Kraft Heinz (NASDAQ:KHC) Hits New 1-Year Low on Analyst Downgrade

Kraft Heinz Company (NASDAQ:KHC)’s stock price reached a new 52-week low during mid-day trading on Wednesday after JPMorgan Chase & Co. lowered their price target on the stock from $25.00 to $24.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Kraft Heinz traded as low as $22.00 and last traded at $22.3230, with a volume of 1082368 shares traded. The stock had previously closed at $23.76.

KHC has been the topic of a number of other reports. Evercore ISI lowered their target price on shares of Kraft Heinz from $28.00 to $25.00 in a research report on Friday, January 9th. Morgan Stanley lowered their price objective on shares of Kraft Heinz from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. BNP Paribas Exane lowered shares of Kraft Heinz from a “neutral” rating to an “underperform” rating and set a $22.00 price objective on the stock. in a research note on Wednesday. TD Cowen decreased their target price on shares of Kraft Heinz from $28.00 to $26.00 and set a “hold” rating for the company in a research note on Thursday, October 30th. Finally, Mizuho dropped their price target on Kraft Heinz from $29.00 to $27.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $26.16.

Insider Activity at Kraft Heinz

In related news, insider Miguel Patricio sold 125,000 shares of Kraft Heinz stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $24.82, for a total value of $3,102,500.00. Following the sale, the insider directly owned 686,817 shares in the company, valued at $17,046,797.94. The trade was a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.35% of the stock is owned by corporate insiders.

More Kraft Heinz News

Here are the key news stories impacting Kraft Heinz this week:

• Positive Sentiment: JPMorgan trimmed its price target to $24 but kept a “neutral” rating, implying modest upside from current levels and signaling some analyst support beneath the stock. JPMorgan adjusts price target on Kraft Heinz to $24 from $25; maintains neutral rating
• Neutral Sentiment: Kraft Heinz has scheduled its Q4 and full‑year 2025 results for Feb. 11, 2026 — an event that could create fresh catalysts (guidance, margins, share‑count updates) and short‑term volatility. The Kraft Heinz Company to Report Fourth Quarter and Full Year 2025 Results on Feb. 11, 2026
• Neutral Sentiment: Value investors and some research letters point to Kraft Heinz’s valuation and long‑term brand assets, but note near‑term growth worries are overshadowing that potential — suggesting any rebound may depend on convinced earnings and margin momentum. Market’s Near-Term Growth Worries Overshadow Value Potential of Kraft Heinz Co. (KHC)
• Negative Sentiment: Regulatory filings show Berkshire Hathaway may offer its entire ~27.5% stake for resale. The prospect of such a large block being sold (even over time) is the primary driver of the share weakness due to increased supply risk and investor uncertainty about eventual buyers or blocks trades. Berkshire may shed 27.5% Kraft Heinz stake, filing shows
• Negative Sentiment: Coverage highlights that Berkshire’s new leadership (Greg Abel) is weighing an exit; reports note Berkshire representatives resigned from Kraft Heinz’s board and the move follows a prior sizable writedown — increasing investor skepticism about the company’s strategic trajectory. Warren Buffett’s Successor Weighs Sale of Kraft Heinz Stake, Dealing a Blow to Ketchup Maker’s Stock

Hedge Funds Weigh In On Kraft Heinz

A number of institutional investors and hedge funds have recently made changes to their positions in KHC. Rakuten Securities Inc. boosted its holdings in Kraft Heinz by 172.4% during the second quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after buying an additional 788 shares in the last quarter. Cape Investment Advisory Inc. lifted its position in shares of Kraft Heinz by 164.7% during the 2nd quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock valued at $33,000 after acquiring an additional 807 shares during the period. Anfield Capital Management LLC boosted its stake in shares of Kraft Heinz by 256.7% during the 3rd quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock worth $33,000 after acquiring an additional 914 shares in the last quarter. Sentry Investment Management LLC purchased a new stake in shares of Kraft Heinz during the 3rd quarter worth approximately $38,000. Finally, Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Kraft Heinz in the 2nd quarter worth approximately $39,000. 78.17% of the stock is owned by institutional investors and hedge funds.

Kraft Heinz Stock Down 5.7%

The firm has a 50 day moving average of $24.37 and a two-hundred day moving average of $25.75. The stock has a market capitalization of $26.51 billion, a PE ratio of -6.01 and a beta of 0.09. The company has a current ratio of 1.13, a quick ratio of 0.73 and a debt-to-equity ratio of 0.46.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, October 29th. The company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.04. Kraft Heinz had a positive return on equity of 7.26% and a negative net margin of 17.35%.The company had revenue of $6.24 billion for the quarter, compared to analyst estimates of $6.27 billion. During the same quarter in the prior year, the company earned $0.75 earnings per share. Kraft Heinz’s revenue was down 2.3% compared to the same quarter last year. Kraft Heinz has set its FY 2025 guidance at 2.500-2.57 EPS. Equities research analysts anticipate that Kraft Heinz Company will post 2.68 earnings per share for the current year.

Kraft Heinz Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Friday, November 28th were given a dividend of $0.40 per share. The ex-dividend date was Friday, November 28th. This represents a $1.60 dividend on an annualized basis and a yield of 7.1%. Kraft Heinz’s payout ratio is presently -42.90%.

Kraft Heinz Company Profile

The Kraft Heinz Company (NASDAQ: KHC) is a global food and beverage company formed in 2015 through the merger of Kraft Foods Group and H.J. Heinz Company. The combination created one of the largest packaged-food companies in the world, built around well-known consumer brands. The merger was supported by major investors and established a multi-national platform for branded food products.

Kraft Heinz develops, manufactures, markets and distributes a broad portfolio of branded packaged foods and condiments.