Albertsons Companies (NYSE:ACI) Given New $22.00 Price Target at Telsey Advisory Group

Albertsons Companies (NYSE:ACI) had its price objective trimmed by Telsey Advisory Group from $24.00 to $22.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an outperform rating on the stock.

Other equities research analysts have also recently issued research reports about the company. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Albertsons Companies in a research note on Monday, December 29th. UBS Group dropped their target price on shares of Albertsons Companies from $27.00 to $25.00 and set a “buy” rating on the stock in a research report on Wednesday, October 15th. JPMorgan Chase & Co. decreased their price target on shares of Albertsons Companies from $27.00 to $24.00 and set an “overweight” rating for the company in a research note on Wednesday, October 8th. Wall Street Zen cut shares of Albertsons Companies from a “buy” rating to a “hold” rating in a research report on Sunday, November 2nd. Finally, Tigress Financial boosted their target price on Albertsons Companies from $28.00 to $29.00 and gave the company a “buy” rating in a research report on Monday, October 20th. Eleven investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $22.85.

Albertsons Companies Stock Up 3.4%

Shares of NYSE ACI opened at $16.64 on Thursday. Albertsons Companies has a 52-week low of $15.80 and a 52-week high of $23.20. The company has a debt-to-equity ratio of 3.36, a quick ratio of 0.20 and a current ratio of 0.91. The company’s 50 day moving average price is $17.53 and its 200-day moving average price is $18.78. The company has a market capitalization of $9.14 billion, a P/E ratio of 10.73, a price-to-earnings-growth ratio of 2.61 and a beta of 0.48.

Albertsons Companies (NYSE:ACI) last announced its earnings results on Wednesday, January 7th. The company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.67 by $0.05. The business had revenue of $19.12 billion during the quarter, compared to the consensus estimate of $19.18 billion. Albertsons Companies had a net margin of 1.06% and a return on equity of 38.00%. Albertsons Companies’s quarterly revenue was up 1.9% on a year-over-year basis. During the same quarter last year, the firm earned $0.71 earnings per share. Albertsons Companies has set its FY 2025 guidance at 2.080-2.16 EPS. Equities analysts forecast that Albertsons Companies will post 2.14 earnings per share for the current year.

Albertsons Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Stockholders of record on Friday, January 23rd will be paid a $0.15 dividend. The ex-dividend date is Friday, January 23rd. This represents a $0.60 annualized dividend and a dividend yield of 3.6%. Albertsons Companies’s dividend payout ratio is presently 35.50%.

Insider Transactions at Albertsons Companies

In other Albertsons Companies news, insider Anuj Dhanda sold 230,000 shares of Albertsons Companies stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $19.25, for a total transaction of $4,427,500.00. Following the transaction, the insider owned 300,577 shares of the company’s stock, valued at $5,786,107.25. This trade represents a 43.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Michael T. Theilmann sold 100,000 shares of the company’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $19.35, for a total value of $1,935,000.00. Following the completion of the transaction, the executive vice president directly owned 338,429 shares of the company’s stock, valued at approximately $6,548,601.15. This represents a 22.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.35% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Harbor Capital Advisors Inc. increased its position in shares of Albertsons Companies by 130.4% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 1,461 shares of the company’s stock valued at $26,000 after purchasing an additional 827 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its position in Albertsons Companies by 185.1% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,628 shares of the company’s stock worth $28,000 after acquiring an additional 1,057 shares during the period. West Oak Capital LLC bought a new position in shares of Albertsons Companies during the 2nd quarter valued at approximately $30,000. Allworth Financial LP increased its stake in shares of Albertsons Companies by 98.4% during the 2nd quarter. Allworth Financial LP now owns 1,702 shares of the company’s stock worth $37,000 after purchasing an additional 844 shares during the last quarter. Finally, Sound Income Strategies LLC purchased a new position in Albertsons Companies in the second quarter valued at approximately $43,000. Hedge funds and other institutional investors own 71.35% of the company’s stock.

Key Headlines Impacting Albertsons Companies

Here are the key news stories impacting Albertsons Companies this week:

• Positive Sentiment: Q3 EPS beat and raised FY2025 EPS range — Albertsons reported $0.72 EPS vs. $0.67 expected and updated FY2025 guidance to $2.08–2.16 (above consensus), which reassures investors on earnings power. Q3 Results
• Positive Sentiment: Dividend declared — Board approved a $0.15 quarterly dividend (yield ~3.7%), supporting income-focused investor interest and providing downside support. Dividend Announcement
• Positive Sentiment: Execution on data/AI and retail media — Management highlighted an AI shopping assistant that boosted basket size ~10% and continued expansion of a higher‑margin retail media network, signaling structural margin upside over time. AI Shopping Assistant
• Positive Sentiment: Deep-value narratives and technical oversold signals — MarketBeat and other value-oriented write-ups argue ACI is cheap vs. peers and technically oversold, attracting bargain hunters and income investors. MarketBeat Analysis
• Neutral Sentiment: Analyst coverage is active but mixed — Several firms trimmed price targets (UBS, JPMorgan, BMO, Telsey, Wells Fargo) yet many retain Buy/Outperform ratings with large upside to the current price; Deutsche Bank started coverage at Hold. This keeps the stock in focus but creates headline volatility. Analyst Notes
• Negative Sentiment: Tepid sales/profit outlook from non‑same-store factors — Company narrowed full‑year sales and profit guidance citing lower drug prices (Medicare pricing changes) and weaker SNAP-related volumes, which is a direct hit to revenue and short‑term growth. Guidance/Medicare Impact
• Negative Sentiment: Margin pressure and pricing investments weighed on the stock — Despite the EPS beat, investors reacted negatively to margin compression and investments in pricing/promotions, which drove a sell‑off in some reports. Revenue was roughly in line but slightly missed some estimates. Margin Pressure Article

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.