Albertsons Companies（ACI）株式概要
アルバートソンズ・カンパニーズはその子会社を通じて、米国で食品・医薬品小売業を営んでいる。 詳細
ACI Community Fair Values
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Analyst Price Targets
Albertsons Companies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$13.45 |
| 52週高値 | US$22.78 |
| 52週安値 | US$14.36 |
| ベータ | 0.23 |
| 1ヶ月の変化 | -21.80% |
| 3ヶ月変化 | -22.21% |
| 1年変化 | -36.23% |
| 3年間の変化 | -37.64% |
| 5年間の変化 | -31.80% |
| IPOからの変化 | -12.95% |
最新ニュース
ナラティブの更新 • Jun 15
ACI: Cost Discipline And Buybacks Will Support Returns Despite Sector Caution
Analysts have reduced their average price target on Albertsons Companies by $1 to $19. This reflects updated views on sector conditions and company specific drivers, while core model assumptions such as fair value and profit margin remain essentially unchanged.ナラティブの更新 • Jun 01
ACI: Cost Discipline And Buybacks Will Support Earnings Resilience Despite Sector Caution
Albertsons Companies' analyst price target edges slightly lower to about $20.94 from $21.00, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples, which are reflected in recent target cuts across several firms. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing, with several firms trimming their targets and one prior increase earlier in the year.ナラティブの更新 • May 13
ACI: Cost Control And Capital Returns Will Support Earnings Resilience Despite Sector Caution
Narrative Update Albertsons Companies' updated analyst price target of $21, slightly below the prior fair value estimate of about $22.06, reflects analysts' recent target cuts that incorporate a higher discount rate, more cautious revenue growth and margin expectations, and a modestly adjusted future P/E assumption. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing assumptions, with several firms trimming their price targets and one raising its target slightly.Recent updates
ナラティブの更新 • Jun 15
ACI: Cost Discipline And Buybacks Will Support Returns Despite Sector Caution
Analysts have reduced their average price target on Albertsons Companies by $1 to $19. This reflects updated views on sector conditions and company specific drivers, while core model assumptions such as fair value and profit margin remain essentially unchanged.ナラティブの更新 • Jun 01
ACI: Cost Discipline And Buybacks Will Support Earnings Resilience Despite Sector Caution
Albertsons Companies' analyst price target edges slightly lower to about $20.94 from $21.00, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples, which are reflected in recent target cuts across several firms. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing, with several firms trimming their targets and one prior increase earlier in the year.ナラティブの更新 • May 13
ACI: Cost Control And Capital Returns Will Support Earnings Resilience Despite Sector Caution
Narrative Update Albertsons Companies' updated analyst price target of $21, slightly below the prior fair value estimate of about $22.06, reflects analysts' recent target cuts that incorporate a higher discount rate, more cautious revenue growth and margin expectations, and a modestly adjusted future P/E assumption. Analyst Commentary Recent Street research on Albertsons Companies has leaned toward more cautious pricing assumptions, with several firms trimming their price targets and one raising its target slightly.分析記事 • May 04
We Think You Can Look Beyond Albertsons Companies' (NYSE:ACI) Lackluster Earnings
The market for Albertsons Companies, Inc.'s ( NYSE:ACI ) shares didn't move much after it posted weak earnings...
