Mitsubishi UFJ Trust & Banking Corp Sells 453,003 Shares of Albertsons Companies, Inc. $ACI

Key Points

• Mitsubishi UFJ Trust & Banking Corp reduced its stake in Albertsons by 51.8%, selling 453,003 shares in Q4 and now holds 421,628 shares (about 0.08% of the company, valued at ~$7.24M).
• Institutional ownership is 71.35%—notably Vanguard increased its position to 39.33M shares—and analysts have trimmed targets with a consensus rating of "Hold" and an average price target of $21.31.
• Albertsons beat quarterly EPS estimates ($0.48 vs. $0.43), issued FY26 guidance of 2.220–2.320 EPS, and raised the quarterly dividend to $0.17 (4.1% yield), while trading near $16.66 amid high leverage (debt/equity 4.58) and a 12‑month range of $15.80–$22.78.

Mitsubishi UFJ Trust & Banking Corp reduced its stake in shares of Albertsons Companies, Inc. (NYSE:ACI - Free Report) by 51.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 421,628 shares of the company's stock after selling 453,003 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.08% of Albertsons Companies worth $7,239,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of 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 acquiring an additional 5,110,777 shares during the last quarter. NBC Securities Inc. increased its holdings in Albertsons Companies by 91.2% in the 4th quarter. NBC Securities Inc. now owns 1,855 shares of the company's stock valued at $32,000 after acquiring an additional 885 shares during the last quarter. HB Wealth Management LLC lifted its stake in Albertsons Companies by 24.2% in the 4th quarter. HB Wealth Management LLC now owns 13,082 shares of the company's stock worth $225,000 after purchasing an additional 2,553 shares in the last quarter. Ruffer LLP purchased a new stake in Albertsons Companies in the 4th quarter worth $3,369,000. Finally, Bayforest Capital Ltd bought a new position in shares of Albertsons Companies during the 4th quarter valued at about $206,000. Institutional investors own 71.35% of the company's stock.

Analysts Set New Price Targets

ACI has been the subject of a number of research analyst reports. JPMorgan Chase & Co. cut their price objective on Albertsons Companies from $23.00 to $22.00 and set an "overweight" rating for the company in a research report on Wednesday, April 15th. Deutsche Bank Aktiengesellschaft initiated coverage on Albertsons Companies in a research note on Thursday, January 8th. They set a "hold" rating for the company. Citigroup cut their price target on Albertsons Companies from $26.00 to $22.00 and set a "buy" rating for the company in a report on Wednesday, April 15th. Morgan Stanley reaffirmed an "underweight" rating and issued a $14.00 price objective (down from $20.00) on shares of Albertsons Companies in a research note on Thursday, January 15th. Finally, Barclays decreased their price objective on Albertsons Companies from $19.00 to $17.00 and set an "underweight" rating on the stock in a report on Thursday, January 8th. Ten investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $21.31.

Albertsons Companies Stock Performance

Albertsons Companies stock opened at $16.66 on Friday. The company's 50-day moving average price is $17.21 and its 200-day moving average price is $17.54. The company has a quick ratio of 0.20, a current ratio of 0.86 and a debt-to-equity ratio of 4.58. The company has a market cap of $8.24 billion, a PE ratio of 52.05, a price-to-earnings-growth ratio of 1.90 and a beta of 0.43. Albertsons Companies, Inc. has a twelve month low of $15.80 and a twelve month high of $22.78.

Albertsons Companies (NYSE:ACI - Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $0.48 EPS for the quarter, beating analysts' consensus estimates of $0.43 by $0.05. Albertsons Companies had a net margin of 0.26% and a return on equity of 42.75%. The firm had revenue of $20.25 billion during the quarter, compared to the consensus estimate of $20.49 billion. During the same quarter last year, the firm earned $0.46 EPS. The firm's revenue for the quarter was up 7.7% compared to the same quarter last year. Albertsons Companies has set its FY 2026 guidance at 2.220-2.320 EPS. On average, equities research analysts forecast that Albertsons Companies, Inc. will post 2.11 EPS for the current fiscal year.

Albertsons Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 24th will be paid a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend is Friday, April 24th. This is a positive change from Albertsons Companies's previous quarterly dividend of $0.15. Albertsons Companies's dividend payout ratio is 212.50%.

About Albertsons Companies

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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