Mariner Adds $5M in Aramark ($ARMK)
Mariner significantly increased its holdings in Aramark, reflecting confidence in the company's performance.
Key Points
- Mariner increased its stake in Aramark by 39.2%, adding 79,533 shares to hold a total of 282,625 shares valued at $16.08 million.
- Aramark's stock traded near $56.9 on Wednesday, with a market cap of $14.96 billion and a P/E ratio of 42.5.
- Analysts maintain a 'buy' consensus with a target mean price of $58.25, supported by recent insider buying activity.
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Mariner recently boosted its stake in Aramark (NYSE:ARMK) by 39.2%, according to its latest Form 13F filing with the SEC. The fund added 79,533 shares, bringing its total holdings to 282,625 shares, valued at approximately $16.08 million. This move reflects Mariner's increased confidence in Aramark as of the reporting period.
Mariner vs. the S&P 500
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What Changed in Mariner's Aramark Position
Mariner grew its position in Aramark by 39.2%, adding 79,533 shares to its portfolio. This brings its total holdings to 282,625 shares, with the reported value of these shares reaching $16.08 million. The fund previously held 203,092 shares, indicating a substantial increase in its investment.
Other Institutional Activity in Aramark
Other institutional investors have also been active in Aramark. BlackRock, Inc. increased its holdings by 2,598,937 shares, ending with 25,546,283 shares valued at about $1.04 billion, marking an 11.3% increase. Meanwhile, Janus Henderson Group PLC reduced its position slightly by 211,089 shares, holding 17,984,812 shares worth approximately $729.1 million, a 1.2% decrease. Massachusetts Financial Services Co /MA/ cut its stake by 1,185,986 shares, now holding 17,557,328 shares valued at $725.0 million, reflecting a 6.3% decrease. Morgan Stanley decreased its holdings by 2,087,445 shares, ending with 14,444,250 shares valued at $585.6 million, down by 12.6%. Vanguard Capital Management LLC opened a new position with 11,792,640 shares valued at $478.1 million.
Aramark Stock Down 2.2%
Shares of NYSE:ARMK traded near $56.9 on Wednesday. Aramark has a market capitalization of approximately $14.96 billion and a P/E ratio of 42.5. The stock has a 52-week low of $35.07 and a 52-week high of $56.9. Its 50-day moving average is $50.57, while the 200-day moving average stands at $41.97. The company has a beta of 1.194, indicating moderate volatility compared to the market. Aramark maintains a current ratio of 1.212 and a quick ratio of 0.958, with a debt-to-equity ratio of 192.213.
$ARMK stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Aramark reported revenue of $19.41 billion, with a growth rate of 14.7%. The company's earnings per share (EPS) is 1.34, yielding a net margin of 1.84% and a return on equity (ROE) of 11.22%. The next earnings report is anticipated on August 11, 2026.
Dividend
Aramark offers a dividend rate of $0.48, yielding 0.84% annually, with a payout ratio of 33.58%. This indicates a stable return for investors seeking income.
Insider Buying and Selling at Aramark
Recent insider activity at Aramark includes several purchases. On June 3, 2026, Bridgette Heller acquired 80 shares, Marc Bruno, COO of U.S. Food & Facilities, bought 299 shares, and Lauren Harrington, EVP and General Counsel, purchased 110 shares. CEO John Zillmer also bought 974 shares, while Richard Dreiling and Karen Marie King acquired 32 and 26 shares, respectively. These transactions were not under any pre-planned trading schemes.
Analysts Set New Price Targets
Analysts have been positive on Aramark, with Oppenheimer maintaining a 'buy' rating and setting a $65.0 price target on June 29, 2026. Citigroup also maintained its 'buy' rating with a target of $70.5 on June 22, 2026. The consensus among analysts is a 'buy', with a mean target price of $58.25 based on 16 opinions.
About Aramark
Aramark, headquartered in Philadelphia, Pennsylvania, is a leading provider of food and facilities services across various sectors, including education, healthcare, and business. The company operates in the U.S. and internationally, offering a range of services such as dining, catering, and facility management. Aramark employs over 278,000 people and is led by CEO John J. Zillmer.
Bottom Line
Mariner's increased stake in Aramark highlights its confidence in the company's growth prospects. With a solid market position and recent insider buying activity, Aramark remains a company to watch. Keep in mind that 13F filings reflect holdings as of the reporting date and might not represent current positions.
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