Aramark (NYSE:ARMK) Updates FY 2026 Earnings Guidance

Aramark (NYSE:ARMK) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.180-2.280 for the period, compared to the consensus estimate of 2.250. The company issued revenue guidance of -, compared to the consensus revenue estimate of $20.0 billion.

Aramark Price Performance

Shares of Aramark stock opened at $60.33 on Thursday. The company has a debt-to-equity ratio of 1.85, a current ratio of 1.21 and a quick ratio of 1.07. Aramark has a one year low of $35.07 and a one year high of $61.52. The business’s 50 day simple moving average is $55.97 and its two-hundred day simple moving average is $47.92. The stock has a market capitalization of $15.86 billion, a P/E ratio of 42.19, a price-to-earnings-growth ratio of 1.14 and a beta of 1.12.

Aramark (NYSE:ARMK) last released its quarterly earnings data on Tuesday, August 11th. The company reported $0.52 earnings per share for the quarter, beating analysts’ consensus estimates of $0.48 by $0.04. Aramark had a return on equity of 17.93% and a net margin of 1.93%.The firm had revenue of $5.06 billion during the quarter, compared to analyst estimates of $4.94 billion. During the same quarter in the prior year, the firm posted $0.40 earnings per share. The business’s quarterly revenue was up 9.3% compared to the same quarter last year. Aramark has set its FY 2026 guidance at 2.180-2.280 EPS. Analysts forecast that Aramark will post 2.27 EPS for the current year.

Aramark Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Wednesday, August 19th will be given a dividend of $0.12 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $0.48 annualized dividend and a yield of 0.8%. Aramark’s dividend payout ratio is presently 33.57%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on ARMK shares. UBS Group boosted their price objective on shares of Aramark from $67.00 to $71.00 and gave the company a “buy” rating in a research report on Wednesday. Robert W. Baird raised their target price on Aramark from $63.00 to $69.00 and gave the stock an “outperform” rating in a research note on Wednesday. JPMorgan Chase & Co. boosted their price target on Aramark from $49.00 to $55.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Jefferies Financial Group upped their price target on Aramark from $62.00 to $70.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $74.00 price objective on shares of Aramark in a report on Wednesday. Twelve investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $66.50.

Key Headlines Impacting Aramark

Here are the key news stories impacting Aramark this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Aramark reported adjusted EPS of $0.52 versus the $0.48 consensus estimate, while revenue rose 9.3% year over year to $5.06 billion, ahead of the $4.94 billion forecast. Operating income increased 18% to $216 million. Aramark fiscal Q3 earnings report
• Positive Sentiment: Management raised its organic revenue-growth outlook. Aramark now expects fiscal 2026 organic revenue growth of 9% to 10%, up from the previous high end of 7% to 9%, while reaffirming its adjusted operating income and adjusted EPS growth targets. Full-year adjusted EPS guidance remains $2.18-$2.28. Aramark Q3 earnings and outlook
• Positive Sentiment: New business wins and AI-related contracts add to the growth story. Year-to-date new client wins exceeded $1.6 billion, up 51% from the prior-year period. The company also began serving its first Texas AI data-center site for a major hyperscaler through its Aramark Nexus initiative. Aramark earnings call highlights
• Positive Sentiment: Analysts became more constructive. Stifel raised its price target from $54 to $70 and assigned a Buy rating, while Robert W. Baird lifted its target from $63 to $69 and upgraded the shares to Outperform. Analyst price-target updates
• Neutral Sentiment: Aramark declared a quarterly dividend of $0.12 per share and reported more than $1.4 billion in cash availability at quarter-end, supporting financial flexibility.
• Negative Sentiment: Some valuation concerns remain after the stock’s recent rise. A Seeking Alpha analysis argued that the strong results and higher outlook may already be reflected in the share price, warranting a more cautious stance. Aramark valuation analysis

Institutional Trading of Aramark

A number of hedge funds have recently modified their holdings of the business. Compound Planning Inc. bought a new stake in Aramark during the fourth quarter worth about $372,000. Invesco Ltd. grew its stake in shares of Aramark by 12.6% in the 4th quarter. Invesco Ltd. now owns 2,114,597 shares of the company’s stock worth $77,944,000 after buying an additional 236,226 shares during the last quarter. Corient Private Wealth LLC increased its position in Aramark by 16.0% during the 4th quarter. Corient Private Wealth LLC now owns 10,281 shares of the company’s stock valued at $379,000 after buying an additional 1,418 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in Aramark by 155.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 90,641 shares of the company’s stock worth $3,341,000 after acquiring an additional 55,144 shares in the last quarter. Finally, NewEdge Advisors LLC purchased a new stake in shares of Aramark in the fourth quarter worth $214,000.

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.