Albertsons Companies (NYSE:ACI) Releases FY 2025 Earnings Guidance

Albertsons Companies (NYSE:ACI) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.080-2.16 for the period, compared to the consensus estimate of 2.000. The company issued revenue guidance of -.

Albertsons Companies Trading Down 6.9%

NYSE:ACI traded down $1.19 on Wednesday, reaching $15.93. The company’s stock had a trading volume of 5,321,043 shares, compared to its average volume of 8,714,481. Albertsons Companies has a 1-year low of $16.01 and a 1-year high of $23.20. The business’s 50-day moving average price is $17.60 and its two-hundred day moving average price is $18.81. The firm has a market cap of $8.75 billion, a PE ratio of 9.43, a PEG ratio of 2.80 and a beta of 0.48. The company has a debt-to-equity ratio of 2.25, a quick ratio of 0.20 and a current ratio of 0.81.

Albertsons Companies (NYSE:ACI) last released its quarterly earnings data on Wednesday, January 7th. The company reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.05. Albertsons Companies had a return on equity of 36.39% and a net margin of 1.20%.The business had revenue of $19.12 billion for the quarter, compared to analysts’ expectations of $19.18 billion. During the same quarter in the previous year, the business posted $0.71 EPS. Albertsons Companies’s revenue for the quarter was up 1.9% on a year-over-year basis. Albertsons Companies has set its FY 2025 guidance at 2.080-2.16 EPS. Equities research analysts anticipate that Albertsons Companies will post 2.14 earnings per share for the current fiscal year.

Albertsons Companies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 7th. Stockholders of record on Friday, October 24th were issued a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 3.8%. The ex-dividend date was Friday, October 24th. Albertsons Companies’s dividend payout ratio is 35.50%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Royal Bank Of Canada reissued an “outperform” rating on shares of Albertsons Companies in a research report on Monday, December 29th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Albertsons Companies in a report on Thursday, October 30th. Tigress Financial boosted their price target on Albertsons Companies from $28.00 to $29.00 and gave the company a “buy” rating in a report on Monday, October 20th. JPMorgan Chase & Co. decreased their price objective on Albertsons Companies from $27.00 to $24.00 and set an “overweight” rating for the company in a report on Wednesday, October 8th. Finally, UBS Group dropped their target price on Albertsons Companies from $27.00 to $25.00 and set a “buy” rating on the stock in a research report on Wednesday, October 15th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Albertsons Companies currently has a consensus rating of “Moderate Buy” and a consensus target price of $23.69.

Insider Activity at Albertsons Companies

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

Trending Headlines about Albertsons Companies

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

• Positive Sentiment: Q3 earnings beat on EPS: Albertsons reported $0.72 EPS vs. $0.67 consensus, signaling better-than-expected profitability and margin execution for the quarter. MarketBeat Q3 Earnings
• Positive Sentiment: Pharmacy and digital sales drove revenue growth: The WSJ reports higher Q3 sales were led by pharmacy and digital channels — important higher-growth, higher-margin drivers for Albertsons’ business mix. Albertsons Sales Rise on Pharmacy and Digital Growth
• Positive Sentiment: Board declares $0.15 quarterly cash dividend, adding to shareholder yield and signaling confidence in cash flow. Dividend Announcement
• Positive Sentiment: New in‑store ad metrics and network expansion could create a higher-margin ad revenue stream and shift the investment narrative toward recurring non‑grocer revenue. In‑Store Ad Metrics & Network Expansion
• Neutral Sentiment: Company released its full Q3 fiscal 2025 results and commentary (BusinessWire); items in the release provide more detail on segments and cash flow. Q3 Fiscal 2025 Results
• Neutral Sentiment: Analyst consensus implies meaningful upside (some reports cite ~36% mean price-target upside), but that depends on sustained top-line acceleration and margin conversion. Analyst Price Target Discussion
• Negative Sentiment: Revenue slightly missed consensus ($19.12B vs. $19.18B) and organic revenue growth was modest (≈1.9% YoY), underscoring limited top-line momentum that may keep valuation compressed until growth accelerates. Revenue & Growth Details

Institutional Investors Weigh In On Albertsons Companies

A number of institutional investors and hedge funds have recently modified their holdings of the company. Bank of Nova Scotia grew its holdings in Albertsons Companies by 5.4% during the second quarter. Bank of Nova Scotia now owns 14,041 shares of the company’s stock worth $302,000 after purchasing an additional 723 shares during the period. Orion Porfolio Solutions LLC lifted its position in shares of Albertsons Companies by 4.9% in the second quarter. Orion Porfolio Solutions LLC now owns 22,357 shares of the company’s stock valued at $481,000 after buying an additional 1,047 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of Albertsons Companies by 0.7% during the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 205,780 shares of the company’s stock worth $3,603,000 after acquiring an additional 1,528 shares during the period. Lido Advisors LLC increased its holdings in shares of Albertsons Companies by 4.0% during the 3rd quarter. Lido Advisors LLC now owns 52,844 shares of the company’s stock worth $925,000 after acquiring an additional 2,032 shares during the last quarter. Finally, Rafferty Asset Management LLC raised its stake in Albertsons Companies by 10.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 23,929 shares of the company’s stock valued at $515,000 after acquiring an additional 2,179 shares during the period. 71.35% of the stock is owned by institutional investors.

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.