Market Cap
$14.1B
ARMK
Aramark
$55.62 ▲ +1.88%
Prev close $54.59Market cap$14.1B
ConsensusStrong Buy
12-mo target$68.50 (+23.2%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on ARMK right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$11.5B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $5.3M sell
Insider Net $
-$5.3M
SEC Reports
5
Price chart 30d -1.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 Insider
Bruno Marc A was granted 282.012 shares
COO, U.S. Food & Facilities
Sep 9, 2026 Insider
Schilling Christopher T. was granted 32.911 shares
SVP, Controller and CAO
Sep 9, 2026 Insider
DelGhiaccio Brian M was granted 34.551 shares
Director
Sep 7, 2026 dark_pool
Aug 25, 2026 SEC Dark Pool: ARMK — 3.1M shares, 56,360 trades
Week starting 2026-09-07. Total ATS volume: 3,050,968 shares across 56,360 trades.
A massive institutional cluster formed in ARMK during Q2 2026, with 51 buyers accumulating $821.4M net versus only 19 se
INST-CLUSTER — Impact 7/10
Aramark reported strong Q3 fiscal 2026 results, with revenue of $5.06B (+9% YoY) and adjusted EPS of $0.52, beating cons
8-K — Impact 7/10
Procedural minute order in Wrightman v. Aramark Campus LLC sets oral argument for March 26, 2026, to discuss the Supreme
COURT-RULING — Impact 1/10
Jun 30, 2026 Inst.
VICTORY CAPITAL MANAGEMENT INC — DOUBLED
5,697,439 shares ($324.2M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 12, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 12, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 12, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 27, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jun 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Aug 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Jul 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Jun 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Mar 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% |
Price targets
Where 16 covering analysts think ARMK trades over the next 12 months.
$68.50 +23.2% upside Strong Buy
Current$55.62 Low$47.00 Median$70.00 High$75.00 16 analysts
$47.00$75.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.6/10.
BULLISHINST-CLUSTER7/10
A massive institutional cluster formed in ARMK during Q2 2026, with 51 buyers accumulating $821.4M n
Aug 25, 2026
BULLISH8-K7/10
Aramark reported strong Q3 fiscal 2026 results, with revenue of $5.06B (+9% YoY) and adjusted EPS of
Aug 11, 2026
NEUTRALCOURT-RULING1/10
Procedural minute order in Wrightman v. Aramark Campus LLC sets oral argument for March 26, 2026, to
Jul 4, 2026
NEUTRALCOURT-RULING1/10
The court granted QCC Insurance Company's motion to re-seal certain exhibits (fee schedules, pricing
Jul 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ARMK — 3.1M shares, 56,360 trades
Week starting 2026-09-07. Total ATS volume: 3,050,968 shares across 56,360 trades.
Aug 31, 2026
dark_pool
Dark Pool: ARMK — 3.0M shares, 60,948 trades
Week starting 2026-08-31. Total ATS volume: 2,967,173 shares across 60,948 trades.
Aug 24, 2026
dark_pool
Dark Pool: ARMK — 2.6M shares, 50,698 trades
Week starting 2026-08-24. Total ATS volume: 2,567,646 shares across 50,698 trades.
Aug 21, 2026
short_volume
Short Volume: ARMK — 56.4% short (0.3M / 0.5M)
Short: 309,519 | Exempt: 7,907 | TRF Vol: 549,060 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Aug 17, 2026
dark_pool
Dark Pool: ARMK — 3.2M shares, 61,120 trades
Week starting 2026-08-17. Total ATS volume: 3,244,873 shares across 61,120 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.75 | $0.69–$0.84 | 32.1% | +0.0% | 2↑ 7↓ | $5.3B | 12 |
| Next Q | $0.64 | $0.60–$0.68 | 25.0% | +0.7% | 8↑ 1↓ | $5.3B | 10 |
| Current FY | $2.28 | $2.21–$2.36 | 25.1% | +0.1% | 13↑ 1↓ | $20.1B | 15 |
| Next FY | $2.82 | $2.60–$2.97 | 23.7% | +0.5% | 14↑ 0↓ | $21.9B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.753 | — |
| 7d ago | $0.753 | — |
| 30d ago | $0.753 | — |
| 60d ago | $0.763 | -0.010 |
| 90d ago | $0.759 | -0.006 |
Institutional ownership
Which big funds own ARMK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.5B total value (201,911,715 shares) as of 2026-Q2. Top holders: BlackRock,, Jupiter, MASSACHUSETTS. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,808,188 | $1.4B | 12.3% | — |
| Jupiter Topco LLC | 18,302,356 | $1.0B | 9.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15,576,375 | $903.1M | 7.9% | — |
| MORGAN STANLEY | 11,900,157 | $677.1M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,859,463 | $674.8M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,179,026 | $636.1M | 5.5% | — |
| Capital International Investors | 9,921,419 | $564.3M | 4.9% | — |
| STATE STREET CORP | 8,185,957 | $465.8M | 4.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 8,147,337 | $457.4M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,711,827 | $381.9M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 41,879 | 5,697,439 | +13504.5% | $324.2M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | TRIM | 6,135,431 | 3,625,731 | -40.9% | $206.3M |
| NORGES BANK | NEW | — | 3,434,156 | — | $195.4M |
| CITADEL ADVISORS LLC | DOUBLED | 412,704 | 3,202,179 | +675.9% | $182.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,207,246 | 3,157,913 | +161.6% | $179.7M |
| FMR LLC | TRIM | 3,531,351 | 2,623,764 | -25.7% | $149.3M |
| D. E. Shaw & Co., Inc. | ADD | 1,719,351 | 2,570,894 | +49.5% | $146.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,845,839 | 2,420,768 | +31.1% | $137.7M |
| JANE STREET GROUP, LLC | DOUBLED | 166,928 | 2,349,371 | +1307.4% | $133.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 170,578 | 1,723,467 | +910.4% | $98.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$5.3M — $0.00 bought, $5.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Bruno Marc A | COO, U.S. Food & Facilities | AWARD | 282.012 | — | — |
| Sep 9, 2026 | Schilling Christopher T. | SVP, Controller and CAO | AWARD | 32.911 | — | — |
| Sep 9, 2026 | DelGhiaccio Brian M | Director | AWARD | 34.551 | — | — |
| Sep 9, 2026 | LOPEZ PATRICIA E | Director | AWARD | 61.449 | — | — |
| Sep 9, 2026 | KEVERIAN KENNETH M | Director | AWARD | 61.449 | — | — |
| Sep 9, 2026 | Tarangelo James J. | EVP and CFO | AWARD | 61.509 | — | — |
| Sep 9, 2026 | King Karen Marie | Director | AWARD | 24.471 | — | — |
| Sep 9, 2026 | Harrington Lauren A | EVP and General Counsel | AWARD | 103.932 | — | — |
| Sep 9, 2026 | Charpentier Abigail | EVP & Chief HR Officer | AWARD | 96.51 | — | — |
| Sep 9, 2026 | Wills Kevin | Director | AWARD | 34.551 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARMK.
Shares short
8,254,388
Settlement Sep 15, 2026
Change vs prior
-6.5%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All ARMK filing & press-release reports (5)
- INST-CLUSTER reportAug 25, 2026
- 8-K reportAug 11, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportMay 12, 2026