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

Albertsons Companies (NYSE:ACI) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.750-1.850 for the period, compared to the consensus earnings per share estimate of 2.140. The company issued revenue guidance of -.

Albertsons Companies Stock Performance

Shares of ACI stock opened at $10.99 on Friday. The company has a current ratio of 0.84, a quick ratio of 0.20 and a debt-to-equity ratio of 5.22. The stock has a 50 day simple moving average of $14.83 and a 200-day simple moving average of $16.36. The company has a market cap of $5.39 billion, a price-to-earnings ratio of 137.44, a price-to-earnings-growth ratio of 1.21 and a beta of 0.42. Albertsons Companies has a 12-month low of $10.86 and a 12-month high of $20.47.

Albertsons Companies (NYSE:ACI) last posted its quarterly earnings results on Thursday, July 23rd. The company reported $0.42 earnings per share for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.12). Albertsons Companies had a net margin of 0.08% and a return on equity of 45.59%. The business had revenue of $24.94 billion during the quarter, compared to analysts’ expectations of $24.84 billion. During the same quarter last year, the firm earned $0.55 earnings per share. The firm’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. On average, equities analysts forecast that Albertsons Companies will post 2.11 EPS for the current year.

Albertsons Companies Announces Dividend

The business also recently announced 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. This represents a $0.68 annualized dividend and a dividend yield of 6.2%. The ex-dividend date is Friday, July 24th. Albertsons Companies’s payout ratio is presently 850.00%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Barclays cut their price target on shares of Albertsons Companies from $17.00 to $12.00 and set an “underweight” rating for the company in a report on Friday. Royal Bank Of Canada lowered their target price on shares of Albertsons Companies from $20.00 to $13.00 and set an “outperform” rating on the stock in a research report on Friday. JPMorgan Chase & Co. dropped their target price on shares of Albertsons Companies from $20.00 to $14.00 and set an “overweight” rating for the company in a report on Friday. Citigroup reduced their price target on shares of Albertsons Companies from $22.00 to $17.00 and set a “buy” rating for the company in a research report on Monday, June 29th. Finally, The Goldman Sachs Group decreased their price target on Albertsons Companies from $24.00 to $16.00 and set a “buy” rating on the stock in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $16.38.

Albertsons Companies News Summary

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.

Hedge Funds Weigh In On Albertsons Companies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Mercer Global Advisors Inc. ADV grew its position in shares of Albertsons Companies by 7.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 14,709 shares of the company’s stock valued at $253,000 after purchasing an additional 1,012 shares during the last quarter. XTX Topco Ltd increased its stake in shares of Albertsons Companies by 2,062.7% during the 4th quarter. XTX Topco Ltd now owns 790,089 shares of the company’s stock worth $13,566,000 after purchasing an additional 753,557 shares in the last quarter. SummitTX Capital L.P. raised its position in shares of Albertsons Companies by 472.9% during the 4th quarter. SummitTX Capital L.P. now owns 187,349 shares of the company’s stock worth $3,217,000 after purchasing an additional 154,647 shares during the last quarter. Polymer Capital Management US LLC lifted its stake in Albertsons Companies by 77.6% in the 4th quarter. Polymer Capital Management US LLC now owns 37,969 shares of the company’s stock valued at $652,000 after buying an additional 16,595 shares in the last quarter. Finally, Readystate Asset Management LP purchased a new stake in Albertsons Companies in the 4th quarter valued at approximately $695,000. Institutional investors and hedge funds 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.