Analyst Optimism: Recent chatter on social media about Albertsons Companies has centered on renewed analyst confidence. Many users have highlighted recent reports from firms like Telsey Advisory Group and RBC Capital, which reiterated 'outperform' ratings with price targets around $21 to $24. This has sparked discussions on whether the stock is poised for a rebound.
Tariff Strategy Debate: Another hot topic is the company’s bold stance on tariffs, with posts noting Albertsons’ refusal to accept supplier price increases. Some argue this could strengthen their market position, while others worry it might strain supplier relationships. The debate keeps the stock in the spotlight as a potential disruptor in the grocery sector.
Note: This discussion summary was generated from an AI condensation of post data.
Albertsons Companies Insider Trading Activity
Albertsons Companies insiders have traded $ACI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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) sold 100,000 shares for an estimated $1,935,100
- 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 Revenue
Albertsons Companies had revenues of $18.9B in Q2 2025. This is an increase of 1.96% from the same period in the prior year.
You can track ACI financials on Quiver Quantitative's ACI stock page.
Albertsons Companies Congressional Stock Trading
Members of Congress have traded $ACI stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ACI stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/11, 07/16 and 1 sale worth up to $15,000 on 07/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Albertsons Companies Hedge Fund Activity
We have seen 216 institutional investors add shares of Albertsons Companies stock to their portfolio, and 272 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 12,999,689 shares (-33.9%) from their portfolio in Q3 2025, for an estimated $227,624,554
- CITADEL ADVISORS LLC added 9,488,294 shares (+310.3%) to their portfolio in Q3 2025, for an estimated $166,140,027
- JPMORGAN CHASE & CO added 5,604,533 shares (+451.7%) to their portfolio in Q3 2025, for an estimated $98,135,372
- VOYA INVESTMENT MANAGEMENT LLC removed 4,072,414 shares (-98.8%) from their portfolio in Q3 2025, for an estimated $71,307,969
- VANGUARD GROUP INC removed 2,747,952 shares (-7.4%) from their portfolio in Q3 2025, for an estimated $48,116,639
- CARTENNA CAPITAL, LP removed 2,600,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $45,526,000
- AMUNDI removed 2,475,780 shares (-71.6%) from their portfolio in Q3 2025, for an estimated $43,350,907
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Albertsons Companies Analyst Ratings
Wall Street analysts have issued reports on $ACI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Telsey Advisory Group issued a "Outperform" rating on 12/31/2025
To track analyst ratings and price targets for Albertsons Companies, check out Quiver Quantitative's $ACI forecast page.
Albertsons Companies 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 $24.0.
Here are some recent targets:
- Joe Feldman from Telsey Advisory Group set a target price of $24.0 on 12/31/2025
- Michael Montani from Evercore ISI Group set a target price of $20.0 on 12/23/2025
- Ivan Feinseth from Tigress Financial set a target price of $29.0 on 10/20/2025
- Mark Carden from UBS set a target price of $25.0 on 10/15/2025
- Kendall Toscano from B of A Securities set a target price of $22.0 on 10/15/2025
- Thomas Palmer from JP Morgan set a target price of $24.0 on 10/08/2025
- Edward Kelly from Wells Fargo set a target price of $23.0 on 10/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
