Barclays Cuts Albertsons Companies (NYSE:ACI) Price Target to $12.00

Albertsons Companies (NYSE:ACI) had its target price decreased by stock analysts at Barclays from $17.00 to $12.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has an “underweight” rating on the stock. Barclays‘s target price indicates a potential upside of 10.04% from the company’s previous close.

Several other research firms have also issued reports on ACI. Telsey Advisory Group restated a “market perform” rating and issued a $13.00 price objective (down from $22.00) on shares of Albertsons Companies in a research note on Friday. Citigroup decreased their target price on shares of Albertsons Companies from $22.00 to $17.00 and set a “buy” rating on the stock in a research report on Monday, June 29th. Weiss Ratings lowered Albertsons Companies from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, May 29th. Royal Bank Of Canada cut their price objective on shares of Albertsons Companies from $20.00 to $13.00 and set an “outperform” rating for the company in a research report on Friday. Finally, BMO Capital Markets cut shares of Albertsons Companies from an “outperform” rating to a “market perform” rating and decreased their price objective for the company from $23.00 to $12.00 in a research note on Friday. Six research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $16.92.

Albertsons Companies Trading Down 4.7%

Shares of NYSE:ACI traded down $0.54 during trading on Friday, hitting $10.90. 2,751,962 shares of the company’s stock were exchanged, compared to its average volume of 7,502,228. The company has a current ratio of 0.86, a quick ratio of 0.20 and a debt-to-equity ratio of 4.58. Albertsons Companies has a 1-year low of $10.88 and a 1-year high of $20.47. The firm has a 50-day moving average price of $14.94 and a two-hundred day moving average price of $16.39. The firm has a market cap of $5.34 billion, a P/E ratio of 34.02, a PEG ratio of 1.67 and a beta of 0.42.

Albertsons Companies (NYSE:ACI) last released its earnings results on Thursday, July 23rd. The company reported $0.42 earnings per share for the quarter, missing the consensus estimate of $0.54 by ($0.12). Albertsons Companies had a net margin of 0.26% and a return on equity of 42.75%. The company had revenue of $24.94 billion during the quarter, compared to analyst estimates of $24.84 billion. During the same period in the previous year, the company posted $0.55 EPS. The company’s quarterly revenue was up .2% compared to the same quarter last year. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. Equities analysts predict that Albertsons Companies will post 2.11 earnings per share for the current year.

Institutional Trading of Albertsons Companies

A number of institutional investors and hedge funds have recently modified their holdings of ACI. E. Ohman J or Asset Management AB increased its holdings in Albertsons Companies by 14.0% during the second quarter. E. Ohman J or Asset Management AB now owns 2,321,294 shares of the company’s stock worth $31,407,000 after buying an additional 285,280 shares during the last quarter. GAMMA Investing LLC grew its stake in Albertsons Companies by 58.3% in the 2nd quarter. GAMMA Investing LLC now owns 10,233 shares of the company’s stock valued at $138,000 after buying an additional 3,768 shares in the last quarter. Value Investment Professionals LLC lifted its position in shares of Albertsons Companies by 21.8% during the second quarter. Value Investment Professionals LLC now owns 66,006 shares of the company’s stock worth $893,000 after acquiring an additional 11,816 shares in the last quarter. Versant Capital Management Inc grew its position in shares of Albertsons Companies by 2,406.4% in the second quarter. Versant Capital Management Inc now owns 5,113 shares of the company’s stock valued at $69,000 after purchasing an additional 4,909 shares in the last quarter. Finally, Empowered Funds LLC lifted its holdings in Albertsons Companies by 121.9% during the 1st quarter. Empowered Funds LLC now owns 42,274 shares of the company’s stock worth $720,000 after purchasing an additional 23,227 shares in the last quarter. 71.35% of the stock is owned by hedge funds and other institutional investors.

Key Albertsons Companies News

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

• Positive Sentiment: Albertsons said revenue came in slightly ahead of expectations and highlighted strength in digital and pharmacy growth, which suggests some parts of the business are still performing well.
• Neutral Sentiment: The company launched its new ACI Edge operating model and announced a regional structure change, aimed at improving efficiency and supporting longer-term margins.
• Neutral Sentiment: President and CFO Sharon McCollam announced plans to retire later this year, adding a leadership transition while the company works through its turnaround effort.
• Negative Sentiment: Albertsons reported Q1 EPS of $0.42, below the $0.54 consensus estimate, reinforcing concerns that profitability is under pressure.
• Negative Sentiment: The company lowered its fiscal 2026 outlook, with EPS guidance of $1.75 to $1.85 versus a much higher analyst forecast, and also cut its sales outlook as shoppers tighten grocery spending.
• Negative Sentiment: Analysts turned more cautious after the release: Wells Fargo downgraded the stock to equal weight with a lower price target, and Telsey Advisory Group cut its target to $13 from $22 while keeping a market perform rating.

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.