DRS

Leonardo DRS, Inc.

Nasdaq · Search, Detection, Navigation, Guidance, Aeronautical Sys · Inc. DE · CIK 0001833756
$48.53 -2.33% $12.9B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)30 New Institutional Positions19 Institutional Exits
Vol
Market Cap$12.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity30 buys / 19 sells
Insider Activity1B / 7S
Insider Net $-$2.1M
Reddit Sentiment55° Neutral
SEC Reports8
Exchange Nasdaq·Sector Search, Detection, Navigation, Guidance, Aeronautical Sys·Inc. DE·CIK 0001833756·Prev Close $49.69

Recent Activity

Jun 11, 2026 SEC
Institutional cluster for DRS shows mixed activity in Q3 2025: 5 buyers added $50.7M (led by Citadel, UBS, RenTech) whil
INST-CLUSTER — Impact 4/10
Jun 9, 2026 SEC
Three senior EVPs (CFO, GC, and Chief Tax/Treasury) sold a combined $821K in open-market sales over a 5-day window. Seve
CLUSTER — Impact 3/10
Jun 8, 2026 Insider
Dippold Michael sold 8,318 shares
EVP and CFO @ $46.48 ($386.6K)
Jun 4, 2026 Insider
Jeffery Reuben III acquired via exercise 649 shares
Director
Jun 4, 2026 Insider
Krieg Kenneth J acquired via exercise 3,556 shares
Director
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
Inst.
VOYA INVESTMENT MANAGEMENT LLC — ADD
3,155,571 shares ($140.5M)
Inst.
Invesco Ltd. — ADD
2,317,863 shares ($103.2M)

Price Targets

$52.90 +9.0% upside Buy
Current $48.53 Low $47.00 Median $53.50 High $59.00 10 analysts
$47.00 $59.00

Analyst Ratings

Strong Buy80% buy · 15 analysts
5Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 6, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Mar 25, 2026 B of A Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$228.4M
STATE STREET CORP$194.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$164.7M
FMR LLC$162.9MTRIM
VANGUARD CAPITAL MANAGEMENT LLC$158.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026Dippold MichaelSELL$386.6K
Jun 4, 2026Jeffery ReubenM$0.00
Jun 4, 2026Krieg KennethM$0.00
Jun 4, 2026Brothers LouisM$0.00
Jun 4, 2026Casey GeorgeM$0.00

