Reading the tape
NYSE: KR
The Kroger Co.
Consumer Defensive · Grocery Stores
Market Cap
$40.87B
52w High
$76.58
52w Low
$58.60
P/E
39.98
Volume
2.55M
Outstanding Shares
632.85M
Valuation Data Insufficient
The DCF model's fair value estimate is more than 3× the current stock price. This typically indicates unreliable model inputs — such as irregular cash flows or balance sheet distortions — rather than a genuine opportunity, so the valuation is not shown.
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -6.66%Revenue (TTM): 0.35%FCF (TTM): 97.37%P/FCF: 20th pct
What changed
The stock fell 6.66% over the last year. Revenue grew 0.35% over the trailing twelve months. Operating margin moved from 3.15% to 3.23%. Free cash flow grew 97.37% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 3.23%. A decisive move in revenue — currently up 0.35% — would be the clearest signal to resolve the ambiguity.
Company profile
The Kroger Co. operates as a retailer in the United States.
CEOGregory S. Foran
SectorConsumer Defensive
IndustryGrocery Stores
Employees409,000
IPO dateJan 2, 1977
Valuation
Forward P/E—
EV/EBITDA10.73
Enterprise value$62.32B
Stock splits
Jul 14, 2015↑ Forward
Every 1 shares became 2
Jun 29, 1999↑ Forward
Every 1 shares became 2
Apr 23, 1997↑ Forward
Every 1 shares became 2
Oct 1, 1986↑ Forward
Every 1 shares became 2
May 29, 1979↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth1.22%
Gross margin21.04%▲2.67%vs FY2025
Operating margin3.23%▼59.38%vs FY2025
ROE17.14%▼46.71%vs FY2025
Analyst consensus
RatingBuy
Target price$74.75▲15.75%
21
Buy
17
Hold
6
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jun 19, 2026
Q2 FY26 · EPS est $1.58 · Revenue est $45.36B
View
Dividends
$1.40/shareQuarterlyDividend Achiever · 19yrEx-div May 15, 2026 · in 4dStretchedKR pays a dividend with a 2.17% declared yield, 19 consecutive years of growth, growing at 14.53% annually, covered 3.8× by free cash flow.
Declared Yield
2.17%
Annual Div / Share
$1.40
TTM $1.37
5yr CAGR
+14.53%
Doubles every ~5.1yr
Payout Ratio
87.11%
Stretched
Dividend Growth Rate
3yr CAGR
+12.54%
5yr CAGR
+14.53%
10yr CAGR
+12.99%
Dividend Safety
6/10Stretched
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.34+9.8%
2024$1.22+10.9%
2023$1.10+17.0%
2022$0.94+20.5%
2021$0.78+14.7%
2020$0.68+13.3%
2019$0.60+13.2%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$22/yr
$2/mo
In 5 yrs
$38/yr+76%
$3/mo
In 10 yrs
$67/yr+211%
$6/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$22/yr $2/mo | $38/yr+76% $3/mo | $67/yr+211% $6/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 2.17% → 6.73% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
KR has raised its dividend for 19 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 3.8× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 14.53% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
High payout ratio
With 87.11% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.
Congressional Activity
Congress Trades in KR
STOCK Act disclosures from senators and representatives.
John Boozman
ARsenateRepublicanPurchaseJoint2026-02-26$1,001 - $15,000+8d to disclose