SummitTX Capital L.P. Raises Stock Holdings in Albertsons Companies, Inc. $ACI

SummitTX Capital L.P. increased its holdings in shares of Albertsons Companies, Inc. (NYSE:ACI) by 33.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 250,330 shares of the company’s stock after acquiring an additional 62,981 shares during the quarter. SummitTX Capital L.P.’s holdings in Albertsons Companies were worth $4,266,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. CWM LLC raised its stake in shares of Albertsons Companies by 103.5% during the 4th quarter. CWM LLC now owns 1,435 shares of the company’s stock worth $25,000 after purchasing an additional 730 shares during the period. NBC Securities Inc. raised its position in Albertsons Companies by 91.2% in the fourth quarter. NBC Securities Inc. now owns 1,855 shares of the company’s stock worth $32,000 after acquiring an additional 885 shares during the period. EverSource Wealth Advisors LLC boosted its stake in Albertsons Companies by 172.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 2,062 shares of the company’s stock valued at $35,000 after acquiring an additional 1,306 shares during the last quarter. Allworth Financial LP grew its position in shares of Albertsons Companies by 64.5% during the 3rd quarter. Allworth Financial LP now owns 2,799 shares of the company’s stock valued at $49,000 after acquiring an additional 1,097 shares during the period. Finally, GAMMA Investing LLC increased its stake in shares of Albertsons Companies by 148.0% during the 4th quarter. GAMMA Investing LLC now owns 4,431 shares of the company’s stock worth $76,000 after purchasing an additional 2,644 shares during the last quarter. Institutional investors own 71.35% of the company’s stock.

Key Headlines Impacting Albertsons Companies

Here are the key news stories impacting Albertsons Companies this week:

• Positive Sentiment: Albertsons announced a new regional operating model and its “Merch United” initiative, which management says are intended to improve execution, merchandising, and the company’s competitive position. Investors may view these changes as potential longer-term turnaround catalysts. Albertsons Advances the ACI Edge With New Regional Operating Model
• Positive Sentiment: Unusually high call-option activity—4,588 calls purchased versus typical daily volume of 3,259—suggests some traders are positioning for a rebound, although options activity does not guarantee a fundamental improvement.
• Neutral Sentiment: Tom Thumb, Albertsons, and Randalls launched a back-to-school campaign with CeeDee Lamb to raise funds for childhood hunger. The initiative supports the brands’ community image but is unlikely to materially affect near-term earnings. Back-to-School Nourishing Neighbors Campaign
• Negative Sentiment: Citi reaffirmed a Neutral rating but cut its price target to $11 from $17, while Barclays, RBC, and Goldman Sachs also lowered their expectations. The revisions reinforce concerns that more operational fixes are needed. Citi Downgrades Albertsons to Neutral
• Negative Sentiment: An investor-law-firm investigation is examining whether Albertsons adequately disclosed risks surrounding its sales and earnings guidance. Such notices can add headline and litigation risk, though they do not establish wrongdoing. Albertsons Investigation Notice

Wall Street Analyst Weigh In

Several equities analysts recently commented on ACI shares. JPMorgan Chase & Co. dropped their price objective on Albertsons Companies from $20.00 to $14.00 and set an “overweight” rating on the stock in a research note on Friday. Telsey Advisory Group reaffirmed a “market perform” rating and set a $13.00 price target (down from $22.00) on shares of Albertsons Companies in a research report on Friday. UBS Group decreased their price objective on Albertsons Companies from $23.00 to $20.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. The Goldman Sachs Group lowered their price objective on Albertsons Companies from $24.00 to $16.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Royal Bank Of Canada cut their target price on shares of Albertsons Companies from $20.00 to $13.00 and set an “outperform” rating for the company in a research report on Friday. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Albertsons Companies currently has an average rating of “Hold” and a consensus price target of $15.92.

Albertsons Companies Stock Up 3.1%

ACI stock opened at $11.38 on Tuesday. The stock has a 50-day simple moving average of $14.72 and a two-hundred day simple moving average of $16.31. Albertsons Companies, Inc. has a twelve month low of $10.86 and a twelve month high of $20.05. The firm has a market capitalization of $5.57 billion, a PE ratio of 142.19, a PEG ratio of 1.17 and a beta of 0.42. The company has a quick ratio of 0.21, a current ratio of 0.84 and a debt-to-equity ratio of 5.22.

Albertsons Companies (NYSE:ACI) last announced its quarterly earnings results on Thursday, July 23rd. The company reported $0.42 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.12). Albertsons Companies had a return on equity of 45.59% and a net margin of 0.08%.The firm had revenue of $24.94 billion during the quarter, compared to analysts’ expectations of $24.84 billion. During the same period in the previous year, the company posted $0.55 earnings per share. The company’s quarterly revenue was up .2% compared to the same quarter last year. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. On average, equities analysts predict that Albertsons Companies, Inc. will post 2.11 EPS for the current fiscal year.

Albertsons Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be paid a $0.17 dividend. The ex-dividend date is Friday, July 24th. This represents a $0.68 annualized dividend and a yield of 6.0%. Albertsons Companies’s dividend payout ratio is currently 850.00%.

Albertsons Companies Profile

Albertsons Companies, Inc (NYSE: ACI) is one of the largest food and drug retailers in the United States, operating a diversified portfolio of grocery store banners. Founded in 1939 by Joe Albertson in Boise, Idaho, the company has grown through both organic expansion and strategic acquisitions. Its core business activities encompass the sale of fresh produce, meat, bakery items, deli offerings, pharmacy services, and general merchandise. The company’s retail operations are complemented by an in-house private-label program, featuring brands such as O Organics, Open Nature, and Lucerne, which cater to a range of customer preferences and price points.

Throughout its history, Albertsons Companies has pursued growth via mergers and partnerships.