Kraft Heinz (NASDAQ:KHC) Given New $25.00 Price Target at Barclays

Kraft Heinz (NASDAQ:KHC) had its price target increased by Barclays from $24.00 to $25.00 in a research report sent to investors on Thursday,MarketScreener reports. Barclays currently has an equal weight rating on the stock.

Other equities research analysts have also issued research reports about the company. Weiss Ratings restated a “sell (d)” rating on shares of Kraft Heinz in a research note on Thursday, January 22nd. Sanford C. Bernstein lowered their target price on shares of Kraft Heinz from $30.00 to $27.00 and set a “market perform” rating for the company in a research note on Tuesday, October 28th. Wells Fargo & Company cut 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 research note on Thursday, October 30th. Piper Sandler raised their price target on shares of Kraft Heinz from $25.00 to $27.00 and gave the stock a “neutral” rating in a report on Monday, December 15th. Finally, Jefferies Financial Group dropped their price objective on shares of Kraft Heinz from $24.00 to $23.00 and set a “hold” rating on the stock in a report on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $25.32.

Kraft Heinz Stock Performance

Shares of KHC stock opened at $24.32 on Thursday. Kraft Heinz has a 12-month low of $21.99 and a 12-month high of $33.35. The business’s fifty day simple moving average is $24.00 and its 200-day simple moving average is $25.36. The company has a current ratio of 1.15, a quick ratio of 0.73 and a debt-to-equity ratio of 0.46. 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 earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate 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 firm 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 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. Analysts expect that Kraft Heinz will post 2.68 earnings per share for the current fiscal year.

Kraft Heinz Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 6th will be paid a $0.40 dividend. 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 payout ratio is currently -42.90%.

Insider Buying and Selling

In related news, insider Miguel Patricio sold 125,000 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the sale, the insider owned 686,817 shares in the company, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On Kraft Heinz

Several hedge funds have recently modified their holdings of the company. Jessup Wealth Management Inc acquired a new position in Kraft Heinz in the 4th quarter worth about $27,000. Key Capital Management INC purchased a new stake in shares of Kraft Heinz in the fourth quarter valued at approximately $29,000. New England Capital Financial Advisors LLC raised its stake in shares of Kraft Heinz by 70.2% during the 4th quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company’s stock worth $30,000 after buying an additional 511 shares during the period. Rakuten Securities Inc. lifted its position in shares of Kraft Heinz by 172.4% during the 2nd quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock valued at $32,000 after buying an additional 788 shares in the last quarter. Finally, Anfield Capital Management LLC grew its stake in Kraft Heinz by 256.7% in the 3rd quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock valued at $33,000 after acquiring an additional 914 shares during the period. 78.17% of the stock is owned by hedge funds and other institutional investors.

Kraft Heinz News Roundup

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.