Equities Analysts Set Expectations for ACI Q4 Earnings

Albertsons Companies, Inc. (NYSE:ACI - Free Report) - Roth Capital dropped their Q4 2025 earnings per share (EPS) estimates for Albertsons Companies in a note issued to investors on Wednesday, January 8th. Roth Capital analyst W. Kirk now forecasts that the company will post earnings per share of $0.37 for the quarter, down from their previous forecast of $0.39. The consensus estimate for Albertsons Companies' current full-year earnings is $2.13 per share. Roth Capital also issued estimates for Albertsons Companies' Q1 2026 earnings at $0.60 EPS, Q2 2026 earnings at $0.49 EPS, Q3 2026 earnings at $0.66 EPS and FY2026 earnings at $2.19 EPS.

Albertsons Companies (NYSE:ACI - Get Free Report) last announced its earnings results on Wednesday, January 8th. The company reported $0.71 EPS for the quarter, topping the consensus estimate of $0.64 by $0.07. Albertsons Companies had a net margin of 1.25% and a return on equity of 49.50%. The firm had revenue of $18.77 billion for the quarter, compared to the consensus estimate of $18.82 billion. During the same quarter last year, the firm posted $0.79 EPS. The business's quarterly revenue was up 1.2% on a year-over-year basis.

A number of other research analysts have also commented on ACI. Bank of America initiated coverage on Albertsons Companies in a report on Friday, December 13th. They set a "neutral" rating and a $22.00 price target for the company. Wells Fargo & Company reissued a "market perform" rating on shares of Albertsons Companies in a research report on Friday, October 18th. Melius Research raised Albertsons Companies from a "hold" rating to a "buy" rating and set a $24.00 price target for the company in a report on Monday, October 21st. UBS Group lowered their price objective on Albertsons Companies from $27.00 to $24.00 and set a "neutral" rating on the stock in a research report on Tuesday, December 17th. Finally, Melius upgraded Albertsons Companies from a "hold" rating to a "buy" rating and set a $24.00 target price for the company in a research note on Monday, October 21st. Six equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $22.75.

Albertsons Companies Stock Performance

Shares of NYSE ACI traded up $0.73 during trading hours on Monday, hitting $20.68. 9,318,005 shares of the company's stock were exchanged, compared to its average volume of 7,518,829. The company's 50-day moving average price is $19.35 and its 200-day moving average price is $19.31. Albertsons Companies has a 1-year low of $17.00 and a 1-year high of $22.71. The stock has a market capitalization of $11.98 billion, a price-to-earnings ratio of 12.09, a PEG ratio of 1.07 and a beta of 0.51. The company has a debt-to-equity ratio of 2.58, a current ratio of 0.90 and a quick ratio of 0.22.

Albertsons Companies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 7th. Stockholders of record on Friday, January 24th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 2.90%. The ex-dividend date is Friday, January 24th. This is a positive change from Albertsons Companies's previous quarterly dividend of $0.12. Albertsons Companies's dividend payout ratio is 33.71%.

Institutional Trading of Albertsons Companies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ACI. Private Advisor Group LLC boosted its stake in shares of Albertsons Companies by 4.4% in the 3rd quarter. Private Advisor Group LLC now owns 13,010 shares of the company's stock valued at $240,000 after purchasing an additional 544 shares during the last quarter. Eagle Bay Advisors LLC grew its holdings in Albertsons Companies by 108.4% during the 4th quarter. Eagle Bay Advisors LLC now owns 1,346 shares of the company's stock worth $26,000 after acquiring an additional 700 shares during the period. CIBC Asset Management Inc raised its position in shares of Albertsons Companies by 4.9% during the 3rd quarter. CIBC Asset Management Inc now owns 19,324 shares of the company's stock valued at $357,000 after acquiring an additional 895 shares during the last quarter. AQR Capital Management LLC lifted its stake in shares of Albertsons Companies by 1.6% in the 2nd quarter. AQR Capital Management LLC now owns 60,655 shares of the company's stock valued at $1,198,000 after purchasing an additional 933 shares during the period. Finally, MRP Capital Investments LLC boosted its position in shares of Albertsons Companies by 2.7% in the 2nd quarter. MRP Capital Investments LLC now owns 45,055 shares of the company's stock worth $890,000 after purchasing an additional 1,185 shares during the last quarter. 71.35% of the stock is currently owned by institutional investors and hedge funds.

About Albertsons Companies

Albertsons Companies, Inc, through its subsidiaries, engages in the operation of food and drug stores in the United States. The company's food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, fuel, and other items and services. It also manufactures and processes food products for sale in stores.