Cibc World Market Inc. Grows Position in Kraft Heinz Company $KHC

Cibc World Market Inc. grew its position in Kraft Heinz Company (NASDAQ:KHC) by 69.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 288,849 shares of the company’s stock after acquiring an additional 118,435 shares during the quarter. Cibc World Market Inc.’s holdings in Kraft Heinz were worth $7,522,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of KHC. Rakuten Securities Inc. increased its position in Kraft Heinz by 172.4% in the second quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after purchasing an additional 788 shares during the last quarter. Cape Investment Advisory Inc. grew its stake in shares of Kraft Heinz by 164.7% in the 2nd quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock worth $33,000 after buying an additional 807 shares in the last quarter. Sentry Investment Management LLC bought a new stake in shares of Kraft Heinz in the 3rd quarter worth about $38,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Kraft Heinz during the 2nd quarter valued at about $39,000. Finally, Albion Financial Group UT bought a new position in shares of Kraft Heinz in the 3rd quarter valued at about $43,000. 78.17% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Kraft Heinz

In related news, insider Miguel Patricio sold 125,000 shares of the business’s 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 owned 686,817 shares in the company, valued at approximately $17,046,797.94. The trade was a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.35% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on KHC shares. Evercore reduced their price objective on Kraft Heinz from $28.00 to $25.00 in a research note on Friday, January 9th. JPMorgan Chase & Co. downgraded Kraft Heinz from a “neutral” rating to an “underweight” rating and cut their target price for the company from $24.00 to $22.00 in a research report on Thursday. HSBC decreased their price target on Kraft Heinz from $29.00 to $27.00 in a report on Thursday, October 30th. Piper Sandler cut their price objective on shares of Kraft Heinz from $27.00 to $26.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, TD Cowen reissued a “hold” rating on shares of Kraft Heinz in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Reduce” and an average target price of $25.16.

Key Stories Impacting Kraft Heinz

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

• Positive Sentiment: Company announced a meaningful quarterly dividend (annualized yield ~6.6%; ex‑dividend March 6). Stable, high yield supports income-focused investors and can cushion downside for the stock.
• Positive Sentiment: Unusually large call buying: traders purchased ~58,273 KHC calls (≈99% above average), indicating short‑term bullish/speculative positioning that can amplify upside volume and volatility.
• Neutral Sentiment: Kraft Heinz is increasing investments: management forecast ~ $950M capital spending for 2026 and has committed ~$600M to revive growth — this signals a shift to reinvest in brands but raises near‑term execution questions. Read More.
• Neutral Sentiment: Analysts are split: Sanford Bernstein raised its PT to $27 while Deutsche Bank trimmed its PT to $23; other shops issued varying revisions (Piper Sandler, Barclays, Evercore, BNP). The mixed guidance reflects uncertainty and explains volatile price reactions. Read More. • Read More.
• Negative Sentiment: Some sell-side research is bearish: Seeking Alpha published a negative note calling the “catalyst” gone after a weak quarter, impairment charges and brand declines — a narrative that can pressure investor confidence. Read More.
• Negative Sentiment: Major downgrades: JPMorgan downgraded KHC to underweight with a $22 PT, signaling limited near‑term upside after the breakup pause — a clear negative for sentiment. Read More.
• Negative Sentiment: Additional downside pressure from price‑target cuts at Evercore and BNP Paribas (to $22 and $20 respectively) and continued concerns over slowing sales, a large impairment and margin pressure following Q4 results. Read More. • Read More.

Kraft Heinz Stock Performance

Shares of Kraft Heinz stock opened at $24.80 on Friday. The company has a quick ratio of 0.73, a current ratio of 1.15 and a debt-to-equity ratio of 0.46. The stock’s fifty day moving average is $24.01 and its two-hundred day moving average is $25.34. Kraft Heinz Company has a 52 week low of $21.99 and a 52 week high of $33.35. The company has a market capitalization of $29.36 billion, a PE ratio of -5.02 and a beta of 0.08.

Kraft Heinz (NASDAQ:KHC) last issued its earnings results 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. The firm had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.38 billion. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The business’s revenue was down 3.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.84 earnings per share. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, analysts expect that Kraft Heinz Company will post 2.68 earnings per share for the current year.

Kraft Heinz Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.5%. Kraft Heinz’s dividend payout ratio (DPR) is -42.90%.

Kraft Heinz 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.