Kroger Company (KR) Releases Q4 2026 Earnings: Modest Revenue Growth, Strong EPS and Cash Flow

Kroger Company (KR) reported Q4 2026 results with modest revenue growth and a marked improvement in profitability and cash generation.

Total revenues: $34.7 billion (+1.22% year-over-year)

Gross profit: $8.12 billion (+2.55% year-over-year)

Operating profit: $1.25 billion (+36.62% year-over-year)

Net income attributable to common shareholders: $861 million (+35.8% year-over-year)

Diluted earnings per share: $1.35 (+50.0% year-over-year)

Cost of sales totaled $26.6 billion (+0.81% year-over-year), supporting a modest expansion in gross margin versus revenue growth.

Cash from operating activities: $2.65 billion (+88.96% year-over-year)

Purchases of property, plant and equipment: $946 million (up 7.01% year-over-year)

Cash and cash equivalents: $4.58 billion (down 13.15% year-over-year)

Total liabilities: $44.01 billion (down 0.74% year-over-year)

Overall, Kroger's Q4 shows stronger bottom-line performance and cash flow, with higher operating profit and EPS growth outpacing modest revenue gains.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Kroger Company Hedge Fund Activity

We have seen 626 institutional investors add shares of Kroger Company stock to their portfolio, and 752 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 17,361,514 shares (-74.1%) from their portfolio in Q4 2025, for an estimated $1,084,747,394
WELLINGTON MANAGEMENT GROUP LLP removed 13,299,062 shares (-39.9%) from their portfolio in Q4 2025, for an estimated $830,925,393
CAPITAL WORLD INVESTORS removed 8,358,154 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $563,423,161
GOLDMAN SACHS GROUP INC added 2,749,622 shares (+48.3%) to their portfolio in Q3 2025, for an estimated $185,352,019
AMERIPRISE FINANCIAL INC added 1,745,238 shares (+99.9%) to their portfolio in Q4 2025, for an estimated $109,042,470
FMR LLC added 1,512,854 shares (+11.1%) to their portfolio in Q4 2025, for an estimated $94,523,117
STEADFAST CAPITAL MANAGEMENT LP removed 1,476,632 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $92,259,967

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Kroger Company Congressional Stock Trading

Members of Congress have traded $KR stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $KR stock by members of Congress over the last 6 months:

SENATOR JOHN BOOZMAN purchased up to $15,000 on 02/26.
REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/16 and 1 sale worth up to $15,000 on 02/26.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 10/06.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Kroger Company Analyst Ratings

Wall Street analysts have issued reports on $KR in the last several months. We have seen 2 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 12/05/2025
Evercore ISI Group issued a "Outperform" rating on 12/05/2025

To track analyst ratings and price targets for Kroger Company, check out Quiver Quantitative's $KR forecast page.

Kroger Company Price Targets

Multiple analysts have issued price targets for $KR recently. We have seen 10 analysts offer price targets for $KR in the last 6 months, with a median target of $72.0.

Here are some recent targets:

Michael Montani from Evercore ISI Group set a target price of $83.0 on 03/09/2026
Paul Lejuez from Citigroup set a target price of $71.0 on 03/09/2026
Simeon Gutman from Morgan Stanley set a target price of $73.0 on 03/06/2026
Bill Kirk from Roth Capital set a target price of $78.0 on 03/06/2026
Joseph Feldman from Telsey Advisory Group set a target price of $82.0 on 03/05/2026
Edward Kelly from Wells Fargo set a target price of $68.0 on 02/25/2026
John Heinbockel from Guggenheim set a target price of $78.0 on 02/10/2026