Aramark $ARMK Stake Boosted by Capital International Investors

Key Points

• Capital International Investors boosted its Aramark stake by 2.4% in Q3 to 24,646,909 shares — roughly a 9.38% ownership valued at about $946.5 million after buying 580,215 shares.
• Aramark slightly beat Q results with $0.51 EPS vs. $0.50 expected and revenue of $4.83 billion, set FY2026 guidance of 2.180–2.280 EPS, and pays a quarterly dividend of $0.12 (≈1.2% yield).
• Research firms are mostly positive: the stock has a consensus rating of "Moderate Buy" with an average target of $48.38, and several analysts (Citigroup, Stifel, UBS) recently raised price targets into the mid‑$40s/low‑$50s.

Capital International Investors raised its holdings in shares of Aramark (NYSE:ARMK - Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,646,909 shares of the company's stock after purchasing an additional 580,215 shares during the period. Capital International Investors owned about 9.38% of Aramark worth $946,455,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Massachusetts Financial Services Co. MA raised its stake in Aramark by 3.4% during the third quarter. Massachusetts Financial Services Co. MA now owns 19,312,451 shares of the company's stock worth $741,598,000 after acquiring an additional 639,423 shares during the period. Norges Bank bought a new position in shares of Aramark during the second quarter valued at approximately $135,218,000. Egerton Capital UK LLP raised its position in shares of Aramark by 13.2% during the 3rd quarter. Egerton Capital UK LLP now owns 3,204,201 shares of the company's stock worth $123,041,000 after purchasing an additional 374,656 shares during the period. Grantham Mayo Van Otterloo & Co. LLC lifted its holdings in shares of Aramark by 8.5% in the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 2,888,688 shares of the company's stock worth $110,926,000 after purchasing an additional 227,301 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of Aramark by 9.2% in the 3rd quarter. Schroder Investment Management Group now owns 2,441,452 shares of the company's stock worth $93,825,000 after purchasing an additional 205,267 shares during the last quarter.

Aramark Stock Down 0.9%

Shares of Aramark stock opened at $39.95 on Wednesday. The company has a debt-to-equity ratio of 1.94, a current ratio of 1.27 and a quick ratio of 1.13. Aramark has a 1-year low of $29.92 and a 1-year high of $44.49. The business's fifty day moving average price is $39.38 and its two-hundred day moving average price is $38.63. The company has a market capitalization of $10.50 billion, a P/E ratio of 33.57, a PEG ratio of 0.98 and a beta of 1.06.

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

Aramark Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts recently commented on ARMK shares. Morgan Stanley set a $45.00 price objective on Aramark in a research note on Tuesday, February 10th. Weiss Ratings reissued a "hold (c)" rating on shares of Aramark in a report on Monday, December 29th. Citigroup upped their price target on shares of Aramark from $49.00 to $51.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Stifel Nicolaus increased their price objective on shares of Aramark from $44.00 to $47.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Finally, UBS Group set a $47.00 price objective on shares of Aramark and gave the company a "buy" rating in a research report on Wednesday, February 11th. Seven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Aramark has a consensus rating of "Moderate Buy" and an average target price of $48.38.

Aramark Profile

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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