Massachusetts Financial Services Co. MA Sells 569,137 Shares of Aramark $ARMK

Key Points

• Massachusetts Financial Services Co. MA sold 569,137 shares of Aramark in Q4, trimming its stake by 2.9% to 18,743,314 shares (7.13% ownership) valued at about $690.9 million.
• Analysts have been raising targets and ratings on ARMK — several firms (Bank of America, Truist, Oppenheimer, Stifel) set targets near $50, and the consensus is a "Moderate Buy" with an average price target of $48.67 (8 Buys, 2 Holds).
• Aramark beat Q results slightly (EPS $0.51 vs. $0.50), reported 6.1% revenue growth, set FY2026 guidance of $2.18–2.28 EPS, and pays a $0.12 quarterly dividend (1.1% yield).

Massachusetts Financial Services Co. MA lessened its holdings in Aramark (NYSE:ARMK - Free Report) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,743,314 shares of the company's stock after selling 569,137 shares during the quarter. Massachusetts Financial Services Co. MA owned 7.13% of Aramark worth $690,879,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of the business. Jackson Thornton Wealth Management LLC grew its stake in Aramark by 72.1% in the 4th quarter. Jackson Thornton Wealth Management LLC now owns 9,320 shares of the company's stock valued at $360,000 after purchasing an additional 3,905 shares during the period. Oak Thistle LLC grew its stake in Aramark by 428.2% in the 4th quarter. Oak Thistle LLC now owns 56,069 shares of the company's stock valued at $2,067,000 after purchasing an additional 45,453 shares during the period. Perpetual Ltd bought a new position in Aramark in the 4th quarter valued at $223,000. Perigon Wealth Management LLC bought a new position in Aramark in the 4th quarter valued at $228,000. Finally, Exchange Traded Concepts LLC bought a new position in Aramark in the 4th quarter valued at $95,000.

Analysts Set New Price Targets

ARMK has been the subject of a number of recent analyst reports. Bank of America assumed coverage on Aramark in a research note on Tuesday, February 17th. They issued a "buy" rating and a $50.00 price objective for the company. Truist Financial increased their price target on Aramark from $46.00 to $50.00 and gave the stock a "buy" rating in a research note on Tuesday, February 17th. Weiss Ratings reiterated a "hold (c)" rating on shares of Aramark in a research note on Friday, March 27th. Oppenheimer increased their price target on Aramark from $43.00 to $50.00 and gave the stock an "outperform" rating in a research note on Wednesday, March 25th. Finally, Stifel Nicolaus increased their price target on Aramark from $44.00 to $47.00 and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Aramark presently has an average rating of "Moderate Buy" and an average price target of $48.67.

Aramark Stock Performance

Shares of ARMK opened at $42.92 on Friday. The stock's 50-day simple moving average is $40.53 and its 200 day simple moving average is $39.02. The stock has a market capitalization of $11.28 billion, a price-to-earnings ratio of 36.07, a price-to-earnings-growth ratio of 1.06 and a beta of 1.06. The company has a debt-to-equity ratio of 1.94, a quick ratio of 1.13 and a current ratio of 1.27. Aramark has a 52-week low of $31.18 and a 52-week high of $44.49.

Aramark (NYSE:ARMK - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.50 by $0.01. The business had revenue of $4.83 billion for 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% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.51 EPS. Aramark has set its FY 2026 guidance at 2.180-2.280 EPS. Research analysts forecast that Aramark will post 1.92 EPS for the current fiscal year.

Aramark Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Wednesday, February 18th were issued a $0.12 dividend. The ex-dividend date of this dividend was Wednesday, February 18th. This represents a $0.48 annualized dividend and a dividend yield of 1.1%. Aramark's dividend payout ratio (DPR) is presently 40.34%.

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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