Albertsons Companies (NYSE:ACI) Updates FY 2026 Earnings Guidance

Albertsons Companies (NYSE:ACI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.220-2.320 for the period, compared to the consensus earnings per share estimate of 2.130. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Weiss Ratings reissued a “hold (c-)” rating on shares of Albertsons Companies in a research report on Tuesday, January 27th. Barclays reduced their price target on Albertsons Companies from $19.00 to $17.00 and set an “underweight” rating on the stock in a research report on Thursday, January 8th. Jefferies Financial Group reissued an “outperform” rating on shares of Albertsons Companies in a research report on Monday, December 29th. Telsey Advisory Group reduced their price target on Albertsons Companies from $24.00 to $22.00 and set an “outperform” rating on the stock in a research report on Thursday, January 8th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $21.00 price target on shares of Albertsons Companies in a research report on Monday, April 6th. Ten investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $21.31.

Albertsons Companies Trading Up 1.7%

Shares of ACI opened at $16.62 on Thursday. Albertsons Companies has a 52-week low of $15.80 and a 52-week high of $22.78. The business’s fifty day moving average is $17.51 and its 200-day moving average is $17.58. The company has a debt-to-equity ratio of 4.58, a quick ratio of 0.20 and a current ratio of 0.86. The firm has a market cap of $8.54 billion, a price-to-earnings ratio of 51.92, a PEG ratio of 0.47 and a beta of 0.45.

Albertsons Companies (NYSE:ACI) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.05. Albertsons Companies had a return on equity of 42.75% and a net margin of 0.26%.The company had revenue of $20.25 billion for the quarter, compared to analyst estimates of $20.49 billion. During the same quarter last year, the company posted $0.46 EPS. The company’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. Equities analysts anticipate that Albertsons Companies will post 2.14 EPS for the current fiscal year.

Albertsons Companies Increases Dividend

The firm also recently declared 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 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 38.71%.

Trending Headlines about Albertsons Companies

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

• Positive Sentiment: Q4 EPS beat and raised FY‑26 EPS guidance — Albertsons reported $0.48 EPS vs. $0.43 expected and gave FY‑26 adjusted EPS guidance of $2.22–$2.32, above consensus; this supports upside to earnings expectations. Albertsons Q4 2025 Earnings Call Summary
• Positive Sentiment: Shareholder returns boosted — the board raised the quarterly dividend ~13% to $0.17 and reset a $2B share‑repurchase plan, increasing cash returns that can support the stock multiple. Albertsons forecasts, raises dividend and resets buyback
• Neutral Sentiment: Revenue missed estimates and pharmacy headwinds — quarterly revenue was slightly below forecasts and IRA‑driven pharmacy pressures weighed on same‑store pharmacy sales, though digital and loyalty metrics remain constructive. Albertsons beats on Q4 earnings despite IRA pharmacy headwinds
• Neutral Sentiment: Unusual call-option buying indicates short‑term bullish interest — a surge in call volume signals some traders are positioning for further upside or event‑driven moves (supports momentum but not fundamentals).
• Negative Sentiment: Large opioid settlement increases GAAP charge — Albertsons reached a $774M national opioid settlement framework, which widened the quarter’s GAAP loss and adds legal/cash settlement risk. Albertsons reaches $774M opioid settlement
• Negative Sentiment: Analysts trim price targets and sales guidance is softer than peers — several shops cut targets (UBS, Citi, JPMorgan trims reported) and Albertsons guided annual sales below Street estimates, which can pressure the stock multiple despite positive ratings. UBS cuts ACI price target Albertsons forecasts annual sales below estimates

Hedge Funds Weigh In On Albertsons Companies

Several hedge funds and other institutional investors have recently modified their holdings of ACI. WINTON GROUP Ltd acquired a new stake in shares of Albertsons Companies during the 2nd quarter valued at $278,000. Vontobel Holding Ltd. acquired a new stake in shares of Albertsons Companies during the 4th quarter valued at $263,000. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Albertsons Companies by 7.4% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 14,709 shares of the company’s stock valued at $253,000 after acquiring an additional 1,012 shares in the last quarter. Fieldview Capital Management LLC acquired a new stake in shares of Albertsons Companies during the 4th quarter valued at $240,000. Finally, CIBC Bancorp USA Inc. acquired a new stake in shares of Albertsons Companies during the 3rd quarter valued at $230,000. Institutional investors own 71.35% of the company’s stock.

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.