$ARMK

Aramark (ARMK) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. cik0-20260804 0001584509 false 0001584509 2026-08-07 2026-08-07 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ FORM 8-K ___________________________ CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT

Aramark (NYSE: ARMK) said its Aramark Nexus unit was selected as the premium hospitality partner for a leading AI data center colocation provider. The multi-year deal covers elevated dining, housekeeping, facilities management, and laundry across locations including Wyoming and Texas, plus fitness, retail, and entertainment. The company links demand to expanding AI data center construction.

According to the Lexington Herald-Leader, the University of Kentucky rehired about 400 of more than 900 food-service workers laid off after Aramark ended its partnership in May. The layoffs took effect June 30. As of July 10, Compass Group had rehired roughly half. UK said it was not certain about rehiring remaining workers.

Aramark (NYSE: ARMK) saw multiple brokerages update ratings and price targets from mid-March to mid-May 2026. Bank of America raised its target to $59 (buy); RBC to $55 (outperform); Morgan Stanley to $50 (equal weight); UBS to $56 (buy); JPMorgan to $55 (overweight). Several others reaffirmed “buy” ratings. Aramark also declared a $0.12 quarterly dividend (ex-date May 20), $0.48 annualized, ~0.9% yield.

Aramark Destinations (NYSE:ARMK) announced “Landmarks of Legacy,” a cross-property guest campaign tied to America’s 250th anniversary, according to the company. The initiative will roll out in phases starting with property-specific activations and later national moments, while Aramark said it is enhancing food, beverage and retail offerings. Experiences include Fourth of July cruises with SpiritLine Cruises and new camping/rafting packages, plus cocktails at venues in Utah and California.

Aramark has partnered with the University of Wisconsin–Oshkosh to implement a new dining and hospitality program. This initiative includes features like an "Eat to Excel" retail location for athletes, expanded retail options with virtual dining, and a True Balance station for allergen-safe meals. The program aims to enhance campus life, offer diverse food choices, and support the university's growth and recruitment goals.

Comerica Bank reduced its stake in Aramark (NYSE: ARMK) by 35.2% during the fourth quarter, selling 35,485 shares. Despite this, Aramark reported Q4 earnings that slightly surpassed expectations and issued optimistic FY2026 guidance. Analyst sentiment remains largely positive, with a consensus price target of $48.67.

UBS has reiterated its Buy rating and $48.00 price target for Aramark Holdings (NYSE: ARMK) after the company secured a new multi-year contract to provide dining and hospitality solutions to hyperscaler datacenter construction sites in the U.S. This contract leverages Aramark's new Nexus platform, with revenue expected to begin in fiscal 2026 and a more significant impact in fiscal 2027. The positive outlook is supported by potential upside to Q2 results, increasing revenue tailwinds, and new opportunities from artificial intelligence, leading to the stock trading near its 52-week high.

Aramark (NYSE: ARMK) announced it would host a conference call on Tuesday, May 12, 2026, at 8:30 a.m. ET to review its second-quarter fiscal 2026 results. A news release detailing the results will be issued before the call, and the broadcast will be available on the Aramark Investor Relations website. Interested participants can register for the dial-in to receive a personalized PIN.

A letter to the editor advocates for the University of Iowa to terminate its contract with Aramark, citing three primary concerns. The author highlights Aramark's involvement with ICE detention centers, its history of serving poor-quality food in prisons, and its use of incarcerated individuals as unpaid "students" through the IN2WORK program. The Young Democratic Socialists of America at the University of Iowa are calling for this disassociation due to these ethical issues.