076,351$26.2M4.7%DOUBLED +1469.5%
11STATE STREET CORP1,376,525$17.4M3.1%
12MORGAN STANLEY1,050,012$13.2M2.4%ADD +92.7%
13TUDOR INVESTMENT CORP ET AL939,600$11.8M2.1%ADD +93.7%
14TWO SIGMA INVESTMENTS, LP626,310$7.9M1.4%
15BANK OF AMERICA CORP /DE/581,331$7.3M1.3%TRIM -51.5%
16CITADEL ADVISORS LLC522,614$6.6M1.2%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC452,569$5.7M1.0%
18VANGUARD FIDUCIARY TRUST CO410,212$5.2M0.9%
19Verition Fund Management LLC383,542$4.8M0.9%ADD +70.8%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP262,500$3.3M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD5,474,3238,235,288+50.4%$103.8M2026-Q1
Rubric Capital Management LPNEW3,000,000$37.8M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED132,2952,076,351+1469.5%$26.2M2026-Q1
TUDOR INVESTMENT CORP ET ALADD485,000939,600+93.7%$11.8M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,198,448581,331-51.5%$7.3M2026-Q1
Verition Fund Management LLCADD224,595383,542+70.8%$4.8M2026-Q1
FIRST TRUST ADVISORS LPADD61,12382,248+34.6%$1.0M2026-Q1
Gotham Asset Management, LLCTRIM219,51280,058-63.5%$1.0M2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT691,12938,306-94.5%$483.0K2026-Q1
STIFEL FINANCIAL CORPNEAR_EXIT145,25229,438-79.7%$371.2K2026-Q1
Brevan Howard Capital Management LPADD16,12224,711+53.3%$311.6K2026-Q1
Vident Advisory, LLCTRIM19,62010,828-44.8%$136.5K2026-Q1
CWM, LLCTRIM15,5475,375-65.4%$67.8K2026-Q1
FEDERATED HERMES, INC.NEAR_EXIT8,727528-93.9%$6.7K2026-Q1
Allworth Financial LPADD298469+57.4%$5.9K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM679453-33.3%$5.7K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT10,975395-96.4%$5.0K2026-Q1
FMR LLCADD3,907,3715,474,323+40.1%$81.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD620,5491,198,448+93.1%$17.8M2025-Q4
Russell Investments Group, Ltd.DOUBLED234,182691,129+195.1%$10.2M2025-Q4
TUDOR INVESTMENT CORP ET ALDOUBLED155,000485,000+212.9%$7.2M2025-Q4
Verition Fund Management LLCTRIM328,691224,595-31.7%$3.3M2025-Q4
Nuveen, LLCNEAR_EXIT776,265153,072-80.3%$2.3M2025-Q4
FIRST TRUST ADVISORS LPTRIM208,44961,123-70.7%$905.8K2025-Q4
Orion Porfolio Solutions, LLCDOUBLED13,58428,341+108.6%$420.0K2025-Q4
6 unique insiders with 13 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 9, 2026Rivera Daniel R.Chief Executive OfficerTAX W/H7,731$13.41$103.7K
May 9, 2026Fondell RebeccaSVP & Chief Accounting OfficerTAX W/H2,863$13.41$38.4K
Mar 13, 2026Khalid MuhammadEVP, Chief Operating OfficerTAX W/H2,844$10.34$29.4K
Mar 13, 2026O'Melia Scott L.Chief Legal OfficerTAX W/H3,326$10.34$34.4K
Mar 13, 2026Diamond Michael FisherEVP & Chief Financial OfficerTAX W/H4,048$10.34$41.9K
Feb 28, 2026O'Melia Scott L.Chief Legal OfficerTAX W/H1,383$11.00$15.2K
Feb 28, 2026Fitzpatrick Jonathan G.DirectorTAX W/H4,738$11.00$52.1K
Feb 28, 2026Khalid MuhammadEVP, Chief Operating OfficerTAX W/H1,187$11.00$13.1K
Feb 28, 2026Rivera Daniel R.Chief Executive OfficerTAX W/H1,810$11.00$19.9K
Feb 27, 2026O'Melia Scott L.Chief Legal OfficerTAX W/H4,072$11.00$44.8K
Feb 27, 2026Rivera Daniel R.Chief Executive OfficerTAX W/H4,045$11.00$44.5K
Feb 27, 2026Fitzpatrick Jonathan G.DirectorTAX W/H10,779$11.00$118.6K
Feb 27, 2026Khalid MuhammadEVP, Chief Operating OfficerTAX W/H3,432$11.00$37.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (65% buy). Based on 17 analysts: 4 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$17.06 mean target +27.0% upside Strong Buy (2.00)
$13.00 Low $22.00 High
MetricValue
Current Price$13.43
Target Low$13.00
Target Mean$17.06
Target Median$17.00
Target High$22.00
