SummitTX Capital L.P. Has $4.27 Million Stake in Albertsons Companies, Inc. $ACI

SummitTX Capital L.P. increased its stake in Albertsons Companies, Inc. (NYSE:ACI) by 33.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 250,330 shares of the company’s stock after acquiring an additional 62,981 shares during the quarter. SummitTX Capital L.P. owned 0.05% of Albertsons Companies worth $4,266,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ACI. Fifth Third Bancorp raised its holdings in shares of Albertsons Companies by 2,707.5% during the first quarter. Fifth Third Bancorp now owns 123,867 shares of the company’s stock valued at $2,111,000 after purchasing an additional 119,455 shares during the period. Norges Bank bought a new position in shares of Albertsons Companies during the 4th quarter worth about $388,089,000. Strategic Global Advisors LLC acquired a new stake in shares of Albertsons Companies in the 4th quarter valued at about $2,858,000. Vanguard Group Inc. grew its stake in shares of Albertsons Companies by 14.9% in the 4th quarter. Vanguard Group Inc. now owns 39,330,507 shares of the company’s stock valued at $675,305,000 after buying an additional 5,110,777 shares during the period. Finally, III Capital Management increased its position in Albertsons Companies by 78.9% in the 4th quarter. III Capital Management now owns 215,370 shares of the company’s stock valued at $3,698,000 after buying an additional 95,000 shares in the last quarter. Institutional investors and hedge funds own 71.35% of the company’s stock.

Analyst Ratings Changes

ACI has been the topic of a number of research reports. The Goldman Sachs Group dropped their price target on Albertsons Companies from $24.00 to $16.00 and set a “buy” rating on the stock in a research note on Friday. Wells Fargo & Company cut Albertsons Companies from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $18.00 to $11.00 in a research note on Thursday, July 23rd. Telsey Advisory Group restated a “market perform” rating and set a $13.00 price objective (down from $22.00) on shares of Albertsons Companies in a report on Friday. Royal Bank Of Canada lowered their target price on Albertsons Companies from $20.00 to $13.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, BMO Capital Markets cut Albertsons Companies from an “outperform” rating to a “market perform” rating and cut their target price for the stock from $23.00 to $12.00 in a report on Friday. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $15.92.

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

Albertsons Companies Price Performance

ACI stock opened at $11.38 on Tuesday. The company has a debt-to-equity ratio of 5.22, a quick ratio of 0.21 and a current ratio of 0.84. The business has a 50-day simple moving average of $14.72 and a two-hundred day simple moving average of $16.31. The company has a market capitalization of $5.57 billion, a P/E ratio of 142.19, a price-to-earnings-growth ratio of 1.17 and a beta of 0.42. Albertsons Companies, Inc. has a 52-week low of $10.86 and a 52-week high of $20.05.

Albertsons Companies (NYSE:ACI) last posted its earnings results on Thursday, July 23rd. The company reported $0.42 earnings per share for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.12). The company had revenue of $24.94 billion during the quarter, compared to the consensus estimate of $24.84 billion. Albertsons Companies had a net margin of 0.08% and a return on equity of 45.59%. The firm’s revenue for the quarter was up .2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.55 EPS. Albertsons Companies has set its FY 2026 guidance at 1.750-1.850 EPS. Research analysts expect 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. Stockholders 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 dividend yield of 6.0%. Albertsons Companies’s dividend payout ratio is presently 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.