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Kroger Gains as Investors Focus on Earnings Beat and Stable Profit Outlook

Investivoq PriceTracker

The Kroger Co. (KR) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied mainly to a favorable reaction to Kroger’s latest quarterly results, which came in ahead of expectations on earnings and revenue while keeping full-year adjusted EPS guidance intact. Investors also seem to be responding to management’s comments about cost savings, improving pharmacy margins, better e-commerce profitability, and an upcoming investor update that could sharpen the long-term story.

Details:

  • Kroger’s second-quarter adjusted earnings were $1.09 per share on sales of $34.621 billion, both ahead of consensus estimates.
  • The company reaffirmed fiscal 2026 adjusted EPS guidance of $5.10 to $5.30, signaling confidence in profit delivery even as the sales outlook was trimmed.
  • Management highlighted expected second-half support from cost savings, stronger pharmacy margins, improving e-commerce profitability, and growth in retail media.
  • Kroger has scheduled an investor day for October 20, which may be adding optimism that management will outline further operational and capital-allocation plans.

    • Sources:

    Kroger Investor Relations, SEC, Investing.com

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $KR Insider Trading Activity

    KR Insider Trades

    $KR insiders have traded $KR stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $KR stock by insiders over the last 6 months:

    • MARY ELLEN ADCOCK (Executive Vice President) has made 0 purchases and 3 sales selling 72,901 shares for an estimated $4,425,332.
    • YAEL COSSET (Executive Vice President) sold 30,000 shares for an estimated $1,764,000

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $KR Hedge Fund Activity

    We have seen 649 institutional investors add shares of $KR stock to their portfolio, and 637 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • GQG PARTNERS LLC removed 12,702,807 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $705,386,872
    • BERKSHIRE HATHAWAY INC removed 11,000,000 shares (-22.0%) from their portfolio in Q2 2026, for an estimated $610,830,000
    • WELLINGTON MANAGEMENT GROUP LLP removed 6,549,346 shares (-27.9%) from their portfolio in Q2 2026, for an estimated $363,685,183
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,843,158 shares (+inf%) to their portfolio in Q2 2026, for an estimated $268,940,563
    • MORGAN STANLEY removed 3,162,701 shares (-25.2%) from their portfolio in Q2 2026, for an estimated $175,624,786
    • PACER ADVISORS, INC. added 3,056,681 shares (+inf%) to their portfolio in Q2 2026, for an estimated $169,737,495
    • FMR LLC added 2,758,629 shares (+19.9%) to their portfolio in Q2 2026, for an estimated $153,186,668

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $KR Congressional Stock Trading

    Members of Congress have traded $KR stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $KR stock by members of Congress over the last 6 months:

    • REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 07/24, 06/05 and 0 sales.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $KR Price Targets

    Multiple analysts have issued price targets for $KR recently. We have seen 8 analysts offer price targets for $KR in the last 6 months, with a median target of $68.5.

    Here are some recent targets:

    • Michael Montani from Evercore ISI Group set a target price of $78.0 on 07/07/2026
    • John Heinbockel from Guggenheim set a target price of $71.0 on 07/02/2026
    • Paul Lejuez from Citigroup set a target price of $61.0 on 06/23/2026
    • Seth Sigman from Barclays set a target price of $61.0 on 06/22/2026
    • Simeon Gutman from Morgan Stanley set a target price of $67.0 on 06/22/2026
    • Michael Lasser from UBS set a target price of $63.0 on 06/22/2026
    • Joseph Feldman from Telsey Advisory Group set a target price of $78.0 on 06/22/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.