Albertsons Companies (ACI) reported fiscal 2026 second-quarter net sales and other revenue of $18.9 billion, down 0.1% from a year earlier. Net income was $51.5 million, or $0.11 per share, compared with $168.5 million, or $0.30 per share, in the prior-year quarter.
The company said it is accelerating its turnaround and cost-savings efforts through a comprehensive business review. Albertsons withdrew its fiscal 2026 outlook and said it expects to provide an updated financial framework alongside its turnaround plan by its fourth-quarter earnings call.
- Identical sales decreased 0.8%, while digital sales increased 11%.
- Adjusted EBITDA was $784.0 million, compared with $848.4 million a year earlier.
- Interest expense, net, rose to $125.0 million from $105.3 million.
- Albertsons paid a quarterly dividend of $0.17 per share in August and announced another $0.17-per-share payment for November 6.
- The company repurchased 26.0 million shares for $387.6 million during the first 28 weeks of fiscal 2026.
$ACI Insider Trading Activity
$ACI insiders have traded $ACI stock on the open market 20 times in the past 6 months. Of those trades, 4 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $ACI stock by insiders over the last 6 months:
- THOMAS M MORIARTY (EVP, M&A and Corporate Affairs) purchased 170,500 shares for an estimated $1,962,284
- EVAN RAINWATER (EVP, Supp. Chain, Mfg. & Sourc) has made 0 purchases and 16 sales selling 46,168 shares for an estimated $761,344.
- SUSAN MORRIS (Chief Executive Officer) has made 2 purchases buying 39,409 shares for an estimated $449,937 and 0 sales.
- SHARON MCCOLLAM (President & CFO) purchased 9,000 shares for an estimated $103,320
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ACI Hedge Fund Activity
We have seen 221 institutional investors add shares of $ACI stock to their portfolio, and 223 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 13,379,150 shares (+inf%) to their portfolio in Q2 2026, for an estimated $181,019,899
- FMR LLC removed 8,773,392 shares (-52.7%) from their portfolio in Q2 2026, for an estimated $118,703,993
- MILLENNIUM MANAGEMENT LLC added 5,989,413 shares (+1657.8%) to their portfolio in Q2 2026, for an estimated $81,036,757
- NORGES BANK removed 5,510,952 shares (-24.4%) from their portfolio in Q2 2026, for an estimated $74,563,180
- SOUND SHORE MANAGEMENT INC /CT/ removed 4,134,360 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $55,937,890
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,781,906 shares (+inf%) to their portfolio in Q2 2026, for an estimated $51,169,188
- WOODLINE PARTNERS LP removed 3,522,398 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $47,658,044
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
