Telsey Advisory Group Lowers Albertsons Companies (NYSE:ACI) Price Target to $22.00

Albertsons Companies (NYSE:ACI) had its price target decreased by analysts at Telsey Advisory Group from $24.00 to $22.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Telsey Advisory Group’s price target would indicate a potential upside of 31.96% from the stock’s previous close.

Several other analysts have also recently weighed in on ACI. Wells Fargo & Company cut their price target on shares of Albertsons Companies from $27.00 to $23.00 and set an “overweight” rating on the stock in a report on Tuesday, October 7th. Evercore ISI dropped their target price on shares of Albertsons Companies from $21.00 to $20.00 and set an “in-line” rating for the company in a research report on Tuesday, December 23rd. JPMorgan Chase & Co. reduced their price target on shares of Albertsons Companies from $27.00 to $24.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 8th. Jefferies Financial Group reissued an “outperform” rating on shares of Albertsons Companies in a research note on Monday, December 29th. Finally, Bank of America lowered their price objective on shares of Albertsons Companies from $24.00 to $22.00 and set a “neutral” rating for the company in a report on Wednesday, October 15th. Eleven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Albertsons Companies presently has a consensus rating of “Moderate Buy” and an average price target of $22.85.

Albertsons Companies Trading Up 0.3%

ACI opened at $16.67 on Thursday. Albertsons Companies has a one year low of $15.80 and a one year high of $23.20. The company has a debt-to-equity ratio of 3.36, a current ratio of 0.91 and a quick ratio of 0.20. The business has a 50 day simple moving average of $17.51 and a two-hundred day simple moving average of $18.74. The firm has a market capitalization of $8.57 billion, a price-to-earnings ratio of 10.76, a PEG ratio of 2.70 and a beta of 0.48.

Albertsons Companies (NYSE:ACI) last issued its quarterly earnings data on Wednesday, January 7th. The company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.67 by $0.05. Albertsons Companies had a return on equity of 38.00% and a net margin of 1.06%.The firm had revenue of $19.12 billion for the quarter, compared to analyst estimates of $19.18 billion. During the same period last year, the company earned $0.71 EPS. The business’s quarterly revenue was up 1.9% compared to the same quarter last year. Albertsons Companies has set its FY 2025 guidance at 2.080-2.16 EPS. Analysts predict that Albertsons Companies will post 2.14 EPS for the current year.

Insider Transactions at Albertsons Companies

In other news, insider Anuj Dhanda sold 230,000 shares of the business’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $19.25, for a total value of $4,427,500.00. Following the sale, the insider directly owned 300,577 shares of the company’s stock, valued at $5,786,107.25. The trade was a 43.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Michael T. Theilmann sold 100,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $19.35, for a total value of $1,935,000.00. Following the transaction, the executive vice president directly owned 338,429 shares of the company’s stock, valued at approximately $6,548,601.15. This trade represents a 22.81% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.35% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Albertsons Companies

Hedge funds have recently added to or reduced their stakes in the stock. Harbor Capital Advisors Inc. boosted its stake in Albertsons Companies by 130.4% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 1,461 shares of the company’s stock worth $26,000 after purchasing an additional 827 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in Albertsons Companies by 185.1% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,628 shares of the company’s stock worth $28,000 after buying an additional 1,057 shares during the last quarter. West Oak Capital LLC purchased a new position in Albertsons Companies in the 2nd quarter worth approximately $30,000. Allworth Financial LP lifted its position in Albertsons Companies by 98.4% in the 2nd quarter. Allworth Financial LP now owns 1,702 shares of the company’s stock valued at $37,000 after acquiring an additional 844 shares in the last quarter. Finally, Sound Income Strategies LLC bought a new position in Albertsons Companies in the 2nd quarter valued at approximately $43,000. 71.35% of the stock is owned by institutional investors.

Albertsons Companies News Roundup

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

• Positive Sentiment: Q3 earnings beat — Albertsons reported $0.72 EPS vs. $0.67 expected, which supports the case that operating performance is holding up. Earnings Call Transcript
• Positive Sentiment: Dividend & yield — Board declared a $0.15 quarterly dividend (ex‑div Jan 23), yielding roughly 3.5–3.6%, which supports income‑oriented investors and underpins the value case.
• Positive Sentiment: Analysts keep bullish ratings despite cuts — Multiple firms cut targets (JPMorgan, UBS, BMO, Telsey, Wells Fargo) but maintained buy/overweight/outperform stances, implying sizable upside from current levels. Analyst Notes
• Positive Sentiment: Value thesis & retail‑media optionality — MarketBeat and other analysts highlight deep valuation (single‑digit P/E vs. peers), institutional accumulation and growth potential from the company’s retail media network as catalysts for a multi‑quarter rebound. MarketBeat Article
• Neutral Sentiment: New coverage: Deutsche Bank initiated coverage with a “hold” — adds another voice but not a clear directional catalyst.
• Neutral Sentiment: Technical setup — Several pieces note ACI is oversold and could be ripe for a trend reversal; that reduces downside risk but timing is uncertain. Zacks Technical Note
• Negative Sentiment: Tepid / narrowed guidance — Management narrowed FY guidance and warned FY sales/profit will be hurt by lower Medicare drug pricing and a SNAP reimbursement impact; that’s the main driver of the recent negative re‑rating. Guidance Article
• Negative Sentiment: Margin pressure & pricing investments weighed on the stock — Even with an EPS beat, investors reacted to margin compression from pricing investments and lower pharmacy mix, driving a pullback after results. Zacks Earnings Reaction
• Negative Sentiment: Some bearish analyst moves — Barclays cut its target to $17 and moved to underweight, adding a lower‑end view that could pressure sentiment if others follow. Barclays Note

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.