Telsey Advisory Group Reaffirms “Outperform” Rating for Albertsons Companies (NYSE:ACI)

Albertsons Companies (NYSE:ACI)‘s stock had its “outperform” rating reissued by analysts at Telsey Advisory Group in a research report issued to clients and investors on Wednesday,Benzinga reports. They currently have a $24.00 price objective on the stock. Telsey Advisory Group’s price target points to a potential upside of 39.62% from the company’s current price.

Several other analysts also recently issued reports on the company. Bank of America reduced their price objective on Albertsons Companies from $24.00 to $22.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 15th. Wells Fargo & Company cut their target price on shares of Albertsons Companies from $27.00 to $23.00 and set an “overweight” rating for the company in a research note on Tuesday, October 7th. Evercore ISI reduced their target price on shares of Albertsons Companies from $21.00 to $20.00 and set an “in-line” rating on the stock in a report on Tuesday, December 23rd. Wall Street Zen downgraded shares of Albertsons Companies from a “buy” rating to a “hold” rating in a report on Sunday, November 2nd. Finally, UBS Group cut their price objective on shares of Albertsons Companies from $27.00 to $25.00 and set a “buy” rating for the company in a research report on Wednesday, October 15th. Eleven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $23.69.

Albertsons Companies Stock Performance

Shares of ACI opened at $17.19 on Wednesday. Albertsons Companies has a 12-month low of $16.55 and a 12-month high of $23.20. The stock has a market cap of $9.44 billion, a P/E ratio of 10.17, a PEG ratio of 2.80 and a beta of 0.48. The company has a current ratio of 0.81, a quick ratio of 0.20 and a debt-to-equity ratio of 2.25. The company has a 50-day moving average of $17.68 and a two-hundred day moving average of $18.93.

Albertsons Companies (NYSE:ACI) last released its quarterly earnings results on Tuesday, October 14th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.40 by $0.04. Albertsons Companies had a net margin of 1.20% and a return on equity of 36.39%. The business had revenue of $18.92 billion for the quarter, compared to analyst estimates of $18.89 billion. During the same period in the prior year, the business earned $0.51 earnings per share. The company’s quarterly revenue was up 2.0% on a year-over-year basis. Albertsons Companies has set its FY 2025 guidance at 2.060-2.190 EPS. As a group, research analysts predict that Albertsons Companies will post 2.14 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Michael T. Theilmann sold 100,000 shares of the company’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 completion of the sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anuj Dhanda sold 230,000 shares of the stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $19.25, for a total value of $4,427,500.00. Following the completion of the sale, the insider owned 300,577 shares of the company’s stock, valued at approximately $5,786,107.25. This 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 currently owned by company insiders.

Institutional Investors Weigh In On Albertsons Companies

Several institutional investors and hedge funds have recently modified their holdings of ACI. Tudor Investment Corp ET AL raised its stake in shares of Albertsons Companies by 416.9% during the third quarter. Tudor Investment Corp ET AL now owns 338,078 shares of the company’s stock valued at $5,920,000 after purchasing an additional 272,678 shares during the period. MRP Capital Investments LLC acquired a new stake in Albertsons Companies during the 3rd quarter valued at $870,000. Allworth Financial LP increased its stake in Albertsons Companies by 64.5% during the 3rd quarter. Allworth Financial LP now owns 2,799 shares of the company’s stock worth $49,000 after buying an additional 1,097 shares during the period. CIBC Private Wealth Group LLC increased its stake in Albertsons Companies by 182.9% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 21,121 shares of the company’s stock worth $370,000 after buying an additional 13,654 shares during the period. Finally, CIBC Bancorp USA Inc. acquired a new position in Albertsons Companies in the 3rd quarter worth $230,000. Hedge funds and other institutional investors own 71.35% of the company’s stock.

Trending Headlines about Albertsons Companies

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

• Positive Sentiment: Telsey Advisory reaffirmed an “outperform” rating with a $24 price target, highlighting analyst conviction and a sizable implied upside from current levels. Benzinga Telsey Note
• Positive Sentiment: Brokerages as aggregated by AmericanBankingNews show an average rating of “Moderate Buy,” supporting demand expectations into earnings. Average Rating Article
• Positive Sentiment: Several bullish commentaries argue Albertsons is undervalued (citing share buybacks, pharmacy/digital revenue growth) — a narrative that can support longer-term upside even if near-term margins are pressured. Seeking Alpha Bull Case
• Neutral Sentiment: Q3 earnings are imminent (reporting before the open on Jan. 7); multiple analysts have revised forecasts ahead of the call, making the print the main near-term catalyst. Expect volatility around guidance and margin commentary. Benzinga Earnings Preview
• Neutral Sentiment: Zacks published projections and metric-level estimates for the quarter — useful for gauging whether revenue mix (pharmacy, digital) or margin compression will surprise. Zacks Q3 Projections
• Neutral Sentiment: Coverage pieces (Globe and Mail) reiterate analyst views across the sector, offering context but no new company-specific catalyst. Globe and Mail Analysts Note
• Negative Sentiment: Sector rotation into peers (notably Kroger) and renewed focus on buybacks at competitors may divert investor dollars; MarketBeat highlights Kroger’s buyback & sector tailwinds but also notes ongoing litigation between Albertsons and Kroger (Albertsons has sought damages), which is a headline/legal overhang. MarketBeat Kroger Catalyst

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.