Telsey Advisory Group Cuts Kroger (NYSE:KR) Price Target to $75.00

Kroger (NYSE:KR) had its price target decreased by Telsey Advisory Group from $78.00 to $75.00 in a research report report published on Monday, Marketbeat reports. Telsey Advisory Group currently has an outperform rating on the stock.

A number of other equities research analysts have also recently commented on the company. Wells Fargo & Company set a $58.00 price target on Kroger in a report on Monday, June 22nd. Barclays set a $61.00 price objective on Kroger and gave the stock an “equal weight” rating in a research note on Monday, June 22nd. Morgan Stanley cut their target price on Kroger from $73.00 to $67.00 and set an “equal weight” rating for the company in a research report on Monday, June 22nd. Jefferies Financial Group reissued a “buy” rating and set a $80.00 target price on shares of Kroger in a research note on Wednesday, June 3rd. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $82.00 price target on shares of Kroger in a report on Friday, June 19th. Ten research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, Kroger presently has a consensus rating of “Moderate Buy” and an average target price of $70.00.

Kroger Stock Performance

KR opened at $61.26 on Monday. The company has a 50 day simple moving average of $57.95 and a two-hundred day simple moving average of $63.49. The company has a debt-to-equity ratio of 2.59, a current ratio of 0.70 and a quick ratio of 0.31. The firm has a market cap of $37.53 billion, a P/E ratio of 33.29, a PEG ratio of 1.71 and a beta of 0.41. Kroger has a 1-year low of $54.15 and a 1-year high of $76.58.

Kroger (NYSE:KR) last announced its quarterly earnings data on Friday, September 11th. The company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.05 by $0.04. Kroger had a net margin of 0.73% and a return on equity of 49.90%. The firm had revenue of $34.62 billion for the quarter, compared to the consensus estimate of $34.64 billion. During the same period last year, the firm earned $1.04 EPS. The company’s revenue was up 2.0% on a year-over-year basis. Kroger has set its FY 2026 guidance at 5.100-5.300 EPS. Equities analysts forecast that Kroger will post 5.19 earnings per share for the current fiscal year.

Kroger Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Saturday, August 15th were issued a dividend of $0.39 per share. This is a boost from Kroger’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend was Friday, August 14th. This represents a $1.56 annualized dividend and a dividend yield of 2.5%. Kroger’s payout ratio is currently 84.78%.

Institutional Investors Weigh In On Kroger

Large investors have recently made changes to their positions in the company. BlackRock Inc. purchased a new position in Kroger during the 2nd quarter valued at approximately $3,016,956,000. Dimensional Fund Advisors LP raised its holdings in shares of Kroger by 0.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 12,296,026 shares of the company’s stock worth $889,878,000 after acquiring an additional 53,625 shares in the last quarter. Norges Bank bought a new position in shares of Kroger during the 4th quarter valued at approximately $470,561,000. Bank of America Corp DE grew its holdings in shares of Kroger by 17.0% in the first quarter. Bank of America Corp DE now owns 6,041,028 shares of the company’s stock valued at $437,129,000 after purchasing an additional 876,168 shares in the last quarter. Finally, Legal & General Group Plc purchased a new position in shares of Kroger in the second quarter valued at $284,501,000. 80.93% of the stock is owned by institutional investors.

Trending Headlines about Kroger

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Kroger’s second-quarter operating profit increased to $971 million from $863 million, while net earnings rose to $641 million from $609 million. Margin improvement and cost discipline helped offset sluggish sales. Kroger trims 2026 sales outlook despite profit gains
• Positive Sentiment: The company is emphasizing Costco-like private-label strategies to offer lower prices and improve customer value, which could support customer retention and margins over time. Kroger borrows a key strategy from Costco to lower prices
• Positive Sentiment: Automation investments, including inventory robots, and Harris Teeter’s planned $253 million store investment and three new Charlotte-area locations may improve efficiency and support longer-term growth. Harris Teeter investment announcement
• Neutral Sentiment: Kroger launched a limited-time Private Selection pumpkin collection and other new food products for the fall season. The products could provide incremental seasonal sales, but the financial impact is likely limited. Kroger Pumpkin Harvest Collection
• Negative Sentiment: Kroger cut its 2026 identical-sales forecast excluding fuel to 0.2%–0.8% from 1%–2%. Second-quarter identical sales rose only 0.2%, below the 0.9% analyst estimate, reflecting pressure on middle- and lower-income shoppers. Kroger under pressure as shoppers become more price-sensitive
• Negative Sentiment: A cyclosporiasis outbreak caused shoppers to avoid Kroger’s produce departments and reportedly cost more than $100 million in lost sales, creating a significant near-term headwind. Kroger says cyclosporiasis outbreak cost over $100 million in lost sales
• Negative Sentiment: Pricing discrepancies between shelf labels and checkout totals, along with reports of supplier disputes, could damage customer trust and increase execution risk. Kroger also confirmed it has stopped selling Red Bull nationwide, potentially reducing product choice and supplier relationships. Kroger appears ready to lose suppliers over price

About Kroger

The Kroger Co (NYSE: KR) is one of the largest grocery retailers in the United States. Founded in Cincinnati in 1883 by Bernard Kroger, the company operates supermarkets, multi-department stores, pharmacies, convenience stores and fuel centers across the country.

Kroger sells a broad range of fresh foods, packaged groceries, household products, health and beauty items, prepared foods and general merchandise. Its private-label offerings include Simple Truth, Private Selection and Kroger brands.