Albertsons Companies, Inc.
Albertsons Companies, Inc. (ACI) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Albertsons is a grocery operator trying to become a higher-margin data and pharmacy business inside the same stores: digital sales grew 21% in fiscal 2025 and the company keeps investing in its retail-media arm, the Albertsons Media Collective, which it builds to ⟦"accelerate growth"⟧ off its loyalty data. • The defining risk is the debt: net debt of about $8.75 billion is roughly 12 times operating income, and on a razor-thin operating margin near 0.9%, even small declines in identical sales
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422 institutional managers reported holding ACI in 13F filings for the quarter ended 2026-03-31. Together they hold about 82% of the company; the top 10 hold 60%. 68 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 49.4M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ACI's share count grew 14.4% over the past five years even with $1.57B spent on repurchases. It pays a dividend, and has for 6 years running, raised 2 years straight; the current rate is $0.60 a share annually. Cash returned over the past three years: $825.00M in dividends and $1.57B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ACI over the trailing three years. Absence is a fact about the company, not a signal. 26 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ACI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-01-11 | +2.3% | -7.8% |
| 2023-07-26 | -1.8% | +5.4% |
| 2023-10-18 | +0.2% | +0.9% |
| 2024-01-10 | +0.3% | -9.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ACI's latest 8-K filings: 2026-04-14 (items 2.02, 7.01, 8.01, 9.01); 2026-02-27 (items 5.02, 9.01); 2026-02-02 (items 1.01, 9.01); 2026-01-22 (items 2.04, 7.01, 8.01, 9.01); 2026-01-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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