Telsey Advisory Group Raises Earnings Estimates for Kroger

The Kroger Co. (NYSE:KR) – Equities researchers at Telsey Advisory Group upped their FY2025 earnings estimates for shares of Kroger in a research report issued to clients and investors on Monday, March 3rd. Telsey Advisory Group analyst J. Feldman now forecasts that the company will post earnings per share of $4.47 for the year, up from their prior forecast of $4.45. Telsey Advisory Group has a “Outperform” rating and a $73.00 price target on the stock. The consensus estimate for Kroger’s current full-year earnings is $4.44 per share. Telsey Advisory Group also issued estimates for Kroger’s Q4 2025 earnings at $1.11 EPS, Q4 2026 earnings at $1.21 EPS, FY2026 earnings at $4.81 EPS and FY2027 earnings at $5.12 EPS.

KR has been the subject of several other reports. Guggenheim raised their target price on Kroger from $68.00 to $71.00 and gave the company a “buy” rating in a research note on Friday, February 7th. Wells Fargo & Company upped their target price on Kroger from $70.00 to $73.00 and gave the stock an “overweight” rating in a research report on Thursday, December 12th. Roth Mkm lifted their price target on shares of Kroger from $52.00 to $56.00 and gave the company a “neutral” rating in a research report on Friday, December 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $70.00 price target on shares of Kroger in a report on Tuesday, February 4th. Finally, BMO Capital Markets lifted their price objective on shares of Kroger from $60.00 to $63.00 and gave the stock a “market perform” rating in a report on Thursday, December 12th. Seven investment analysts have rated the stock with a hold rating, ten have given a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $67.19.

Kroger Stock Up 2.2 %

Kroger stock opened at $63.89 on Thursday. Kroger has a 12-month low of $49.04 and a 12-month high of $66.26. The company has a quick ratio of 1.07, a current ratio of 1.54 and a debt-to-equity ratio of 1.74. The company has a market capitalization of $46.23 billion, a PE ratio of 16.90, a PEG ratio of 2.85 and a beta of 0.51. The firm’s fifty day moving average is $62.18 and its 200 day moving average is $58.85.

Kroger (NYSE:KR) last issued its quarterly earnings results on Thursday, March 6th. The company reported $1.14 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.05. The company had revenue of $34.31 billion for the quarter, compared to analyst estimates of $34.96 billion. Kroger had a net margin of 1.85% and a return on equity of 27.73%.

Institutional Trading of Kroger

A number of institutional investors have recently made changes to their positions in KR. Millstone Evans Group LLC purchased a new stake in Kroger during the 4th quarter valued at $25,000. Whipplewood Advisors LLC purchased a new stake in shares of Kroger during the fourth quarter worth about $26,000. TCTC Holdings LLC bought a new stake in shares of Kroger in the fourth quarter worth about $27,000. Transce3nd LLC purchased a new position in Kroger during the 4th quarter valued at about $28,000. Finally, Centricity Wealth Management LLC purchased a new stake in Kroger in the 4th quarter worth approximately $32,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Stuart Aitken sold 132,627 shares of the business’s stock in a transaction dated Thursday, December 12th. The stock was sold at an average price of $63.18, for a total value of $8,379,373.86. Following the completion of the sale, the senior vice president now owns 217,523 shares of the company’s stock, valued at approximately $13,743,103.14. The trade was a 37.88 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Todd A. Foley sold 16,932 shares of the firm’s stock in a transaction that occurred on Thursday, December 19th. The stock was sold at an average price of $61.44, for a total value of $1,040,302.08. Following the transaction, the chief financial officer now owns 53,782 shares in the company, valued at approximately $3,304,366.08. The trade was a 23.94 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 169,559 shares of company stock valued at $10,587,476 in the last quarter. Corporate insiders own 1.40% of the company’s stock.

Kroger declared that its board has initiated a stock buyback plan on Wednesday, December 11th that allows the company to buyback $7.50 billion in outstanding shares. This buyback authorization allows the company to repurchase up to 16.9% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

Kroger Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Saturday, March 1st. Shareholders of record on Friday, February 14th were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 14th. This represents a $1.28 annualized dividend and a yield of 2.00%. Kroger’s payout ratio is presently 33.86%.

About Kroger

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.