Kraft Heinz (NASDAQ:KHC) Lowered to Underweight Rating by JPMorgan Chase & Co.

JPMorgan Chase & Co. downgraded shares of Kraft Heinz (NASDAQ:KHC) from a neutral rating to an underweight rating in a research report released on Thursday, MarketBeat reports. JPMorgan Chase & Co. currently has $22.00 price objective on the stock, down from their prior price objective of $24.00.

Several other research analysts have also recently weighed in on KHC. HSBC decreased their price target on Kraft Heinz from $29.00 to $27.00 in a research note on Thursday, October 30th. UBS Group reiterated a “neutral” rating on shares of Kraft Heinz in a report on Tuesday, February 3rd. Jefferies Financial Group lowered their target price on shares of Kraft Heinz from $24.00 to $23.00 and set a “hold” rating on the stock in a research note on Tuesday, January 20th. Wells Fargo & Company dropped their price target on shares of Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating on the stock in a report on Thursday, October 30th. Finally, The Goldman Sachs Group reduced their price target on shares of Kraft Heinz from $30.00 to $27.00 in a research note on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $25.32.

Kraft Heinz Trading Down 2.7%

Shares of NASDAQ KHC opened at $24.32 on Thursday. The firm’s 50 day moving average price is $24.00 and its 200-day moving average price is $25.36. Kraft Heinz has a 52-week low of $21.99 and a 52-week high of $33.35. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.73 and a current ratio of 1.15. The company has a market cap of $28.79 billion, a PE ratio of -4.92 and a beta of 0.08.

Kraft Heinz (NASDAQ:KHC) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.06. The company had revenue of $6.35 billion during the quarter, compared to the consensus estimate of $6.38 billion. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The firm’s quarterly revenue was down 3.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.84 earnings per share. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. On average, equities research analysts expect that Kraft Heinz will post 2.68 EPS for the current fiscal year.

Kraft Heinz Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.60 annualized dividend and a dividend yield of 6.6%. Kraft Heinz’s dividend payout ratio is presently -42.90%.

Insider Buying and Selling at Kraft Heinz

In related news, insider Miguel Patricio sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total value of $3,102,500.00. Following the transaction, the insider owned 686,817 shares of the company’s stock, valued at approximately $17,046,797.94. This trade represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.35% of the stock is owned by company insiders.

Institutional Trading of Kraft Heinz

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Jessup Wealth Management Inc purchased a new position in shares of Kraft Heinz during the 4th quarter worth $27,000. Key Capital Management INC bought a new position in Kraft Heinz in the 4th quarter worth $29,000. New England Capital Financial Advisors LLC lifted its position in Kraft Heinz by 70.2% during the fourth quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company’s stock valued at $30,000 after purchasing an additional 511 shares in the last quarter. Rakuten Securities Inc. grew 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 valued at $32,000 after purchasing an additional 788 shares during the period. Finally, Anfield Capital Management LLC increased its position in Kraft Heinz by 256.7% in the third quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock worth $33,000 after buying an additional 914 shares in the last quarter. 78.17% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Kraft Heinz

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

• Positive Sentiment: Kraft Heinz declared a $0.40 quarterly dividend (about a 6.6% yield), supporting income investor demand and providing a shareholder cash-return anchor. Dividend Press Release
• Positive Sentiment: Management is shifting to a growth/reinvestment plan — announcing a $600M investment push into marketing, sales and product development and forecasting roughly $950M in 2026 capital spending — which could help revive weak brands and improve long‑term sales if execution succeeds. Kraft Heinz forecasts about $950 million in 2026 capital spending
• Neutral Sentiment: Q4 earnings: adjusted EPS of $0.67 beat estimates but revenue was slightly below expectations and organic sales fell, a mixed report that limits clear near‑term upside despite the beat. Q4 Earnings Beat
• Negative Sentiment: Management paused the planned separation into two companies — a strategy many investors saw as a path to unlock value — and instead will reinvest in the combined business; the pivot unsettled investors and was cited as a key reason for the stock decline. Kraft Heinz pauses work on separation
• Negative Sentiment: FY2026 EPS guidance (1.98–2.10) came in below street estimates, signaling limited near‑term earnings upside and prompting analyst re‑ratings. Full Year Results & Guidance
• Negative Sentiment: Multiple broker moves cut price targets and ratings after the strategic pivot and softer guidance — notable actions include JPMorgan downgrading to underweight ($22 PT) and other firms trimming targets (Evercore, BNP Paribas Exane), increasing downside pressure from analysts. JPMorgan Downgrade Evercore ISI Price Target Cut

About Kraft Heinz

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.