Why Kroger (KR) Stock Is Down Today

The Kroger Co. (KR) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a negative read-through from another large grocer’s weak quarterly update, which reinforced concerns that grocery demand and pricing remain under pressure. Kroger also came into the session with investors already focused on slower identical-sales growth and thinner margins from its own most recent quarter, making the stock more sensitive to bad industry news.

Details:

A major grocery rival cut its full-year sales and profit outlook, cited a more cautious consumer, and said it would step up price and digital investments, signaling a tougher operating backdrop for the sector.

That update triggered a broad sell-off across food retail, and Kroger shares fell alongside other grocery names as investors priced in competitive and margin pressure.

Kroger’s latest quarterly release showed identical sales without fuel rose 1.0%, down from 3.2% a year earlier, while gross margin slipped to 22.7%, suggesting its traffic and pricing environment had already become more challenging.

Kroger maintained its full-year 2026 guidance in June, but the market appears to be focusing more on industry softness than on the unchanged outlook.

Sources:

Reuters, Kroger, FDA

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KR Insider Trading Activity

$KR insiders have traded $KR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

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

YAEL COSSET (Executive Vice President) sold 30,000 shares for an estimated $1,764,000

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.

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$KR Hedge Fund Activity

We have seen 542 institutional investors add shares of $KR stock to their portfolio, and 676 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FRANKLIN RESOURCES INC added 13,366,528 shares (+720.7%) to their portfolio in Q1 2026, for an estimated $975,756,544
ALYESKA INVESTMENT GROUP, L.P. removed 4,445,479 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $324,519,967
WELLINGTON MANAGEMENT GROUP LLP added 3,401,534 shares (+16.9%) to their portfolio in Q1 2026, for an estimated $248,311,982
MORGAN STANLEY added 2,439,254 shares (+24.1%) to their portfolio in Q1 2026, for an estimated $178,065,542
ALLIANZ ASSET MANAGEMENT GMBH removed 2,359,369 shares (-50.7%) from their portfolio in Q1 2026, for an estimated $172,233,937
HOLOCENE ADVISORS, LP added 2,098,523 shares (+inf%) to their portfolio in Q1 2026, for an estimated $153,192,179
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC removed 1,783,550 shares (-96.4%) from their portfolio in Q1 2026, for an estimated $130,199,150

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.

$KR Congressional Stock Trading

Members of Congress have traded $KR stock 4 times in the past 6 months. Of those trades, 2 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:

REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/05 and 2 sales worth up to $30,000 on 03/24, 02/26.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 02/26.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$KR 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 $69.0.

Here are some recent targets:

Michael Montani from Evercore ISI Group set a target price of $78.0 on 07/07/2026
John Heinbockel from Guggenheim set a target price of $71.0 on 07/02/2026
Paul Lejuez from Citigroup set a target price of $61.0 on 06/23/2026
Seth Sigman from Barclays set a target price of $61.0 on 06/22/2026
Simeon Gutman from Morgan Stanley set a target price of $67.0 on 06/22/2026
Michael Lasser from UBS set a target price of $63.0 on 06/22/2026
Joseph Feldman from Telsey Advisory Group set a target price of $78.0 on 06/22/2026

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.