Albertsons Companies’ (ACI) “Market Perform” Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group restated their market perform rating on shares of Albertsons Companies (NYSE:ACI) in a report released on Friday, MarketBeat reports. They currently have a $13.00 price target on the stock, down from their prior price target of $22.00.

A number of other equities analysts have also weighed in on ACI. Royal Bank Of Canada restated an “outperform” rating and set a $21.00 price target on shares of Albertsons Companies in a research report on Monday, April 6th. Wells Fargo & Company lowered shares of Albertsons Companies from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $18.00 to $11.00 in a research note on Thursday. JPMorgan Chase & Co. lowered their target price on Albertsons Companies from $22.00 to $20.00 and set an “overweight” rating on the stock in a report on Tuesday, June 30th. Weiss Ratings lowered Albertsons Companies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 29th. Finally, BMO Capital Markets cut Albertsons Companies from an “outperform” rating to a “market perform” rating and cut their price target for the company from $23.00 to $12.00 in a report on Friday. Seven investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Albertsons Companies presently has a consensus rating of “Hold” and a consensus target price of $16.38.

Albertsons Companies Price Performance

Shares of Albertsons Companies stock opened at $10.99 on Friday. The business has a 50 day simple moving average of $14.83 and a two-hundred day simple moving average of $16.35. Albertsons Companies has a 12 month low of $10.86 and a 12 month high of $20.47. The stock has a market capitalization of $5.39 billion, a P/E ratio of 137.44, a PEG ratio of 1.17 and a beta of 0.42. The company has a debt-to-equity ratio of 5.22, a current ratio of 0.84 and a quick ratio of 0.21.

Albertsons Companies (NYSE:ACI) last posted its quarterly earnings data on Thursday, July 23rd. The company reported $0.42 EPS for the quarter, missing the consensus estimate of $0.54 by ($0.12). Albertsons Companies had a net margin of 0.08% and a return on equity of 45.59%. The firm had revenue of $24.94 billion during the quarter, compared to analyst estimates of $24.84 billion. During the same period in the prior year, the company posted $0.55 earnings per share. The firm’s revenue for the quarter was up .2% compared to the same quarter last year. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. As a group, analysts predict that Albertsons Companies will post 2.11 EPS for the current fiscal year.

Albertsons Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be issued a dividend of $0.17 per share. The ex-dividend date is Friday, July 24th. This represents a $0.68 dividend on an annualized basis and a dividend yield of 6.2%. Albertsons Companies’s dividend payout ratio is currently 850.00%.

Institutional Investors Weigh In On Albertsons Companies

Institutional investors have recently made changes to their positions in the stock. Twin Capital Management Inc. boosted its position in shares of Albertsons Companies by 1.7% during the 1st quarter. Twin Capital Management Inc. now owns 43,912 shares of the company’s stock worth $748,000 after purchasing an additional 721 shares during the period. Bank of Nova Scotia raised its position in Albertsons Companies by 5.4% in the second quarter. Bank of Nova Scotia now owns 14,041 shares of the company’s stock valued at $302,000 after purchasing an additional 723 shares during the period. CWM LLC raised its position in Albertsons Companies by 103.5% in the fourth quarter. CWM LLC now owns 1,435 shares of the company’s stock valued at $25,000 after purchasing an additional 730 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake 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 purchasing an additional 774 shares in the last quarter. Finally, NBC Securities Inc. lifted its stake in Albertsons Companies by 91.2% during the fourth quarter. NBC Securities Inc. now owns 1,855 shares of the company’s stock worth $32,000 after purchasing an additional 885 shares in the last quarter. 71.35% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Albertsons Companies

Here are the key news stories impacting Albertsons Companies this week:

• Neutral Sentiment: Albertsons delivered first-quarter EPS of $0.42, missing expectations, while revenue of $24.94 billion was slightly ahead of estimates. The company also highlighted continued growth in digital and pharmacy, but core grocery sales showed pressure.
• Negative Sentiment: Management cut fiscal 2026 guidance, now projecting adjusted EPS of $1.75-$1.85 and lower sales growth, citing cautious consumers and weaker grocery spending. The company also signaled fiscal 2026 adjusted EBITDA of $3.55 billion-$3.625 billion, alongside $200 million in expected ACI Edge run-rate benefits as it pushes a turnaround plan. Albertsons Companies, Inc. Reports First Quarter Fiscal 2026 Results
• Negative Sentiment: Albertsons warned that consumers are pulling back on grocery spending, and multiple reports described softer same-store grocery demand as the main reason for the stock decline. Albertsons warns of softer grocery demand as consumers pull back
• Negative Sentiment: Several brokerages reduced price targets after the results, including Goldman Sachs to $16, JPMorgan to $14, Barclays to $12, RBC to $13, Telsey to $13, and Wells Fargo to $11, reflecting more cautious expectations for near-term performance.

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.