The Kroger Co. (KR) Stock Price & Analysis
The Kroger Co. (KR) closed at USD 67.87 on Thursday, October 22, 2026, up 5.83% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 64.13; the Oct 22, 2026 session ranged USD 64.57–67.96 on volume of 8,700,978 shares. Market capitalization is $40.08B, with a 52-week range of USD 54.15–76.58 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:47 UTC.
Also available as compact Markdown for AI agents: nexqual.com/KR.md
Key facts (KR)
- Last four reported quarters (through Aug 15, 2026): revenue $149B, net income $1.08B (0.7% margin), free cash flow $2.38B (SEC filings).
- Valuation: P/E 36.9x (avg 24.9x at the last 3 fiscal year-ends), EV/EBITDA 10.1x, net debt $13.7B.
- 2 of 80 tracked superinvestors hold KR (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $6.2M; 2 not under a Rule 10b5-1 plan ($6.2M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.42 on a 1–5 scale) (24 analysts), mean target USD 69 (range 57–85).
- Total return with dividends: 1Y +1.1% vs S&P 500 +14.9%; 5Y +88.0% vs S&P 500 +80.3%.
- Next earnings: 2026-12-03, EPS estimate USD 1.16, revenue estimate $34.6B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (KR)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $138B | $148B | $150B | $147B | $148B | $149B |
| Operating income | $3.48B | $4.13B | $3.10B | $3.85B | $1.89B | $2.08B |
| Net income | $1.66B | $2.24B | $2.16B | $2.67B | $1.02B | $1.08B |
| EPS (diluted) | $2.17 | $3.06 | $2.96 | $3.67 | $1.54 | — |
| Free cash flow | $3.58B | $1.42B | $2.88B | $1.78B | $3.46B | $2.38B |
| Operating margin | 2.5% | 2.8% | 2.1% | 2.6% | 1.3% | 1.4% |
| Net margin | 1.2% | 1.5% | 1.4% | 1.8% | 0.7% | 0.7% |
| Revenue growth | +4.1% | +7.5% | +1.2% | -1.9% | +0.4% | — |
| Cash + short-term investments | $1.82B | $1.01B | $1.88B | $3.96B | $3.33B | — |
| Total debt | $11.7B | $11.3B | $10.2B | $15.9B | $15.9B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 15, 2026) (KR)
P/E 36.9x · P/S 0.3x · EV/EBITDA 10.1x · EV/Sales 0.4x · P/FCF 16.8x · P/B 6.9x · FCF yield 5.95% · Earnings yield 2.71% · Dividend yield (paid, TTM) 2.23% · Buyback yield (TTM) 9.40% · Net debt $13.7B · EV $53.8B
P/E at fiscal year-ends: Jan 2026 40.5x, Feb 2025 17.5x, Feb 2024 16.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (KR)
2 of 80 tracked investors hold KR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Warren Buffett | Berkshire Hathaway | 0.72% | $2.17B | Reduced -22.0% |
| Jensen Investment Management | 0.08% | $3.5M | Reduced -5.8% |
Insider sales (SEC Form 4, open-market, last ~7 months) (KR)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-18 | Adcock Mary Ellen | Executive Vice President | 72,901 | $4.4M | 29.4% | No | Too little history (no open-market trades in 2023) |
| 2026-07-14 | Cosset Yael | Executive Vice President | 30,000 | $1.8M | 19% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (KR)
Consensus Buy (mean 2.42 on a 1–5 scale), 24 analysts; mean target USD 69 (low 57, high 85).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | UBS | Target raised | Neutral | $63 → $66 |
| 2026-10-21 | Wells Fargo | Target raised | Equal-Weight | $58 → $60 |
| 2026-10-21 | Guggenheim | Target raised | Buy | $66 → $68 |
| 2026-09-15 | Guggenheim | Target lowered | Buy | $71 → $66 |
| 2026-09-14 | Telsey Advisory Group | Target lowered | Outperform | $78 → $75 |
| 2026-09-14 | Evercore ISI Group | Target lowered | Outperform | $75 → $70 |
| 2026-09-01 | Citigroup | Target lowered | Neutral | $61 → $57 |
| 2026-08-11 | Evercore ISI Group | Target lowered | Outperform | $78 → $75 |
| 2026-07-07 | Evercore ISI Group | Target lowered | Outperform | $80 → $78 |