ナラティブの更新 • Apr 21
ACI: Opioid Settlement And Slowing Sales Outlook Will Pressure Future Earnings
Narrative Update The analyst price target for Albertsons Companies has shifted modestly lower to reflect a reduced fair value estimate of about $14.75. Analysts are factoring in more cautious assumptions on revenue growth, profit margins, and a slightly higher discount rate following a series of recent target cuts and model updates across the Street.Seeking Alpha • Apr 15
Albertsons' Buybacks Aren't Enough To Make It A Buy
Summary Albertsons plans $2 billion in buybacks over three years, aiming to boost EPS if margins hold steady. ACI is enhancing its AI shopping assistant and expanding prepared foods, targeting margin stabilization and market share retention in 2026. Despite a forward P/E of 8 and a 3.6% yield, the company faces margin pressure from inflation and price competition with discounters. I view ACI as a hold; buybacks alone are unlikely to drive significant stock price appreciation without stronger revenue growth. Read the full article on Seeking Alphaナラティブの更新 • Apr 07
ACI: Food Disinflation And Value Focus Will Limit Future Earnings Power
Narrative Update The analyst price target for Albertsons Companies has increased by $0.14. Analysts cite improved Q3 results, supported by digital and pharmacy growth and ongoing progress on company initiatives, as key factors behind the higher fair value estimate.ナラティブの更新 • Mar 24
ACI: Digital And Pharmacy Strength Will Support Earnings Resilience Despite Sector Caution
Narrative Update The updated analyst model moves Albertsons Companies' fair value estimate slightly higher by about $0.06 to $22.06. This reflects recent adjustments to Street price targets that range from $17 to $23 as analysts weigh strong digital and pharmacy performance against mixed sector views and revised earnings expectations.ナラティブの更新 • Mar 08
ACI: Digital And Pharmacy Momentum Will Support Earnings Resilience In Tougher Food Retail Conditions
Narrative Update on Albertsons Companies The consolidated analyst price target for Albertsons has edged down by about $2 per share, as analysts factor in lower company earnings guidance, modestly reduced long term P/E expectations, and a slightly lower discount rate despite support from pharmacy and digital growth. Analyst Commentary Recent research paints a mixed picture for Albertsons, with price targets generally coming down while opinions on execution and growth drivers remain split.ナラティブの更新 • Feb 21
ACI: Digital And Pharmacy Execution Will Support Future Earnings Quality
Analysts have trimmed their price targets on Albertsons, with our updated fair value holding at $22.00. They are balancing solid Q3 contributions from digital and pharmacy with more cautious views on future earnings and sector conditions.ナラティブの更新 • Feb 07
ACI: Food Disinflation And Value-Seeking Consumers Will Pressure Earnings Power
Narrative Update: Albertsons Companies Analysts have trimmed their implied fair value for Albertsons Companies from about $20.00 to roughly $14.87 per share, reflecting updated views on growth, margins, discount rates, and future P/E following a series of lower price targets across the Street. Analyst Commentary Recent Street research around Albertsons Companies points to a more cautious tone, even where ratings remain Neutral, Hold, or positive.ナラティブの更新 • Jan 24
ACI: Digital And Pharmacy Strength Will Support Future Margin And P/E Resilience
The updated analyst price target for Albertsons Companies edges down from $22.35 to $22.00. This reflects a cluster of recent target cuts across firms as analysts factor in tempered revenue growth assumptions, a slightly lower future P/E, and mixed sector views, despite ongoing strength in digital, pharmacy, and cost productivity efforts.分析記事 • Jan 10
Albertsons Companies (NYSE:ACI) Is Due To Pay A Dividend Of $0.15
The board of Albertsons Companies, Inc. ( NYSE:ACI ) has announced that it will pay a dividend on the 6th of February...ナラティブの更新 • Jan 09
ACI: Digital And Pharmacy Execution Will Support Future Customer Engagement
Analysts have trimmed their price targets on Albertsons, and our own fair value estimate moves from $23.63 to $22.35 as they factor in a higher discount rate, more moderate revenue growth assumptions, and updated views on future P/E multiples, despite continued support from digital, pharmacy, and productivity initiatives. Analyst Commentary Recent Street research on Albertsons paints a mixed picture, with most firms trimming price targets while still recognizing operational progress in areas like digital, pharmacy, and productivity.ナラティブの更新 • Dec 17
