The cluster of C-suite open-market buys after a severe guidance cut is a strong contrarian signal, but the dollar amount is small relative to market cap. Monitor for additional insider purchases or a stabilization in same-store sales trends before taking a position. The cross-filing earnings context amplifies this signal per actuarial verdicts, but ACI's historical T+20 win rate of 20% on prior reports warrants caution.
Price Chart
Executive Summary
Three Albertsons insiders, including the CEO and CFO, made open-market purchases totaling $2.30M over the past week, with the largest buy ($1.96M) from EVP Moriarty. This cluster follows a major Q1 earnings miss and guidance cut 11 days prior, where the stock dropped on a 15%+ EPS guidance reduction. The insider buying signals confidence in a recovery from deeply depressed levels, but the historical calibration on this ticker shows a 20% win rate on prior calls, tempering conviction.
Key Financial Metrics
Key Facts
- CEO Susan Morris purchased 39,409 shares for ~$450K on July 28
- CFO Sharon McCollam purchased 9,000 shares for $103K on July 31
- EVP Thomas Moriarty purchased 170,500 shares for $1.96M on July 27
- Total cluster value of $2.30M represents ~0.04% of ACI's $5.6B market cap
- Cluster occurred 11 days after a bearish Q1 earnings report where FY2026 EPS guidance was cut from $2.22-2.32 to $1.75-1.85
Financial Impact
Insider purchases totaling $2.30M, or 0.04% of market cap, concentrated in C-suite and EVP
Risk Factors
- Insider purchases are only 0.04% of market cap, which is below the 0.1% threshold for materiality
- Historical calibration shows a 20% win rate on prior ACI reports, suggesting the stock may continue to decline
- The earnings miss and guidance cut indicate structural headwinds from softer consumer trends and pharmacy IRA impacts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ACI-1785794472085 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 3 | $12.08 $12.35 | ▲ +2.24% | ▲ +2.46% | $11.75 (−2.73%) |
Sep 9, 2026 23d ago | 8-K | $11.85 $12.82 | ▲ +8.14% | ▲ +8.48% | $11.75 (−0.84%) |
Aug 26, 2026 5w ago | Court Ruling | $12.40 $12.48 | ▼ −0.65% | ▼ −0.77% | $11.75 (+5.24%) |
Aug 12, 2026 7w ago | Institutional Cluster | $12.01 $12.12 | ▼ −0.92% | ▼ −1.36% | $11.75 (+2.16%) |
Aug 11, 2026 7w ago | Court Ruling | $12.25 $12.21 | ▼ −0.33% | ▲ +0.08% | $11.75 (−4.08%) |
Aug 3, 2026 8w ago | Insider Cluster | $12.07 $12.25 | ▲ +1.49% | ▲ +1.59% | $11.75 (−2.65%) |
Jul 30, 2026 9w ago | Insider Cluster | $11.60 $12.08 | ▲ +4.14% | ▲ +0.52% | $11.75 (+1.29%) |
Jul 23, 2026 10w ago | 8-K | $11.44 $11.60 | ▼ −1.40% | ▼ −0.92% | $11.75 (−2.71%) |
Jul 23, 2026 10w ago | 8-K | $11.44 $11.60 | ▲ +1.40% | ▲ +0.92% | $11.75 (+2.71%) |
Jul 9, 2026 12w ago | Court Ruling | $14.34 $15.02 | ▲ +4.74% | ▲ +4.87% | $11.75 (−18.06%) |
US Market Status
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