Albertsons Companies (NYSE:ACI) Given New $12.00 Price Target at Barclays

Albertsons Companies (NYSE:ACI) had its price target cut by Barclays from $17.00 to $12.00 in a research report released on Friday morning,Benzinga reports. They currently have an underweight rating on the stock.

Several other equities analysts have also commented on the company. Telsey Advisory Group reissued a “market perform” rating and set a $13.00 price target (down from $22.00) on shares of Albertsons Companies in a research report on Friday. UBS Group dropped their price objective on shares of Albertsons Companies from $23.00 to $20.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Weiss Ratings cut shares of Albertsons Companies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 29th. Royal Bank Of Canada decreased their target price on shares of Albertsons Companies from $20.00 to $13.00 and set an “outperform” rating for the company in a research note on Friday. Finally, BMO Capital Markets lowered shares of Albertsons Companies from an “outperform” rating to a “market perform” rating and lowered their price target for the company from $23.00 to $12.00 in a report on Friday. Seven equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $16.38.

Albertsons Companies Stock Performance

Albertsons Companies stock opened at $10.99 on Friday. The company has a market cap of $5.39 billion, a price-to-earnings ratio of 137.44, a price-to-earnings-growth ratio of 1.21 and a beta of 0.42. Albertsons Companies has a 12 month low of $10.86 and a 12 month high of $20.47. The company has a debt-to-equity ratio of 5.22, a current ratio of 0.84 and a quick ratio of 0.20. The stock’s 50-day moving average is $14.83 and its 200-day moving average is $16.36.

Albertsons Companies (NYSE:ACI) last posted its earnings results on Thursday, July 23rd. The company reported $0.42 earnings per share for the quarter, missing the consensus estimate of $0.54 by ($0.12). Albertsons Companies had a net margin of 0.08% and a return on equity of 45.59%. The business had revenue of $24.94 billion for the quarter, compared to analyst estimates of $24.84 billion. During the same quarter in the previous year, the firm posted $0.55 EPS. The business’s revenue was up .2% compared to the same quarter last year. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. Equities analysts anticipate that Albertsons Companies will post 2.11 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, August 7th. Shareholders of record on Friday, July 24th will be given a $0.17 dividend. The ex-dividend date is Friday, July 24th. This represents a $0.68 annualized dividend and a yield of 6.2%. Albertsons Companies’s dividend payout ratio is 850.00%.

Institutional Investors Weigh In On Albertsons Companies

A number of hedge funds have recently made changes to their positions in ACI. Twin Capital Management Inc. boosted its position in shares of Albertsons Companies by 1.7% during the first quarter. Twin Capital Management Inc. now owns 43,912 shares of the company’s stock worth $748,000 after buying an additional 721 shares during the period. Bank of Nova Scotia increased its position in Albertsons Companies by 5.4% in the 2nd quarter. Bank of Nova Scotia now owns 14,041 shares of the company’s stock valued at $302,000 after acquiring an additional 723 shares during the period. CWM LLC raised its stake in Albertsons Companies by 103.5% during the 4th quarter. CWM LLC now owns 1,435 shares of the company’s stock valued at $25,000 after acquiring an additional 730 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Albertsons Companies by 11.8% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 7,326 shares of the company’s stock valued at $126,000 after acquiring an additional 774 shares in the last quarter. Finally, NBC Securities Inc. boosted its position in Albertsons Companies by 91.2% during the 4th quarter. NBC Securities Inc. now owns 1,855 shares of the company’s stock worth $32,000 after acquiring an additional 885 shares during the period. Institutional investors own 71.35% of the company’s stock.

Albertsons Companies News Summary

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

• Neutral Sentiment: Albertsons delivered first-quarter EPS of $0.42, missing expectations, while revenue of $24.94 billion was slightly ahead of estimates. The company also highlighted continued growth in digital and pharmacy, but core grocery sales showed pressure.
• Negative Sentiment: Management cut fiscal 2026 guidance, now projecting adjusted EPS of $1.75-$1.85 and lower sales growth, citing cautious consumers and weaker grocery spending. The company also signaled fiscal 2026 adjusted EBITDA of $3.55 billion-$3.625 billion, alongside $200 million in expected ACI Edge run-rate benefits as it pushes a turnaround plan. Albertsons Companies, Inc. Reports First Quarter Fiscal 2026 Results
• Negative Sentiment: Albertsons warned that consumers are pulling back on grocery spending, and multiple reports described softer same-store grocery demand as the main reason for the stock decline. Albertsons warns of softer grocery demand as consumers pull back
• Negative Sentiment: Several brokerages reduced price targets after the results, including Goldman Sachs to $16, JPMorgan to $14, Barclays to $12, RBC to $13, Telsey to $13, and Wells Fargo to $11, reflecting more cautious expectations for near-term performance.

About Albertsons Companies

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.