DRIVEN BRANDS HOLDINGS INC.
At today's price, DRIVEN BRANDS HOLDINGS INC. (DRVN) is priced for +8.9% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The balance sheet is the swing factor: net debt of roughly $2.1 billion and 3.2 times net leverage, on a path management expects to reach its 3.0 times target by year-end, with thin equity that magnifies any EBITDA move. Take 5 carries the business (69% of the mix, 23rd straight quarter of same-store growth, system-wide sales up 14%), but management flagged traffic moderation among value-oriented customers, and restatement and internal-control remediation costs still pressure margins.
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179 institutional managers reported holding DRVN in 13F filings for the quarter ended 2026-03-31. Together they hold about 46% of the company; the top 10 hold 27%. 41 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 9.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (8.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DRVN's share count grew 0.9% over the past five years even with $49.96M spent on repurchases. It pays no dividend. Cash returned over the past three years: $49.24M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at DRVN over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DRVN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-03-02 | -0.6% | +2.3% |
| 2023-05-10 | -2.9% | -2.6% |
| 2023-08-10 | -37.6% | -23.0% |
| 2023-11-10 | +2.6% | +16.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DRVN's latest 8-K filings: 2026-06-11 (items 2.02, 9.01); 2026-06-05 (items 3.01, 7.01, 9.01); 2026-05-19 (items 2.02, 9.01); 2026-04-27 (items 1.01, 9.01); 2026-04-23 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.