Telsey Advisory Group Equities Analysts Decrease Earnings Estimates for The Kroger Co. (NYSE:KR)

The Kroger Co. (NYSE:KR) – Equities researchers at Telsey Advisory Group reduced their Q2 2025 earnings per share estimates for shares of Kroger in a note issued to investors on Thursday, June 20th. Telsey Advisory Group analyst J. Feldman now anticipates that the company will earn $0.91 per share for the quarter, down from their prior forecast of $0.94. Telsey Advisory Group currently has a “Outperform” rating and a $62.00 price target on the stock. The consensus estimate for Kroger’s current full-year earnings is $4.43 per share. Telsey Advisory Group also issued estimates for Kroger’s Q3 2025 earnings at $1.00 EPS, FY2025 earnings at $4.50 EPS, Q1 2026 earnings at $1.48 EPS, Q2 2026 earnings at $0.97 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.21 EPS and FY2026 earnings at $4.70 EPS.

Several other research firms have also recently issued reports on KR. BNP Paribas reaffirmed an “underperform” rating and set a $48.00 price target on shares of Kroger in a research note on Monday, April 8th. Evercore ISI decreased their target price on shares of Kroger from $61.00 to $60.00 and set an “outperform” rating on the stock in a research report on Thursday. Wells Fargo & Company upgraded Kroger from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $58.00 to $65.00 in a report on Tuesday, April 16th. Guggenheim raised their price objective on Kroger from $60.00 to $61.00 and gave the stock a “buy” rating in a report on Tuesday, March 19th. Finally, BMO Capital Markets upgraded Kroger from a “market perform” rating to an “outperform” rating and upped their target price for the company from $58.00 to $60.00 in a research note on Tuesday, June 18th. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating and seven have given a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $56.20.

Kroger Price Performance

KR stock opened at $50.21 on Monday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.36 and a current ratio of 0.86. The stock’s 50 day moving average price is $53.65 and its 200 day moving average price is $50.79. The firm has a market cap of $36.24 billion, a P/E ratio of 17.14, a PEG ratio of 1.90 and a beta of 0.43. Kroger has a 1 year low of $42.10 and a 1 year high of $58.34.

Kroger (NYSE:KR) last announced its quarterly earnings results on Thursday, June 20th. The company reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.33 by $0.10. Kroger had a net margin of 1.43% and a return on equity of 29.89%. The company had revenue of $45.27 billion for the quarter, compared to the consensus estimate of $44.86 billion. During the same quarter in the prior year, the firm earned $1.51 earnings per share. The company’s revenue for the quarter was up .2% compared to the same quarter last year.

Institutional Investors Weigh In On Kroger

Several hedge funds and other institutional investors have recently bought and sold shares of the business. LPL Financial LLC lifted its position in shares of Kroger by 5.9% during the third quarter. LPL Financial LLC now owns 418,638 shares of the company’s stock worth $18,734,000 after purchasing an additional 23,440 shares during the last quarter. Mariner LLC boosted its holdings in Kroger by 13.3% in the third quarter. Mariner LLC now owns 126,294 shares of the company’s stock worth $5,652,000 after purchasing an additional 14,851 shares during the period. Stifel Financial Corp increased its stake in Kroger by 1.4% during the third quarter. Stifel Financial Corp now owns 747,422 shares of the company’s stock valued at $33,447,000 after purchasing an additional 10,262 shares during the last quarter. Cary Street Partners Investment Advisory LLC raised its holdings in shares of Kroger by 12.6% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 4,085 shares of the company’s stock worth $183,000 after purchasing an additional 458 shares during the period. Finally, Natixis Advisors L.P. lifted its position in shares of Kroger by 41.7% in the 3rd quarter. Natixis Advisors L.P. now owns 278,570 shares of the company’s stock worth $12,466,000 after buying an additional 81,927 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Kenneth C. Kimball sold 30,251 shares of the company’s stock in a transaction dated Thursday, April 25th. The stock was sold at an average price of $55.98, for a total value of $1,693,450.98. Following the completion of the sale, the senior vice president now owns 105,298 shares of the company’s stock, valued at $5,894,582.04. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In other Kroger news, SVP Valerie L. Jabbar sold 15,000 shares of the business’s stock in a transaction on Tuesday, April 23rd. The shares were sold at an average price of $55.52, for a total value of $832,800.00. Following the transaction, the senior vice president now owns 77,696 shares in the company, valued at approximately $4,313,681.92. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Kenneth C. Kimball sold 30,251 shares of the business’s stock in a transaction dated Thursday, April 25th. The stock was sold at an average price of $55.98, for a total value of $1,693,450.98. Following the completion of the transaction, the senior vice president now owns 105,298 shares in the company, valued at approximately $5,894,582.04. The disclosure for this sale can be found here. Insiders sold a total of 55,796 shares of company stock worth $3,118,767 over the last ninety days. 1.40% of the stock is owned by company insiders.

Kroger Company Profile

The Kroger Co operates as a food and drug retailer in the United States. The company operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. Its combination food and drug stores offer natural food and organic sections, pharmacies, general merchandise, pet centers, fresh seafood, and organic produce; and multi-department stores provide apparel, home fashion and furnishings, outdoor living, electronics, automotive products, and toys.