Aramark jumps 9.7% as Q2 results top expectations and FY26 outlook is nudged higher

Aramark (ARMK) is up 9.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Aramark’s fiscal Q2 2026 earnings, which beat consensus estimates on both adjusted EPS and revenue. Investors also reacted positively to management’s updated FY2026 organic revenue outlook (now framed toward the high end of its prior range) and strong cash-flow commentary.

Details:

Aramark reported fiscal Q2 2026 revenue of about $4.9 billion, up year over year, driven by net new business and base business growth across its U.S. and international segments.

Adjusted EPS was $0.49 for the quarter, improving sharply from the prior-year period and modestly exceeding the Street’s consensus estimate.

The company updated its FY2026 outlook to target organic revenue growth at the high end of its previously stated 7% to 9% range, while reaffirming its adjusted EPS growth and adjusted operating income growth ranges.

Management highlighted stronger operating cash flow and free cash flow in the quarter, alongside continued debt repayment and share repurchases.

Sources:

Aramark Investor Relations, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ARMK Hedge Fund Activity

We have seen 231 institutional investors add shares of $ARMK stock to their portfolio, and 197 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AQR CAPITAL MANAGEMENT LLC added 5,492,046 shares (+163.1%) to their portfolio in Q4 2025, for an estimated $202,436,815
JUNTO CAPITAL MANAGEMENT LP removed 3,441,600 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $126,857,376
EGERTON CAPITAL (UK) LLP removed 3,204,201 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $118,106,848
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,020,447 shares (-78.0%) from their portfolio in Q4 2025, for an estimated $111,333,676
SOROS FUND MANAGEMENT LLC removed 2,270,287 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $83,682,778
MORGAN STANLEY removed 1,790,058 shares (-9.8%) from their portfolio in Q4 2025, for an estimated $65,981,537
J. GOLDMAN & CO LP added 1,514,083 shares (+inf%) to their portfolio in Q4 2025, for an estimated $55,809,099

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.

$ARMK Government Contracts

We have seen $8,274,507 of award payments to $ARMK over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

NCTC GUEST SERVICES: $6,600,000
MARIPOSA GROVE TRANSPORTATION SERVICES AT YOSEMITE NP: $66,460

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ARMK Congressional Stock Trading

Members of Congress have traded $ARMK stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ARMK stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ARMK Analyst Ratings

Wall Street analysts have issued reports on $ARMK in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 11/19/2025
Baird issued a "Outperform" rating on 11/18/2025

To track analyst ratings and price targets for $ARMK, check out Quiver Quantitative's $ARMK forecast page.

$ARMK Price Targets

Multiple analysts have issued price targets for $ARMK recently. We have seen 7 analysts offer price targets for $ARMK in the last 6 months, with a median target of $48.0.

Here are some recent targets:

Joshua Chan from UBS set a target price of $48.0 on 04/08/2026
Ian Zaffino from Oppenheimer set a target price of $50.0 on 03/25/2026
Jasper Bibb from Truist Securities set a target price of $50.0 on 02/17/2026
Leo Carrington from Citigroup set a target price of $51.0 on 02/12/2026
Shlomo Rosenbaum from Stifel set a target price of $47.0 on 02/11/2026
Toni Kaplan from Morgan Stanley set a target price of $44.0 on 12/17/2025
Andrew Wittmann from Baird set a target price of $46.0 on 11/18/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.