Aramark

NYSE:ARMK Voorraadrapport

Marktkapitalisatie: US$14.8b

Aramark Dividenden en inkoop

Dividend criteriumcontroles 3/6

Aramark is een dividendbetalend bedrijf met een huidig rendement van 0.85% dat ruimschoots wordt gedekt door de winst.

Belangrijke informatie

0.8%

Dividendrendement

0.5%

Terugkoop Rendement

Totaal aandeelhoudersrendement1.4%
Toekomstig dividendrendement1.0%
Dividendgroei0.8%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio34%

Recente updates van dividend en inkoop

Recent updates

Narratiefupdate Jun 29

ARMK: Data Center Builds And Nexus Platform Will Shape Future Cash Flows

Analysts increased their fair value estimate for Aramark to $58.25 from $56.63, citing a series of recent price target raises toward $65 to $70.50 that reflect growing confidence in the Nexus platform, tighter cost control through the middle of the P&L and the long-term potential of the data center services opportunity. Analyst Commentary Recent Street research on Aramark clusters around a more constructive view of the company’s growth and margin potential, particularly around the Nexus platform and the emerging data center services business.
Seeking Alpha Jun 27

Aramark: Demand Is Strong, And Nexus Is A New Growth Driver

Summary I am upgrading Aramark to buy as commercial momentum is now translating into visible revenue and margin improvement. ARMK’s organic revenue grew 12% in Q2 2026, with broad-based strength and >98% client retention, supporting a durable growth thesis. Nexus, targeting hyperscale AI data centers, offers a new, higher-margin growth driver not yet reflected in FY2026 guidance. Valuation at ~22x NTM PE is justified by structural growth drivers, with potential upside to ~$68–$85 per share by FY28–FY29. Read the full article on Seeking Alpha
Analyseartikel Jun 16

Aramark (ARMK) Stock Could Be 4.3% Undervalued After School Menu Update

Aramark (ARMK) stock is in focus after Aramark Student Nutrition announced updated school menus for the 2026-2027 year, emphasizing ingredient transparency, removal of several additives, and closer alignment with regulatory trends. See our latest analysis for Aramark. The updated Aramark Student Nutrition menus land at a time when momentum in Aramark stock has been building, with a 90 day share price return of 32.62% and a year to date share price return of 48.17%, while total shareholder...
Narratiefupdate Jun 12

ARMK: Data Center Buildouts And Core Contracts Will Shape Future Cash Generation

Aramark's analyst price target has been updated from $55.25 to $56.63, reflecting analysts' focus on the company's expanding data center services and ongoing momentum in its core contracts as key factors in their revised assumptions. Analyst Commentary Recent research updates show a clear shift higher in valuation assumptions for Aramark, with multiple firms lifting their price targets into the mid to high US$50s and some reaching into the low US$60s.
Narratiefupdate May 29

ARMK: Data Center Contracts And Core Markets Will Shape Future Cash Generation

The analyst price target for Aramark has been raised from $52.63 to $55.25 as analysts factor in recent Q2 upside, indications of stronger FY26 growth, new data center opportunities, and continued momentum in core end markets. Analyst Commentary Recent research updates show a cluster of higher price targets for Aramark following the latest Q2 results and guidance commentary, with many analysts pointing to earnings momentum and new contract opportunities as key drivers for their revised views.
Narratiefupdate May 15

ARMK: Data Center Upside And Health Contract Will Support Future Free Cash Flow

Analysts lifted the Aramark price target by $5 to $52.63, citing solid Q2 results, expanding data center and hyperscaler multiservice opportunities, and broadly higher long term estimates across revenue, margins and future P/E assumptions. Analyst Commentary Recent research updates cluster around a common message that Aramark is executing well on Q2 priorities, with price targets moving higher on the back of solid earnings, a clearer data center opportunity and ongoing new business wins.
Narratiefupdate Apr 29

ARMK: Organic Wins And 2026 Health Contract Will Support Future Free Cash Flow

The analyst price target for Aramark is adjusted modestly higher to $47.63 from $47.16, with analysts pointing to steadier revenue growth assumptions, a slightly higher profit margin outlook, and recent positive research highlighting organic growth and new contract wins as support for the change. Analyst Commentary Recent research around Aramark centers on organic growth trends, contract wins and how these factors feed into valuation.
Narratiefupdate Apr 13

