Albertsons posts $481 million Q4 net loss on $774 million opioid settlement charge
Albertsons reported a fourth-quarter net loss of $480.8 million, or $0.94 per share, after a $599.8 million after-tax charge tied to a $774 million opioid settlement framework payable over nine years. Excluding the charge and other adjustments, fourth-quarter adjusted net income rose to $251.7 million, or $0.48 per share, from $0.46 a year earlier, and the board raised the quarterly dividend 13% and expanded the buyback authorization.
Key points
- Q4 fiscal 2025 net loss of $(480.8) million, or $(0.94) per share, versus net income of $171.8 million, or $0.29 per share, a year earlier; adjusted net income was $251.7 million, or $0.48 per share.
- Opioid Settlement Framework totals about $774 million over nine years; first payment expected April 30, 2026 into escrow; after-tax net present value of about $482 million; subject to participation by states, political subdivisions and trib
- Quarterly dividend raised 13% to $0.17 per share from $0.15, payable May 8, 2026 to holders of record as of April 24, 2026; remaining share repurchase authorization increased by $900 million to $2.0 billion.
- Fiscal 2026 outlook: adjusted EBITDA of $3.850 billion to $3.925 billion and adjusted net income per share of $2.22 to $2.32, compared with $2.18 in fiscal 2025.
The filing
Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 14, 2026.
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