NYSE · KR
The Kroger Co.
Consumer Defensive · Grocery Stores
$56.95▲ 0.90% ($0.51)at close
After hours$57.29▲ 0.60%7:59 PM ET
Market cap
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock fell 15.04% over the last year. Revenue grew 1.14% over the trailing twelve months. Operating margin moved from 2.64% to 1.33%. Free cash flow grew 56.51% 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 1.33%. A decisive move in revenue — currently up 1.14% — would be the clearest signal to resolve the ambiguity.
Performance
Return analysis
Company profile
The Kroger Co. functions as a significant retail entity throughout the United States, encompassing a varied collection of store formats.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
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
Sep 11, 2026
Q3 FY26 · EPS est $1.06 · Revenue est $34.64B
View
Dividends
$1.44/shareQuarterlyDividend Achiever · 19yrStretchedKR pays a dividend with a 2.53% dividend yield, 19 consecutive years of growth, growing at 13.94% annually, covered 3.8× by free cash flow.
Dividend Yield
2.53%
Annual Div / Share
$1.44
5yr CAGR
+13.94%
Doubles every ~5.3yr
Payout Ratio
84.43%
Stretched
Dividend Growth Rate
3yr CAGR
+10.41%
5yr CAGR
+13.94%
10yr CAGR
+12.72%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$2/mo
In 5 yrs
$4/mo
In 10 yrs
$7/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$25/yr $2/mo | $45/yr+76% $4/mo | $79/yr+211% $7/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 2.53% → 7.85% 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 13.94% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
High payout ratio
With 84.43% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.