Kraft Heinz Company $KHC Stake Increased by Victory Capital Management Inc.

Victory Capital Management Inc. raised its stake in shares of Kraft Heinz Company (NASDAQ:KHC) by 77.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,826,152 shares of the company’s stock after acquiring an additional 1,234,078 shares during the quarter. Victory Capital Management Inc. owned approximately 0.24% of Kraft Heinz worth $73,593,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Norges Bank bought a new position in Kraft Heinz during the 2nd quarter worth approximately $276,159,000. Nordea Investment Management AB boosted its holdings in Kraft Heinz by 75.1% in the third 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 increased its stake in Kraft Heinz by 14.7% during the second quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock valued at $681,663,000 after purchasing an additional 3,392,470 shares during the last quarter. Marshall Wace LLP increased its stake in Kraft Heinz by 1,645.9% during the second quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after purchasing an additional 1,772,581 shares during the last quarter. Finally, Fairfax Financial Holdings Ltd. Can lifted its position in shares of Kraft Heinz by 45.4% in the 2nd quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock worth $126,056,000 after buying an additional 1,525,000 shares during the last quarter. Institutional investors and hedge funds own 78.17% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on KHC shares. Piper Sandler decreased their target price on Kraft Heinz from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Thursday, February 12th. JPMorgan Chase & Co. lowered Kraft Heinz from a “neutral” rating to an “underweight” rating and reduced their price objective for the company from $24.00 to $22.00 in a research report on Thursday, February 12th. TD Cowen reaffirmed a “hold” rating on shares of Kraft Heinz in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Kraft Heinz from $26.00 to $23.00 and set a “hold” rating for the company in a report on Thursday, February 12th. Finally, The Goldman Sachs Group set a $23.00 price objective on Kraft Heinz in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Reduce” and an average price target of $24.89.

Kraft Heinz Stock Up 0.8%

KHC opened at $24.23 on Friday. 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 company has a market capitalization of $28.68 billion, a PE ratio of -4.90 and a beta of 0.06. The stock’s fifty day moving average is $24.01 and its 200-day moving average is $25.02. Kraft Heinz Company has a one year low of $21.99 and a one year high of $33.35.

Kraft Heinz (NASDAQ:KHC) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping the consensus estimate of $0.61 by $0.06. The firm had revenue of $6.35 billion for the quarter, compared to analysts’ expectations of $6.38 billion. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. 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 earnings per share. 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 business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be issued a $0.40 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.60 annualized dividend and a dividend yield of 6.6%. Kraft Heinz’s dividend payout ratio is currently -32.39%.

Kraft Heinz News Summary

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

• Positive Sentiment: Berkshire Hathaway signals no immediate plans to sell its KHC stake and its new CEO publicly supported Kraft Heinz’s decision to pause the split; Berkshire also resumed share buybacks, which reduces the risk of a near‑term large shareholder exit and may stabilize the stock. Read More.
• Positive Sentiment: Kraft Heinz will redirect about $600 million away from a previously planned corporate split into product development and targeted price cuts aimed at reviving demand — a management action intended to arrest falling unit sales and shore up top‑line growth. Read More.
• Neutral Sentiment: Unusually large options activity: traders bought roughly 53,819 call options (about +87% vs. normal volume), signaling short‑term bullish/speculative interest but not necessarily a sustained directional bet. (market data)
• Neutral Sentiment: Dividend: KHC declared a $0.40 quarterly dividend (ex‑dividend March 6), yielding ~6.6% — supportive for income investors but also reflects elevated yield risk perception. Read More.
• Negative Sentiment: Management paused the corporate split, disappointing investors who expected a structural value‑unlock; management also flagged organic sales weakness and margin pressure for 2026, which are near‑term headwinds for revenue and profitability. Read More.
• Negative Sentiment: Analysts and price targets remain under pressure — several firms have cut targets or maintain underweight/reduce ratings, and consensus price targets sit near current levels, limiting upside until sales/margins improve. Read More.
• Negative Sentiment: Insider selling: a named insider (Cory Onell) sold ~4,991 shares recently, which may be interpreted negatively by some investors even though the sizes reported are modest. Read More.

Insiders Place Their Bets

In other news, insider Cory Onell sold 4,991 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $24.34, for a total transaction of $121,480.94. Following the completion of the sale, the insider directly owned 197,463 shares of the company’s stock, valued at $4,806,249.42. This trade represents a 2.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Miguel Patricio sold 125,000 shares of Kraft Heinz stock in a transaction dated 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 transaction, the insider directly owned 686,817 shares in the company, valued at $17,046,797.94. This represents a 15.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 139,036 shares of company stock valued at $3,446,578 in the last quarter. Insiders own 0.35% of the company’s stock.

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.