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
7 mentions 1 bullish 0 bearish
50 institutional holders with $2.0B total value (45,958,106 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 30 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,130,821$228.4M11.2%
2STATE STREET CORP4,372,560$194.7M9.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC3,698,427$164.7M8.0%
4FMR LLC3,658,044$162.9M8.0%TRIM -28.3%
5VANGUARD CAPITAL MANAGEMENT LLC3,549,681$158.0M7.7%
6VOYA INVESTMENT MANAGEMENT LLC3,155,571$140.5M6.9%ADD +96.7%
7Invesco Ltd.2,317,863$103.2M5.0%ADD +34.7%
8FIRST TRUST ADVISORS LP2,228,111$99.2M4.8%
9DIMENSIONAL FUND ADVISORS LP1,982,998$88.3M4.3%
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,726,287$76.9M3.8%ADD +31.2%
11WELLINGTON MANAGEMENT GROUP LLP1,498,542$66.7M3.3%ADD +93.7%
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,245,246$57.7M2.8%NEW
13Capital International Investors1,095,236$48.8M2.4%NEW
14MORGAN STANLEY998,052$44.4M2.2%
15Nuveen, LLC818,275$36.4M1.8%TRIM -31.3%
16GOLDMAN SACHS GROUP INC675,463$30.1M1.5%
17Connor, Clark & Lunn Investment Management Ltd.610,687$27.2M1.3%ADD +35.4%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC521,413$23.2M1.1%
19D. E. Shaw & Co., Inc.511,759$22.8M1.1%
20BANK OF AMERICA CORP /DE/492,841$21.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VOYA INVESTMENT MANAGEMENT LLCADD1,604,4703,155,571+96.7%$140.5M2026-Q1
Invesco Ltd.ADD1,720,2442,317,863+34.7%$103.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD1,315,3021,726,287+31.2%$76.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD773,8171,498,542+93.7%$66.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW1,245,246$57.7M2026-Q1
Capital International InvestorsNEW1,095,236$48.8M2026-Q1
Nuveen, LLCTRIM1,190,475818,275-31.3%$36.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD450,951610,687+35.4%$27.2M2026-Q1
FRANKLIN RESOURCES INCDOUBLED147,826365,914+147.5%$16.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM607,029289,770-52.3%$12.9M2026-Q1
MARSHALL WACE, LLPADD152,900247,279+61.7%$11.0M2026-Q1
Clearbridge Investments, LLCNEW245,224$10.9M2026-Q1
Trexquant Investment LPTRIM394,847237,232-39.9%$10.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM265,394193,994-26.9%$8.6M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM601,245190,778-68.3%$8.5M2026-Q1
SEI INVESTMENTS COADD96,159166,916+73.6%$7.4M2026-Q1
Gotham Asset Management, LLCDOUBLED13,229161,776+1122.9%$7.2M2026-Q1
Mariner, LLCADD68,802117,557+70.9%$5.2M2026-Q1
ExodusPoint Capital Management, LPADD58,16782,289+41.5%$3.7M2026-Q1
ING GROEP NVADD40,50071,000+75.3%$3.2M2026-Q1
Cerity Partners LLCADD37,33063,144+69.2%$2.8M2026-Q1
CWM, LLCADD33,64056,508+68.0%$2.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD33,19147,127+42.0%$2.2M2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEAR_EXIT126,31128,623-77.3%$1.3M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD14,37526,414+83.7%$1.2M2026-Q1
14 unique insiders with 50 transactions. Net insider value: -$2.1M ($1.1M bought, $3.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026Dippold MichaelEVP and CFOSELL8,318$46.48$386.6K
Jun 4, 2026Jeffery Reuben IIIDirectorEXERCISE649
Jun 4, 2026Krieg Kenneth JDirectorEXERCISE3,556
Jun 4, 2026Brothers Louis R JrDirectorEXERCISE3,556
Jun 4, 2026Casey GeorgeDirectorEXERCISE3,556
Jun 4, 2026GALLAGHER MARY EDirectorEXERCISE3,556
Jun 4, 2026Baker GailDirectorEXERCISE3,556
Jun 4, 2026Dorfman MarkEVP, GC and SecretarySELL5,536$45.75$253.3K
Jun 4, 2026TOWNSEND FRANCES FDirectorEXERCISE3,556
Jun 4, 2026SALZMAN ERICDirectorEXERCISE3,556
Jun 3, 2026Rinsky JasonEVP Chief Tax and TreasurySELL3,865$46.87$181.2K
May 27, 2026Morrow PamelaSVP and ControllerSELL11,545$45.13$521.0K
May 19, 2026Jeffery Reuben IIIDirectorBUY25,000$42.77$1.1M
May 14, 2026Jeffery Reuben IIIDirectorAWARD3,733
May 14, 2026Baker GailDirectorAWARD3,733
May 14, 2026Casey GeorgeDirectorAWARD3,733
May 14, 2026GALLAGHER MARY EDirectorAWARD3,733
May 14, 2026Krieg Kenneth JDirectorAWARD3,733
May 14, 2026Brothers Louis R JrDirectorAWARD3,733
May 14, 2026SALZMAN ERICDirectorAWARD3,733
May 14, 2026TOWNSEND FRANCES FDirectorAWARD3,733
Apr 9, 2026Baylouny JohnPresident and CEOAWARD21,805
Apr 9, 2026Dippold MichaelEVP and CFOAWARD12,020
Apr 9, 2026Wallace SallyEVP, Chief Operating OfficerAWARD7,359
Apr 9, 2026Rinsky JasonEVP Chief Tax and TreasuryAWARD5,887
Apr 9, 2026Dorfman MarkEVP, GC and SecretaryAWARD7,359
Apr 9, 2026Morrow PamelaSVP and ControllerAWARD4,089
Apr 2, 2026Wallace SallyEVP, Chief Operating OfficerSELL28,960$46.35$1.3M
Apr 2, 2026Dippold MichaelEVP and CFOSELL7,071$45.38$320.9K
Apr 2, 2026Dorfman MarkEVP, GC and SecretarySELL4,659$45.38$211.4K
Apr 1, 2026Jeffery Reuben IIIDirectorAWARD649
Apr 1, 2026Wallace SallyEVP, Chief Operating OfficerEXERCISE7,252
Apr 1, 2026Wallace SallyEVP, Chief Operating OfficerAWARD23,367
Apr 1, 2026Wallace SallyEVP, Chief Operating OfficerTAX W/H9,839$45.86$451.2K
Apr 1, 2026TOWNSEND FRANCES FDirectorEXERCISE1,006
Apr 1, 2026Baylouny JohnPresident and CEOTAX W/H17,555$45.86$805.1K
Apr 1, 2026Baylouny JohnPresident and CEOEXERCISE12,627
Apr 1, 2026Baylouny JohnPresident and CEOAWARD40,681
Apr 1, 2026Dippold MichaelEVP and CFOAWARD33,380
Apr 1, 2026Dippold MichaelEVP and CFOTAX W/H13,858$45.86$635.5K
Apr 1, 2026Dippold MichaelEVP and CFOEXERCISE10,360
Apr 1, 2026Dorfman MarkEVP, GC and SecretaryAWARD23,367
Apr 1, 2026Dorfman MarkEVP, GC and SecretaryTAX W/H9,956$45.86$456.6K
Apr 1, 2026Dorfman MarkEVP, GC and SecretaryEXERCISE7,252
Apr 1, 2026Morrow PamelaSVP and ControllerAWARD10,432
Apr 1, 2026Morrow PamelaSVP and ControllerTAX W/H3,339$45.86$153.1K
Apr 1, 2026Morrow PamelaSVP and ControllerEXERCISE3,239
Apr 1, 2026Rinsky JasonEVP Chief Tax and TreasuryAWARD17,316
Apr 1, 2026Rinsky JasonEVP Chief Tax and TreasuryTAX W/H6,414$45.86$294.1K
Apr 1, 2026Rinsky JasonEVP Chief Tax and TreasuryEXERCISE5,375

