Kraft Heinz Company (NASDAQ:KHC) Receives Consensus Recommendation of “Reduce” from Brokerages

Shares of Kraft Heinz Company (NASDAQ:KHC) have earned a consensus recommendation of “Reduce” from the twenty-one analysts that are currently covering the company, Marketbeat.com reports. Six research analysts have rated the stock with a sell rating, fourteen have assigned a hold rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $25.00.

KHC has been the topic of a number of research analyst reports. HSBC decreased their price target on Kraft Heinz from $29.00 to $27.00 in a research note on Thursday, October 30th. Sanford C. Bernstein raised their target price on shares of Kraft Heinz from $24.00 to $27.00 and gave the stock a “market perform” rating in a research report on Thursday, February 12th. BNP Paribas Exane dropped their price target on shares of Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating for the company in a research report on Thursday, February 12th. Morgan Stanley reaffirmed an “underweight” rating and set a $23.00 price target on shares of Kraft Heinz in a research note on Tuesday, February 17th. Finally, Mizuho lowered their price objective on shares of Kraft Heinz from $29.00 to $27.00 and set a “neutral” rating for the company in a research note on Tuesday, October 28th.

Kraft Heinz Stock Performance

NASDAQ:KHC opened at $24.40 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.79. The firm has a market cap of $28.88 billion, a PE ratio of -4.94 and a beta of 0.08. The firm has a 50 day simple moving average of $23.99 and a 200-day simple moving average of $25.18. Kraft Heinz has a 1-year low of $21.99 and a 1-year high of $33.35.

Kraft Heinz (NASDAQ:KHC) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, beating 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 company had revenue of $6.35 billion during the quarter, compared to the consensus estimate of $6.38 billion. During the same period in the previous year, the firm posted $0.84 EPS. Kraft Heinz’s 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. On average, equities analysts expect that Kraft Heinz will post 2.68 EPS for the current year.

Kraft Heinz Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be issued 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 dividend payout ratio (DPR) is -32.39%.

Key Headlines Impacting Kraft Heinz

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

• Positive Sentiment: KHC is redirecting roughly $600 million into brand, marketing and product investment to rebuild its core portfolios — a strategic move aimed at restoring growth rather than pursuing a split. Kraft Heinz Halts Split As New Leadership Bets On Brand Rebuild
• Positive Sentiment: The company completed a $1.51 billion share repurchase program and affirmed its $0.40 quarterly dividend, supporting shareholder returns while it executes the turnaround. Paused Split and Reinvestment Drive Could Be a Game Changer For Kraft Heinz (KHC)
• Neutral Sentiment: Leadership changes: Nicolas Amaya is named President, North America, signaling a management realignment focused on the U.S. business but with outcomes still to be proven. Kraft Heinz Halts Split As New Leadership Bets On Brand Rebuild
• Neutral Sentiment: CEO Steve Cahillane publicly acknowledged the company relied too much on nostalgia and is repositioning the firm to be more innovation- and marketing-driven. This is constructive long-term but will take time to show in results. Kraft Heinz Fell Into Nostalgia Trap, CEO Says
• Negative Sentiment: The company paused its planned breakup/split — a move that removes a potential near-term catalyst for unlocking value and may disappoint investors who favored a breakup-led rerating. Kraft Heinz Pauses Its Breakup Plans. Should You Buy the High-Yield Dividend Stock Here?
• Negative Sentiment: Recent FY2025 results were weak — a full‑year net loss of ~$5.85 billion on ~$24.94 billion sales — underscoring the scale of the turnaround required and pressuring near-term sentiment. Paused Split and Reinvestment Drive Could Be a Game Changer For Kraft Heinz (KHC)
• Negative Sentiment: Street reaction is mixed post‑earnings (some Hold ratings/conservative views), leaving analyst conviction limited while the company executes the reset. Street Has a Mixed Opinion on The Kraft Heinz Company (KHC) Since FQ4 2025 Earnings

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 shares were 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 owned 686,817 shares of the company’s stock, valued at approximately $17,046,797.94. This represents a 15.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On Kraft Heinz

Large investors have recently made changes to their positions in the business. STF Management LP lifted its holdings in shares of 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 raised its position in Kraft Heinz by 15.5% in the third quarter. Parkside Financial Bank & Trust now owns 3,219 shares of the company’s stock valued at $84,000 after purchasing an additional 431 shares during the period. Graney & King LLC lifted its stake in shares of Kraft Heinz by 20.5% during the fourth 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 boosted its position in shares of Kraft Heinz by 3.2% in the fourth quarter. V Square Quantitative Management LLC now owns 14,892 shares of the company’s stock worth $361,000 after buying an additional 458 shares during the period. Finally, Hantz Financial Services Inc. grew its stake in shares of Kraft Heinz by 13.4% in the third quarter. Hantz Financial Services Inc. now owns 3,894 shares of the company’s stock valued at $101,000 after buying an additional 460 shares in the last quarter. Institutional investors and hedge funds own 78.17% of the company’s stock.

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.