Albertsons Companies, Inc.
boothcheck covers Albertsons Companies, Inc. (ACI) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Scale and a direct customer relationship are the two assets here, and the 10-K quantifies both: ⟦"We have 51.2 million members currently enrolled in our loyalty program"⟧, served through roughly 280,000 employees across a dozen regional banners as of February 28, 2026. • The gap between $1.75 billion of trailing operating profit and $217.4 million of trailing net profit is the whole risk in one line, because what sits between them is depreciation on the stores and the cost of carrying the borr
Is ACI overvalued? See what's priced in →
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: 2026-08-11 (items 5.03, 5.07, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-07-23 (items 5.02, 9.01); 2026-04-14 (items 2.02, 7.01, 8.01, 9.01); 2026-02-27 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.