Kraft Heinz (NASDAQ:KHC) Price Target Lowered to $20.00 at BNP Paribas Exane

Kraft Heinz (NASDAQ:KHC) had its price target cut by BNP Paribas Exane from $22.00 to $20.00 in a report issued on Thursday,MarketScreener reports. They currently have an underperform rating on the stock.

Several other equities research analysts have also recently weighed in on KHC. Morgan Stanley reduced their price target on Kraft Heinz from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 30th. TD Cowen reaffirmed a “hold” rating on shares of Kraft Heinz in a research report on Thursday. Sanford C. Bernstein lowered their price target on shares of Kraft Heinz from $30.00 to $27.00 and set a “market perform” rating for the company in a research report on Tuesday, October 28th. Weiss Ratings reissued a “sell (d)” rating on shares of Kraft Heinz in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group decreased their target price on shares of Kraft Heinz from $24.00 to $23.00 and set a “hold” rating for the company in a research note on Tuesday, January 20th. One equities 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $25.32.

Kraft Heinz Stock Performance

Shares of KHC opened at $24.32 on Thursday. The company has a 50-day simple moving average of $24.00 and a two-hundred day simple moving average of $25.36. 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 has a market capitalization of $28.79 billion, a PE ratio of -4.92 and a beta of 0.08. Kraft Heinz has a one year low of $21.99 and a one year high of $33.35.

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

Kraft Heinz Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 6.6%. The ex-dividend date of this dividend is Friday, March 6th. Kraft Heinz’s payout ratio is -42.90%.

Insiders Place Their Bets

In other news, insider Miguel Patricio sold 125,000 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 686,817 shares in the company, valued at $17,046,797.94. This trade represents a 15.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 0.35% of the company’s stock.

Institutional Trading of Kraft Heinz

A number of hedge funds have recently bought and sold shares of KHC. Ashton Thomas Private Wealth LLC purchased a new stake in shares of Kraft Heinz during the 1st quarter valued at about $207,000. Woodline Partners LP grew its position in Kraft Heinz by 39.0% during the first quarter. Woodline Partners LP now owns 73,700 shares of the company’s stock valued at $2,243,000 after buying an additional 20,690 shares during the period. IFP Advisors Inc increased its holdings in Kraft Heinz by 19.7% during the second quarter. IFP Advisors Inc now owns 6,121 shares of the company’s stock valued at $164,000 after buying an additional 1,006 shares during the last quarter. Blue Trust Inc. raised its position in Kraft Heinz by 18.4% in the second quarter. Blue Trust Inc. now owns 5,276 shares of the company’s stock worth $136,000 after acquiring an additional 821 shares during the period. Finally, Yousif Capital Management LLC boosted its stake in shares of Kraft Heinz by 1.3% during the 2nd quarter. Yousif Capital Management LLC now owns 98,991 shares of the company’s stock worth $2,556,000 after acquiring an additional 1,242 shares during the last quarter. Hedge funds and other institutional investors own 78.17% of the company’s stock.

Key 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

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.