Albertsons Companies
About: Albertsons is the second largest supermarket operator in the United States with more than 2,200 stores across a variety of banners. About 80% of the firm's sales stem from non-perishable and fresh food, of which 25% comes from its portfolio of private brands. The company operates fuel centers and pharmacies at about 20% and 75% of its store locations, respectively. Albertsons went public in 2020 following years of ownership under private equity firm Cerberus Capital Management, which still owns about a fourth of outstanding shares.
Employees: 285,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
194% more call options, than puts
Call options by funds: $576M | Put options by funds: $196M
26% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 136
7% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 57
2% less funds holding
Funds holding: 440 [Q2] → 430 (-10) [Q3]
4.04% less ownership
Funds ownership: 77.2% [Q2] → 73.16% (-4.04%) [Q3]
11% less capital invested
Capital invested by funds: $8.83B [Q2] → $7.83B (-$1B) [Q3]
12% less funds holding in top 10
Funds holding in top 10: 25 [Q2] → 22 (-3) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Goldman Sachs Leah Jordan 70% 1-year accuracy 7 / 10 met price target | 22%upside $26 | Buy Reinstated | 4 Feb 2025 |
Citigroup Paul Lejuez 59% 1-year accuracy 23 / 39 met price target | 22%upside $26 | Buy Reinstated | 24 Jan 2025 |
RBC Capital Steven Shemesh 76% 1-year accuracy 39 / 51 met price target | 3%upside $22 | Outperform Reiterated | 9 Jan 2025 |
Telsey Advisory Group Joe Feldman 100% 1-year accuracy 5 / 5 met price target | 22%upside $26 | Outperform Maintained | 9 Jan 2025 |
UBS Mark Carden 64% 1-year accuracy 7 / 11 met price target | 12%upside $24 | Neutral Maintained | 17 Dec 2024 |
Financial journalist opinion
Based on 3 articles about ACI published over the past 30 days









