Albertsons Companies, Inc. (ACI) AI Stock Analysis

Albertsons Companies, Inc., and its subsidiaries are prominent operators of food and drug stores across the United States. These retail outlets offer groceries, general merchandise, health and beauty items, pharmaceuticals, and fuel services. Additionally, the company manufactures and processes food products sold in its stores. Albertsons operates under banners including Albertsons, Safeway, Vons, Jewel-Osco, Pavilions, Tom Thumb, Carrs, Acme, Balducci's Food Lovers Market, and Kings Food Markets. It serves customers through pharmacies, in-store coffee shops, fuel centers, and digital platforms. Founded in 1860, the company is headquartered in Boise, Idaho.

Revenue increased from $71.89B in FY2022 to $83.17B in FY2026, reflecting a 5-year revenue CAGR of 3.6%. Despite top-line gains, profitability contracted significantly over this period. Net income declined from $1.62B in FY2022 to $217.4M in FY2026, with net margin decreasing from 2.3% to 0.3%. Operating margin dropped from 3.4% in FY2022 to 0.9% in FY2026. For the trailing twelve months, revenue reached $83.21B with a profit margin of -0.1%. In the latest quarter ended August 31, 2026, quarterly revenue fell 0.1% year-over-year, while quarterly earnings declined 64.6%.

As of August 31, 2026, Albertsons held $282.0M in cash and short-term investments compared to total debt of $15.92B, resulting in net debt of $15.63B. Shareholders' equity was $1.43B, yielding a debt-to-equity ratio of 11.11, while the current ratio stood at 0.82. In FY2026, the company generated operating cash flow of $2.37B and free cash flow of $527.3M. Cash allocation in FY2026 included $1.84B in capital expenditures, $1.48B in share buybacks, and $322.7M in dividends paid.

Albertsons trades at a forward P/E of 6.1x, below the 14.3x median of its US-listed Consumer Defensive peers. Its enterprise value to EBITDA multiple is 6.5x compared to the peer median of 11.7x, and its price-to-sales ratio is 0.1x versus the peer median of 0.7x. The company carries a market cap of $6.35B and an enterprise value of $21.09B. Over the past year, the stock fell 29.0%, trailing the S&P 500 return of 16.8%. Over a 5-year period, the stock returned -30.3% compared to an 83.0% gain for the benchmark index.

Albertsons provides an annual forward dividend of $0.68 per share, which equates to a dividend yield of 5.19%. The company pays dividends on a quarterly frequency and has paid them for 7 consecutive years. The dividend payout ratio stands at 34.5%, supported by a 5-year annualized dividend growth rate of 43.1%. The last ex-dividend date was October 23, 2026.

Wall Street coverage includes 3 Strong Buy, 1 Buy, 12 Hold, 2 Sell, and 1 Strong Sell ratings. The mean price target is $14.06, representing a 7.4% upside from the last close of $13.09. For the fiscal year ending February 28, 2027, analysts estimate EPS of $1.75 on revenue of $81.84B. For the subsequent fiscal year, 16 analysts project EPS of $1.70. Albertsons has exceeded EPS expectations in 3 of the last 4 quarters.

This page is an AI-written research summary of Albertsons Companies, Inc. (ACI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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