Barclays PLC Sells 290,545 Shares of Kraft Heinz Company $KHC

Barclays PLC decreased its holdings in shares of Kraft Heinz Company (NASDAQ:KHC) by 5.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,047,005 shares of the company’s stock after selling 290,545 shares during the period. Barclays PLC owned 0.43% of Kraft Heinz worth $131,424,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of KHC. Rakuten Securities Inc. raised its holdings in shares of Kraft Heinz by 172.4% during the second quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock valued at $32,000 after acquiring an additional 788 shares in the last quarter. Cape Investment Advisory Inc. boosted its holdings in Kraft Heinz by 164.7% in the second quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock valued at $33,000 after acquiring an additional 807 shares in the last quarter. Anfield Capital Management LLC boosted its holdings in Kraft Heinz by 256.7% in the third 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 in the last quarter. Sentry Investment Management LLC purchased a new position in Kraft Heinz during the 3rd quarter valued at $38,000. Finally, Albion Financial Group UT purchased a new position in Kraft Heinz during the 3rd quarter valued at $43,000. Hedge funds and other institutional investors own 78.17% of the company’s stock.

Kraft Heinz News Summary

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

Kraft Heinz Stock Up 1.3%

NASDAQ:KHC opened at $24.54 on Friday. 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’s 50-day moving average price is $24.02 and its 200-day moving average price is $24.98. The company has a market capitalization of $29.05 billion, a PE ratio of -4.97 and a beta of 0.06. Kraft Heinz Company 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 (EPS) for the quarter, beating 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 company 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 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 predict that Kraft Heinz Company will post 2.68 EPS for the current fiscal year.

Kraft Heinz Dividend Announcement

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 issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 6.5%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio (DPR) is presently -32.39%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Kraft Heinz in a research report on Thursday, January 22nd. Zacks Research downgraded shares of Kraft Heinz from a “hold” rating to a “strong sell” rating in a research note on Friday, February 13th. Barclays raised their price objective on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a report on Thursday, February 12th. BNP Paribas Exane reduced their target price on Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating on the stock in a report on Thursday, February 12th. Finally, Deutsche Bank Aktiengesellschaft decreased their target price on Kraft Heinz from $26.00 to $23.00 and set a “hold” rating for the company in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus price target of $24.89.

Insider Buying and Selling

In related news, insider Miguel Patricio sold 125,000 shares of the company’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 sale, the insider owned 686,817 shares in the company, valued at $17,046,797.94. This represents a 15.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Cory Onell sold 4,991 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $24.34, for a total value of $121,480.94. Following the transaction, the insider directly owned 197,463 shares of the company’s stock, valued at approximately $4,806,249.42. This trade represents a 2.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Over 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 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.