Junto Capital Management LP Invests $132.16 Million in Aramark $ARMK

Junto Capital Management LP bought a new stake in Aramark (NYSE:ARMK) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,441,600 shares of the company’s stock, valued at approximately $132,157,000. Aramark accounts for about 2.7% of Junto Capital Management LP’s portfolio, making the stock its 8th largest holding. Junto Capital Management LP owned about 1.31% of Aramark as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in ARMK. Artisan Partners Limited Partnership lifted its stake 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. JPMorgan Chase & Co. raised its holdings in shares of Aramark by 102.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,320,269 shares of the company’s stock valued at $50,700,000 after buying an additional 667,528 shares during the period. Fisher Asset Management LLC lifted its position in Aramark by 73.5% during the 3rd quarter. Fisher Asset Management LLC now owns 1,468,699 shares of the company’s stock worth $56,398,000 after acquiring an additional 622,430 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in Aramark by 525.4% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 39,884 shares of the company’s stock worth $1,531,000 after acquiring an additional 33,507 shares in the last quarter. Finally, ING Groep NV purchased a new position in Aramark in the 3rd quarter worth approximately $3,733,000.

Wall Street Analyst Weigh In

ARMK has been the topic of a number of recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Aramark in a research report on Monday, December 29th. Truist Financial lifted their price target on shares of Aramark from $46.00 to $50.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Morgan Stanley set a $45.00 price objective on shares of Aramark in a report on Tuesday, February 10th. Stifel Nicolaus raised their target price on Aramark from $44.00 to $47.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, UBS Group set a $47.00 price target on Aramark and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Seven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $48.38.

Aramark Price Performance

Shares of ARMK stock opened at $40.00 on Monday. The firm has a market cap of $10.51 billion, a P/E ratio of 33.61, a P/E/G ratio of 0.97 and a beta of 1.06. The firm has a fifty day moving average of $39.57 and a two-hundred day moving average of $38.64. 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.

Aramark (NYSE:ARMK) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.51 EPS for the quarter, topping the consensus estimate 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 net margin of 1.69% and a return on equity of 16.15%. The company’s quarterly revenue was up 6.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.51 earnings per share. Aramark has set its FY 2026 guidance at 2.180-2.280 EPS. As a group, research analysts anticipate that Aramark will post 1.92 earnings per share for the current fiscal year.

Aramark Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 4th. Investors of record on Wednesday, February 18th were given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, February 18th. Aramark’s dividend payout ratio is currently 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.