Albertsons Companies
About: Albertsons is the second-largest supermarket operator in the United States with about 2,300 stores across a variety of banners. Around 80% of the firm's sales comes from nonperishable and fresh food, of which 25% comes from its portfolio of private brands. The company operates fuel centers at about 20% of its store locations and pharmacies at 75%. Albertsons went public in 2020 following years of ownership under private equity firm Cerberus Capital Management, which still owns about a fourth of the outstanding shares.
Employees: 285,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
162% more call options, than puts
Call options by funds: $162M | Put options by funds: $61.9M
46% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 79
27% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 141
19% more capital invested
Capital invested by funds: $8.8B [Q4 2024] → $10.4B (+$1.63B) [Q1 2025]
6% more funds holding
Funds holding: 470 [Q4 2024] → 498 (+28) [Q1 2025]
4.46% more ownership
Funds ownership: 77.38% [Q4 2024] → 81.83% (+4.46%) [Q1 2025]
37% less funds holding in top 10
Funds holding in top 10: 19 [Q4 2024] → 12 (-7) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$22
4%
upside
Avg. target
$25
18%
upside
High target
$31
46%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
BMO Capital Kelly Bania | 18%upside $25 | Outperform Upgraded | 7 May 2025 |
JP Morgan Ken Goldman | 46%upside $31 | Overweight Maintained | 1 May 2025 |
Tigress Financial Ivan Feinseth | 32%upside $28 | Buy Maintained | 24 Apr 2025 |
Evercore ISI Group Michael Montani | 4%upside $22 | In-Line Maintained | 17 Apr 2025 |
RBC Capital Steven Shemesh | 8%upside $23 | Outperform Reiterated | 16 Apr 2025 |
Financial journalist opinion
Positive
Seeking Alpha
4 days ago
5 Ideal 'Safe' Buys From June Fortune Return On Leadership Screen
Coincident to the June 5, 2025 annual launch of their Fortune 500, Fortune also partnered with Indiggo to measure Return On Leadership, called the ROL100. Arnold research focused on those 100 using YCharts 6/6/25 data on Dividends from 78, which hereafter are referred to as the Fortune Return on Leadership Dividend Dogs (FROLD). ReturnOnLeadership is based on four fundamental factors: Connection to Purpose, Strategic Clarity, Leadership Alignment, and Focused Action.
Neutral
Business Wire
3 weeks ago
Albertsons® Companies Pharmacies Welcomes Rite Aid Customers and Employees
BOISE, Idaho--(BUSINESS WIRE)--Albertsons® Companies, Inc. (NYSE: ACI) invites Rite Aid customers to easily fill or transfer their prescriptions to the retailer's more than 1,700 pharmacy locations nationwide. Rite Aid employees impacted by the company's recent bankruptcy filing are invited to apply for open positions in Albertsons Cos. pharmacies and stores including Albertsons, Safeway, Vons, Pavilions, Shaw's and ACME. “Albertsons Cos. pharmacies provide dedicated and personalized care to mi.
Neutral
Business Wire
1 month ago
TreviPay and Albertsons® Companies Partner to Offer Pay by Invoice Program for Businesses
OVERLAND PARK, Kan.--(BUSINESS WIRE)-- #B2B--Albertsons® Companies, Inc. partners with B2B payments and invoicing network TreviPay to offer Pay by Invoice for its corporate shoppers.
Neutral
Business Wire
1 month ago
Albertsons® Companies Launches New Own Brand, Chef's Counter™, an Innovative Chef-Inspired Meal Solution for Foodies Craving New Flavors and Inspiration
BOISE, Idaho--(BUSINESS WIRE)--Albertsons Companies announced the launch of its latest Own Brand, Chef's Counter™, designed to bring chef-inspired flavors and tastes to customers.
Neutral
Business Wire
1 month ago
Albertsons® Companies Expands Business eCommerce Platform
BOISE, Idaho--(BUSINESS WIRE)--Albertsons Companies announced the expansion of its business eCommerce platform to over 2,000 stores.
Positive
Seeking Alpha
1 month ago
Albertsons Companies Remains A Stellar Prospect
Albertsons Companies, Inc. has shown resilience amidst market turmoil, with shares up 9.9% since January, outperforming the S&P 500's 14.7% decline. Despite mixed financials, Albertsons remains attractively priced with robust cash flows, trading cheaper than most peers on various financial metrics. Management's strategic moves, including significant capital investments, share buybacks, and a potential multi-billion dollar payout from Kroger, bolster long-term growth prospects.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, Albertsons Companies (ACI) Q4 Earnings: A Look at Key Metrics
The headline numbers for Albertsons Companies (ACI) give insight into how the company performed in the quarter ended February 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Zacks Investment Research
1 month ago
Buy These Defensive Stocks After Beating Earnings Expectations?: ACI, JNJ
Johnson & Johnson (JNJ) and Albertsons Companies' (ACI) stock have provided a pleasant hedge against market volatility and were able to exceed their quarterly expectations on Wednesday.
Positive
Zacks Investment Research
1 month ago
Albertsons' Q4 Earnings Beat Estimates, Pharmacy Sales Rise 18% Y/Y
ACI's fourth-quarter fiscal 2024 results showcase strong year-over-year growth in digital sales, pharmacy operations and membership in its loyalty program.
Negative
Seeking Alpha
1 month ago
Albertsons: Profitability Concerns Deteriorate Upside (Rating Downgrade)
Albertsons Companies, Inc.'s sales outlook remains stable, with fair Q4 comparable growth and a similar FY2025 guidance. The company's margin outlook is concerning as the gross margin declined 45 basis points in Q4, and profitability is guided to decline further in FY2025. Albertsons' productivity initiatives seem likely to be pushed into lower pricing, and digital sales growth seems to be cannibalizing higher-margin physical sales.
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