Swiss National Bank Cuts Stock Position in The Kroger Co. $KR

Swiss National Bank lessened its stake in shares of The Kroger Co. (NYSE:KR) by 4.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,810,500 shares of the company’s stock after selling 90,100 shares during the period. Swiss National Bank’s holdings in Kroger were worth $122,046,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Bank of Nova Scotia lifted its holdings in Kroger by 102.5% in the 2nd quarter. Bank of Nova Scotia now owns 168,395 shares of the company’s stock worth $12,079,000 after purchasing an additional 85,223 shares in the last quarter. CWM LLC raised its position in shares of Kroger by 43.4% during the third quarter. CWM LLC now owns 72,244 shares of the company’s stock valued at $4,870,000 after buying an additional 21,876 shares during the last quarter. Liberty One Investment Management LLC lifted its holdings in shares of Kroger by 85.0% in the third quarter. Liberty One Investment Management LLC now owns 857,667 shares of the company’s stock worth $57,828,000 after buying an additional 394,060 shares in the last quarter. Mediolanum International Funds Ltd lifted its holdings in shares of Kroger by 401.3% in the third quarter. Mediolanum International Funds Ltd now owns 19,470 shares of the company’s stock worth $1,293,000 after buying an additional 15,586 shares in the last quarter. Finally, Money Concepts Capital Corp boosted its position in shares of Kroger by 64.7% during the third quarter. Money Concepts Capital Corp now owns 45,267 shares of the company’s stock worth $3,051,000 after acquiring an additional 17,777 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Kroger Stock Down 1.5%

Shares of NYSE:KR opened at $72.30 on Wednesday. The company has a market cap of $45.76 billion, a price-to-earnings ratio of 47.26, a PEG ratio of 1.88 and a beta of 0.62. The Kroger Co. has a 12 month low of $58.60 and a 12 month high of $74.90. The company has a current ratio of 0.80, a quick ratio of 0.42 and a debt-to-equity ratio of 2.66. The company has a 50-day moving average price of $65.76 and a 200 day moving average price of $65.88.

Kroger (NYSE:KR) last issued its quarterly earnings data on Thursday, March 5th. The company reported $1.28 earnings per share for the quarter, topping the consensus estimate of $1.20 by $0.08. The company had revenue of $34.73 billion for the quarter, compared to analysts’ expectations of $35.10 billion. Kroger had a return on equity of 41.08% and a net margin of 0.69%.The firm’s revenue for the quarter was up 1.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.14 earnings per share. Kroger has set its FY 2026 guidance at 5.100-5.300 EPS. As a group, equities research analysts predict that The Kroger Co. will post 4.44 earnings per share for the current year.

Kroger Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 13th were given a dividend of $0.35 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.40 annualized dividend and a dividend yield of 1.9%. Kroger’s payout ratio is currently 91.50%.

Kroger News Roundup

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Evercore raised its price target to $83 and reiterated an Outperform rating, citing Kroger’s ability to deliver modest comparable-sales growth (roughly 1%–2% for 2026). That analyst backing is providing direct upside to the stock. Article Title
• Positive Sentiment: New CEO Greg Foran laid out five growth priorities and pledged changes to boost customer loyalty and fresh merchandising — investors view the leadership shift as a catalyst for margin improvement and execution on omnichannel and private-label initiatives. Article Title
• Positive Sentiment: Kroger announced the return of its Customer Appreciation Week (March 11–17) with daily digital deals — a near-term promotional driver that could boost traffic and comparable sales for the current quarter. Article Title
• Neutral Sentiment: Citigroup nudged its target higher (to $71) but maintained a Neutral rating — a modest move that signals some expected upside but not a strong buy endorsement. Article Title
• Neutral Sentiment: Analyses show Kroger has underperformed some retail peers over the past year, which tempers enthusiasm and keeps upside tied to execution on the new CEO’s plan. Article Title
• Negative Sentiment: The USDA expanded a recall of frozen fried rice products that included items sold at Kroger/Trader Joe’s — a short-term hit to sales in affected SKUs and a potential small cost for markdowns/returns and reputational risk. Article Title
• Negative Sentiment: Labor/working-conditions coverage raises execution and cost-risk questions under the new CEO (potential for higher wage/operational friction or union scrutiny), which investors will watch as strategy rolls out. Article Title

Analyst Ratings Changes

A number of analysts have issued reports on KR shares. Wolfe Research reiterated an “outperform” rating and issued a $75.00 price target on shares of Kroger in a report on Thursday, March 5th. Guggenheim reissued a “buy” rating and set a $78.00 price objective on shares of Kroger in a report on Tuesday, February 10th. Telsey Advisory Group lifted their target price on Kroger from $80.00 to $82.00 and gave the stock an “outperform” rating in a report on Thursday, March 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Kroger in a research note on Monday, December 29th. Finally, Citigroup raised their price target on Kroger from $68.00 to $71.00 and gave the company a “neutral” rating in a report on Monday. Eight analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $74.56.

About Kroger

The Kroger Co (NYSE: KR) is one of the largest supermarket operators in the United States, offering a wide range of retail grocery and related services. Founded in Cincinnati in 1883 by Bernard Kroger, the company operates a portfolio of supermarket and multi-department store banners and provides customers with fresh foods, packaged groceries, deli and bakery items, meat and seafood, produce, and prepared foods. Kroger’s stores commonly include pharmacy services and fuel centers, positioning the company as a broad-based neighborhood retail destination for everyday needs.

In addition to traditional in-store retailing, Kroger manufactures and distributes a variety of private-label brands and operates its own food production and supply-chain facilities.