Beverly Hills Private Wealth LLC Takes Position in The Kroger Co. $KR

Beverly Hills Private Wealth LLC purchased a new position in shares of The Kroger Co. (NYSE:KR) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 99,038 shares of the company’s stock, valued at approximately $5,500,000. Kroger comprises 1.0% of Beverly Hills Private Wealth LLC’s investment portfolio, making the stock its 27th biggest holding.

Several other hedge funds have also recently modified their holdings of KR. Ares Financial Consulting LLC acquired a new position in Kroger in the 4th quarter valued at $25,000. MV Capital Management Inc. acquired a new stake in shares of Kroger in the 4th quarter worth $26,000. Whipplewood Advisors LLC acquired a new stake in shares of Kroger in the 1st quarter worth $27,000. Lloyd Advisory Services LLC. purchased a new stake in shares of Kroger in the fourth quarter valued at about $28,000. Finally, Axiom Investment Management LLC acquired a new position in shares of Kroger during the first quarter worth about $31,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Kroger Trading Down 0.0%

Shares of KR opened at $56.69 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.39 and a debt-to-equity ratio of 2.43. The firm’s 50-day moving average is $58.60 and its two-hundred day moving average is $64.92. The Kroger Co. has a twelve month low of $54.15 and a twelve month high of $76.58. The firm has a market capitalization of $34.73 billion, a P/E ratio of 33.35, a PEG ratio of 1.52 and a beta of 0.43.

Kroger (NYSE:KR) last posted its quarterly earnings results on Thursday, June 18th. The company reported $1.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.59 by ($0.01). The company had revenue of $46.12 billion for the quarter, compared to analyst estimates of $45.59 billion. Kroger had a net margin of 0.71% and a return on equity of 44.33%. Kroger’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.49 earnings per share. Kroger has set its FY 2026 guidance at 5.100-5.30 EPS. On average, research analysts predict that The Kroger Co. will post 5.21 earnings per share for the current fiscal year.

Kroger Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Saturday, August 15th will be issued a dividend of $0.39 per share. This is a boost from Kroger’s previous quarterly dividend of $0.35. This represents a $1.56 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Friday, August 14th. Kroger’s payout ratio is presently 91.76%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Erste Group Bank cut shares of Kroger from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Citigroup dropped their target price on Kroger from $71.00 to $61.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 23rd. Evercore reissued an “outperform” rating and set a $78.00 target price on shares of Kroger in a research note on Tuesday, July 7th. UBS Group set a $63.00 price target on Kroger and gave the company a “neutral” rating in a research note on Monday, June 22nd. Finally, Telsey Advisory Group set a $78.00 price objective on Kroger and gave the stock an “outperform” rating in a report on Monday, June 22nd. Ten equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Kroger has a consensus rating of “Moderate Buy” and a consensus price target of $72.00.

Key Kroger News

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Kroger appointed former Jet.com and Walmart executive Nate Faust as its first chief e-commerce officer. His mandate includes simplifying the digital business, improving supply-chain efficiency and strengthening online grocery fulfillment—initiatives that could improve growth and margins over time. What Could Kroger Gain From Its New Ecommerce Chief And Texas Fresh Push?
• Positive Sentiment: BrightFarms expanded locally grown greenhouse greens into more than 1,000 Kroger stores in the Dallas area, giving the company additional fresh-produce offerings and a potential way to attract shoppers. Kroger is also planning a new Marketplace store in Northern Kentucky. Kroger Marketplace coming to NKY amid Publix threat
• Neutral Sentiment: Kroger said it will hold its second-quarter 2026 earnings call on September 11. The announcement provides a date for investors to assess sales trends, traffic, e-commerce progress and the company’s outlook, but contains no new financial information. Kroger Announces Second Quarter Conference Call with Investors
• Negative Sentiment: Reports indicate Kroger has closed at least 39 stores across nine banners and plans to shutter 60 locations as part of a nationwide overhaul. Closures may reduce near-term sales and highlight pressure on underperforming stores, even if they eventually lower costs. Major Supermarket Chain Closures
• Negative Sentiment: Kroger’s customer traffic reportedly ranked 13th among 16 retailers in July and has been declining, raising concerns about market-share losses to Walmart, Publix and other competitors. Analysts and industry observers also described the company’s e-commerce operation as overly complex, increasing execution risk for the new digital chief. Kroger’s traffic has been declining
• Negative Sentiment: A recall involving products sold at Kroger and other retailers over a salmonella outbreak adds a potential reputational and operational risk, although the reported information does not quantify any financial impact. Kroger Products Recalled Over Salmonella Outbreak

Kroger Company Profile

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.