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 26% 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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
177% more call options, than puts
Call options by funds: $121M | Put options by funds: $43.7M
36% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 154
2.25% more ownership
Funds ownership: 82.22% [Q1] → 84.47% (+2.25%) [Q2]
5% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 66
0% less capital invested
Capital invested by funds: $10.5B [Q1] → $10.5B (-$24.5M) [Q2]
1% less funds holding
Funds holding: 503 [Q1] → 496 (-7) [Q2]
8% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 11 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
JP Morgan
Thomas Palmer
|
$27
|
Overweight
Assumed
|
20 Aug 2025 |
JP Morgan
Ken Goldman
|
$29
|
Overweight
Maintained
|
23 Jul 2025 |
UBS
Mark Carden
|
$27
|
Buy
Upgraded
|
22 Jul 2025 |
Barclays
|
$19
|
Underweight
Initiated
|
21 Jul 2025 |
Roth Capital
Bill Kirk
|
$24
|
Buy
Reiterated
|
16 Jul 2025 |
Telsey Advisory Group
Joe Feldman
|
$24
|
Outperform
Maintained
|
16 Jul 2025 |
Financial journalist opinion
Based on 4 articles about ACI published over the past 30 days