Albertsons Companies (NYSE:ACI) Stock Unloaded Rep. Julia Letlow

Key Points

• Rep. Julia Letlow sold between $1,001 and $15,000 of Albertsons (ACI) stock on August 26, disclosed in a filing on January 13 from her Merrill Lynch investment account.
• Albertsons beat EPS expectations with $0.72 vs. $0.67 for the quarter, set FY2025 guidance of $2.08–2.16, and pays a $0.15 quarterly dividend (about a 3.6% yield).
• Large institutional buying has increased stakes—Vanguard added ~5.11M shares to hold 39.33M and Norges Bank opened a ~$388M position—while EVP Michael Theilmann sold 49,000 shares and analysts’ consensus rating is a "Hold" with a $21.58 price target.

Representative Julia Letlow (Republican-Louisiana) recently sold shares of Albertsons Companies, Inc. NYSE: ACI. In a filing disclosed on January 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Albertsons Companies stock on August 26th. The trade occurred in the Representative's "MERRILL LYNCH INVESTMENT ACCOUNT #025" account.

Representative Julia Letlow also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of United Rentals NYSE: URI on 12/16/2025.
• Sold $1,001 - $15,000 in shares of Pinterest NYSE: PINS on 12/16/2025.
• Sold $1,001 - $15,000 in shares of Salesforce NYSE: CRM on 12/16/2025.
• Sold $1,001 - $15,000 in shares of Warner Bros. Discovery NASDAQ: WBD on 12/8/2025.
• Sold $1,001 - $15,000 in shares of AbbVie NYSE: ABBV on 12/8/2025.
• Sold $1,001 - $15,000 in shares of Abbott Laboratories NYSE: ABT on 12/8/2025.
• Sold $1,001 - $15,000 in shares of Mettler-Toledo International NYSE: MTD on 12/8/2025.
• Purchased $1,001 - $15,000 in shares of Icon Energy NASDAQ: ICON on 12/8/2025.
• Purchased $1,001 - $15,000 in shares of Devon Energy NYSE: DVN on 12/8/2025.
• Purchased $1,001 - $15,000 in shares of AstraZeneca NASDAQ: AZN on 12/8/2025.

Albertsons Companies Price Performance

Shares of NYSE ACI opened at $16.77 on Wednesday. Albertsons Companies, Inc. has a twelve month low of $15.80 and a twelve month high of $23.20. The company has a current ratio of 0.91, a quick ratio of 0.20 and a debt-to-equity ratio of 3.36. The company has a market capitalization of $8.62 billion, a price-to-earnings ratio of 10.82, a price-to-earnings-growth ratio of 0.49 and a beta of 0.48. The business has a 50 day simple moving average of $17.46 and a 200-day simple moving average of $17.85.

Albertsons Companies (NYSE:ACI - Get Free Report) last posted its quarterly earnings results on Wednesday, January 7th. The company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.05. The business had revenue of $19.12 billion for the quarter, compared to analyst estimates of $19.18 billion. Albertsons Companies had a return on equity of 38.00% and a net margin of 1.06%.The business's revenue was up 1.9% compared to the same quarter last year. During the same period in the prior year, the company posted $0.71 EPS. Albertsons Companies has set its FY 2025 guidance at 2.080-2.16 EPS. As a group, equities research analysts expect that Albertsons Companies, Inc. will post 2.14 earnings per share for the current year.

Albertsons Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 6th. Stockholders of record on Friday, January 23rd were given a $0.15 dividend. The ex-dividend date was Friday, January 23rd. This represents a $0.60 annualized dividend and a dividend yield of 3.6%. Albertsons Companies's dividend payout ratio (DPR) is presently 38.71%.

Insider Buying and Selling at Albertsons Companies

In other news, EVP Michael T. Theilmann sold 49,000 shares of the company's stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $17.63, for a total value of $863,870.00. Following the completion of the sale, the executive vice president owned 289,429 shares in the company, valued at $5,102,633.27. This represents a 14.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 1.35% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in Albertsons Companies by 14.9% during the fourth quarter. Vanguard Group Inc. now owns 39,330,507 shares of the company's stock worth $675,305,000 after purchasing an additional 5,110,777 shares in the last quarter. Norges Bank acquired a new stake in Albertsons Companies in the fourth quarter worth approximately $388,089,000. Dimensional Fund Advisors LP boosted its stake in Albertsons Companies by 62.4% during the 4th quarter. Dimensional Fund Advisors LP now owns 13,429,784 shares of the company's stock valued at $230,595,000 after purchasing an additional 5,159,905 shares in the last quarter. Morgan Stanley increased its position in shares of Albertsons Companies by 101.0% during the 4th quarter. Morgan Stanley now owns 11,687,694 shares of the company's stock valued at $200,678,000 after purchasing an additional 5,873,759 shares during the period. Finally, LSV Asset Management increased its position in shares of Albertsons Companies by 1.7% during the 4th quarter. LSV Asset Management now owns 11,130,407 shares of the company's stock valued at $191,109,000 after purchasing an additional 183,900 shares during the period. 71.35% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on ACI. UBS Group dropped their target price on shares of Albertsons Companies from $25.00 to $23.00 and set a "buy" rating on the stock in a report on Thursday, January 8th. BMO Capital Markets decreased their price target on shares of Albertsons Companies from $25.00 to $23.00 and set an "outperform" rating for the company in a report on Thursday, January 8th. Jefferies Financial Group reaffirmed an "outperform" rating on shares of Albertsons Companies in a research report on Monday, December 29th. Barclays cut their target price on shares of Albertsons Companies from $19.00 to $17.00 and set an "underweight" rating on the stock in a report on Thursday, January 8th. Finally, Weiss Ratings restated a "hold (c-)" rating on shares of Albertsons Companies in a research note on Tuesday, January 27th. Nine analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $21.58.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana's 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027. Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana's 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026. Julia Letlow earned a doctorate. Letlow's career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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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