Kraft Heinz Company $KHC Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Kraft Heinz Company (NASDAQ:KHC) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,143,888 shares of the company’s stock after buying an additional 136,929 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.18% of Kraft Heinz worth $55,827,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Kraft Heinz during the second quarter valued at about $276,159,000. Nordea Investment Management AB grew its holdings in shares of Kraft Heinz by 75.1% during the 3rd quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock worth $351,263,000 after purchasing an additional 5,873,967 shares during the period. Geode Capital Management LLC grew its holdings in shares of Kraft Heinz by 14.7% during the 2nd quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock worth $681,663,000 after purchasing an additional 3,392,470 shares during the period. Marshall Wace LLP increased its position in Kraft Heinz by 1,645.9% during the 2nd quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock worth $48,549,000 after purchasing an additional 1,772,581 shares in the last quarter. Finally, Fairfax Financial Holdings Ltd. Can raised its holdings in Kraft Heinz by 45.4% in the second quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock valued at $126,056,000 after buying an additional 1,525,000 shares during the period. 78.17% of the stock is owned by hedge funds and other institutional investors.

Kraft Heinz News Summary

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

• Negative Sentiment: Zacks Research issued broad, steep cuts to KHC’s near‑term and multi‑year EPS forecasts and carries a “Strong Sell” rating — examples include Q2 2026 cut from $0.68 to $0.51, FY2026 from $2.54 to $2.06 and FY2027 from $2.61 to $2.10, plus multiple quarterly downgrades. The revisions materially lower earnings visibility and are the main negative driver for the stock today. MarketBeat – KHC
• Neutral Sentiment: Mizuho trimmed its price target to $25 from $27 after Kraft Heinz’s CAGNY presentations but kept a Neutral rating — this signals modest downward adjustment to valuation assumptions rather than a change to conviction on the name. Mizuho Revises Kraft Heinz (KHC) Valuation after CAGNY Presentations
• Neutral Sentiment: Valuation/attractiveness analyses are mixed — some outlets question whether recent weakness creates a buying opportunity or a value trap, highlighting the stock’s recent underperformance vs longer‑term decline; useful context for value investors. Is Kraft Heinz (KHC) Now Attractive After Recent Share Price Weakness?
• Positive Sentiment: Brand/product activity: Capri Sun (a Kraft Heinz brand) is relaunching limited‑edition flavors (Moon/Blood Moon Punch), indicating continued marketing efforts to keep brands relevant — positive for top‑line engagement though likely a small near‑term earnings driver. Capri Sun Brings Back Fan-Favorite Moon Punch
• Neutral Sentiment: Industry commentary warns Kraft Heinz faces structural challenges common to legacy CPGs (changing consumer preferences, pricing pressure), underscoring that operational execution and portfolio strategy will determine medium‑term outcomes. Kraft Heinz and the structural reckoning facing legacy CPG

Insiders Place Their Bets

In other news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were 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 of the company’s stock, valued at approximately $17,046,797.94. The trade was a 15.40% decrease in their position. 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 currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on KHC. Barclays increased their price objective on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Weiss Ratings reiterated a “sell (d)” rating on shares of Kraft Heinz in a report on Thursday, January 22nd. The Goldman Sachs Group set a $23.00 price objective on Kraft Heinz in a research report on Thursday, February 12th. Mizuho decreased their target price on Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating for the company in a research report on Monday, February 23rd. Finally, UBS Group increased their target price on Kraft Heinz from $24.00 to $25.00 and gave the company a “neutral” rating in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, Kraft Heinz currently has a consensus rating of “Reduce” and an average price target of $24.89.

Kraft Heinz Trading Up 0.2%

NASDAQ:KHC opened at $24.61 on Friday. The stock has a market cap of $29.13 billion, a price-to-earnings ratio of -4.98 and a beta of 0.08. Kraft Heinz Company has a one year low of $21.99 and a one year high of $33.35. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.15. The business’s 50-day simple moving average is $23.98 and its 200 day simple moving average is $25.10.

Kraft Heinz (NASDAQ:KHC) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.06. The company had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.38 billion. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.Kraft Heinz’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, sell-side analysts predict that Kraft Heinz Company will post 2.68 earnings per share for the current fiscal year.

Kraft Heinz Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 6.5%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio is -32.39%.

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.