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 +9.0% upside Buy (3.00)
$47.00 Low $59.00 High
MetricValue
Current Price$48.53
Target Low$47.00
Target Mean$52.90
Target Median$53.50
Target High$59.00
# Analysts10
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew Rating
May 6, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 25, 2026 B of A Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265730080%
May 1, 20265730080%
Apr 1, 20265730080%
Mar 1, 20265730080%
Feb 1, 20265730080%
Jan 1, 20264730079%
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

DateMentionsSentimentBullishBearishThreads
Mar 11, 2026150° Neutral001
Mar 10, 2026150° Neutral001
Feb 22, 2026250° Neutral002
Feb 18, 2026156° Neutral001
Feb 12, 2026258° Warm102

Recent Reddit Threads

r/stocks Neutral 3mo ago
SEC filing scan -March 10, 2026: $FANG, $ANIP, $BAX, $DRS, $BTE
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 3mo ago
Is a DTC transfer the same as DRS transfer?
▲ 1 💬 1 ⚡ 0.0
r/stocks Neutral 3mo ago
Is DTC the same as DRS?
▲ 1 💬 0 ⚡ 0.0
r/investing Neutral 3mo ago
Moving Shares from a Transfer Agent to your Brokerage via a DRS pull
▲ 1 💬 1 ⚡ 0.0
May 25, 2026
dark_pool
Dark Pool: DRS — 1.6M shares, 29,688 trades
Week starting 2026-05-25. Total ATS volume: 1,605,607 shares across 29,688 trades.
May 18, 2026
dark_pool
Dark Pool: DRS — 1.0M shares, 24,521 trades
Week starting 2026-05-18. Total ATS volume: 1,006,200 shares across 24,521 trades.
May 14, 2026
short_interest
FTD: DRS — 76,934 shares ($3.3M) failed to deliver
Settlement: 20260514, Price: $42.50, FTD Value: $3,269,695, LEONARDO DRS INC COM
May 11, 2026
dark_pool
Dark Pool: DRS — 1.2M shares, 29,336 trades
Week starting 2026-05-11. Total ATS volume: 1,218,956 shares across 29,336 trades.
May 5, 2026
earnings_calendar
DRS Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: DRS — 1.3M shares, 34,453 trades
Week starting 2026-05-04. Total ATS volume: 1,257,386 shares across 34,453 trades.
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 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.