Leeward Investments LLC MA Trims Position in Aramark $ARMK

Leeward Investments LLC MA decreased its holdings in shares of Aramark (NYSE:ARMK) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 288,034 shares of the company’s stock after selling 14,968 shares during the quarter. Leeward Investments LLC MA’s holdings in Aramark were worth $10,617,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. grew its holdings in shares of Aramark by 102.3% during the third quarter. JPMorgan Chase & Co. now owns 1,320,269 shares of the company’s stock worth $50,700,000 after purchasing an additional 667,528 shares in the last quarter. Artisan Partners Limited Partnership grew its holdings in shares of Aramark by 166.3% during the third quarter. Artisan Partners Limited Partnership now owns 1,131,501 shares of the company’s stock worth $43,450,000 after purchasing an additional 706,677 shares in the last quarter. Junto Capital Management LP purchased a new position in shares of Aramark during the third quarter worth about $132,157,000. Fisher Asset Management LLC grew its holdings in shares of Aramark by 73.5% during the third quarter. Fisher Asset Management LLC now owns 1,468,699 shares of the company’s stock worth $56,398,000 after purchasing an additional 622,430 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Aramark by 525.4% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 39,884 shares of the company’s stock worth $1,531,000 after purchasing an additional 33,507 shares in the last quarter.

Aramark Stock Up 3.8%

Shares of ARMK opened at $52.69 on Friday. The firm has a market cap of $13.85 billion, a P/E ratio of 39.32, a P/E/G ratio of 1.23 and a beta of 1.08. The stock has a 50 day simple moving average of $43.11 and a two-hundred day simple moving average of $40.10. The company has a debt-to-equity ratio of 1.85, a current ratio of 1.21 and a quick ratio of 1.13. Aramark has a 1 year low of $35.07 and a 1 year high of $53.27.

Aramark (NYSE:ARMK) last issued its earnings results on Tuesday, May 12th. The company reported $0.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.02. The business had revenue of $4.91 billion during the quarter, compared to analyst estimates of $4.75 billion. Aramark had a return on equity of 17.05% and a net margin of 1.84%.Aramark’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.35 earnings per share. Aramark has set its FY 2026 guidance at 2.180-2.280 EPS. On average, analysts forecast that Aramark will post 2.23 earnings per share for the current fiscal year.

Aramark Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 3rd. Shareholders of record on Wednesday, May 20th will be given a $0.12 dividend. The ex-dividend date is Wednesday, May 20th. This represents a $0.48 annualized dividend and a yield of 0.9%. Aramark’s payout ratio is presently 40.34%.

Aramark News Roundup

Here are the key news stories impacting Aramark this week:

• Positive Sentiment: JPMorgan raised its price target on Aramark to $55 and kept an overweight rating, signaling confidence in further upside after the company’s strong quarter and improved outlook.
• Positive Sentiment: Truist lifted its target to $58 and reiterated a buy rating, pointing to continued execution and potential for additional gains.
• Positive Sentiment: Stifel also increased its target to $54 with a buy rating, while Robert W. Baird boosted its target to $58 and maintained outperform, adding to the bullish analyst backdrop.
• Positive Sentiment: Recent earnings-call coverage highlighted strong revenue growth and strategic wins, including new business wins and expansion tied to AI data centers, which may support longer-term growth expectations.
• Neutral Sentiment: One valuation-focused article reviewed Aramark’s stock after the strong quarter and AI data center initiative, but did not indicate a new material catalyst beyond reinforcing the improved investment case.

Analysts Set New Price Targets

ARMK has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their price objective on Aramark from $49.00 to $55.00 and gave the stock an “overweight” rating in a report on Wednesday. UBS Group boosted their price objective on Aramark from $48.00 to $56.00 and gave the stock a “buy” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $54.00 price objective on shares of Aramark in a report on Wednesday. Royal Bank Of Canada upped their target price on Aramark from $47.00 to $55.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $51.00 target price on shares of Aramark in a research note on Wednesday. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $53.50.

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.