Kraft Heinz (NASDAQ:KHC) Price Target Cut to $22.00 by Analysts at Evercore ISI

Kraft Heinz (NASDAQ:KHC) had its price objective lowered by Evercore ISI from $25.00 to $22.00 in a report released on Thursday,MarketScreener reports.

A number of other research analysts have also recently issued reports on the company. Piper Sandler lifted their price objective on Kraft Heinz from $25.00 to $27.00 and gave the company a “neutral” rating in a research note on Monday, December 15th. Barclays lifted their price target on Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a research report on Thursday. UBS Group reissued a “neutral” rating on shares of Kraft Heinz in a research report on Tuesday, February 3rd. Morgan Stanley reduced their price objective on shares of Kraft Heinz from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Thursday, October 30th. Finally, Zacks Research upgraded shares of Kraft Heinz from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $25.32.

Kraft Heinz Stock Down 2.7%

NASDAQ:KHC opened at $24.32 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.73. The firm’s 50-day moving average price is $24.00 and its 200-day moving average price is $25.36. The company has a market capitalization of $28.79 billion, a PE ratio of -4.92 and a beta of 0.08. Kraft Heinz has a 1-year low of $21.99 and a 1-year high of $33.35.

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

Kraft Heinz Announces Dividend

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 paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 6.6%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio (DPR) is currently -42.90%.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the insider owned 686,817 shares in the company, valued at $17,046,797.94. This represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.35% of the company’s stock.

Institutional Trading of Kraft Heinz

Hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank bought a new stake in Kraft Heinz during the fourth quarter valued at about $332,382,000. Nordea Investment Management AB boosted its position in shares of Kraft Heinz by 75.1% during the third quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock worth $351,263,000 after acquiring an additional 5,873,967 shares during the last quarter. Geode Capital Management LLC grew its stake in Kraft Heinz by 14.7% during the second quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock valued at $681,663,000 after acquiring an additional 3,392,470 shares in the last quarter. Marshall Wace LLP increased its holdings in Kraft Heinz by 1,645.9% in the 2nd quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after acquiring an additional 1,772,581 shares during the last quarter. Finally, Fairfax Financial Holdings Ltd. Can grew its position in shares of Kraft Heinz by 45.4% during the second quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock valued at $126,056,000 after purchasing an additional 1,525,000 shares in the last quarter. 78.17% of the stock is owned by hedge funds and other institutional investors.

More Kraft Heinz News

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.