Albertsons Companies (NYSE:ACI) Posts Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Key Points

• Albertsons reported $0.48 EPS, beating estimates by $0.05 with revenue up 7.7% year-over-year, and updated FY2026 guidance to $2.220–$2.320 EPS.
• The shares opened at $16.87 and traded down about 2.4%; the company has a market cap of $8.67B, a P/E of 10.88, a 52-week range of $15.80–$22.78, and a high debt-to-equity ratio of 3.36.
• Analysts have trimmed price targets recently (range roughly $14–$23) and the consensus rating is a Hold with an average target of $21.58, while insiders recently sold shares and institutions own about 71% of the stock.

Albertsons Companies (NYSE:ACI - Get Free Report) announced its quarterly earnings data on Tuesday. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.43 by $0.05, Briefing.com reports. Albertsons Companies had a net margin of 1.06% and a return on equity of 38.00%. During the same period in the previous year, the business earned $0.46 EPS. Albertsons Companies's revenue was up 7.7% on a year-over-year basis. Albertsons Companies updated its FY 2026 guidance to 2.220-2.320 EPS.

Albertsons Companies Trading Down 2.4%

Shares of NYSE ACI opened at $16.87 on Tuesday. The firm has a 50 day moving average price of $17.56 and a two-hundred day moving average price of $17.60. The stock has a market cap of $8.67 billion, a P/E ratio of 10.88, a price-to-earnings-growth ratio of 0.49 and a beta of 0.45. Albertsons Companies has a 52-week low of $15.80 and a 52-week high of $22.78. The company has a debt-to-equity ratio of 3.36, a quick ratio of 0.20 and a current ratio of 0.91.

Insider Activity at Albertsons Companies

In related news, EVP Michael T. Theilmann sold 49,000 shares of the business's stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $17.63, for a total value of $863,870.00. Following the sale, the executive vice president owned 289,429 shares of the company's stock, valued at $5,102,633.27. The trade was a 14.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 1.35% of the company's stock.

Institutional Investors Weigh In On Albertsons Companies

A number of institutional investors have recently made changes to their positions in ACI. Atlas Capital Advisors Inc. acquired a new stake in shares of Albertsons Companies in the 4th quarter valued at about $84,000. Parallel Advisors LLC boosted its position in shares of Albertsons Companies by 44.2% during the fourth quarter. Parallel Advisors LLC now owns 5,382 shares of the company's stock valued at $92,000 after buying an additional 1,650 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new stake in Albertsons Companies during the fourth quarter worth $93,000. Northwestern Mutual Wealth Management Co. grew its holdings in Albertsons Companies by 11.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 7,326 shares of the company's stock worth $126,000 after buying an additional 774 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its position in Albertsons Companies by 1,728.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 6,582 shares of the company's stock valued at $139,000 after buying an additional 6,222 shares during the last quarter. Institutional investors own 71.35% of the company's stock.

Analysts Set New Price Targets

ACI has been the topic of a number of research analyst reports. Telsey Advisory Group reduced their target price on Albertsons Companies from $24.00 to $22.00 and set an "outperform" rating on the stock in a report on Thursday, January 8th. BMO Capital Markets dropped their price objective on Albertsons Companies from $25.00 to $23.00 and set an "outperform" rating for the company in a research report on Thursday, January 8th. UBS Group reduced their price objective on Albertsons Companies from $25.00 to $23.00 and set a "buy" rating on the stock in a research note on Thursday, January 8th. Wells Fargo & Company decreased their target price on Albertsons Companies from $23.00 to $21.00 and set an "overweight" rating on the stock in a research report on Thursday, January 8th. Finally, Morgan Stanley reissued an "underweight" rating and set a $14.00 target price (down from $20.00) on shares of Albertsons Companies in a research note on Thursday, January 15th. Nine investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $21.58.

Albertsons Companies Company Profile

Albertsons Companies, Inc NYSE: ACI is one of the largest food and drug retailers in the United States, operating a diversified portfolio of grocery store banners. Founded in 1939 by Joe Albertson in Boise, Idaho, the company has grown through both organic expansion and strategic acquisitions. Its core business activities encompass the sale of fresh produce, meat, bakery items, deli offerings, pharmacy services, and general merchandise. The company's retail operations are complemented by an in-house private-label program, featuring brands such as O Organics, Open Nature, and Lucerne, which cater to a range of customer preferences and price points.

Throughout its history, Albertsons Companies has pursued growth via mergers and partnerships.

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