Aramark
In the published model solve dated 2026-Q2, anchored at $56.78, Aramark (ARMK) is priced for +18.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The biggest single line is Sports, Leisure & Corrections at about 23% of revenue, with Education at 21% and Europe at 16%, so no one client category can take the business down on its own. • Growth is genuine and partly calendar: second-quarter fiscal 2026 revenue rose 15% to $4.9 billion with organic growth of 12%, of which roughly 3 percentage points came from lapping a prior-year 53rd week [Source: Q2 FY2026 results, May 2026]. • Leverage is the constraint on everything else here: net debt r
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453 institutional managers reported holding ARMK in 13F filings for the quarter ended 2026-03-31. 78 opened new positions that quarter. Held by BlackRock, Vanguard Group, Janus Henderson, among others. On the short side, 10.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARMK has cut its share count 25.5% over the past five years, spending $250.54M on repurchases. It pays a dividend, and has for 12 years running; the current rate is $0.42 a share annually. Cash returned over the past three years: $302.51M in dividends and $250.54M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ARMK over the trailing three years: 2025: 1 buy totaling $250k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARMK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +9.1% | -12.0% |
| 2023-11-22 | -5.2% | +1.0% |
| 2024-02-07 | -1.8% | +10.5% |
| 2024-05-08 | +0.8% | +1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARMK's latest 8-K filings: 2026-08-11 (items 2.02, 9.01); 2026-08-07 (items 5.02); 2026-05-12 (items 2.02, 9.01); 2026-02-20 (items 5.02, 7.01); 2026-02-10 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.