ARMK: Organic Wins And 2026 Health Contract Will Support Future Free Cash Flow

Aramark's analyst price target has inched higher, with a modest fair value adjustment to about $47.16 as analysts highlight stronger than expected organic growth trends, a new RWJ Barnabas Health contract scheduled to ramp up in 2026, and generally constructive sector views as key supports. Analyst Commentary Bullish analysts are generally constructive on Aramark, pointing to recent price target increases and renewed coverage with higher fair value estimates.
Narratiefupdate Mar 26

ARMK: New Contracts And Buybacks Will Support Future Free Cash Flow

Analysts have raised the implied fair value for Aramark by about $0.47 to $47.09, reflecting updated assumptions around revenue growth, profitability and future P/E in the context of a recent wave of higher $50 price targets across research reports. Analyst Commentary Recent research updates cluster around a US$50 price target, with several firms lifting their views in quick succession.
Narratiefupdate Mar 05

ARMK: Contract Wins And Buybacks Will Support Higher FY26 Cash Generation

Narrative Update Analysts have lifted their average price target on Aramark by about $3 to $50, citing stronger than expected organic growth and increased visibility from a new RWJ Barnabas Health contract, as well as broader optimism regarding revenue, EPS and free cash flow trends into 2026. Analyst Commentary Recent Street research on Aramark centers on higher price targets and fresh coverage, with most of the discussion tied to organic growth trends, contract wins and expectations for earnings and cash flow through 2026.
Narratiefupdate Feb 18

ARMK: Contract Wins And Buybacks Will Support Stronger FY26 Earnings Delivery

Analysts have lifted their average Aramark price target from about $44.60 to roughly $46.63. The updated views factor in recent organic growth trends and expectations for future contract contributions and earnings power.
Narratiefupdate Feb 03

ARMK: Contract Timing Delays Will Support Stronger FY26 Earnings Delivery

Narrative Update on Aramark Analysts have trimmed their Aramark price target to US$44 from US$49, citing a shift in expected revenue timing as client driven delays in new contract starts across Corrections, Workplace Experience, and Healthcare push more of the projected contribution into FY26. They continue to model a similar long term P/E and margin profile.
Narratiefupdate Jan 19

ARMK: Contract Timing Delays Will Create FY26 Margin Upside Scenario

Analysts recently trimmed their Aramark price target to $44 from $49, pointing to what they describe as strong underlying business momentum, but also to client driven timing delays on new contract starts that are expected to shift some revenue and margin impact into FY26. Analyst Commentary Bullish Takeaways Bullish analysts see the lower US$44 price target as reflecting updated timing rather than a change in their view of Aramark’s underlying business momentum.
Analyseartikel Jan 06

Is Aramark (NYSE:ARMK) Worth US$38.0 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Aramark fair value estimate is US$30.02 Current share price of...
Narratiefupdate Jan 04

ARMK: Delayed Contract Ramps Will Drive Stronger Earnings Setup In Fiscal 2026

Analysts have modestly reduced their price target on Aramark to approximately $44 from about $49, citing strong underlying business momentum but near term revenue and earnings pressure from client driven timing delays in new contract starts, which are now expected to shift more meaningfully into FY26. Analyst Commentary Bullish Takeaways Bullish analysts highlight that underlying business momentum remains solid across key operating segments, supporting confidence in the company’s long term growth trajectory despite near term volatility.
Narratiefupdate Dec 18

ARMK: Delayed Contract Starts Will Support Stronger Earnings Momentum In Fiscal 2026

Analysts have trimmed their price target on Aramark to $44 from $49, reflecting expectations for strong underlying momentum but a near term zig zag in revenue and margins as client driven contract start delays shift more growth into FY26. Analyst Commentary Street research indicates that the recent price target reduction reflects adjustments to the timing of expected growth rather than a reset of the long term thesis.
Narratiefupdate Dec 04

ARMK: Delayed Contract Starts Will Shift Earnings Momentum Toward Fiscal 2026

Analysts have modestly raised their Aramark price target to approximately $44.60 per share from about $44.43, citing strong underlying business momentum despite near term revenue and earnings pressure from client driven delays in new contract starts, which are now expected to shift growth into FY26. Analyst Commentary Recent Street research highlights a mixed, but generally constructive, view on Aramark, with analysts fine tuning their expectations to reflect both the strength of the core business and the impact of timing related revenue shifts.
Analyseartikel Nov 20

Earnings Miss: Aramark Missed EPS By 19% And Analysts Are Revising Their Forecasts

Aramark ( NYSE:ARMK ) shareholders are probably feeling a little disappointed, since its shares fell 4.6% to US$36.73...
Narratiefupdate Nov 19

ARMK: Delayed Contract Starts Will Drive Revenue Expansion Beyond Fiscal 2025

Aramark's analyst price target has been revised downward from $45.10 to $44.43, as analysts factor in strong underlying business momentum while adjusting for delays in revenue and earnings due to client-driven timing in new contract starts. Analyst Commentary Analyst perspectives on Aramark reflect a mix of optimism about core business trends and caution around near-term uncertainty driven by client timing.
Analyseartikel Oct 01

What Is Aramark's (NYSE:ARMK) Share Price Doing?