| 2026-07-02 | Guggenheim | Reiterated | Buy | $71 |
Total return (dividends reinvested) (KR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +1.1% | +88.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +1.1% | +13.4% |
| Volatility (annualized) | 30.0% | 26.3% |
| Max drawdown | -26.2% (Mar 2026→Jun 2026) | -29.6% (Apr 2022→Oct 2022) |
KR revenue by product line (fiscal year ended Jan 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Non Perishable | $77.57B | 52.5% | +0.6% |
| Perishable | $37.19B | 25.2% | +2.4% |
| Pharmacy | $18.17B | 12.3% | +15.8% |
| Supermarket Fuel | $13.58B | 9.2% | -9.3% |
| Other Product | $1.13B | 0.8% | -63.1% |
| Total revenue | $147.64B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
KR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Ocado International Holdings | “The amount of cash used by investing activities increased in 2025, compared to 2024, primarily due to a decrease in net proceeds from the sale of businesses due to the sale of our Kroger Specialty Pharmacy business in 2024, a decrease in proceeds from the sale of assets due to the sale of an equity investment in 2024 and the letter of credit drawdown by Ocado International Holdings Limited and Ocado Group plc ("Oc…” |
| Partner | International Holdings Limited and Ocado Group | “The amount of cash used by investing activities increased in 2025, compared to 2024, primarily due to a decrease in net proceeds from the sale of businesses due to the sale of our Kroger Specialty Pharmacy business in 2024, a decrease in proceeds from the sale of assets due to the sale of an equity investment in 2024 and the letter of credit drawdown by Ocado International Holdings Limited and Ocado Group plc ("Oc…” |
Quoted from the company's 10-K filed Mar 31, 2026.
Companies that name KR in their SEC reports
| Relationship to KR | Company | Filing | Sentence |
|---|---|---|---|
| competitor | COSTCO WHOLESALE CORP /NEW (COST) | 10-K Oct 7, 2026 | “Walmart, Target, Kroger, and Amazon are among our significant general merchandise retail competitors in the U.S. We also compete with other warehouse clubs, including Walmart's Sam's Club and BJ's Wholesale Club in the U.S. Many of the metropolitan areas in the U.S. and certain of our Other International locations have multiple competing clubs.” |
| partner | Edible Garden AG Inc (EDBL) | 10-K Mar 31, 2026 | “Our herb product portfolio is sold through our supermarket partners including Walmart, Target, Meijer, Hannaford, Ahold/Delhaize, Kroger, PriceSmart, Wakefern Food Corporation/ShopRite, King Kullen, D'Agostino's, H-Mart and food distributors.” |
| supplier | Local Bounti Corporation/DE (LOCL) | 10-K Mar 27, 2026 | “We distribute our products to approximately 13,000 retail locations across 35 U.S. states, primarily through direct relationships with blue-chip retail customers, including Albertsons, Sam's Club, Kroger, Target, Walmart, Whole Foods, Brookshire's, and H-E-B.” |
| supplier | Once Upon a Farm, PBC (OFRM) | 10-K Mar 16, 2026 | “Our products are available at leading retail customers, including Target, Whole Foods, Kroger, Walmart, Publix, and Wegmans.” |
| supplier | LIFETIME BRANDS, INC (LCUT) | 10-K Mar 12, 2026 | “The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (…” |
| supplier | Vital Farms, Inc. (VITL) | 10-K Feb 26, 2026 | “The loss of Whole Foods, Kroger or any other large retail customer, or the reduction of purchasing levels or the cancellation of any business from any such customer for an extended length of time, could negatively impact our sales and profitability.” |
