Aramark (ARMK) reported third-quarter fiscal 2026 revenue of $5.1 billion, up 9% year over year. GAAP net income was $97.8 million, while diluted earnings per share attributable to Aramark stockholders were $0.36, up 34% from the prior-year period.
The company raised its fiscal 2026 organic revenue growth outlook to 9% to 10% and reaffirmed its outlook for adjusted operating income growth, adjusted EPS growth and leverage ratio. Aramark also reported more than $1.4 billion in cash availability at quarter-end and declared a quarterly dividend of $0.12 per share.
- Third-quarter revenue was $5.058 billion, compared with $4.626 billion a year earlier.
- Operating income increased 18% to $216 million.
- GAAP basic EPS was $0.37 and diluted EPS was $0.36.
- New client wins totaled more than $1.6 billion fiscal year to date, up 51% from the comparable prior-year period.
- Aramark began operations at its first Texas-based AI data center site with a top global hyperscaler.
- The company expects fiscal 2026 organic revenue growth of 9% to 10% on a constant currency basis.
$ARMK Insider Trading Activity
$ARMK insiders have traded $ARMK stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ARMK stock by insiders over the last 6 months:
- LAUREN A HARRINGTON (EVP and General Counsel) has made 0 purchases and 2 sales selling 18,363 shares for an estimated $974,227.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ARMK Hedge Fund Activity
We have seen 283 institutional investors add shares of $ARMK stock to their portfolio, and 184 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 14,539,587 shares (-58.4%) from their portfolio in Q1 2026, for an estimated $589,434,856
- VICTORY CAPITAL MANAGEMENT INC added 5,658,087 shares (+14378.1%) to their portfolio in Q2 2026, for an estimated $321,945,150
- JUNTO CAPITAL MANAGEMENT LP added 3,304,359 shares (+inf%) to their portfolio in Q1 2026, for an estimated $133,958,713
- FARALLON CAPITAL MANAGEMENT LLC removed 3,221,615 shares (-34.4%) from their portfolio in Q1 2026, for an estimated $130,604,272
- ILEX CAPITAL PARTNERS (UK) LLP added 3,079,043 shares (+inf%) to their portfolio in Q1 2026, for an estimated $124,824,403
- PUBLIC SECTOR PENSION INVESTMENT BOARD removed 2,686,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $108,890,440
- GOLDMAN SACHS GROUP INC added 2,305,534 shares (+91.5%) to their portfolio in Q1 2026, for an estimated $93,466,348
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
