Albertsons Companies (ACI)
Operates local-banner grocery and food-and-drug stores across the United States.
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Operates local-banner grocery and food-and-drug stores across the United States, and also makes and processes selected food for those stores. Its national-scale footprint was assembled through acquisitions, including Safeway, while the business remains rooted in regional store brands.
Operates a U.S. food-and-drug retail network through local grocery banners, while also manufacturing and processing selected food for its stores. Sales are generated through a national-scale portfolio rather than a single uniform chain.
The modern company was assembled through acquisitions of legacy Albertsons assets, former SUPERVALU banners, United Supermarkets, and Safeway. That acquisition-led formation created national-scale operations while retaining local banners at the customer level. Susan Morris became chief executive after the Kroger merger agreement was terminated. Its workforce has substantial collective-bargaining coverage, and an opioid settlement framework remains subject to participation and other conditions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 28, 2026 | UBS | Downgrade | ||
| Jul 27, 2026 | UBS | Downgrade | Target: $20 | Target: $12 |
| Jul 27, 2026 | Citigroup | Downgrade | ||
| Jul 24, 2026 | Roth Capital | Reiterate | Rating: —Target: $23 | Target: $17 |
| Jul 24, 2026 | RBC Capital | Reiterate | Rating: —Target: $20 | Target: $13 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 20, 2026Cash & short-term investments $293.4M · Total debt $15.70B · Total assets $26.92B · Shareholders' equity $1.61B
- Revenue
- $24.94B
- Operating income
- $263.6M
- Net income
- $84.7M
HistoryDividendAnnual yield
| Institutions | 96.08% | 466.30M shares | |
|---|---|---|---|
| 469 holders · as of Jun 30, 2026 | |||
| Insiders | 1.00% | 4.84M shares | |
| 23 holders · as of Aug 3, 2026 | |||
| Other | 2.92% | 14.19M shares | |
| remainder | |||
485.33M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Cerberus Capital Management, L.P.Institution | 31.28% | 151.82M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.87% | 43.05M | as of Jun 30, 2026 |
HPS Investment Partners, LLCInstitution | 6.99% | 33.91M | filed Jul 9, 2020 |
Vanguard Portfolio Management LLCInstitution | 3.81% | 18.48M | as of Jun 30, 2026 |
Norges BankInstitution | 3.52% | 17.09M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | Sharon Mccollam | officer: President & CFO | +9,000 | $11.48 |
| Jul 28, 2026 | Susan Morris | director, officer: Chief Executive Officer | +39,409 | $11.42 |
| Jul 27, 2026 | Thomas M. Moriarty | officer: EVP, M&A and Corporate Affairs | +170,500 | $11.51 |
| May 6, 2026 | Robert Bruce Larson | officer: SVP & Chief Accounting Officer | −44,363 | $16.02 |
| Apr 29, 2026 | Evan Rainwater | officer: EVP, Supp. Chain, Mfg. & Sourc | −46,168 | $16.49 |
- Walmart
Scale-led grocery, pharmacy, pickup, and delivery overlap
- Kroger
Multi-banner conventional supermarket and digital grocery overlap
- Costco
Membership warehouse alternative for bulk food and pharmacy
- Amazon
Online grocery, delivery, and Whole Foods overlap
- Sprouts Farmers Market
Fresh, natural, and organic grocery overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Albertsons Companies | $11.85 | −1.82% | $5.86B | 150.9 | 5.4 | 0.1 | +0.2% |
| Walmart | $110.35 | +0.21% | $876.34B | 39.8 | 36.8 | 1.2 | +5.9% |
| Kroger | $58.76 | +0.33% | $35.88B | 31.7 | 11.8 | 0.2 | +2.0% |
| Costco | $902.38 | +0.33% | $398.87B | 45.2 | 41.1 | 1.4 | +11.6% |
| Amazon | $249.41 | −2.18% | $2.74T | 20.5 | 26.7 | 3.5 | +19.6% |
| Sprouts Farmers Market | $66.92 | −2.57% | $6.40B | 13.2 | 11.3 | 0.7 | +4.7% |
| Median | 31.7 | 26.7 | 1.2 | +5.9% |