Aramark (ARMK)

Over the past six months, several events have influenced Aramark's stock price. In November 2025, Aramark released its fiscal 2025 full-year results, reporting revenue of $18.5 billion and adjusted EPS of $1.82, leading to positive market sentiment, however, Q4 2025 earnings missed analysts' consensus. In December 2025, the Board approved a 14% increase to the quarterly dividend and announced a 15-year campus dining partnership with the University at Albany. In January 2026, Aramark's shares closed up despite the U.K. Competition and Markets Authority ordering the company to fully divest its stake in Entier, while shares closed modestly lower due to negative publicity regarding a new employee housing policy at Yosemite National Park and a lawsuit accusing an Aramark employee of sexual assault. Aramark was recognized on Fortune's 2026 World's Most Admired Companies list. In February 2026, shares closed higher following positive analyst attention, but analysts trimmed Aramark's price target to $44 from $49, citing client-driven delays in new contract starts.

Aramark's business experiences typical seasonality, particularly in its food services segments. Free cash flow is expected to rebound as collegiate hospitality and sports & entertainment activity ramps up. The third quarter typically sees a use of free cash flow, consistent with the seasonality of the business. Management anticipates an upward margin inflection during Q4 due to the recovery of this price-cost lag and normal year-end seasonality.

Aramark is a global provider of food services, facilities management, and uniform solutions, operating primarily within the Business Services sector. The company's business is structured around three main segments: Food and Support Services, Uniform and Career Apparel (though this division was divested, Food and Support Services remains the core), and Facility Services. Its major products and services include corporate dining, patient and senior nutrition, campus dining, sports and entertainment concessions, custodial services, technical maintenance, industrial laundry, coffee and tea services, premium office snacks, vending, and micro markets. The company also offers integrated solutions aimed at enhancing guest experiences, improving operational efficiencies, and maintaining safe and clean environments.

Headquartered in Philadelphia, Pennsylvania, Aramark has a significant global presence, operating in North America (United States and Canada) and an additional 20 countries. Its core market is North America, supplemented by operations in many of the fastest-growing global geographies, including the United Kingdom, Germany, Chile, Ireland, and Spain.

Aramark has received positive recognitions for its brand and corporate responsibility, including being named one of Fortune's World's Most Admired Companies and one of the 50 Most Community-Minded Companies in the U.S. However, the company has faced negative publicity due to a new employee housing policy at Yosemite National Park, a lawsuit accusing an Aramark employee of sexual assault, the U.K. Competition and Markets Authority ordering Aramark to divest its stake in Entier, and Aramark's Irish subsidiary reporting a sharp increase in pre-tax losses.

Aramark's stock ownership is primarily held by institutional investors, who own approximately 62.10% of the company's stock. Insiders own about 0.76%, and public companies and individual investors hold the remaining 37.14%. Major institutional shareholders include Capital International Investors, Vanguard Group Inc, and BlackRock, Inc.