Aramark $ARMK Shares Bought by Schroder Investment Management Group

Key Points

• Schroder Investment Management Group increased its Aramark stake by 9.2% in Q3, buying 205,267 shares to hold 2,441,452 shares (about a 0.93% stake) worth roughly $93.8 million.
• Analyst sentiment is broadly positive with seven Buys and two Holds, an average rating of "Moderate Buy" and an average price target of $48.38 (recent targets clustered between $47–$50).
• Aramark beat Q results (EPS $0.51 vs. $0.50 est., revenue $4.83B), set FY2026 guidance of 2.180–2.280 EPS, has a market cap of $10.58B, and pays a quarterly dividend of $0.12 (≈1.2% yield).

Schroder Investment Management Group lifted its holdings in shares of Aramark (NYSE:ARMK - Free Report) by 9.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,441,452 shares of the company's stock after acquiring an additional 205,267 shares during the period. Schroder Investment Management Group owned 0.93% of Aramark worth $93,825,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Artisan Partners Limited Partnership increased its position in Aramark by 166.3% in the 3rd quarter. Artisan Partners Limited Partnership now owns 1,131,501 shares of the company's stock valued at $43,450,000 after acquiring an additional 706,677 shares during the period. JPMorgan Chase & Co. lifted its position in Aramark by 102.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,320,269 shares of the company's stock worth $50,700,000 after acquiring an additional 667,528 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in shares of Aramark by 525.4% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 39,884 shares of the company's stock valued at $1,531,000 after purchasing an additional 33,507 shares during the last quarter. ING Groep NV acquired a new position in shares of Aramark in the third quarter valued at approximately $3,733,000. Finally, Fisher Asset Management LLC increased its holdings in shares of Aramark by 73.5% in the third quarter. Fisher Asset Management LLC now owns 1,468,699 shares of the company's stock valued at $56,398,000 after purchasing an additional 622,430 shares during the period.

Analyst Upgrades and Downgrades

ARMK has been the subject of several recent research reports. Robert W. Baird set a $50.00 price target on Aramark in a report on Wednesday, February 11th. Stifel Nicolaus upped their price objective on shares of Aramark from $44.00 to $47.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. Truist Financial raised their target price on shares of Aramark from $46.00 to $50.00 and gave the stock a "buy" rating in a research note on Tuesday, February 17th. Bank of America assumed coverage on shares of Aramark in a report on Tuesday, February 17th. They issued a "buy" rating and a $50.00 target price on the stock. Finally, UBS Group set a $47.00 price target on shares of Aramark and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Aramark presently has an average rating of "Moderate Buy" and an average target price of $48.38.

Aramark Stock Performance

NYSE ARMK opened at $40.24 on Tuesday. The company has a quick ratio of 1.13, a current ratio of 1.27 and a debt-to-equity ratio of 1.94. The stock has a market cap of $10.58 billion, a price-to-earnings ratio of 33.81, a price-to-earnings-growth ratio of 0.98 and a beta of 1.06. Aramark has a fifty-two week low of $29.92 and a fifty-two week high of $44.49. The business has a fifty day moving average of $39.33 and a 200-day moving average of $38.63.

Aramark (NYSE:ARMK - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.51 EPS for the quarter, topping analysts' consensus estimates of $0.50 by $0.01. The firm had revenue of $4.83 billion during the quarter, compared to analysts' expectations of $4.76 billion. Aramark had a return on equity of 16.15% and a net margin of 1.69%.The firm's quarterly revenue was up 6.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.51 EPS. Aramark has set its FY 2026 guidance at 2.180-2.280 EPS. As a group, analysts predict that Aramark will post 1.92 earnings per share for the current fiscal year.

Aramark Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Investors of record on Wednesday, February 18th were given a dividend of $0.12 per share. The ex-dividend date was Wednesday, February 18th. This represents a $0.48 dividend on an annualized basis and a yield of 1.2%. Aramark's dividend payout ratio (DPR) is 40.34%.

About Aramark

Aramark NYSE: ARMK is a global provider of food services, facilities management and uniform solutions, serving clients across a wide array of industries including education, healthcare, business and government. The company operates through three primary segments: Food and Support Services, Uniform and Career Apparel, and Facility Services, delivering integrated solutions designed to enhance guest experiences, improve operational efficiencies and maintain safe, clean environments. Aramark's offerings include corporate dining, patient and senior nutrition, campus dining, sports and entertainment concessions, custodial services, technical maintenance and industrial laundry.

Founded in 1959 and headquartered in Philadelphia, Pennsylvania, Aramark has expanded its footprint to more than 20 countries, with a strong presence in North America, Latin America, Europe and Asia.

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