Equities Analysts Offer Predictions for ACI Q4 Earnings

Albertsons Companies, Inc. (NYSE:ACI) – Research analysts at Roth Capital decreased their Q4 2025 EPS estimates for shares of Albertsons Companies in a research note issued on Wednesday, January 8th. Roth Capital analyst W. Kirk now expects 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) last posted its quarterly earnings results on Wednesday, January 8th. The company reported $0.71 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $18.82 billion. During the same period in the previous year, the firm posted $0.79 earnings per share. The business’s revenue was up 1.2% compared to the same quarter last year.

Other equities research analysts have also recently issued research reports about the company. Royal Bank of Canada reissued an “outperform” rating and issued a $22.00 price objective on shares of Albertsons Companies in a research note on Tuesday, January 7th. Bank of America started coverage on shares of Albertsons Companies in a research note on Friday, December 13th. They set a “neutral” rating and a $22.00 price target for the company. Tigress Financial reaffirmed a “buy” rating and issued a $27.00 price objective on shares of Albertsons Companies in a research note on Monday, October 21st. Wells Fargo & Company reissued a “market perform” rating on shares of Albertsons Companies in a research report on Friday, October 18th. Finally, Melius upgraded Albertsons Companies from a “hold” rating to a “buy” rating and set a $24.00 price target for the company in a research note on Monday, October 21st. Six investment analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. 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 ACI opened at $20.73 on Monday. The stock has a 50-day moving average of $19.40 and a 200-day moving average of $19.32. Albertsons Companies has a one year low of $17.00 and a one year high of $22.71. The company has a debt-to-equity ratio of 2.58, a current ratio of 0.90 and a quick ratio of 0.22. The company has a market cap of $12.01 billion, a PE ratio of 12.12, a P/E/G ratio of 1.07 and a beta of 0.51.

Institutional Investors Weigh In On Albertsons Companies

Several large investors have recently made changes to their positions in ACI. Swiss National Bank grew its position in Albertsons Companies by 9.2% during the third quarter. Swiss National Bank now owns 1,117,200 shares of the company’s stock valued at $20,646,000 after buying an additional 94,300 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of Albertsons Companies by 5.7% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 670,722 shares of the company’s stock worth $12,395,000 after purchasing an additional 36,154 shares during the period. K2 Principal Fund L.P. raised its holdings in shares of Albertsons Companies by 68.4% in the 3rd quarter. K2 Principal Fund L.P. now owns 270,501 shares of the company’s stock worth $4,999,000 after purchasing an additional 109,901 shares during the period. Kovitz Investment Group Partners LLC purchased a new position in Albertsons Companies in the third quarter valued at approximately $1,906,000. Finally, Winthrop Advisory Group LLC bought a new position in Albertsons Companies during the fourth quarter valued at $1,011,000. 71.35% of the stock is owned by hedge funds and other institutional investors.

Albertsons Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 7th. Shareholders of record on Friday, January 24th will be given a $0.15 dividend. The ex-dividend date is Friday, January 24th. This represents a $0.60 annualized dividend and a yield of 2.89%. This is a boost from Albertsons Companies’s previous quarterly dividend of $0.12. Albertsons Companies’s payout ratio is currently 33.71%.

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.