Kraft Heinz (NASDAQ:KHC) Price Target Lowered to $26.00 at Piper Sandler

Kraft Heinz (NASDAQ:KHC) had its price target decreased by Piper Sandler from $27.00 to $26.00 in a research note published on Thursday morning,MarketScreener reports. Piper Sandler currently has a neutral rating on the stock.

A number of other research firms also recently weighed in on KHC. HSBC dropped their price target on Kraft Heinz from $29.00 to $27.00 in a research note on Thursday, October 30th. Evercore ISI lowered their target price on Kraft Heinz from $25.00 to $22.00 in a research report on Thursday. Wells Fargo & Company reduced their price target on shares of Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating for the company in a research report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Kraft Heinz from $27.00 to $26.00 in a report on Thursday, October 30th. Finally, UBS Group reiterated a “neutral” rating on shares of Kraft Heinz in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, Kraft Heinz has an average rating of “Reduce” and a consensus price target of $25.32.

Kraft Heinz Stock Down 2.7%

Kraft Heinz stock opened at $24.32 on Thursday. 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 12-month low of $21.99 and a 12-month high of $33.35. The firm’s fifty day moving average is $24.00 and its 200 day moving average is $25.36. The company has a quick ratio of 0.73, a current ratio of 1.15 and a debt-to-equity ratio of 0.46.

Kraft Heinz (NASDAQ:KHC) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $6.38 billion. During the same period last year, the company posted $0.84 earnings per share. The business’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. As a group, sell-side analysts predict that Kraft Heinz will post 2.68 EPS for the current fiscal year.

Kraft Heinz Announces Dividend

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

Insider Activity

In related 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 transaction 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 approximately $17,046,797.94. This trade represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.35% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

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

Key Headlines Impacting Kraft Heinz

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.