Koninklijke Ahold Delhaize N.V., NL0011794037

Jefferies cuts Ahold Delhaize stock target from EUR 43.00 to EUR 40.00

Published on 10/12/2026 at 09:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached EUR 23.17 billion versus EUR 23.09 billion. Ahold Delhaize stock was EUR 31.80 on October 12, 2026, versus EUR 32.28.

Key points in brief

  • Jefferies cut its Ahold Delhaize price target from EUR 43.00 to EUR 40.00 on October 8, 2026 while keeping a Buy rating.
  • Second-quarter 2026 revenue reached EUR 23.17 billion, versus EUR 23.09 billion a year earlier, while net profit fell to EUR 526 million from EUR 548 million.
  • Ahold stock was EUR 31.80 at Lang & Schwarz on October 12, 2026, down 1.49 percent versus the Xetra close of EUR 32.28 on October 9, 2026.
  • Ahold Delhaize is scheduled to report third-quarter 2026 results on November 4, 2026.
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Jefferies had cut its Ahold Delhaize stock target from EUR 43.00 to EUR 40.00 on October 8, 2026, while keeping a Buy rating, according to Markets Insider. Ahold Delhaize reported second-quarter 2026 revenue of EUR 23.17 billion and net profit of EUR 526 million, compared with EUR 23.09 billion and EUR 548 million a year earlier.

Three target changes set the tone

On October 2, 2026, J.P. Morgan maintained a Sell rating and a EUR 22.63 target, as reported by Markets Insider. UBS then maintained Hold and set a EUR 33.00 target on October 7, 2026, according to Markets Insider. Jefferies followed on October 8, 2026 with the EUR 40.00 target and Buy rating.

What does the earnings comparison show?

The second-quarter numbers point to a split operating picture: revenue increased by EUR 0.08 billion year over year, while net profit decreased by EUR 22 million. The revenue change equals 0.35 percent, calculated from EUR 23.09 billion to EUR 23.17 billion, while the net profit change equals minus 4.01 percent, calculated from EUR 548 million to EUR 526 million.

Results dates give the next markers

Ahold Delhaize lists November 4, 2026 for third-quarter 2026 results and February 17, 2027 for fourth-quarter and fiscal-year 2026 results on its investor-relations page. The November report will test whether the margin pressure cited in the analyst notes is reflected in the next reported quarter.

Stock trades below the October close

Ahold stock was trading at EUR 31.80 at Lang & Schwarz on October 12, 2026 at 9:05 a.m. CEST, down 1.49 percent versus the Xetra close of October 9, 2026 at EUR 32.28. The company had a market capitalization of EUR 28.5 billion and a 52-week range of EUR 30.34 to EUR 42.54.

The further course of trading is shown by the continuously updated real-time quote of Ahold stock.

Ahold Delhaize stock facts

  • Company: Koninklijke Ahold Delhaize N.V.
  • ISIN: NL0011794037
  • WKN: A2ANT0
  • Ticker: AD.AS
  • Primary exchange: Euronext Amsterdam
  • Price Lang & Schwarz as of October 12, 2026, 9:05 a.m. CEST: EUR 31.80
  • Change versus Xetra close: minus 1.49 percent
  • Xetra close October 9, 2026: EUR 32.28
  • Market capitalization: EUR 28.5 billion as of October 9, 2026
  • 52-week range: EUR 30.34-EUR 42.54
  • Sector: Consumer Staples
  • Next earnings date: November 4, 2026

Market context: Market report Euro Stoxx 50.

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