Robeco Institutional Asset Management B.V. Sells 32,611 Shares of The Kroger Co. $KR

Key Points

• Robeco Institutional Asset Management B.V. reduced its Kroger stake by 1.5%, selling 32,611 shares and now holds 2,078,627 shares (about 0.33%) worth roughly $129.9 million.
• Analysts have a consensus rating of Moderate Buy on Kroger with an average price target of $74.56 (nine Buys, eight Holds).
• Kroger beat quarterly EPS estimates ($1.28 vs. $1.20), set FY2026 guidance of $5.10–$5.30, and announced a $0.35 quarterly dividend (2.1% yield; 91.5% payout ratio).

Robeco Institutional Asset Management B.V. decreased its position in shares of The Kroger Co. (NYSE:KR - Free Report) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,078,627 shares of the company's stock after selling 32,611 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.33% of Kroger worth $129,873,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Princeton Global Asset Management LLC boosted its stake in Kroger by 268.1% during the 4th quarter. Princeton Global Asset Management LLC now owns 416 shares of the company's stock worth $26,000 after acquiring an additional 303 shares during the last quarter. Avalon Trust Co bought a new position in Kroger during the 3rd quarter worth approximately $29,000. JPL Wealth Management LLC bought a new position in Kroger during the 3rd quarter worth approximately $31,000. Westside Investment Management Inc. boosted its stake in Kroger by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 490 shares of the company's stock worth $33,000 after acquiring an additional 245 shares during the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Kroger during the 2nd quarter worth approximately $36,000. Institutional investors own 80.93% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Morgan Stanley set a $73.00 price objective on shares of Kroger and gave the stock an "equal weight" rating in a research note on Thursday, March 5th. Guggenheim reissued a "buy" rating and set a $78.00 price objective on shares of Kroger in a research note on Tuesday, February 10th. Wall Street Zen raised shares of Kroger from a "hold" rating to a "buy" rating in a research note on Saturday, April 4th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Kroger in a research note on Friday, March 27th. Finally, Wolfe Research reaffirmed an "outperform" rating and issued a $75.00 price target on shares of Kroger in a research note on Thursday, March 5th. Nine investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $74.56.

More Kroger News

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Unusually large call-option activity—investors bought ~19,552 calls on Friday (about 48% above average), signaling short-term bullish positioning by traders that can support upside or indicate expectation of near-term catalysts.
• Positive Sentiment: Erste Group initiated coverage with a Buy and materially higher multi-year EPS forecasts (FY2027 $5.25, FY2028 $5.62 vs. consensus ~$4.44), suggesting analysts see earnings acceleration from Kroger’s transformation and supporting a more constructive medium-term outlook. Erste Group Initiates Kroger (KR) with Buy, Sees Profit Growth Ahead
• Positive Sentiment: Kroger is expanding its Flashfood program across 100+ Mid‑Atlantic stores to reduce food waste, lower shopper prices and support community health—an execution item that can improve margins, traffic and ESG positioning. Kroger Scales Flashfood To Mid Atlantic Stores To Shape Investor Narrative
• Neutral Sentiment: Industry commentary (Zacks) highlights Kroger as well‑positioned with Walmart to navigate digital transformation and margin pressure—supportive context but not an immediate stock mover. 2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
• Neutral Sentiment: Local hiring events and store openings (e.g., Charleston Marketplace hiring) are positive for growth but are incremental and unlikely to move the stock materially on their own. Kroger and Charleston YWCA host hiring event for new Kroger Marketplace opening in June
• Neutral Sentiment: Industry note on electronic shelf labels highlights operational efficiency gains but also raises consumer-protection concerns; the item is sector-level and only a potential regulatory/PR risk. Digital price tags increase store efficiency, but some worry they’ll spur price gouging
• Negative Sentiment: Kroger was hit with a false‑advertising lawsuit—legal exposure and potential reputational damage can weigh on sentiment until resolved. Kroger sued for false advertising
• Negative Sentiment: Raymond James upgraded Instacart on a new Cart Assistant product; improving online-grocery competitiveness at Instacart could pressure Kroger’s delivery/marketplace growth and margins if it accelerates third‑party share gains. Raymond James lifts Instacart to Outperform on agentic shopping opportunity

Kroger Price Performance

NYSE KR opened at $68.09 on Monday. The company has a quick ratio of 0.42, a current ratio of 0.80 and a debt-to-equity ratio of 2.66. The Kroger Co. has a 12-month low of $58.60 and a 12-month high of $76.58. The company has a market capitalization of $41.71 billion, a PE ratio of 44.50, a price-to-earnings-growth ratio of 1.81 and a beta of 0.55. The firm's 50 day moving average is $70.51 and its 200-day moving average is $66.72.

Kroger (NYSE:KR - Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The company reported $1.28 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.20 by $0.08. Kroger had a net margin of 0.69% and a return on equity of 41.08%. The company had revenue of $34.73 billion for the quarter, compared to the consensus estimate of $35.10 billion. During the same period last year, the company earned $1.14 earnings per share. The firm's revenue was up 1.2% compared to the same quarter last year. Kroger has set its FY 2026 guidance at 5.100-5.300 EPS. Equities research analysts anticipate that The Kroger Co. will post 4.44 earnings per share for the current fiscal year.

Kroger Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 15th will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, May 15th. Kroger's payout ratio is presently 91.50%.

About Kroger

The Kroger Co NYSE: KR is one of the largest supermarket operators in the United States, offering a wide range of retail grocery and related services. Founded in Cincinnati in 1883 by Bernard Kroger, the company operates a portfolio of supermarket and multi-department store banners and provides customers with fresh foods, packaged groceries, deli and bakery items, meat and seafood, produce, and prepared foods. Kroger's stores commonly include pharmacy services and fuel centers, positioning the company as a broad-based neighborhood retail destination for everyday needs.

In addition to traditional in-store retailing, Kroger manufactures and distributes a variety of private-label brands and operates its own food production and supply-chain facilities.

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