Campbell & CO Investment Adviser LLC Makes New Investment in Aramark $ARMK

Campbell & CO Investment Adviser LLC bought a new stake in Aramark (NYSE:ARMK) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 20,612 shares of the company’s stock, valued at approximately $792,000.

Other hedge funds have also modified their holdings of the company. Norges Bank purchased a new stake in Aramark in the 2nd quarter valued at about $135,218,000. Soros Fund Management LLC acquired a new stake in shares of Aramark during the second quarter valued at about $64,902,000. Ilex Capital Partners UK LLP acquired a new stake in shares of Aramark during the second quarter valued at about $52,142,000. Sunriver Management LLC purchased a new stake in shares of Aramark in the 2nd quarter valued at approximately $51,865,000. Finally, Massachusetts Financial Services Co. MA lifted its holdings in shares of Aramark by 6.1% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 18,673,028 shares of the company’s stock worth $781,840,000 after acquiring an additional 1,067,132 shares during the last quarter.

Aramark Price Performance

Shares of ARMK opened at $38.64 on Wednesday. The firm has a market capitalization of $10.15 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 1.32 and a beta of 1.11. The firm’s fifty day simple moving average is $37.78 and its 200-day simple moving average is $39.11. Aramark has a twelve month low of $29.92 and a twelve month high of $44.49. The company has a current ratio of 0.99, a quick ratio of 0.88 and a debt-to-equity ratio of 1.71.

Aramark (NYSE:ARMK) last issued its earnings results on Monday, November 17th. The company reported $0.57 EPS for the quarter, missing analysts’ consensus estimates of $0.65 by ($0.08). Aramark had a return on equity of 16.39% and a net margin of 1.76%.The firm had revenue of $5.05 billion for the quarter, compared to analyst estimates of $5.16 billion. During the same quarter in the previous year, the firm posted $0.54 EPS. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. Aramark has set its FY 2026 guidance at 2.180-2.28 EPS. Equities analysts forecast that Aramark will post 1.92 EPS for the current fiscal year.

Aramark Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 17th. Investors of record on Friday, December 5th were paid a dividend of $0.12 per share. The ex-dividend date was Friday, December 5th. This is a positive change from Aramark’s previous quarterly dividend of $0.11. This represents a $0.48 annualized dividend and a yield of 1.2%. Aramark’s dividend payout ratio (DPR) is presently 39.34%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on ARMK shares. Robert W. Baird dropped their price objective on Aramark from $47.00 to $46.00 and set an “outperform” rating for the company in a research note on Tuesday, November 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of Aramark in a report on Monday, December 29th. UBS Group reissued a “buy” rating on shares of Aramark in a research report on Tuesday, January 6th. Citigroup upped their price objective on Aramark from $46.50 to $49.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. Finally, Stifel Nicolaus set a $44.00 target price on Aramark in a report on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Aramark currently has a consensus rating of “Moderate Buy” and an average target price of $45.83.

About Aramark

Aramark (NYSE: ARMK) is a global provider of food services, facilities management and uniform solutions, serving clients across a wide array of industries including education, healthcare, business and government. The company operates through three primary segments: Food and Support Services, Uniform and Career Apparel, and Facility Services, delivering integrated solutions designed to enhance guest experiences, improve operational efficiencies and maintain safe, clean environments. Aramark’s offerings include corporate dining, patient and senior nutrition, campus dining, sports and entertainment concessions, custodial services, technical maintenance and industrial laundry.

Founded in 1959 and headquartered in Philadelphia, Pennsylvania, Aramark has expanded its footprint to more than 20 countries, with a strong presence in North America, Latin America, Europe and Asia.