BOISE, Idaho--(BUSINESS WIRE)--Albertsons® Companies, Inc. (NYSE: ACI) (the "Company†) today announced the pricing of its upsized private offering of $1,200 million aggregate principal amount of new 5.625% senior notes due 2032 (the "2032 Notes†) and $900 million aggregate principal amount of additional 5.750% senior notes due 2034 (the "Additional 2034 Notes†and, together with the 2032 Notes, the "Notes†). The Additional 2034 Notes will be issued under the same indenture as the Company's 5.75. ...

Albertsons ( ACI ) is a company that has never really interested me much. After all the confusion surrounding the failed merger with Kroger ( KR ), it seemed like a company without much appeal, lackingEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosur ...

Investors in Albertsons Companies, Inc. (ACI) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan. 30, 2026 $25 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It coul ...

Albertsons Companies, Inc. (NYSE:ACI) is included among the 15 Dividend Growth Stocks with the Highest Growth Rates. Deutsche Bank Resumes Albertsons (ACI) Coverage with Hold Rating and $18 Target On January 8, Deutsche Bank analyst Krisztina Katai resumed coverage of Albertsons Companies, Inc. (NYSE:ACI) with a Hold rating and an $18 price target. Deutsche said it is restarting coverage across broadline and food retailers, and expects 2026 to be another “mixed year.” In the firm’s view, the setup will l ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying BA stock? Here’s what analysts think: Photo via Shutterstock ...

Company Overview - Albertsons Companies (NYSE: ACI) is one of the largest companies in the food and drug retailing sector in the United States, offering a variety of products including beauty care, groceries, pharmacy items, and general merchandise. The company also operates fuel stations, pharmacies, coffee shops, and distribution facilities under various banners [5]. Analyst Ratings and Price Targets - Joe Feldman from Telsey Advisory has reaffirmed an outperform rating for Albertsons Companies with a target price of $24, indicating an upside potential of over 44% from the current stock price [1]. - RBC Capital analyst Steven Shemesh has also reaffirmed an outperform rating, estimating a target price of $21, which represents an upside of over 26% from the current level. Shemesh highlights that the stock is trading at a significant discount, with a forward adjusted EBITDA multiple of 4.5x [4]. Financial Projections - Feldman has forecasted over $1 billion in adjusted EBITDA based on a 2.5% growth in identical store sales. He also projects an adjusted EPS of $0.68, supported by easing inflation and increased demand for private brands and digital product offerings. However, he notes that cash outlays on pricing, workforce, and technology may offset some financial impacts [2]. - The broader grocery industry is experiencing low-single digit growth, while U.S. Food & Beverages retail sales are projected to grow by 2%-3%, indicating a positive outlook for relevant industries [3].

Core Insights - Albertsons Companies, Inc. (ACI) is recognized as one of the 12 Best Food Stocks to Buy in 2026 [1] Group 1: Analyst Ratings and Price Targets - BofA has maintained a Neutral rating on ACI, lowering its price target from $22 to $20, while adjusting its Fiscal Year 2026 EPS estimate to $2.12, aligning with the forecast range of $2.08-$2.16 [2] - Telsey Advisory reaffirmed an Outperform rating but reduced its price objective for ACI from $24 to $22, citing higher-than-expected Q3 earnings driven by growth in digital and pharmacy sectors, along with improvements in core grocery units [3] Group 2: Performance Drivers - The growth in pharmaceutical and digital channels significantly contributed to ACI's Q3 sales and earnings, highlighting the importance of digital engagement, media collective development, consumer value improvement, capability updates, and productivity increases in enhancing performance [2][3] Group 3: Market Position - ACI is one of the largest supermarket operators in the United States, indicating its substantial presence in the retail food sector [4]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, aiming for dividend yields up to 10% [2] Investment Strategy - The service emphasizes defensive stocks with a medium- to long-term investment horizon [2] - It offers research on various asset classes including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions [2] Portfolio Offerings - iREIT+HOYA Capital provides exclusive income-focused portfolios designed to help investors achieve dependable monthly income [1][2]

Core Insights - ACI Worldwide is integrating Paze online checkout into its Pay.On payment orchestration platform, enhancing digital wallet access for U.S. consumers [1] - The integration aims to facilitate consumer adoption of digital wallets, which is accelerating in the current market [1] Company Overview - ACI Worldwide powers $7 trillion in payments annually, indicating its significant role in the payments industry [1] - The collaboration with Early Warning Services to offer a digital wallet through participating banks and credit unions reflects ACI's strategy to expand its service offerings [1] Industry Trends - The integration of digital wallets into payment orchestration platforms is a response to the growing consumer demand for convenient online payment solutions [1] - The trend towards digital wallet adoption is indicative of broader shifts in consumer behavior towards digital payment methods [1]

Core Viewpoint - Albertsons Companies (NYSE: ACI) presents a compelling investment opportunity for 2026, with strong earnings performance despite bearish price action, indicating potential for stock price recovery and significant gains [2][3]. Valuation and Earnings - Albertsons trades at a low valuation of 8x current-year earnings and 6x the 2030 consensus forecast, which is a discount compared to peers like Kroger, which trades at 12x current earnings [4]. - The company has consistently outperformed earnings expectations, reinforcing a bullish outlook despite current market conditions [2][4]. Dividend Yield - Albertsons offers a reliable dividend of 60 cents, yielding approximately 3.5%, which is higher than competitors like Kroger at 2.25% [5]. - The dividend payout is under 30% of the fiscal year 2025 earnings consensus, indicating sustainability and potential for growth [5]. Market Position and Recovery - Following a failed merger with Kroger, Albertsons is trading at a deep value, with institutional and analyst trends suggesting stock accumulation in 2025 as prices fell [6]. - The combination of a favorable value-and-yield proposition positions Albertsons for a robust rebound in the market [6].