Key Takeaways
- • ARAMARK (ARMK) is scheduled to report Q4 2026 earnings Monday, November 16 before market open, per Finnhub, with analysts expecting revenue of $5,407,671,035 and EPS of $0.77.
- • Insiders sold ARMK stock four times over the past six months with no purchases, including COO Marc A. Bruno (about 70,634 shares, roughly $4.31M) and EVP and General Counsel Lauren A. Harrington (about 18,363 shares, roughly $974K).
- • Institutional holdings were mixed: 332 institutions added ARMK shares and 216 reduced positions in the most recent quarter, with California State Teachers Retirement System cutting 17,016,659 shares (-98.3%, about $911M) in Q3 2026.
- • Sell-side sentiment remains constructive, with 8 firms rating ARMK Buy and none rating it Sell; the median price target across 10 analysts is $70.00.
Summary
Aramark ($ARMK) is expected to release quarterly earnings before market open on Monday, November 16, 2026, according to Finnhub. Analysts surveyed expect revenue of $5,407,671,035 and earnings of $0.77 per share. For context, Quiver Quantitative reports that Aramark posted revenue of $5.1 billion in Q3 2026, up 9.33% from the prior-year period.
Insider activity over the past six months was one-directional. Aramark insiders executed four open-market transactions, all sales and no purchases. COO Marc A. Bruno sold 70,634 shares for an estimated $4,310,717 across two transactions, and EVP and General Counsel Lauren A. Harrington sold 18,363 shares for an estimated $974,227 across two transactions.
Institutional positioning shows net reduction in the most recent quarter by count: 332 institutional investors increased ARMK holdings and 216 decreased them. The largest reduction came from California State Teachers Retirement System, which removed 17,016,659 shares (-98.3%) in Q3 2026, an estimated $911,242,089 position. Other notable reductions in Q2 2026 included Ilex Capital Partners (UK) LLP (-100.0%, about $175.2M), Morgan Stanley (-17.6%, about $144.8M), PointState Capital LP (-47.6%, about $122.8M) and PineBridge Investments LLC (-58.1%, about $122.2M). On the buy side, Capital International Investors added 1,992,518 shares (+20.1%) in Q3 2026, an estimated $106.7M, and Millennium Management LLC added 1,950,667 shares (+161.6%) in Q2 2026, an estimated $111.0M.
Wall Street coverage remains supportive. Quiver Quantitative counts eight firms with Buy or equivalent ratings and no Sell ratings, including recent actions from UBS (Buy, 11/11/2026), Citigroup (Buy, 10/12/2026) and RBC Capital (Outperform, 08/19/2026). Ten analysts have set price targets over the last six months with a median of $70.00; UBS's Joshua Chan set a $65.00 target on 11/11/2026, while Citigroup's Leo Carrington set $75.50 on 10/12/2026.
Aramark also recorded $6,264,376 in government award payments over the past year, the largest being $4,450,000 to NCTC Guest Services.
Insider activity over the past six months was one-directional. Aramark insiders executed four open-market transactions, all sales and no purchases. COO Marc A. Bruno sold 70,634 shares for an estimated $4,310,717 across two transactions, and EVP and General Counsel Lauren A. Harrington sold 18,363 shares for an estimated $974,227 across two transactions.
Institutional positioning shows net reduction in the most recent quarter by count: 332 institutional investors increased ARMK holdings and 216 decreased them. The largest reduction came from California State Teachers Retirement System, which removed 17,016,659 shares (-98.3%) in Q3 2026, an estimated $911,242,089 position. Other notable reductions in Q2 2026 included Ilex Capital Partners (UK) LLP (-100.0%, about $175.2M), Morgan Stanley (-17.6%, about $144.8M), PointState Capital LP (-47.6%, about $122.8M) and PineBridge Investments LLC (-58.1%, about $122.2M). On the buy side, Capital International Investors added 1,992,518 shares (+20.1%) in Q3 2026, an estimated $106.7M, and Millennium Management LLC added 1,950,667 shares (+161.6%) in Q2 2026, an estimated $111.0M.
Wall Street coverage remains supportive. Quiver Quantitative counts eight firms with Buy or equivalent ratings and no Sell ratings, including recent actions from UBS (Buy, 11/11/2026), Citigroup (Buy, 10/12/2026) and RBC Capital (Outperform, 08/19/2026). Ten analysts have set price targets over the last six months with a median of $70.00; UBS's Joshua Chan set a $65.00 target on 11/11/2026, while Citigroup's Leo Carrington set $75.50 on 10/12/2026.
Aramark also recorded $6,264,376 in government award payments over the past year, the largest being $4,450,000 to NCTC Guest Services.
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