# Analysts10
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-03-31
$0.24 $0.19 $0.30 -10.7% -0.1% 3↑ 4↓ $0.5B -8.5% 9
Next Q
2026-09-30
$0.30 $0.24 $0.35 -10.6% -11.2% 2↑ 5↓ $0.5B -4.5% 10
Current FY
2026-12-31
$1.22 $1.15 $1.27 0.8% -0.6% 3↑ 5↓ $2.0B 7.3% 10
Next FY
2027-12-31
$1.49 $1.40 $1.59 21.8% +2.7% 4↑ 2↓ $2.2B 8.9% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.241
7d ago$0.241
30d ago$0.241-0.000
60d ago$0.276-0.035
90d ago$0.276-0.035
7 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 BTIG REITERATE Buy Buy
Jun 11, 2026 RBC Capital MAINTAIN Outperform Outperform
May 21, 2026 BMO Capital MAINTAIN Market Perform Market Perform
May 20, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 20, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 20, 2026 RBC Capital MAINTAIN Outperform Outperform
May 20, 2026 BTIG MAINTAIN Buy Buy
Apr 29, 2026 Canaccord Genuity MAINTAIN Buy Buy
Apr 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 22, 2026 William Blair DOWNGRADE Outperform Market Perform
Feb 26, 2026 Piper Sandler DOWNGRADE Overweight Neutral
Jan 15, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 BTIG REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264760065%
May 1, 20264760065%
Apr 1, 20264750069%
Mar 1, 20264750069%
Feb 1, 20267940080%
Jan 1, 20267940080%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 22, 2026250° Neutral002
Apr 22, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
$DRVN New Financial Guidance 8-K NOWHERE NEAR AS BAD AS FEARED. . .
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$DRVN New Financial Guidance 8-K NOWHERE NEAR AS BAD AS FEARED. . .
▲ 1 💬 0 ⚡ 0.5
Jun 1, 2026
earnings_calendar
DRVN Q1 2026 Earnings Scheduled — 2026-06-01
May 20, 2026
earnings_calendar
DRVN Q1 2026 Earnings Scheduled — 2026-05-20
May 19, 2026
short_volume
Short Volume: DRVN — 58.1% short (0.4M / 0.7M)
Short: 414,344 | Exempt: 0 | TRF Vol: 712,649 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
earnings_calendar
DRVN Q1 2026 Earnings Scheduled — 2026-05-15
May 12, 2026
short_interest
FTD: DRVN — 89,788 shares ($1.2M) failed to deliver
Settlement: 20260512, Price: $13.25, FTD Value: $1,189,691, DRIVEN BRANDS HLDGS INC COM
May 11, 2026
earnings_calendar
DRVN Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings_calendar
DRVN Q1 2026 Earnings Scheduled — 2026-05-04
May 1, 2026
short_interest
FTD: DRVN — 194,140 shares ($2.6M) failed to deliver
Settlement: 20260501, Price: $13.57, FTD Value: $2,634,479.8, DRIVEN BRANDS HLDGS INC COM
Apr 28, 2026
short_interest
FTD: DRVN — 89,722 shares ($1.1M) failed to deliver
Settlement: 20260428, Price: $12.72, FTD Value: $1,141,263.84, DRIVEN BRANDS HLDGS INC COM
Apr 23, 2026
short_interest
FTD: DRVN — 63,487 shares ($0.8M) failed to deliver
Settlement: 20260423, Price: $12.64, FTD Value: $802,475.68, DRIVEN BRANDS HLDGS INC COM
Apr 22, 2026
short_volume
Short Volume: DRVN — 58.3% short (1.0M / 1.7M)
Short: 974,101 | Exempt: 5,626 | TRF Vol: 1,670,393 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: DRVN — 55.3% short (0.3M / 0.5M)
Short: 296,205 | Exempt: 329 | TRF Vol: 535,321 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_interest
FTD: DRVN — 42,005 shares ($0.5M) failed to deliver
Settlement: 20260414, Price: $12.81, FTD Value: $538,084.05, DRIVEN BRANDS HLDGS INC COM
Mar 31, 2026
short_volume
Short Volume: DRVN — 61.6% short (0.4M / 0.6M)
Short: 352,433 | Exempt: 0 | TRF Vol: 572,414 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: DRVN — 64.6% short (0.3M / 0.5M)
Short: 337,510 | Exempt: 0 | TRF Vol: 522,279 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)