Leonardo DRS, Inc. (NASDAQ:DRS) Given Consensus Recommendation of “Moderate Buy” by Analysts

Posted by on Aug 2nd, 2026

Leonardo DRS, Inc. (NASDAQ:DRS – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the six research firms that are presently covering the stock, MarketBeat reports. Three analysts have rated the stock with a hold recommendation, two have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $53.60.

Several research firms have issued reports on DRS. Weiss Ratings upgraded Leonardo DRS from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, July 23rd. Truist Financial raised Leonardo DRS to a “strong-buy” rating in a report on Friday, May 1st. Canaccord Genuity Group lifted their price target on Leonardo DRS from $52.00 to $54.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Wall Street Zen raised Leonardo DRS from a “hold” rating to a “buy” rating in a report on Sunday, May 10th. Finally, JPMorgan Chase & Co. increased their price objective on Leonardo DRS from $48.00 to $53.00 and gave the stock a “neutral” rating in a research report on Friday.

View Our Latest Stock Report on DRS

Insiders Place Their Bets

In related news, SVP Pamela Morrow sold 11,545 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $45.13, for a total value of $521,025.85. Following the completion of the sale, the senior vice president owned 10,551 shares in the company, valued at $476,166.63. This trade represents a 52.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Reuben Jeffery III acquired 25,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average cost of $42.77 per share, for a total transaction of $1,069,250.00. Following the acquisition, the director owned 25,000 shares of the company’s stock, valued at $1,069,250. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 65,364 shares of company stock worth $2,994,785. Insiders own 0.25% of the company’s stock.

Institutional Investors Weigh In On Leonardo DRS

Several institutional investors have recently modified their holdings of DRS. Erste Asset Management GmbH raised its holdings in Leonardo DRS by 503.6% during the fourth quarter. Erste Asset Management GmbH now owns 142,750 shares of the company’s stock worth $4,872,000 after purchasing an additional 119,100 shares during the last quarter. Swedbank AB grew its holdings in Leonardo DRS by 1,026.0% in the fourth quarter. Swedbank AB now owns 96,205 shares of the company’s stock valued at $3,280,000 after purchasing an additional 87,661 shares during the last quarter. Stephens Investment Management Group LLC grew its holdings in Leonardo DRS by 24.8% in the fourth quarter. Stephens Investment Management Group LLC now owns 1,020,223 shares of the company’s stock valued at $34,779,000 after purchasing an additional 202,758 shares during the last quarter. AXQ Capital LP increased its position in shares of Leonardo DRS by 301.6% in the fourth quarter. AXQ Capital LP now owns 44,872 shares of the company’s stock valued at $1,530,000 after buying an additional 33,699 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Leonardo DRS in the fourth quarter valued at $37,481,000. Hedge funds and other institutional investors own 18.76% of the company’s stock.

Leonardo DRS News Summary

Here are the key news stories impacting Leonardo DRS this week:

  • Positive Sentiment: Q2 earnings beat expectations: Adjusted EPS was $0.35 versus the $0.27 analyst consensus, while revenue rose 10% year over year to $913 million, exceeding estimates of $903.3 million. Net earnings increased 59% to $86 million, and adjusted EBITDA climbed 33% to $128 million. Leonardo DRS Announces Financial Results for Second Quarter 2026
  • Positive Sentiment: Guidance was raised: Leonardo DRS increased its 2026 adjusted EPS outlook to $1.34-$1.39 from $1.26-$1.30, above the $1.30 consensus estimate. Adjusted EBITDA guidance was also raised to $525 million-$540 million, although revenue guidance was unchanged at $3.9 billion-$4.0 billion. Leonardo DRS 2026 Guidance and Raft Acquisition
  • Positive Sentiment: Backlog and bookings support future growth: Quarterly bookings reached $1.1 billion, producing a 1.2x book-to-bill ratio, while funded backlog rose 17% year over year to a record $5.1 billion. Growth was led by tactical radar, infrared sensing, electric power and propulsion, and naval computing programs.
  • Positive Sentiment: Raft acquisition expands software capabilities: DRS agreed to acquire Raft for $450 million, adding expertise in artificial intelligence, data fusion, and mission software. The deal could strengthen DRS’s position in multi-domain defense technology. Leonardo DRS Signs Agreement to Acquire Raft
  • Neutral Sentiment: JPMorgan raised its price target to $53 from $48 but retained a Neutral rating. The higher target signals improved valuation potential, but the unchanged rating suggests limited conviction at the current valuation. Benzinga Price Target Update
  • Negative Sentiment: Acquisition execution and funding remain risks: Raft is expected to require substantial capital, and the transaction faces closing, integration, regulatory, and potential debt-related risks. Management’s 2026 guidance excludes Raft’s contribution.

Leonardo DRS Trading Up 0.9%

Shares of Leonardo DRS stock opened at $46.05 on Friday. Leonardo DRS has a 52-week low of $32.43 and a 52-week high of $50.59. The company has a quick ratio of 1.52, a current ratio of 1.86 and a debt-to-equity ratio of 0.05. The company’s 50-day simple moving average is $45.67 and its 200-day simple moving average is $43.91. The firm has a market cap of $12.28 billion, a price-to-earnings ratio of 38.70, a price-to-earnings-growth ratio of 3.32 and a beta of 0.36.

Leonardo DRS (NASDAQ:DRS – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.08. The firm had revenue of $913.00 million during the quarter, compared to analysts’ expectations of $903.27 million. Leonardo DRS had a net margin of 8.52% and a return on equity of 13.07%. The firm’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.23 earnings per share. Leonardo DRS has set its FY 2026 guidance at 1.340-1.390 EPS. As a group, equities research analysts anticipate that Leonardo DRS will post 1.4 earnings per share for the current year.

Leonardo DRS Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Thursday, August 13th will be paid a dividend of $0.09 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.8%. Leonardo DRS’s dividend payout ratio is 30.25%.

Leonardo DRS Company Profile

(Get Free Report)

Leonardo DRS is a U.S.-based defense technology company and wholly owned subsidiary of Italy’s Leonardo S.p.A. The firm specializes in developing and integrating mission-critical systems for military and government customers, with a primary focus on command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR). Its core offerings encompass advanced sensors, targeting systems, radars and electronic warfare solutions designed to enhance situational awareness and operational effectiveness across land, sea and air domains.

The company’s portfolio includes naval combat management systems, unmanned vehicle sensors, power generation and distribution equipment, and training and simulation solutions.

Featured Stories

Analyst Recommendations for Leonardo DRS (NASDAQ:DRS)

Receive News & Ratings for Leonardo DRS Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Leonardo DRS and related companies with MarketBeat.com's FREE daily email newsletter.