ACI · NYSE · Grocery Stores

Albertsons Companies

Operates local-banner grocery and food-and-drug stores across the United States.

$12.52
After-hours close−0.01 (−0.10%)
At close$12.53(+2.45%)
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Profile

Albertsons Companies, Inc.ACIConsumer Staples

Operates local-banner grocery and food-and-drug stores across the United States, and also makes and processes selected food for those stores. Its national-scale footprint was assembled through acquisitions, including Safeway, while the business remains rooted in regional store brands.

Operates a U.S. food-and-drug retail network through local grocery banners, while also manufacturing and processing selected food for its stores. Sales are generated through a national-scale portfolio rather than a single uniform chain.

The modern company was assembled through acquisitions of legacy Albertsons assets, former SUPERVALU banners, United Supermarkets, and Safeway. That acquisition-led formation created national-scale operations while retaining local banners at the customer level. Susan Morris became chief executive after the Kroger merger agreement was terminated. Its workforce has substantial collective-bargaining coverage, and an opioid settlement framework remains subject to participation and other conditions.

Company facts

CEOSusan Morris
ListedJun 26, 2020
ExchangeNYSE
HeadquartersBoise, ID
CountryUnited States
Employees280,000
CIK0001646972
ISINUS0130911037

Key statistics

Market cap$6.08B
EPS (ttm)$0.0800
P/E (ttm)156.62
ROE2.9%
P/B3.96
P/S0.0731
Dividend yield5.11%
Beta−0.23vs XLP 1.15

Year to date −27.6% · Average volume (30d) 9.0M

Analysts

Price target, next 12 months$12.00−4.2%Median of 23 analysts · vs the Aug 28 close
ConsensusHold8 of 23 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 28, 2026UBSDowngradeBuyNeutral
Jul 27, 2026UBSDowngradeBuyNeutral$20$12
Jul 27, 2026CitigroupDowngradeBuyNeutral
Jul 24, 2026Roth CapitalReiterateBuy$23$17
Jul 24, 2026RBC CapitalReiterateOutperform$20$13

Earnings

EPS

Estimate$0.33
ReportedDue Oct 13, 2026

Revenue

Estimate$18.88B
ReportedDue Oct 13, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 23, 2026Q1 FY26$0.54$0.42−21.9%$24.84B$24.94B+0.4%−3.58%
Apr 14, 2026Q4 FY25$0.43$0.48+11.6%$20.47B$20.25B−1.1%+1.59%
Jan 7, 2026Q3 FY25$0.67$0.72+7.5%$19.16B$19.12B−0.2%+3.36%
Oct 14, 2025Q2 FY25$0.40$0.44+10.5%$18.89B$18.92B+0.2%−0.26%
View details

Financial highlights

12 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue$18.80B$24.88B$18.92B$19.12B$20.25B$24.94B
Gross profit$5.15B$6.74B$5.11B$5.25B$5.09B$6.64B
Operating income$276.0M$449.3M$295.3M$489.7M−$490.2M$263.6M
Net income$171.8M$236.4M$168.5M$293.3M−$480.8M$84.7M
Diluted EPS$0.29$0.41$0.30$0.55−$0.94$0.17
Gross margin27.4%27.1%27.0%27.4%25.1%26.6%
Operating margin1.5%1.8%1.6%2.6%-2.4%1.1%

Fiscal years (4-quarter sums)FY21 $71.89B · FY22 $77.65B · FY23 $79.24B · FY24 $80.39B · FY25 $83.17B

Revenue by product · Q1 FY26

Non-Perishables$11.88B · 48%
Fresh$7.88B · 32%
Pharmacy$3.30B · 13%
Fuel$1.46B · 6%
Other Products And Services$414.9M · 2%

Balance sheet, Jun 20, 2026Cash & short-term investments $293.4M · Total debt $15.70B · Total assets $26.92B · Shareholders' equity $1.61B

Dividends

Next ex-date
Oct 24, 2026
estimated · in 56 days
Annual dividend
$0.64
per share
Dividend yield
5.11%
Schedule
Quarterly
4 payments a year

Raised for 4 straight years — most recently to $0.17 from $0.15 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jul 24, 2026Jul 24Aug 7$0.17
Apr 24, 2026Apr 24May 8$0.17raised from $0.15
Jan 23, 2026Jan 23Feb 6$0.15
Oct 24, 2025Oct 24Nov 7$0.15
Jul 25, 2025Jul 25Aug 8$0.15
Apr 25, 2025Apr 25May 9$0.15
Jan 24, 2025Jan 24Feb 7$0.15raised from $0.12
Oct 28, 2024Oct 28Nov 8$0.12
View details

Ownership

Institutions 97.08%471.16M sharesInsiders 1.69%8.19M sharesOther 1.23%5.98M shares

Shares outstanding 485.33M · Float 326.70M · 67.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Cerberus Capital Management, L.P.151.82M31.28%13FAug 14, 2026
BlackRock, Inc.43.05M8.87%13FAug 7, 2026
Vanguard Portfolio Management LLC18.48M3.81%13FAug 13, 2026
Norges Bank17.09M3.52%13FAug 12, 2026
Dimensional Fund Advisors LP16.13M3.32%13FAug 11, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 31, 2026Sharon Mccollamofficer: President & CFO+9,000$11.48
Jul 28, 2026Susan Morrisdirector, officer: Chief Executive Officer+39,409$11.42
Jul 27, 2026Thomas M. Moriartyofficer: EVP, M&A and Corporate Affairs+170,500$11.51
May 6, 2026Robert Bruce Larsonofficer: SVP & Chief Accounting Officer−44,363$16.02
Apr 29, 2026Evan Rainwaterofficer: EVP, Supp. Chain, Mfg. & Sourc−46,168$16.49
View details

Peers

  • Walmart

    Scale-led grocery, pharmacy, pickup, and delivery overlap

  • Kroger

    Multi-banner conventional supermarket and digital grocery overlap

  • Costco

    Membership warehouse alternative for bulk food and pharmacy

  • Amazon

    Online grocery, delivery, and Whole Foods overlap

  • Sprouts Farmers Market

    Fresh, natural, and organic grocery overlap

CompareAfter-hours close

CompanyPriceChange
Albertsons Companies$12.52−0.10%$6.08B156.65.70.1+0.2%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
Kroger$57.69−0.06%$35.36B33.811.10.2+2.2%
Costco$945.47−0.03%$419.30B47.643.01.4+11.6%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Sprouts Farmers Market$81.73+0.33%$7.60B15.613.80.8+4.7%
Median33.828.51.1+5.9%