ACI: Digital Shift And Buybacks Will Deepen Engagement Across Key Customer Channels
Analysts have modestly lifted their consolidated price target on Albertsons Companies by about $1 per share. This reflects a balanced view that pairs confidence in its ongoing digital transformation and accelerated share repurchases with tempered expectations for near term EBITDA and margin expansion.ナラティブの更新 • Dec 03
ACI: Digital And Data Platform Will Deepen Engagement Across Grocery And Pharmacy
Analysts have modestly increased their blended price target for Albertsons Companies to $23.63 per share, reflecting expectations that the retailer's evolving data driven, digitally integrated platform and improving profit margins can offset slightly slower revenue growth and near term margin uncertainty. Analyst Commentary Bullish analysts see Albertsons' transformation into a data driven, digitally integrated food and wellness platform as a key driver of long term value creation, supporting higher price targets despite mixed near term signals.ナラティブの更新 • Nov 19
ACI: Ongoing Digital Transition Will Drive Enhanced Customer Engagement Ahead
Analysts have slightly adjusted Albertsons Companies' fair value estimate downward to $23.63. This reflects mixed views on the company's evolving digital strategy, continued turnaround efforts, and near-term margin pressures.ナラティブの更新 • Nov 01
ACI: Digital Integration And Customer Engagement Will Drive Outperformance Beyond 2025
Analysts have modestly increased their fair value estimate for Albertsons Companies to $23.69 per share from $23.63, citing ongoing digital transformation efforts and shifts in revenue mix. However, opinions remain mixed based on recent Street research updates.ナラティブの更新 • Oct 18
Digital Channels And Pharmacy Integration Will Secure Long-Term Success
Analysts have slightly reduced their price target for Albertsons Companies, with expectations shifting from $24.06 to $23.63 per share. They cite ongoing margin pressures and the need for continued price investments, despite progress in company initiatives.ナラティブの更新 • Oct 04
Digital Channels And Pharmacy Integration Will Secure Long-Term Success
Albertsons Companies' analyst price target has been modestly adjusted downward, with the consensus reflecting updated EBITDA forecasts and continued caution over profit margins. Analysts are weighing the impact of competitive pricing pressures and evolving sales opportunities, lowering the fair value estimate by approximately $0.13 to $24.06 per share.分析記事 • Jul 30
Some Investors May Be Willing To Look Past Albertsons Companies' (NYSE:ACI) Soft Earnings
The most recent earnings report from Albertsons Companies, Inc. ( NYSE:ACI ) was disappointing for shareholders. While...分析記事 • Jun 26
Albertsons Companies (NYSE:ACI) Seems To Be Using A Lot Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 25
Albertsons Companies Remains A Stellar Prospect
Summary Albertsons Companies, Inc. has shown resilience amidst market turmoil, with shares up 9.9% since January, outperforming the S&P 500's 14.7% decline. Despite mixed financials, Albertsons remains attractively priced with robust cash flows, trading cheaper than most peers on various financial metrics. Management's strategic moves, including significant capital investments, share buybacks, and a potential multi-billion dollar payout from Kroger, bolster long-term growth prospects. I maintain a "Strong Buy" rating on ACI stock, confident in Albertsons' continued upside potential despite recent financial performance and projected challenges. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Albertsons: Profitability Concerns Deteriorate Upside (Rating Downgrade)
Summary Albertsons Companies, Inc.'s sales outlook remains stable, with fair Q4 comparable growth and a similar FY2025 guidance. The company's margin outlook is concerning as the gross margin declined 45 basis points in Q4, and profitability is guided to decline further in FY2025. Albertsons' productivity initiatives seem likely to be pushed into lower pricing, and digital sales growth seems to be cannibalizing higher-margin physical sales. As Albertsons' margin prospects are increasingly cloudy, ACI stock doesn't have a significant upside in its valuation in a new base scenario. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Albertsons: A Compelling Buy Amid Legal Battles And Market Shifts