Aramark ( NYSE:ARMK ) saw significant share price movement during recent months on the NYSE, rising to highs of...
Narratiefupdate Sep 03

Sports, Education And Healthcare Wins Will Expand Global Reach

Aramark’s fair value estimate was slightly reduced as a result of a deteriorating net profit margin and an increased future P/E, indicating weaker profitability and pricier valuation. What's in the News Aramark expanded its presence in NCAA collegiate sports by delivering customized hospitality experiences at over 30 football stadiums and secured new partnerships with Arizona State University and the University of Nebraska.
Seeking Alpha Apr 28

Aramark Is A 'BUY', But With Some Details (Rating Upgrade)

Summary I initially invested in Aramark, saw a 50%+ gain, then switched to Sodexo, which has shown potential for further growth. Despite Aramark's recent 14% decline, I see a long-term investment opportunity, especially with Sodexo's potential acquisition interest. Aramark's strong performance, revenue growth, and improved margins make it a compelling buy, with an updated price target of $40/share. While Aramark is a "BUY," Sodexo remains a superior choice due to better credit rating, yield, and overall fundamentals. Read the full article on Seeking Alpha
Seeking Alpha Feb 08

Aramark: Rating Downgrade To Hold As I See Risk To The Company Meeting FY25 Guidance

Summary I downgraded ARMK from buy to hold due to 1Q25 performance and risks of missing FY25 guidance. Weak US organic growth and onboarding delays in Education and Healthcare segments pose significant risks to achieving FY25 targets. Strong international growth is promising but may not offset US weaknesses and potential FX headwinds. ARMK's valuation could drop significantly if growth slows, with potential de-rating to low teens forward earnings multiple. Read the full article on Seeking Alpha
Seeking Alpha Nov 22

Aramark: Robust FY25 Outlook

Summary I reiterate a buy rating for ARMK due to its robust FY25 outlook, driven by organic growth and a strengthened balance sheet. Aramark's 4Q24 earnings were in line with expectations, with revenue growth driven by organic means and strong pipeline momentum. The launch of Avendra, ARMK's global GPO, is expected to enhance margins by leveraging scale for better purchasing deals. ARMK's improved balance sheet allows for increased shareholder returns through dividends and a $500 million share buyback program. Read the full article on Seeking Alpha
Seeking Alpha Sep 27

Aramark: Switching To Sodexo After M&A Talk

Summary I invested in Aramark and saw a 55% gain, outperforming the S&P500, despite initial skepticism from readers. ARMK's operational performance has improved, with revenue growth, margin improvements, and strategic liquidity enhancements, making it attractive to Sodexo. Despite the Company's gains, I believe it's overvalued now; Sodexo offers better value with a higher yield and lower debt. I'm rotating my investment from Aramark to Sodexo, targeting a more favorable valuation and higher quality for future growth. Read the full article on Seeking Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van ARMK zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van ARMK zijn de afgelopen 10 jaar gestegen.


Dividendrendement versus markt

Aramark Dividendrendement versus markt
Hoe verhoudt ARMK dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (ARMK)0.8%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.2%
Gemiddelde industrie (Hospitality)2.2%
Analist prognose (ARMK) (tot 3 jaar)1.0%

Opmerkelijk dividend: Het dividend van ARMK ( 0.85% ) is niet noemenswaardig vergeleken met de onderste 25% van de dividendbetalers op de US markt ( 1.37% ).

Hoog dividend: Het dividend ARMK ( 0.85% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.19% ).


Winstuitkering aan aandeelhouders

Verdiendekking: Met zijn redelijk lage payout ratio ( 34.3% ) worden de dividendbetalingen van ARMK ruimschoots gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn redelijk lage cash payout ratio ( 32.1% ) worden de dividendbetalingen van ARMK goed gedekt door de kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/08 16:52
Aandelenkoers aan het einde van de dag2026/07/08 00:00
Inkomsten2026/04/03
Jaarlijkse inkomsten2025/10/03

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Aramark wordt gevolgd door 23 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Andrew WittmannBaird
Manav PatnaikBarclays
Stuart GordonBerenberg