Cresset Asset Management LLC Has $1.76 Million Stock Holdings in Kraft Heinz Company $KHC

Cresset Asset Management LLC boosted its position in Kraft Heinz Company (NASDAQ:KHC) by 52.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,394 shares of the company’s stock after buying an additional 23,050 shares during the period. Cresset Asset Management LLC’s holdings in Kraft Heinz were worth $1,755,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Kraft Heinz during the second quarter worth approximately $276,159,000. Nordea Investment Management AB grew its position in Kraft Heinz by 75.1% in the 3rd quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock valued at $351,263,000 after purchasing an additional 5,873,967 shares during the period. Geode Capital Management LLC increased its stake in Kraft Heinz by 14.7% during the 2nd quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock valued at $681,663,000 after purchasing an additional 3,392,470 shares in the last quarter. Marshall Wace LLP increased its stake in Kraft Heinz by 1,645.9% during the 2nd quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after purchasing an additional 1,772,581 shares in the last quarter. Finally, Fairfax Financial Holdings Ltd. Can raised its holdings in 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 worth $126,056,000 after buying an additional 1,525,000 shares during the last quarter. Institutional investors own 78.17% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on KHC. BNP Paribas Exane reduced their price objective on shares of Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating for the company in a report on Thursday, February 12th. JPMorgan Chase & Co. lowered shares of Kraft Heinz from a “neutral” rating to an “underweight” rating and lowered their target price for the stock from $24.00 to $22.00 in a report on Thursday, February 12th. Mizuho cut their price target on Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating for the company in a research note on Monday, February 23rd. Barclays boosted their price objective on Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a report on Thursday, February 12th. Finally, Sanford C. Bernstein raised their target price on Kraft Heinz from $24.00 to $27.00 and gave the company a “market perform” rating in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $24.89.

Kraft Heinz Stock Up 1.3%

Kraft Heinz stock opened at $24.54 on Monday. Kraft Heinz Company 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 firm’s 50-day simple moving average is $24.02 and its 200 day simple moving average is $24.96. The stock has a market cap of $29.05 billion, a PE ratio of -4.97 and a beta of 0.06.

Kraft Heinz (NASDAQ:KHC) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, beating 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 firm had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.38 billion. During the same quarter last year, the business posted $0.84 EPS. The company’s revenue for the quarter was down 3.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Research analysts predict that Kraft Heinz Company 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. Investors 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 is Friday, March 6th. Kraft Heinz’s dividend payout ratio (DPR) is -32.39%.

Insider Buying and Selling at Kraft Heinz

In other news, insider Miguel Patricio sold 125,000 shares of Kraft Heinz stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $24.82, for a total transaction 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Cory Onell sold 9,045 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $24.61, for a total transaction of $222,597.45. Following the completion of the transaction, the insider directly owned 202,454 shares in the company, valued at $4,982,392.94. This trade represents a 4.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 139,036 shares of company stock worth $3,446,578. Insiders own 0.35% of the company’s stock.

Kraft Heinz News Roundup

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

• Positive Sentiment: Management will redeploy about $600 million from the cancelled split to product innovation and targeted price reductions aimed at reviving demand — a direct, growth-focused use of capital rather than a structural break-up. Kraft Heinz Scraps Split To Fund Product Push And Lower Prices
• Positive Sentiment: Berkshire Hathaway’s leadership says it has no immediate plans to sell its KHC stake and publicly signaled support for the decision to pause the split — reducing a key tail‑risk of a large shareholder exit. Berkshire Has No Plans for Kraft Heinz Stake With Split Halted
• Positive Sentiment: Unusually large options activity: roughly 53,819 call options traded (about +87% vs. typical volume), indicating speculative bullish positioning by traders.
• Neutral Sentiment: Wider market context: Berkshire also resumed share buybacks, which may reinforce confidence in large-cap holdings but doesn’t directly change KHC’s near-term operating picture. Berkshire Hathaway resumes buybacks and CEO supports Kraft’s decision to pause its split
• Negative Sentiment: Suspending the split removes an expected corporate‑structure catalyst that some investors saw as a way to unlock value; the pause signals management sees organic demand issues that require investment rather than a break-up premium. How Kraft Heinz’s Paused Split and $600 Million Reinvestment Plan Will Impact Kraft Heinz (KHC) Investors
• Negative Sentiment: Recent Q4 showed an earnings beat but weaker revenue and guidance for continued organic‑sales and margin pressure in 2026, underscoring why management feels compelled to spend on products and cut prices — a sign the business is under near‑term strain. Kraft Heinz (KHC) Valuation Check As Corporate Split Pause And Refocus Plan Test Investor Patience

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.