Carey Jaros Buys 40,000 Shares of Grocery Outlet (NASDAQ:GO) Stock

Grocery Outlet Holding Corp. (NASDAQ:GO) Director Carey Jaros purchased 40,000 shares of Grocery Outlet stock in a transaction that occurred on Tuesday, March 10th. The stock was purchased at an average price of $6.26 per share, with a total value of $250,400.00. Following the transaction, the director owned 76,066 shares in the company, valued at $476,173.16. This represents a 110.91% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Grocery Outlet Stock Down 1.9%

GO stock opened at $6.08 on Friday. The company has a market cap of $596.75 million, a price-to-earnings ratio of -2.66, a PEG ratio of 1.22 and a beta of 0.50. Grocery Outlet Holding Corp. has a 12-month low of $5.66 and a 12-month high of $19.41. The company has a quick ratio of 0.32, a current ratio of 1.37 and a debt-to-equity ratio of 0.49. The company has a 50 day moving average of $9.33 and a two-hundred day moving average of $12.28.

Grocery Outlet (NASDAQ:GO) last issued its earnings results on Wednesday, March 4th. The company reported $0.19 EPS for the quarter, missing analysts’ consensus estimates of $0.21 by ($0.02). Grocery Outlet had a negative net margin of 4.80% and a positive return on equity of 5.93%. The firm had revenue of $1.22 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter last year, the firm earned $0.15 EPS. The business’s revenue for the quarter was up 10.7% compared to the same quarter last year. Grocery Outlet has set its FY 2026 guidance at 0.450-0.550 EPS. On average, equities analysts anticipate that Grocery Outlet Holding Corp. will post 0.63 earnings per share for the current fiscal year.

Key Stories Impacting Grocery Outlet

Here are the key news stories impacting Grocery Outlet this week:

• Positive Sentiment: Multiple large director buys — Directors Erik D. Ragatz (125,000 shares at ~$6.00), Jeffrey York (120,000 shares at ~$5.82) and Carey Jaros (40,000 shares at ~$6.26) materially increased holdings, signaling insider confidence and providing near‑term demand support. Read More. • Read More. • Read More.
• Neutral Sentiment: High institutional ownership — Nearly all float is held by institutions, which supports liquidity but can amplify volatility if large funds rebalance. Read More.
• Negative Sentiment: Multiple securities‑law investigations announced — Several law firms (Pomerantz, Glancy Prongay Wolke, Frank R. Cruz and others) have launched probes into possible disclosure/ guidance issues, increasing legal risk and investor uncertainty. Read More. • Read More.
• Negative Sentiment: Operational hit — Company will close four Northeast Ohio stores citing “millions in losses,” a near‑term drag on revenues/margins in affected markets. Read More.
• Negative Sentiment: Insider sales by senior execs — CEO and several senior executives sold stock recently; large insider sales can raise investor concern about near‑term outlook or liquidity needs. Read More.
• Negative Sentiment: Earnings & guidance weakness plus analyst cuts — Q4 slightly missed EPS/revenue and FY‑2026 EPS guidance of $0.45–$0.55 is lower than some models; several firms cut ratings/targets, pressuring sentiment. Read More. • Read More.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on GO. Jefferies Financial Group reaffirmed a “hold” rating and set a $7.00 price objective (down from $18.00) on shares of Grocery Outlet in a research report on Thursday, March 5th. Morgan Stanley decreased their target price on shares of Grocery Outlet from $11.00 to $7.00 and set an “equal weight” rating for the company in a research report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft set a $11.00 price target on shares of Grocery Outlet in a report on Thursday, January 8th. Zacks Research lowered shares of Grocery Outlet from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 14th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Grocery Outlet in a report on Thursday, January 22nd. Eleven investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Grocery Outlet currently has an average rating of “Reduce” and a consensus price target of $10.68.

Hedge Funds Weigh In On Grocery Outlet

A number of institutional investors have recently made changes to their positions in the business. Bayforest Capital Ltd bought a new position in shares of Grocery Outlet in the third quarter worth about $29,000. Hantz Financial Services Inc. boosted its stake in Grocery Outlet by 591.5% during the 3rd quarter. Hantz Financial Services Inc. now owns 2,033 shares of the company’s stock valued at $33,000 after purchasing an additional 1,739 shares during the period. Aster Capital Management DIFC Ltd grew its holdings in Grocery Outlet by 1,030.4% in the 4th quarter. Aster Capital Management DIFC Ltd now owns 2,532 shares of the company’s stock valued at $26,000 after buying an additional 2,308 shares during the last quarter. PNC Financial Services Group Inc. grew its holdings in Grocery Outlet by 32.3% in the 2nd quarter. PNC Financial Services Group Inc. now owns 2,942 shares of the company’s stock valued at $37,000 after buying an additional 719 shares during the last quarter. Finally, Kestra Advisory Services LLC bought a new position in Grocery Outlet in the 4th quarter worth approximately $35,000. 99.87% of the stock is currently owned by institutional investors.

About Grocery Outlet

Grocery Outlet Holding Corp. (NASDAQ: GO) is a specialty discount retailer that offers consumers deeply discounted groceries by purchasing excess inventory, closeouts, and overstocks from manufacturers and distributors. Headquartered in Emeryville, California, the company operates two primary banners—Grocery Outlet and Fresh2Go—with a combined footprint of more than 400 stores. Its product assortment spans fresh produce, meat, dairy, bakery items, household staples, natural and organic offerings, and select specialty products, all sold at significant markdowns compared to conventional supermarkets.

The company’s unique buying model enables it to source inventory through opportunistic purchases of surplus freight, discontinued items, and closeout deals, which it then passes on as savings to its customers.