Meyer Handelman Co. Grows Stock Position in The Kroger Co. $KR

Posted by Brian Himes on Jun 26th, 2026

Meyer Handelman Co. lifted its position in The Kroger Co. (NYSE:KR – Free Report) by 9.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 152,207 shares of the company’s stock after acquiring an additional 12,726 shares during the period. Meyer Handelman Co.’s holdings in Kroger were worth $11,014,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Kroger by 27.3% during the fourth quarter. Brighton Jones LLC now owns 15,733 shares of the company’s stock worth $962,000 after buying an additional 3,373 shares in the last quarter. Woodline Partners LP lifted its stake in shares of Kroger by 40.7% in the first quarter. Woodline Partners LP now owns 56,243 shares of the company’s stock worth $3,807,000 after buying an additional 16,270 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Kroger during the second quarter worth about $201,000. NewEdge Advisors LLC boosted its position in Kroger by 11.5% during the second quarter. NewEdge Advisors LLC now owns 97,288 shares of the company’s stock worth $6,978,000 after acquiring an additional 10,051 shares during the last quarter. Finally, Nebula Research & Development LLC purchased a new stake in Kroger during the 2nd quarter valued at about $1,840,000. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Kroger

Here are the key news stories impacting Kroger this week:

Positive Sentiment: Kroger raised its quarterly dividend by 11% to an annualized $1.56 per share, marking its 20th straight year of dividend increases and signaling confidence in cash flow and earnings power. Kroger’s Board of Directors Raises Quarterly Dividend by 11%
Positive Sentiment: The company expanded its rewards program so customers can now use points for discounts on groceries in-store and online, not just fuel, which could help strengthen loyalty and drive traffic. Kroger Rewards Program Expands with New Ways to Save
Positive Sentiment: Kroger continues to gain shelf space for exclusive and private-label items, including a limited-time M&M’s flavor, which supports higher-margin merchandising and differentiation. Kroger the only place to get limited M&M’s flavor
Neutral Sentiment: Analysts and industry coverage continue to point to Kroger’s digital growth, retail media, and private-label efforts as potential long-term positives, but these are being balanced by margin pressure and execution concerns. Kroger Stock Is Tied to Retail Media, Private Label, and Value Trends
Neutral Sentiment: New commentary suggests consumers are spending less on snacks and beef as inflation weighs on budgets, which reinforces the view that shoppers are value-conscious and could keep pressure on grocery spending patterns. Customers are spending less on snacks and beef amid inflation concerns
Negative Sentiment: Recent analysis and earnings-call coverage highlight persistent concerns about rising operating costs, weaker profitability, and inconsistent store execution, which may be limiting investor enthusiasm for KR despite revenue growth. Kroger Stock Outlook Hinges on Digital Growth & Private-Label Strength

Analyst Upgrades and Downgrades

KR has been the subject of a number of recent research reports. Erste Group Bank downgraded shares of Kroger from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Wall Street Zen lowered Kroger from a “buy” rating to a “hold” rating in a research report on Saturday, June 20th. Telsey Advisory Group set a $78.00 price target on Kroger and gave the company an “outperform” rating in a report on Monday. Weiss Ratings downgraded Kroger from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 18th. Finally, Barclays set a $61.00 price objective on Kroger and gave the stock an “equal weight” rating in a research note on Monday. Nine research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $71.94.

Check Out Our Latest Stock Report on Kroger

Kroger Price Performance

Shares of KR stock opened at $57.76 on Friday. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.79 and a quick ratio of 0.39. The company has a market capitalization of $35.38 billion, a PE ratio of 33.97, a price-to-earnings-growth ratio of 1.64 and a beta of 0.42. The firm’s 50-day moving average is $64.63 and its two-hundred day moving average is $66.11. The Kroger Co. has a 12 month low of $55.60 and a 12 month high of $76.58.

Kroger (NYSE:KR – Get Free Report) last posted its quarterly earnings results on Thursday, June 18th. The company reported $1.58 earnings per share for the quarter, missing the consensus estimate of $1.59 by ($0.01). The firm had revenue of $46.12 billion during the quarter, compared to analysts’ expectations of $45.59 billion. Kroger had a net margin of 0.71% and a return on equity of 44.33%. The business’s quarterly revenue was up 2.2% on a year-over-year basis. During the same period last year, the company earned $1.49 EPS. Kroger has set its FY 2026 guidance at 5.100-5.30 EPS. Analysts predict that The Kroger Co. will post 5.22 earnings per share for the current year.

Kroger Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Saturday, August 15th will be paid a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a yield of 2.7%. This is a positive change from Kroger’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Friday, August 14th. Kroger’s payout ratio is 82.35%.

About Kroger

(Free Report)

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.