Driven Brands (NASDAQ:DRVN) Upgraded at Robert W. Baird

Driven Brands (NASDAQ:DRVN) was upgraded by equities researchers at Robert W. Baird to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports.

Several other analysts also recently commented on DRVN. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $14.75 price objective on shares of Driven Brands in a report on Wednesday. Weiss Ratings reissued a “sell (d)” rating on shares of Driven Brands in a report on Friday, March 27th. Freedom Capital upgraded shares of Driven Brands to a “strong-buy” rating in a research report on Monday, March 23rd. Piper Sandler raised their price target on shares of Driven Brands from $11.00 to $13.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, BTIG Research dropped their price target on shares of Driven Brands from $21.00 to $17.00 and set a “buy” rating on the stock in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $17.86.

Driven Brands Stock Down 1.8%

DRVN stock opened at $12.99 on Wednesday. The firm’s fifty day simple moving average is $12.41 and its 200-day simple moving average is $13.99. The company has a market capitalization of $2.14 billion, a P/E ratio of 15.65 and a beta of 0.97. The company has a debt-to-equity ratio of 2.44, a current ratio of 0.90 and a quick ratio of 0.80. Driven Brands has a 12 month low of $9.80 and a 12 month high of $19.74.

Driven Brands (NASDAQ:DRVN) last released its quarterly earnings data on Tuesday, May 19th. The company reported $0.34 EPS for the quarter, beating the consensus estimate of $0.24 by $0.10. The business had revenue of $259.60 million for the quarter, compared to the consensus estimate of $454.91 million. Driven Brands had a negative net margin of 9.14% and a positive return on equity of 25.31%. Driven Brands has set its FY 2026 guidance at 1.150-1.250 EPS. As a group, equities research analysts forecast that Driven Brands will post 1.14 earnings per share for the current year.

Institutional Investors Weigh In On Driven Brands

A number of hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Driven Brands by 5.2% in the fourth quarter. Vanguard Group Inc. now owns 5,851,225 shares of the company’s stock valued at $86,715,000 after buying an additional 288,759 shares during the last quarter. North Peak Capital Management LLC increased its position in Driven Brands by 37.3% during the fourth quarter. North Peak Capital Management LLC now owns 3,990,850 shares of the company’s stock worth $59,144,000 after purchasing an additional 1,083,896 shares during the last quarter. Emeth Value Capital LLC increased its position in Driven Brands by 17.8% during the fourth quarter. Emeth Value Capital LLC now owns 3,846,166 shares of the company’s stock worth $57,000,000 after purchasing an additional 582,255 shares during the last quarter. Goldman Sachs Group Inc. increased its position in Driven Brands by 14.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,826,160 shares of the company’s stock worth $56,704,000 after purchasing an additional 491,919 shares during the last quarter. Finally, Boston Partners increased its position in Driven Brands by 1,301.0% during the fourth quarter. Boston Partners now owns 3,426,388 shares of the company’s stock worth $50,783,000 after purchasing an additional 3,181,812 shares during the last quarter. 77.08% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Driven Brands

Here are the key news stories impacting Driven Brands this week:

• Positive Sentiment: Driven Brands reported adjusted EPS of $0.34, which beat the consensus estimate of $0.24, and management also outlined 2026 revenue guidance of $2.0 billion to $2.1 billion, suggesting expectations for continued growth. Driven Brands Holdings Inc. Reports Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: BTIG reiterated a Buy rating on DRVN, and Canaccord Genuity also maintained a Buy rating, indicating that some analysts still see upside despite the earnings noise. Driven Brands Analysts Slash Their Forecasts Following Q4 Results
• Neutral Sentiment: Management’s call and earnings transcript are being closely parsed by investors for clues on margin recovery, debt reduction, and the company’s ability to deliver on its 2026 plan. Driven Brands (DRVN) Q4 2025 Earnings Transcript
• Negative Sentiment: Revenue came in well below estimates at $259.6 million versus expectations of about $455 million, and the company also reported a small gross loss, reinforcing concerns about execution and underlying profitability. Driven Brands Releases Q4 2025 Earnings: Revenue and EPS Miss, Small Gross Loss
• Negative Sentiment: Several firms trimmed price targets after the report, including Morgan Stanley cutting its target to $16 and BTIG lowering its target to $17, a sign that analysts are becoming more cautious on the stock near term. Benzinga analyst target update

About Driven Brands

Driven Brands Holdings Inc (NASDAQ: DRVN) is a leading North American provider of automotive aftermarket services, operating through a network of franchised and company-owned locations. The company’s platform encompasses a diverse portfolio of car care and maintenance brands, including Meineke Car Care Centers, Maaco Collision Repair & Auto Painting, Take 5 Oil Change, and Carstar Collision Repair. Driven Brands delivers a full range of services from routine maintenance and oil changes to collision repair, paint protection, and vehicle customization.

Headquartered in Charlotte, North Carolina, Driven Brands serves both individual consumers and commercial clients across the United States and Canada.