Albertsons Companies Inc. (ACI) reported fourth-quarter 2025 results showing revenue growth alongside a quarterly loss. Total revenue increased year over year while the company recorded an operating loss and a net loss per share.
Profitability weakened in the quarter, with operating and net results turning negative and earnings per share declining materially.
Liquidity and leverage showed mixed signals, with cash from operations falling and the company maintaining substantial liabilities.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Albertsons Companies Inc. Insider Trading Activity
Albertsons Companies Inc. insiders have traded $ACI stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ACI stock by insiders over the last 6 months:
- ANUJ DHANDA (Chief Tech &Transformation Off) sold 230,000 shares for an estimated $4,427,270
- MICHAEL T THEILMANN (EVP & Chief HR Officer) has made 0 purchases and 6 sales selling 149,000 shares for an estimated $2,798,866.
- ROBERT BRUCE LARSON (SVP & Chief Accounting Officer) sold 17,815 shares for an estimated $351,846
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Albertsons Companies Inc. Hedge Fund Activity
We have seen 197 institutional investors add shares of Albertsons Companies Inc. stock to their portfolio, and 292 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 7,697,422 shares (+51.6%) to their portfolio in Q4 2025, for an estimated $132,164,735
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,164,057 shares (-88.9%) from their portfolio in Q4 2025, for an estimated $123,006,858
- MORGAN STANLEY added 5,873,759 shares (+101.0%) to their portfolio in Q4 2025, for an estimated $100,852,442
- DIMENSIONAL FUND ADVISORS LP added 5,159,905 shares (+62.4%) to their portfolio in Q4 2025, for an estimated $88,595,568
- VANGUARD GROUP INC added 5,110,777 shares (+14.9%) to their portfolio in Q4 2025, for an estimated $87,752,041
- BLACKROCK, INC. removed 4,803,256 shares (-11.6%) from their portfolio in Q4 2025, for an estimated $82,471,905
- PARSIFAL CAPITAL MANAGEMENT, LP removed 4,239,655 shares (-63.2%) from their portfolio in Q4 2025, for an estimated $72,794,876
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Albertsons Companies Inc. Analyst Ratings
Wall Street analysts have issued reports on $ACI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 01/15/2026
- Telsey Advisory Group issued a "Outperform" rating on 01/08/2026
- UBS issued a "Buy" rating on 01/08/2026
To track analyst ratings and price targets for Albertsons Companies Inc., check out Quiver Quantitative's $ACI forecast page.
Albertsons Companies Inc. Price Targets
Multiple analysts have issued price targets for $ACI recently. We have seen 11 analysts offer price targets for $ACI in the last 6 months, with a median target of $22.0.
Here are some recent targets:
- Steven Shemesh from RBC Capital set a target price of $21.0 on 04/06/2026
- Michael Montani from Evercore ISI Group set a target price of $20.0 on 03/17/2026
- Simeon Gutman from Morgan Stanley set a target price of $14.0 on 01/15/2026
- Joseph Feldman from Telsey Advisory Group set a target price of $22.0 on 01/08/2026
- Kelly Bania from BMO Capital set a target price of $23.0 on 01/08/2026
- Seth Sigman from Barclays set a target price of $17.0 on 01/08/2026
- Edward Kelly from Wells Fargo set a target price of $21.0 on 01/08/2026