Summary Robert F. Kennedy Jr.'s health policies are expected to shift consumer preferences towards fresher, healthier foods, benefiting grocery stocks like Albertsons. Albertsons' diverse business model, attractive valuation, and focus on nutritious offerings align well with the anticipated health-focused consumer behavior shift. Despite the blocked Kroger merger, Albertsons' operational strengths and improved financial metrics, including increased revenue and free cash flow, make it a compelling investment. Albertsons' improved balance sheet and recent dividend increase highlight its potential for future growth and shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Albertsons Is Still Trading At A Steep Discount, Even After Strong Upside
Summary Albertsons Companies remains a strong buy despite the blocked Kroger merger, with shares rising 13.7% since the merger collapse. The company shows growth in revenue and profits, driven by its pharmacy business and identical sales increases, despite some financial underperformance. Shares are attractively priced both on an absolute basis and relative to peers, with potential upside from litigation against Kroger Co. Albertsons' litigation against Kroger could yield significant financial benefits, adding to its already strong investment case. Read the full article on Seeking Alpha
新しいナラティブ • Jan 12
Digital Growth And AI Investments Will Drive Future Productivity And Customer Engagement
Strategic digital growth and healthcare integration are expected to enhance customer engagement and improve net margins through cross-shopping and increased revenue streams.Seeking Alpha • Dec 12
There May Be Life In The Busted Albertsons -- Kroger Deal
Summary We had predicted most of the arguments in the FTC's suit to enjoin the merger in September 2023. The judge's opinion reiterates many of the points we made. The biggest “winner” of the failed deal isn't The Kroger Co. or Albertsons Companies, Inc. It's Walmart because the busted merger eliminates Walmart's most viable competitor. The judgment sliced and diced the antitrust definition of the “market” for groceries to a narrow sector of the industry, so that the merger could not help but be 'anti-competitive.' Consumers lost, in our opinion. Unions won. But a new FTC Chair may leave the door open to possibly revive the merger. Investment bankers should be hovering to de-escalate the animosity between the two chains and work out a revived deal that survives FTC scrutiny. Read the full article on Seeking Alpha株主還元
| ACI | US Consumer Retailing | US 市場 | |
|---|---|---|---|
| 7D | -12.6% | -2.8% | 1.7% |
| 1Y | -36.2% | 13.1% | 25.1% |
業界別リターン: ACI過去 1 年間で13.1 % の収益を上げたUS Consumer Retailing業界を下回りました。
リターン対市場: ACIは、過去 1 年間で25.1 % のリターンを上げたUS市場を下回りました。
価格変動
| ACI volatility | |
|---|---|
| ACI Average Weekly Movement | 4.2% |
| Consumer Retailing Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ACI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ACIの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1860 | 193,200 | Susan Morris | www.albertsonscompanies.com |
アルバートソンズ・カンパニーズは子会社を通じ、米国で食品・医薬品小売業を営んでいる。同社の食品・医薬品小売店では、食料品、日用雑貨、健康・美容用品、薬局、ワクチン、燃料、その他の商品やサービスを提供している。また、Albertsons、Safeway、Vons、Pavilions、Randalls、Tom Thumb、Carrs、Jewel-Osco、ACME、Shaw's、Star Market、United Supermarkets、Market Street、Haggen、Kings Food Markets、Balducci's Food Lovers Marketなど様々なバナーで店舗を運営し、店舗内薬局やブランドのコーヒーショップ、燃料センター、配送センター、製造施設、様々なデジタルプラットフォームも運営している。アルバートソンズ・カンパニーズは1860年に設立され、アイダホ州ボイシに本社を置いている。
Albertsons Companies, Inc. 基礎のまとめ
| ACI 基礎統計学 | |
|---|---|
| 時価総額 | US$7.13b |
| 収益（TTM） | US$217.40m |
| 売上高(TTM) | US$83.17b |
30.6x
PER（株価収益率0.1x
P/SレシオACI は割高か？
公正価値と評価分析を参照収益と収入
| ACI 損益計算書（TTM） | |
|---|---|
| 収益 | US$83.17b |
| 売上原価 | US$60.57b |
| 売上総利益 | US$22.61b |
| その他の費用 | US$22.39b |
| 収益 | US$217.40m |
直近の収益報告
Feb 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.44 |
| グロス・マージン | 27.18% |
| 純利益率 | 0.26% |
| 有利子負債／自己資本比率 | 464.7% |
ACI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.1%
現在の配当利回り150%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/18 20:40 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2026/02/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Albertsons Companies, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Seth Sigman | Barclays |
| Karen Short | Barclays |
| Dean Rosenblum | Bernstein |