Latest revenue
$19.12B
as of 2025-11-29
Latest net income
$293.3M
as of 2025-11-29
Net margin
1.5%
as of 2025-11-29
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $8.02B
- Enterprise value
- $8.02B
- P/E (trailing)
- 36.9×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.8%
- 52-wk high
- $22.78
- 52-wk low
- $15.54
- Beta
- —
- Shares out
- 494.5M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
Albertsons runs 2,244 supermarkets and pharmacies across 35 states under banners including Safeway, Vons, Jewel-Osco, and ACME, serving 36.5 million customers weekly. The company generates revenue primarily from in-store and digital grocery sales, supplemented by pharmacy, fuel, a $16.9 billion Own Brands portfolio, and a growing retail media arm called Albertsons Media Collective. Albertsons is pivoting from pure brick-and-mortar grocer toward a data-driven omnichannel operator, leveraging its 51.2 million loyalty members to monetize first-party data and defend share against Walmart, Kroger, and Amazon.
Generated from ACI's filing dated 2026-04-27
Key risks
- Heavy unionization: ~190,000 of 280,000 associates (~68%) are covered by collective bargaining agreements, exposing ACI to wage inflation and strike risk.
- Workforce concentration in part-time labor: ~62% of associates are part-time, pressuring service levels and turnover amid tight grocery labor markets.
- Third-party delivery dependence: omnichannel growth relies on Instacart, DoorDash and Uber partnerships, ceding customer data and margin to platform intermediaries.
Generated from ACI's filing dated 2026-04-27
Profitability
Gross margin
27.2%
1.8%Operating margin
0.9%
54.5%Net margin
0.3%
78.1%Return on equity
6.4%
77.3%Return on assets
0.8%
77.3%Leverage
Debt / equity
6.91×
0.0%Long-term debt / equity
2.48×
8.4%Debt / assets
87.3%
0.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q4 2025 2025-11-29 | $19.12B | +1.9% | $293.3M | -26.8% | 1.5% |
Q3 2025 2025-09-06 | $18.92B | +2.0% | $168.5M | +15.8% | 0.9% |
Q4 2024 2024-11-30 | $18.77B | +1.2% | $400.6M | +10.8% | 2.1% |
Q3 2024 2024-09-07 | $18.55B | +1.4% | $145.5M | -45.5% | 0.8% |
Q4 2023 2023-12-02 | $18.56B | — | $361.4M | — | 1.9% |
Q3 2023 2023-09-09 | $18.29B | — | $266.9M | — | 1.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Grocery Stores · SIC 5411
Your notes
Keep private notes on ACI — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$0
Insider selling
$9.1M
Net activity
−$9.1M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ACI
Institutional value
$2.74B
Total shares held
174.2M
Distinct holders
284
-105 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 41.7M | $711.2M | +5.2M (+14.1%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18.2M | $309.8M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 16.2M | $276.4M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 15.0M | $255.9M | +1.6M (+11.8%) | Added |
| 5 | JPMORGAN CHASE & CO | 13.1M | $228.4M | +4.0M (+43.6%) | Added |
| 6 | Bank of New York Mellon Corp | 5.3M | $90.0M | -81.7K (-1.5%) | Trimmed |
| 7 | SOUND SHORE MANAGEMENT INC /CT/ | 4.1M | $70.4M | -398.8K (-8.8%) | Trimmed |
| 8 | Invesco Ltd. | 3.8M | $65.5M | +163.4K (+4.4%) | Added |
| 9 | UBS Group AG | 3.0M | $51.4M | -432.0K (-12.5%) | Trimmed |
| 10 | PRIVATE MANAGEMENT GROUP INC | 2.4M | $40.9M | -4.5K (-0.2%) | Trimmed |
| 11 | VANGUARD FIDUCIARY TRUST CO | 2.3M | $39.0M | — | New |
| 12 | E. Ohman J:or Asset Management AB | 2.0M | $34.7M | — | New |
| 13 | FRANKLIN RESOURCES INC | 1.8M | $30.6M | +671.8K (+60.0%) | Added |
| 14 | SEIZERT CAPITAL PARTNERS, LLC | 1.7M | $29.5M | -65.5K (-3.6%) | Trimmed |
| 15 | Arbejdsmarkedets Tillaegspension | 1.5M | $25.6M | +152.9K (+11.3%) | Added |
| 16 | SEI INVESTMENTS CO | 1.3M | $22.1M | +91.8K (+7.6%) | Added |
| 17 | FEDERATED HERMES, INC. | 1.1M | $17.9M | +1.6K (+0.2%) | Added |
| 18 | RHUMBLINE ADVISERS | 1.0M | $17.1M | -64.6K (-6.0%) | Trimmed |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 905.6K | $15.4M | +9.8K (+1.1%) | Added |
| 20 | WELLS FARGO & COMPANY/MN | 899.7K | $15.3M | +323.8K (+56.2%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With Kroger merger terminated, what is the concrete capital return and deleveraging plan beyond the $1.95B termination fee, and identifiable revenue synergies forgone?
- 2
Own Brands hit $16.9B in fiscal 2025—what's the penetration rate, gross margin uplift versus national brands, and trajectory amid consumer trade-down pressure?
- 3
Identical sales trends: how much of growth is pharmacy/GLP-1 driven versus core grocery, and what's the underlying grocery comp excluding pharmacy and fuel?
Refreshed when ACI files a new report · last from 2026-04-27