Q2 EPS Estimates for Kraft Heinz Cut by Zacks Research

Kraft Heinz Company (NASDAQ:KHC) – Stock analysts at Zacks Research decreased their Q2 2026 earnings per share (EPS) estimates for shares of Kraft Heinz in a note issued to investors on Tuesday, February 24th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $0.51 for the quarter, down from their prior estimate of $0.68. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Kraft Heinz’s current full-year earnings is $2.68 per share. Zacks Research also issued estimates for Kraft Heinz’s FY2026 earnings at $2.06 EPS and FY2027 earnings at $2.10 EPS.

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

KHC has been the subject of several other research reports. Evercore reduced their price objective on shares of Kraft Heinz from $25.00 to $22.00 in a research report on Thursday, February 12th. Weiss Ratings restated a “sell (d)” rating on shares of Kraft Heinz in a report on Thursday, January 22nd. Sanford C. Bernstein lifted their price target on shares of Kraft Heinz from $24.00 to $27.00 and gave the company a “market perform” rating in a research note on Thursday, February 12th. TD Cowen reiterated a “hold” rating on shares of Kraft Heinz in a report on Thursday, February 12th. Finally, Barclays raised their target price on Kraft Heinz from $24.00 to $25.00 and gave the company an “equal weight” rating in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average price target of $24.89.

Kraft Heinz Trading Up 0.2%

Shares of KHC stock opened at $24.61 on Friday. Kraft Heinz has a fifty-two week low of $21.99 and a fifty-two week high of $33.35. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.15. The stock has a 50 day simple moving average of $23.98 and a two-hundred day simple moving average of $25.11. The company has a market cap of $29.13 billion, a P/E ratio of -4.98 and a beta of 0.08.

Institutional Investors Weigh In On Kraft Heinz

Several institutional investors have recently bought and sold shares of KHC. STF Management LP lifted its stake in Kraft Heinz by 2.1% during the 2nd quarter. STF Management LP now owns 18,475 shares of the company’s stock valued at $477,000 after acquiring an additional 374 shares in the last quarter. Parkside Financial Bank & Trust boosted its holdings in Kraft Heinz by 15.5% during the third quarter. Parkside Financial Bank & Trust now owns 3,219 shares of the company’s stock worth $84,000 after purchasing an additional 431 shares during the last quarter. Graney & King LLC grew its position in Kraft Heinz by 20.5% in the 4th quarter. Graney & King LLC now owns 2,560 shares of the company’s stock worth $62,000 after purchasing an additional 435 shares in the last quarter. V Square Quantitative Management LLC increased its stake in Kraft Heinz by 3.2% in the 4th quarter. V Square Quantitative Management LLC now owns 14,892 shares of the company’s stock valued at $361,000 after buying an additional 458 shares during the last quarter. Finally, Hantz Financial Services Inc. lifted its position in shares of Kraft Heinz by 13.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 3,894 shares of the company’s stock worth $101,000 after buying an additional 460 shares in the last quarter. Institutional investors own 78.17% of the company’s stock.

Insider Activity at Kraft Heinz

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

Kraft Heinz Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 6.5%. The ex-dividend date of this dividend is Friday, March 6th. Kraft Heinz’s payout ratio is currently -32.39%.

Trending Headlines about Kraft Heinz

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

• Negative Sentiment: Zacks Research issued broad, steep cuts to KHC’s near‑term and multi‑year EPS forecasts and carries a “Strong Sell” rating — examples include Q2 2026 cut from $0.68 to $0.51, FY2026 from $2.54 to $2.06 and FY2027 from $2.61 to $2.10, plus multiple quarterly downgrades. The revisions materially lower earnings visibility and are the main negative driver for the stock today. MarketBeat – KHC
• Neutral Sentiment: Mizuho trimmed its price target to $25 from $27 after Kraft Heinz’s CAGNY presentations but kept a Neutral rating — this signals modest downward adjustment to valuation assumptions rather than a change to conviction on the name. Mizuho Revises Kraft Heinz (KHC) Valuation after CAGNY Presentations
• Neutral Sentiment: Valuation/attractiveness analyses are mixed — some outlets question whether recent weakness creates a buying opportunity or a value trap, highlighting the stock’s recent underperformance vs longer‑term decline; useful context for value investors. Is Kraft Heinz (KHC) Now Attractive After Recent Share Price Weakness?
• Positive Sentiment: Brand/product activity: Capri Sun (a Kraft Heinz brand) is relaunching limited‑edition flavors (Moon/Blood Moon Punch), indicating continued marketing efforts to keep brands relevant — positive for top‑line engagement though likely a small near‑term earnings driver. Capri Sun Brings Back Fan-Favorite Moon Punch
• Neutral Sentiment: Industry commentary warns Kraft Heinz faces structural challenges common to legacy CPGs (changing consumer preferences, pricing pressure), underscoring that operational execution and portfolio strategy will determine medium‑term outcomes. Kraft Heinz and the structural reckoning facing legacy CPG

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.