92,228 Shares in The Kroger Co. $KR Acquired by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich acquired a new stake in The Kroger Co. (NYSE:KR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 92,228 shares of the company’s stock, valued at approximately $6,217,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of KR. Norges Bank bought a new position in shares of Kroger in the 2nd quarter worth $518,267,000. Allianz Asset Management GmbH increased its stake in Kroger by 66.6% during the 3rd quarter. Allianz Asset Management GmbH now owns 5,255,084 shares of the company’s stock valued at $354,245,000 after purchasing an additional 2,100,444 shares in the last quarter. Worldquant Millennium Advisors LLC increased its stake in Kroger by 299.6% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,420,495 shares of the company’s stock valued at $173,622,000 after purchasing an additional 1,814,721 shares in the last quarter. Raymond James Financial Inc. raised its holdings in Kroger by 95.6% during the second quarter. Raymond James Financial Inc. now owns 2,434,663 shares of the company’s stock worth $174,638,000 after buying an additional 1,190,127 shares during the last quarter. Finally, Holocene Advisors LP bought a new position in shares of Kroger in the second quarter valued at $65,450,000. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Kroger

Here are the key news stories impacting Kroger this week:

• Positive Sentiment: Q4 results beat on profit and margins: Kroger reported adjusted EPS above estimates, delivered gross?margin expansion and 20% e?commerce growth; management also rolled out FY?26 adjusted EPS guidance above consensus and approved further buybacks — a clear catalyst for earnings per?share growth. PR Newswire
• Positive Sentiment: Large, sustained capital returns: Management completed accelerated repurchases in 2025 and the board approved an additional $2B repurchase authorization on top of a $7.5B program; analysts and commentators say buybacks plus a growing dividend underpin long?term per?share upside. MarketBeat
• Positive Sentiment: Street support and upgrades: Several shops have reiterated/raised ratings and price targets (e.g., Roth MKM reaffirmed buy with a $78 PT; Telsey lifted its target), reinforcing positive sentiment into the print. Benzinga
• Positive Sentiment: Unusual bullish options flow: Call buying spiked (large single?day activity), suggesting some traders are positioning for additional upside or event?driven moves.
• Neutral Sentiment: New CEO’s playbook: Greg Foran is pushing lower prices, sharper promotions, AI and e?commerce improvements to accelerate sales — a credible strategic pivot but execution and timing remain uncertain. FoodBusinessNews
• Neutral Sentiment: Analyst consensus is broadly constructive (moderate buy), but median price targets leave limited near?term upside absent stronger top?line revisions. AmericanBankingNews
• Negative Sentiment: Revenue and sales outlook are muted: Q4 revenue slightly missed estimates and management offered modest identical?sales guidance for 2026 (1–2% ex?fuel), tempering a rally based solely on EPS strength. Retail Insight Network
• Negative Sentiment: Product recalls: Kroger?branded and partner rice/frozen products were included in a glass?fragment recall, creating short?term inventory, sales and reputational headwinds in affected markets. MSN
• Negative Sentiment: Labor and legal exposure: Class?action suits over e?commerce worker classification and heightened union friction (Teamsters commentary) add regulatory/legal risk and potential costs. GroceryDive
• Negative Sentiment: Dividend sustainability question: Commentary flagged a high payout ratio on a GAAP basis (dividend > GAAP net income), which could worry income investors despite strong cash flow and buybacks. 24/7 Wall St.

Kroger Stock Performance

Shares of KR stock opened at $74.31 on Friday. The company has a debt-to-equity ratio of 2.66, a current ratio of 0.80 and a quick ratio of 0.45. The firm has a 50-day moving average of $65.35 and a 200-day moving average of $65.89. The Kroger Co. has a one year low of $58.60 and a one year high of $74.90. The company has a market cap of $47.03 billion, a P/E ratio of 48.57, a P/E/G ratio of 1.89 and a beta of 0.62.

Kroger (NYSE:KR) last issued its quarterly earnings data on Thursday, March 5th. The company reported $1.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.20 by $0.08. The business had revenue of $34.73 billion during the quarter, compared to the consensus estimate of $35.10 billion. Kroger had a net margin of 0.69% and a return on equity of 41.08%. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.14 EPS. Kroger has set its FY 2026 guidance at 5.100-5.300 EPS. Equities research analysts forecast that The Kroger Co. will post 4.44 EPS for the current fiscal year.

Kroger Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Stockholders of record on Friday, February 13th were issued a $0.35 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.40 annualized dividend and a dividend yield of 1.9%. Kroger’s dividend payout ratio is currently 129.63%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on KR shares. Jefferies Financial Group reiterated a “buy” rating and set a $82.00 price objective on shares of Kroger in a report on Thursday. Deutsche Bank Aktiengesellschaft raised shares of Kroger from a “hold” rating to a “buy” rating and set a $75.00 price target on the stock in a research report on Thursday, January 8th. Evercore set a $77.00 price target on Kroger and gave the company an “outperform” rating in a research note on Friday, December 5th. Wolfe Research reissued an “outperform” rating and set a $75.00 price objective on shares of Kroger in a report on Thursday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Kroger in a report on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Kroger currently has an average rating of “Moderate Buy” and an average price target of $74.38.

Kroger Profile

The Kroger Co (NYSE: KR) is one of the largest supermarket operators in the United States, offering a wide range of retail grocery and related services. Founded in Cincinnati in 1883 by Bernard Kroger, the company operates a portfolio of supermarket and multi-department store banners and provides customers with fresh foods, packaged groceries, deli and bakery items, meat and seafood, produce, and prepared foods. Kroger’s stores commonly include pharmacy services and fuel centers, positioning the company as a broad-based neighborhood retail destination for everyday needs.

In addition to traditional in-store retailing, Kroger manufactures and distributes a variety of private-label brands and operates its own food production and supply-chain facilities.