KRConsumer Defensive · Grocery StoresThe 24 Wall Street analysts covering The Kroger Co. hold a median 12-month price target of $72 — +22.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 86 of 100 as at 5 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores The Kroger Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (98): The share price has been relatively steady.
Momentum (36): The shares have been drifting down relative to others.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on KR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +22.0% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Sept 2026 | Citigroup | Maintains | Neutral | $61 → $57 |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $78 → $75 |
| 7 July 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 July 2026 | Evercore ISI Group | Maintains | Outperform | $80 → $78 |
| 2 July 2026 | Guggenheim | Reiterates | Buy | — |
| 2 July 2026 | Guggenheim | Reiterates | Buy | $71 |
| 23 June 2026 | Citigroup | Maintains | Neutral | — |
| 22 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 22 June 2026 | Guggenheim | Maintains | Buy | — |
| 22 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 22 June 2026 | Telsey Advisory Group | Maintains | Outperform | — |
| 22 June 2026 | UBS | Maintains | Neutral | — |
| 11 June 2026 | JP Morgan | Maintains | Neutral | — |
| 9 Mar 2026 | Citigroup | Maintains | Neutral | — |
| 9 Mar 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 6 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 6 Mar 2026 | Roth Capital | Reiterates | Buy | — |
| 5 Mar 2026 | Telsey Advisory Group | Maintains | Outperform | — |
| 25 Feb 2026 | Wells Fargo | Downgrade | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, The Kroger Co. returned −11.7% against +20.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 23% of US stocks
Cheaper than 91% of US stocks
Cheaper than 16% of US stocks
Cheaper than 44% of US stocks
Higher than 32% of US stocks
Higher than 41% of US stocks
Higher than 25% of US stocks
Higher than 51% of US stocks
Higher than 49% of US stocks
Higher than 72% of US stocks
Higher than 80% of US stocks
Higher than 59% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Kroger Co. has a market value of $35.9B and an enterprise value of $68.0B.
Revenue in the twelve months to 30 Apr 2026: $148.6B. The latest quarter grew 2.2% year on year.
Net income over the same four quarters: $1.1B, a 0.7% net margin.
Diluted earnings per share, trailing twelve months: $1.70.
Free cash flow in the twelve months to 30 Apr 2026: $2.8B, after $4.1B of capital spending.
The Kroger Co. spent $2.7B on share buybacks and $889.0M on dividends in the twelve months to 30 Apr 2026.
Trailing P/E: 34.3×; forward P/E: 10.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.66%, paying out 80% of earnings.
The Kroger Co. employs 400,000 people — $372K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| KRThe Kroger Co. | $35.9B | 86 |
| SFMSprouts Farmers Market, Inc. | $7.6B | 43 |
| ACIAlbertsons Cos., Inc. | $6.1B | 48 |
| KVUEKenvue, Inc.* | $36.0B | 65 |
| WMKWeis Markets, Inc. | $1.8B | 65 |
| ELThe Estée Lauder Companies, Inc.* | $36.3B | 85 |
| HSYThe Hershey Co.* | $35.1B | 78 |
* Nearest Consumer Defensive names by size — few grocery stores companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Kroger Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks reports on Kroger's upcoming earnings, noting the company lacks the right combination of factors typically associated with an earnings beat. The piece previews key expectations for the report.
Why it matters — KR investors may find the earnings-beat analysis helpful for gauging how the company's upcoming results could compare with consensus expectations.
Zacks published a piece on whether Kroger (KR) is a buy, noting that investors often rely on Wall Street analysts' recommendations when deciding to buy, sell, or hold a stock, and that media reports about rating changes can affect stock prices.
Why it matters — KR watchers would care because it highlights how analyst ratings and related media coverage can influence investor sentiment and Kroger's stock price.
Kroger announced a $1.65 billion grocery acquisition while it is still in court over its previous merger, related to the same regulatory strategy it plans to use for the new deal.
Why it matters — A Kroger watcher would care because the new deal repeats the regulatory approach currently being challenged in court over its prior merger, potentially affecting how the acquisition is reviewed.
Kroger announced that Mark Ibbotson will join the company as Executive Vice President and Chief Store Operations Officer, effective September 14. The appointment was announced on September 2, 2026.
Why it matters — KR watchers may care because Ibbotson's appointment brings a new executive into a key leadership role overseeing store operations.
Seeking Alpha reiterated a Buy rating on Kroger, citing compelling valuation despite recent share price underperformance and mixed profitability. The report highlights 13% year-over-year growth in e-commerce sales (19% adjusted), private label 'Our Brands' outpacing national brands by 175 basis points, and management's forecast of flat-to-modest growth in identical sales and EPS for fiscal 2026 with operating cash flow expected to decline to around $6.7 billion.
Why it matters — KR watchers would care because the report outlines the company's e-commerce and private-label growth drivers alongside its cautious fiscal 2026 outlook, offering a balanced view of its current valuation and expected performance.
The 24 Wall Street analysts covering The Kroger Co. have a median 12-month price target of $72, with estimates ranging from $57 to $86. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering The Kroger Co., 11 rate it a Buy, 13 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The Kroger Co. 86 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, The Kroger Co. ranks 86 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (98 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +22.0% from the last close, and Ticker Nerd's factor model ranks The Kroger Co. 86 out of 100 as at 5 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Kroger Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $57 to $86 over the next 12 months.
The Kroger Co. returned -11.7% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
The Kroger Co. is a leading American grocery and consumer staples retailer based in Cincinnati, Ohio.
The most recent item we track (Zacks Investment Research, 4 Sept 2026): "Kroger (KR) Earnings Expected to Grow: Should You Buy?". Zacks reports on Kroger's upcoming earnings, noting the company lacks the right combination of factors typically associated with an earnings beat. The piece previews key expectations for the report.
The Kroger Co. is a leading American grocery and consumer staples retailer based in Cincinnati, Ohio. It operates a large network of supermarkets and multi-department stores across the United States under a range of regional banners, serving households with fresh food, packaged groceries, household essentials, and general merchandise. Kroger also runs pharmacies, fuel centers, and digital shopping services that support in-store pickup and home delivery. In addition to retailing, the company operates food production facilities and private-label brands, helping it control product quality and offer a broad assortment across value, mainstream, and premium categories. Its business is closely tied to everyday consumer spending, making it an important participant in the U.S. food retail market.
CEO Mr. Gregory S. Foran · 400,000 employees · United States · https://www.thekrogerco.com