| partner | SITE Centers Corp. (SITC) | 10-K Feb 26, 2026 | “The Company's five largest tenants based on the Company's aggregate annualized base rental revenues, including its proportionate share of joint venture aggregate annualized base rental revenues, are The Kroger Co., Burlington Stores, Inc., Fitness International, LLC, Cinemark Holdings, Inc. and AMC Entertainment Holdings, Inc., representing 9.7%, 4.5%, 4.2%, 3.6% and 2.9%, respectively, of the Company's aggregate …” |
| competitor | Sprouts Farmers Market, Inc. (SFM) | 10-K Feb 19, 2026 | “Our competitors within the overall grocery industry primarily include other specialty food retailers such as Whole Foods, Trader Joe's, and smaller local or regional operators, conventional supermarkets such as Kroger, Albertsons, Safeway, H-E-B and Publix, as well as mass or discount retailers such as Target and Walmart, warehouse membership clubs, online retailers such as Amazon, specialty stores, restaurants, h…” |
| supplier | WABASH NATIONAL Corp (WNC) | 10-K Feb 18, 2026 | “In addition, we sell our truck bodies to fleet leasing customers and direct customers including, but not limited to: Ryder System, Inc., Penske Truck Leasing Co., L.P., Budget Truck Rental, LLC, and Enterprise Holdings, Inc. Notable end users of our truck body products include, but are not limited to: Southern Glazer's Wine and Spirits, LLC, The Kroger Co., Home Express Delivery, LLC., U.S. Autoforce, and Costco W…” |
| supplier | Coca-Cola Consolidated, Inc. (COKE) | 10-K Feb 18, 2026 | “The loss of Walmart Inc. or The Kroger Co. as a customer could have a material adverse effect on the operating and financial results of the Company.” |
| supplier | NEWELL BRANDS INC. (NWL) | 10-K Feb 13, 2026 | “The Company's top-ten customers in 2025 included (in alphabetical order): Amazon.com Inc., Costco Wholesale Corporation, Grainger Inc., Office Depot Inc., Staples Inc., Target Corporation, The Home Depot Inc., The Kroger Co., Uline Inc. and Walmart Inc. and subsidiaries.” |
| supplier | PILGRIMS PRIDE CORP (PPC) | 10-K Feb 12, 2026 | “Our sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger®, Costco®, Publix® and H-E-B® in the U.S., chain restaurants such as McDonald's® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery s…” |
| competitor | Natural Grocers by Vitamin Cottage, Inc. (NGVC) | 10-K Dec 11, 2025 | “Our competition varies by market and includes supermarkets such as Kroger and Safeway; mass or discount retailers such as Wal-Mart and Target; natural and gourmet markets such as Whole Foods and The Fresh Market; foreign-based discount retailers such as Aldi, Lidl and Ahold Delhaize; specialty food retailers such as Sprouts Farmers Market and Trader Joe's; warehouse clubs such as Sam's Club and Costco; dietary sup…” |
| supplier | CENTRAL GARDEN & PET CO (CENT) | 10-K Nov 26, 2025 | “Amazon, Walmart, Petco and Kroger are also significant customers.” |
| competitor | INGLES MARKETS INC (IMKTA) | 10-K Nov 26, 2025 | “competitors are, in alphabetical order, Aldi, Inc., Earth Fare, Inc., Food City (K-VA-T Food Stores, Inc.), Food Lion (Koninlijke Ahold Delhaize America N.V.), The Fresh Market, Inc., Harris Teeter (owned by The Kroger Co.), The Kroger Co., Lidl (Lidl Stiftung & Co. KG), Publix Super Markets, Inc., Sprouts Farmers Market, Inc., Target Corporation, Wal-Mart Stores, Inc., and Whole Foods Market.” |
KR company outlook (results filed Sep 11, 2026)
- “Guidance for 2026 Second Quarter Highlights ·”
- “Kroger reaffirmed its full-year adjusted net earnings per diluted share guidance, lowered its full-year 2026 identical sales without fuel guidance, and shared progress on key priorities.”
Quoted word-for-word from the SEC 8-K results press release.
