Aramark (NYSE:ARMK) Issues FY 2026 Earnings Guidance

Aramark (NYSE:ARMK) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 2.180-2.280 for the period, compared to the consensus EPS estimate of 2.210. The company issued revenue guidance of $19.6 billion-$20.0 billion, compared to the consensus revenue estimate of $19.7 billion.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Morgan Stanley set a $45.00 price target on shares of Aramark in a research report on Tuesday. Robert W. Baird set a $50.00 price target on Aramark in a research report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Aramark in a research report on Monday, December 29th. Stifel Nicolaus upped their target price on Aramark from $44.00 to $47.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, UBS Group set a $47.00 target price on shares of Aramark and gave the stock a “buy” rating in a research report on Wednesday. Five equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $47.50.

Aramark Trading Down 4.7%

Shares of NYSE:ARMK traded down $1.98 during trading on Thursday, hitting $40.21. The company had a trading volume of 1,699,461 shares, compared to its average volume of 3,541,859. The stock has a market cap of $10.57 billion, a price-to-earnings ratio of 33.88, a price-to-earnings-growth ratio of 1.33 and a beta of 1.09. The company has a debt-to-equity ratio of 1.94, a current ratio of 1.27 and a quick ratio of 0.88. The company has a fifty day simple moving average of $38.30 and a two-hundred day simple moving average of $38.66. Aramark has a one year low of $29.92 and a one year high of $44.49.

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

Aramark Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Stockholders of record on Wednesday, February 18th will be issued a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, February 18th. Aramark’s dividend payout ratio is presently 39.34%.

Hedge Funds Weigh In On Aramark

A number of institutional investors have recently modified their holdings of ARMK. AQR Capital Management LLC raised its stake in shares of Aramark by 281.1% during the 3rd quarter. AQR Capital Management LLC now owns 3,367,964 shares of the company’s stock worth $129,296,000 after acquiring an additional 2,484,319 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Aramark by 76.0% during the 3rd quarter. Bank of America Corp DE now owns 2,487,816 shares of the company’s stock valued at $95,532,000 after purchasing an additional 1,074,609 shares during the last quarter. Invesco Ltd. boosted its position in shares of Aramark by 176.8% in the 3rd quarter. Invesco Ltd. now owns 1,878,371 shares of the company’s stock worth $72,129,000 after purchasing an additional 1,199,729 shares in the last quarter. UBS Group AG grew its stake in Aramark by 60.0% during the 3rd quarter. UBS Group AG now owns 1,358,172 shares of the company’s stock worth $52,154,000 after buying an additional 509,242 shares during the last quarter. Finally, Nuveen LLC raised its stake in Aramark by 2.6% in the fourth quarter. Nuveen LLC now owns 1,163,487 shares of the company’s stock valued at $42,886,000 after buying an additional 29,782 shares during the last quarter.

Aramark Company 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.