Albertsons Companies (NYSE:ACI) CEO Purchases 39,409 Shares of Stock

Albertsons Companies, Inc. (NYSE:ACIGet Free Report) CEO Susan Morris bought 39,409 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were acquired at an average cost of $11.42 per share, with a total value of $450,050.78. Following the completion of the purchase, the chief executive officer owned 1,092,956 shares in the company, valued at $12,481,557.52. This represents a 3.74% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Albertsons Companies Price Performance

Shares of NYSE ACI opened at $12.07 on Thursday. The company has a current ratio of 0.84, a quick ratio of 0.21 and a debt-to-equity ratio of 5.22. Albertsons Companies, Inc. has a 1-year low of $10.86 and a 1-year high of $20.02. The company has a fifty day moving average price of $14.51 and a 200 day moving average price of $16.25. The firm has a market cap of $5.91 billion, a PE ratio of 150.94, a PEG ratio of 1.99 and a beta of 0.42.

Albertsons Companies (NYSE:ACIGet Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The company reported $0.42 EPS for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.12). The business had revenue of $24.94 billion for the quarter, compared to analyst estimates of $24.84 billion. Albertsons Companies had a return on equity of 45.59% and a net margin of 0.08%.The company’s quarterly revenue was up .2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.55 earnings per share. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. Research analysts predict that Albertsons Companies, Inc. will post 1.64 earnings per share for the current fiscal year.

Albertsons Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Friday, July 24th. This represents a $0.68 annualized dividend and a dividend yield of 5.6%. Albertsons Companies’s payout ratio is 850.00%.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Albertsons Companies by 14.9% in the fourth quarter. Vanguard Group Inc. now owns 39,330,507 shares of the company’s stock valued at $675,305,000 after acquiring an additional 5,110,777 shares in the last quarter. Norges Bank bought a new position in shares of Albertsons Companies during the fourth quarter worth approximately $388,089,000. Dimensional Fund Advisors LP raised its position in shares of Albertsons Companies by 11.8% in the first quarter. Dimensional Fund Advisors LP now owns 15,013,525 shares of the company’s stock valued at $255,855,000 after buying an additional 1,583,741 shares in the last quarter. Morgan Stanley boosted its stake in shares of Albertsons Companies by 101.0% in the fourth quarter. Morgan Stanley now owns 11,687,694 shares of the company’s stock valued at $200,678,000 after buying an additional 5,873,759 shares during the period. Finally, LSV Asset Management grew its position in Albertsons Companies by 1.7% during the fourth quarter. LSV Asset Management now owns 11,130,407 shares of the company’s stock worth $191,109,000 after buying an additional 183,900 shares in the last quarter. Institutional investors own 71.35% of the company’s stock.

Key Stories Impacting Albertsons Companies

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

  • Positive Sentiment: Executive insider buying provided a confidence signal. EVP Thomas Moriarty purchased 170,500 shares at an average of $11.51, nearly doubling his direct ownership. The transaction may have supported the stock’s rebound by suggesting management views the sell-off as excessive. Thomas Moriarty insider purchase
  • Positive Sentiment: ACI Edge could create approximately $200 million in savings. Albertsons’ technology and operating initiative, along with investments in AI, digital shopping and its 51.2 million-member loyalty program, could improve efficiency, personalization and margins if execution is successful. ACI Edge savings report
  • Neutral Sentiment: UBS maintained a Neutral rating, while Citigroup reaffirmed Neutral. The ratings indicate limited conviction in either a near-term recovery or further major downside, although both firms have reduced their valuation expectations.
  • Negative Sentiment: Zacks Research downgraded Albertsons from Hold to Strong Sell. The latest bearish call adds to pressure on the shares and reflects concerns about weaker profitability and execution. Zacks rating update
  • Negative Sentiment: Analysts sharply reduced price targets. UBS cut its target to $12 from $20, and other analysts have lowered targets following Albertsons’ quarterly earnings miss and reset fiscal 2026 adjusted EPS guidance to $1.75–$1.85 from $2.22–$2.32.
  • Negative Sentiment: Legal investigations add uncertainty. Law firms, including Levi & Korsinsky, are investigating whether investors were misled about the company’s sales and earnings outlook. The inquiries do not establish wrongdoing but create additional reputational and legal risk. Albertsons investor investigation alert

Analyst Ratings Changes

ACI has been the topic of a number of recent analyst reports. BMO Capital Markets downgraded shares of Albertsons Companies from an “outperform” rating to a “market perform” rating and lowered their target price for the stock from $23.00 to $12.00 in a report on Friday, July 24th. The Goldman Sachs Group dropped their target price on shares of Albertsons Companies from $24.00 to $16.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Barclays reduced their price target on Albertsons Companies from $17.00 to $12.00 and set an “underweight” rating for the company in a report on Friday, July 24th. Weiss Ratings downgraded Albertsons Companies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 29th. Finally, Wells Fargo & Company lowered Albertsons Companies from an “overweight” rating to an “equal weight” rating and dropped their price objective for the company from $18.00 to $11.00 in a research note on Thursday, July 23rd. Five research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $15.31.

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About Albertsons Companies

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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.

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