KR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $1.16 | $1.18 | -1.4% | $34.57B | 19 |
| Next quarter (ends Jan 2027) | $1.36 | $1.40 | -2.7% | $35.50B | 19 |
| Current fiscal year (ends Jan 2027) | $5.19 | $5.21 | -0.4% | $150.77B | 23 |
| Next fiscal year (ends Jan 2028) | $5.48 | $5.54 | -1.0% | $153.16B | 23 |
Key Statistics (as of October 23, 2026 at 09:47 UTC)
| Price | USD 67.87 |
|---|---|
| Change | ▲ 5.83% (up) |
| Previous Close | USD 64.13 |
| Open | USD 64.88 |
| Day Range | USD 64.57 – 67.96 |
| 52-Week Range | USD 54.15 – 76.58 |
| Volume | 8,700,978 shares |
| Market Cap | $40.08B |
| Exchange | NYQ |
Technical Analysis (KR)
Nexqual's technical model rates KR "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:47 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 71.45 (overbought) |
| vs SMA50 | Above (USD 59.48) |
| MACD | 1.6 (positive) |
Analyst Ratings (KR)
Wall Street analysts rate KR "Buy" based on 24 analysts, with a mean price target of USD 69 (range USD 57–85), per Nexqual as of October 23, 2026 at 09:47 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 69 |
| High Target | USD 85 |
| Low Target | USD 57 |
| Buy / Hold / Sell | 13 / 11 / 0 |
Earnings (KR)
| Next Earnings Date | 2026-12-03 |
|---|---|
| EPS Estimate | USD 1.16 |
| Revenue Estimate | $34.57B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 1.09 vs est 1.05 ▲ beat |
| 2026-04-30 | USD 1.58 vs est 1.59 ▼ miss |
| 2026-01-31 | USD 1.28 vs est 1.2 ▲ beat |
| 2025-10-31 | USD 1.05 vs est 1.03 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financials & Fundamentals (KR)
| Total Revenue | $149.33B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.00% |
| Gross Margin | +23.90% |
| Operating Margin | +2.98% |
| Profit Margin | +0.73% |
| ROE | +14.44% |
| Debt / Equity | 4.13 |
| Current Ratio | 0.7 |
| Total Cash | $1.68B |
| Total Debt | $24.16B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $2.38B (1.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Financial Health Score (KR)
Nexqual rates The Kroger Co.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:47 UTC.
| Growth | Mixed — Revenue +0.4% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 24%, operating 3% (last 12 months) |
| Balance Sheet | Critical — $1.68B cash and investments vs $15.4B debt (Aug 2026, SEC) |
| Cash Flow | Mixed — FCF $2.38B (last 4 quarters to Aug 2026, SEC), slim 1.6% margin |
| Efficiency | Mixed — ROE 14%, ROA 5.8% |
Ownership (KR)
| Insider Ownership | +6.89% |
|---|---|
| Institutional Ownership | +85.82% |
| Shares Outstanding | 590.59M |
| Float | 587.88M |
| Short % of Float | +5.33% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
Leadership (KR)
The Kroger Co. is led by Gregory S. Foran, CEO & Director, per Nexqual as of October 23, 2026 at 09:47 UTC.
| CEO & Director | Gregory S. Foran |
|---|---|
| Executive VP & CFO | David John Christopher Kennerley |
| Vice President of Investor Relations | Robinson C. Quast |
| Senior Vice President of Retail Divisions | Michael Marx |
Major Backers & Investors (KR)
Notable institutional backers of The Kroger Co. include Berkshire Hathaway, Wellington Management, FMR, LLC, according to Nexqual as of October 23, 2026 at 09:47 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Berkshire Hathaway | 6.6% |
| Wellington Management | 2.87% |
| FMR, LLC | 2.81% |
| Franklin Resources, Inc. | 2.54% |
| Fidelity | 2.12% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.25% |
| BlackRock | 9.2% |
| State Street | 4.95% |
| Geode Capital | 2.67% |
| Dimensional Fund Advisors | 2.12% |
Source: Nexqual, October 23, 2026 at 09:47 UTC.
From The Kroger Co.'s Latest SEC 10-K Filing (filed 2026-03-31)
Key Strengths & Strategy (as disclosed to the SEC)
- In turn, the value generated from these businesses enables us to reinvest back into our retail business.
- New stores allow us to increase penetration in existing markets, enter new geographies and reach new customers.
- We offer Pickup and Harris Teeter ExpressLane™ — personalized, order online, pick up at the store services — at 2,408 of our supermarkets and provide Delivery, which allows us to offer digital solutions to substantially all of our customers.
- Our over 20 years of investment in data science capabilities allows us to utilize this data to create personalized experiences and value for our customers and enables our growing, high operating margin alternative profit businesses, including data analytic services and third-party media revenue.
Partnerships
- Beyond our own training programs, associates can take advantage of our tuition reimbursement benefit, which offers up to $3,500 annually — $21,000 over the course of employment — toward continuing education.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ACI | Albertsons Companies, Inc. | USD 13.87 | ▲ 3.82% |
| SFM | Sprouts Farmers Market, Inc. | USD 68.86 | ▲ 5.11% |
| IMKTA | Ingles Markets, Incorporated | USD 88.75 | ▲ 4.24% |
| GO | Grocery Outlet Holding Corp. | USD 13.9 | ▲ 5.7% |
| YSWY | Yesway, Inc. | USD 24.51 | ▲ 5.35% |
| NGVC | Natural Grocers by Vitamin Cott | USD 32.37 | ▲ 7.65% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:47 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt