Total Wealth Planning & Management Inc. Buys 24,940 Shares of The Kroger Co. $KR

Total Wealth Planning & Management Inc. bought a new stake in The Kroger Co. (NYSE:KR) in the 3rd quarter, Holdings Channel.com reports. The fund bought 24,940 shares of the company’s stock, valued at approximately $1,462,000. Kroger makes up 1.0% of Total Wealth Planning & Management Inc.’s investment portfolio, making the stock its 20th largest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Whipplewood Advisors LLC acquired a new position in shares of Kroger during the first quarter valued at $27,000. Axiom Investment Management LLC bought a new position in Kroger in the first quarter valued at about $31,000. Cedar Mountain Advisors LLC bought a new position in Kroger in the first quarter valued at about $33,000. North Point Portfolio Managers Corp OH acquired a new stake in Kroger in the third quarter worth about $30,000. Finally, GK Wealth Management LLC acquired a new stake in Kroger in the third quarter worth about $33,000. Institutional investors own 80.93% of the company’s stock.

Kroger Stock Performance

KR stock opened at $66.88 on Monday. The Kroger Co. has a twelve month low of $54.15 and a twelve month high of $76.58. The company has a quick ratio of 0.31, a current ratio of 0.70 and a debt-to-equity ratio of 2.59. The company has a market cap of $39.50 billion, a P/E ratio of 36.35, a price-to-earnings-growth ratio of 1.88 and a beta of 0.36. The business’s fifty day moving average is $59.71 and its 200-day moving average is $61.36.

Kroger (NYSE:KR) last announced its quarterly earnings data on Friday, September 11th. The company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.05 by $0.04. Kroger had a return on equity of 49.90% and a net margin of 0.73%. The business had revenue of $34.62 billion during the quarter, compared to analysts’ expectations of $34.64 billion. During the same period in the previous year, the firm earned $1.04 earnings per share. The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. Kroger has set its FY 2026 guidance at 5.100-5.300 EPS. Equities research analysts forecast that The Kroger Co. will post 5.20 EPS for the current year.

Kroger Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Monday, November 16th will be paid a $0.39 dividend. The ex-dividend date of this dividend is Monday, November 16th. This represents a $1.56 annualized dividend and a yield of 2.3%. Kroger’s dividend payout ratio is presently 84.78%.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Telsey Advisory Group dropped their price objective on Kroger from $78.00 to $75.00 and set an “outperform” rating for the company in a report on Monday, September 14th. Wells Fargo & Company set a $60.00 target price on shares of Kroger and gave the company an “equal weight” rating in a research note on Wednesday. Guggenheim reiterated a “buy” rating and set a $68.00 price target (up from $66.00) on shares of Kroger in a research report on Wednesday. UBS Group set a $66.00 price target on shares of Kroger and gave the stock a “neutral” rating in a research report on Wednesday. Finally, Citigroup reissued a “neutral” rating and set a $57.00 price target (down from $61.00) on shares of Kroger in a research note on Tuesday, September 1st. Twelve research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Kroger currently has an average rating of “Moderate Buy” and an average target price of $70.35.

Key Stories Impacting Kroger

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Kroger plans to open approximately 110 new stores, lower prices, expand digital capabilities and modernize operations. Management also aims to grow its private-label business to roughly $5 billion, potentially supporting customer retention and higher-margin sales. Kroger Details Growth Strategy to Open 110 Stores, Expand Own Brand to $5B, Modernize Operations
• Positive Sentiment: The proposed savings program could improve efficiency and help fund lower prices without relying entirely on sales growth. Planned savings include operational modernization and greater use of technology and artificial intelligence. Kroger’s $4B savings—a closer look
• Positive Sentiment: New-store development, including a location with a pharmacy and fuel center in Hockley, Texas, indicates continued investment in Kroger’s physical footprint and customer ecosystem. Kroger to break ground on new store with pharmacy and fuel center in Hockley
• Neutral Sentiment: Sell-side analysts continue to show a generally constructive view, with KR receiving a “Moderate Buy” rating; however, the rating does not eliminate concerns about the plan’s execution. The Kroger Co. Stock Rated Moderate Buy
• Negative Sentiment: Management acknowledged that Kroger has lost market share to Walmart and Costco. Cutting prices while funding a major investment program may pressure near-term margins, particularly if the projected savings take longer to materialize. Kroger Is Spending $5 Billion to Cut Prices
• Negative Sentiment: The strategy involves substantial operational change, including corporate job reductions and reliance on AI. Investors may be concerned about execution risk, employee disruption and whether lower prices will generate enough traffic to offset investment costs. 5 big numbers from Kroger’s Investor Day

Insider Transactions at Kroger

In other Kroger news, EVP Mary Adcock sold 72,901 shares of the firm’s stock in a transaction dated Friday, September 18th. The stock was sold at an average price of $60.70, for a total transaction of $4,425,090.70. Following the transaction, the executive vice president owned 175,233 shares in the company, valued at approximately $10,636,643.10. This trade represents a 29.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.41% of the company’s stock.

Kroger Company Profile

The Kroger Co is a U.S. food and grocery retailer headquartered in Cincinnati, Ohio. Founded by Bernard Kroger in 1883, the company operates supermarkets under banners that include Kroger, Ralphs, Fred Meyer, King Soopers, Fry’s, Harris Teeter and Smith’s, among others.

Kroger’s business includes the sale of fresh food, groceries, general merchandise, household products and health and beauty items. Many of its stores also provide pharmacy services and fuel centers. The company offers digital shopping, pickup and delivery services, loyalty programs and a range of private-label products, including Simple Truth, Private Selection and Kroger-branded products.

Kroger primarily serves customers across the United States, with stores concentrated in the Midwest, South, West and parts of the Mid-Atlantic region.