LEONARDO DRS ($DRS) posted quarterly earnings results for Q4 2025 on Tuesday, February 24th. The company reported earnings of $0.42 per share, beating estimates of $0.37 by $0.05. The company also reported revenue of $1,060,000,000, beating estimates of $1,013,503,578 by $46,496,422.
You can see Quiver Quantitative's $DRS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LEONARDO DRS Insider Trading Activity
LEONARDO DRS insiders have traded $DRS stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $DRS stock by insiders over the last 6 months:
- MICHAEL DIPPOLD (EVP and CFO) has made 0 purchases and 4 sales selling 35,242 shares for an estimated $1,376,719.
- MARK DORFMAN (EVP, GC and Secretary) has made 0 purchases and 4 sales selling 24,321 shares for an estimated $946,883.
- JOHN BAYLOUNY (EVP and COO) has made 0 purchases and 2 sales selling 19,901 shares for an estimated $847,662.
- SALLY WALLACE (EVP, Chief Operating Officer) sold 1,300 shares for an estimated $45,721
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LEONARDO DRS Hedge Fund Activity
We have seen 181 institutional investors add shares of LEONARDO DRS stock to their portfolio, and 205 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 1,619,370 shares (-86.0%) from their portfolio in Q4 2025, for an estimated $55,204,323
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 1,563,245 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $70,971,323
- MACQUARIE GROUP LTD removed 1,366,223 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $46,574,542
- FIRST TRUST ADVISORS LP removed 1,250,003 shares (-34.1%) from their portfolio in Q4 2025, for an estimated $42,612,602
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,211,976 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $41,316,261
- FMR LLC removed 1,199,145 shares (-28.3%) from their portfolio in Q4 2025, for an estimated $40,878,853
- AQR CAPITAL MANAGEMENT LLC added 981,956 shares (+77.1%) to their portfolio in Q4 2025, for an estimated $33,474,880
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LEONARDO DRS Analyst Ratings
Wall Street analysts have issued reports on $DRS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for LEONARDO DRS, check out Quiver Quantitative's $DRS forecast page.
LEONARDO DRS Price Targets
Multiple analysts have issued price targets for $DRS recently. We have seen 2 analysts offer price targets for $DRS in the last 6 months, with a median target of $48.5.
Here are some recent targets:
- Austin Moeller from Canaccord Genuity set a target price of $50.0 on 10/30/2025
- Michael Ciarmoli from Truist Securities set a target price of $47.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
