Kraft Heinz (NASDAQ:KHC – Free Report) had its price objective cut by JPMorgan Chase & Co. from $22.00 to $21.00 in a research report report published on Wednesday morning,Benzinga reports. They currently have an underweight rating on the stock.
Several other brokerages also recently issued reports on KHC. Zacks Research downgraded shares of Kraft Heinz from a “hold” rating to a “strong sell” rating in a research note on Friday, February 13th. Weiss Ratings reissued a “sell (d)” rating on shares of Kraft Heinz in a research report on Thursday, January 22nd. Piper Sandler decreased their price objective on shares of Kraft Heinz from $26.00 to $24.00 and set a “neutral” rating for the company in a report on Monday. BNP Paribas Exane lowered their price objective on Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating on the stock in a research report on Thursday, February 12th. Finally, TD Cowen reiterated a “hold” rating on shares of Kraft Heinz in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat, Kraft Heinz has a consensus rating of “Reduce” and an average price target of $24.61.
Check Out Our Latest Research Report on Kraft Heinz
Kraft Heinz Price Performance
Kraft Heinz (NASDAQ:KHC – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share (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 company had revenue of $6.35 billion for the quarter, compared to analysts’ expectations of $6.38 billion. Kraft Heinz’s revenue was down 3.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, equities analysts expect that Kraft Heinz will post 2.68 EPS for the current fiscal year.
Kraft Heinz Dividend Announcement
The business also recently declared 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. The ex-dividend date is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 7.4%. Kraft Heinz’s payout ratio is currently -32.39%.
Insider Buying and Selling at Kraft Heinz
In other news, insider Cory Onell sold 9,045 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $24.61, for a total transaction of $222,597.45. Following the completion of the transaction, the insider directly owned 202,454 shares of the company’s stock, valued at $4,982,392.94. The trade was a 4.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.35% of the stock is owned by insiders.
Institutional Investors Weigh In On Kraft Heinz
A number of large investors have recently added to or reduced their stakes in KHC. Generali Asset Management SPA SGR lifted its holdings in Kraft Heinz by 192.4% in the third quarter. Generali Asset Management SPA SGR now owns 81,260 shares of the company’s stock valued at $2,116,000 after acquiring an additional 53,467 shares during the period. Fairfax Financial Holdings Ltd. Can grew its stake in shares of Kraft Heinz by 45.4% during the 2nd quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock valued at $126,056,000 after purchasing an additional 1,525,000 shares during the period. First Horizon Corp purchased a new stake in shares of Kraft Heinz during the 3rd quarter valued at about $4,678,000. Savoir Faire Capital Management L.P. bought a new position in shares of Kraft Heinz in the 3rd quarter worth approximately $12,923,000. Finally, Schroder Investment Management Group lifted its stake in shares of Kraft Heinz by 2.4% in the 3rd quarter. Schroder Investment Management Group now owns 3,263,971 shares of the company’s stock worth $84,994,000 after purchasing an additional 77,045 shares during the period. Institutional investors own 78.17% of the company’s stock.
Kraft Heinz News Roundup
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Launched a higher-protein “PowerMac” product, announced a C$250m modernization of the Mont Royal (Montreal) plant, and coverage argued these moves plus strategic initiatives put KHC back on investor radars — signals for premiumization and capacity/efficiency improvement. Kraft Heinz (KHC) Valuation Check After PowerMac Launch NFL Deal And Major Mont Royal Investment
- Positive Sentiment: Confirmed a five‑year global partnership with the NFL as the league’s first-ever global condiment partner — offers national/global marketing scale and potential for premium/promo partnerships. The Kraft Heinz Company (KHC) Announces 5-Year Partnership With the National Football League
- Neutral Sentiment: Bernstein moved to a “Hold” on KHC — a neutral-to-cautious view that doesn’t add buying momentum. Kraft Heinz (KHC) Receives a Hold from Bernstein
- Neutral Sentiment: Media reported a possible “split” / $25B shakeup story — could indicate strategic reorganization or asset moves, but details/impact uncertain. Kraft Heinz split: $25B shakeup coming
- Neutral Sentiment: Reports showed a large increase in short‑interest figures, but published data appear inconsistent (zeros/NaN), so treat as unreliable until confirmed by exchange filings.
- Neutral Sentiment: Industry note: McCain reportedly to close a New Zealand factory — peripheral to KHC but relevant to frozen/processing supply-chain context. McCain ‘to shut New Zealand factory’
- Negative Sentiment: JPMorgan cut its price target to $21 and assigned an “Underweight” rating — a concrete analyst downgrade that can increase selling pressure. JPMorgan Lowers Price Target on Kraft Heinz
- Negative Sentiment: Piper Sandler published a pessimistic forecast for KHC — another bearish analyst view pressuring sentiment. Piper Sandler Issues Pessimistic Forecast for Kraft Heinz (NASDAQ:KHC) Stock Price
- Negative Sentiment: Bearish commentary in Seeking Alpha urged caution (“Keep Kraft Heinz in your pantry, not your portfolio”), adding to negative retail/qualitative sentiment. Keep Kraft Heinz In Your Pantry, Not Your Portfolio
- Negative Sentiment: Market coverage noted recent share weakness (recent sessions where KHC underperformed broader market), reinforcing the effect of downgrades and negative commentary. Kraft Heinz (KHC) Stock Sinks As Market Gains: Here’s Why
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.
Further Reading
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