Albertsons Companies is a stable business undervalued due to a failed deal with Kroger.

From Yahoo Finance: 2025-04-21 08:05:00

Longleaf Partners, managed by Southeastern Asset Management, released its first quarter 2025 investor letter. The fund returned -5.14% in the first quarter, outperforming the S&P 500 and Russell 1000 Value. The firm’s confidence in future returns grew as the quarter progressed, investing in quality companies resilient to difficult circumstances. The rise of its underlying value per share outpaced stock price performance since the market peak on February 19th.

In its first-quarter 2025 investor letter, Longleaf Partners Fund highlighted Albertsons Companies, Inc. (NYSE: ACI), a US-based food and drug store. ACI stock gained 6.11% over the last 52 weeks and closed at $21.71 per share on April 17, 2025, with a market capitalization of $12.578 billion.

Longleaf Partners Fund’s Q1 2025 investor letter stated that Albertsons Companies, Inc. (NYSE: ACI) was a contributor for the quarter, being a stable business undervalued due to a failed deal with Kroger. The company is expected to grow at a moderate pace with financial firepower for share repurchase and strategic options for value realization.

Albertsons Companies, Inc. (NYSE: ACI) is not on the list of 30 Most Popular Stocks Among Hedge Funds. While acknowledging its potential, the focus remains on AI stocks for higher returns within a shorter timeframe.



Read more at Yahoo Finance: Albertsons Companies (ACI) Stood Out as a Stable Business Despite Market Volatility