Crossmark Global Holdings Inc. Boosts Stock Position in Kraft Heinz Company $KHC

Crossmark Global Holdings Inc. raised its holdings in Kraft Heinz Company (NASDAQ:KHC) by 92.4% during the third quarter, HoldingsChannel.com reports. The firm owned 108,992 shares of the company’s stock after buying an additional 52,338 shares during the period. Crossmark Global Holdings Inc.’s holdings in Kraft Heinz were worth $2,838,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. 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 worth $2,116,000 after acquiring an additional 53,467 shares during the last quarter. Fairfax Financial Holdings Ltd. Can grew its holdings in shares of Kraft Heinz by 45.4% during 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 purchasing an additional 1,525,000 shares during the last quarter. First Horizon Corp bought a new position in shares of Kraft Heinz during the third quarter valued at approximately $4,678,000. Savoir Faire Capital Management L.P. acquired a new stake in shares of Kraft Heinz during the 3rd quarter worth approximately $12,923,000. Finally, Peak Retirement Planning Inc. acquired a new stake in shares of Kraft Heinz during the 3rd quarter worth approximately $1,655,000. 78.17% of the stock is currently owned by hedge funds and other institutional investors.

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%

KHC opened at $24.54 on Friday. Kraft Heinz Company has a 12 month low of $21.99 and a 12 month high of $33.35. 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 stock has a market cap of $29.05 billion, a P/E ratio of -4.97 and a beta of 0.06. The stock’s 50 day moving average price is $24.02 and its 200 day moving average price is $24.98.

Kraft Heinz (NASDAQ:KHC) 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. The company had revenue of $6.35 billion during the quarter, compared to analyst estimates of $6.38 billion. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.The firm’s quarterly revenue was down 3.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, research analysts predict that Kraft Heinz Company will post 2.68 earnings per share for the current year.

Kraft Heinz Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Investors 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 yield of 6.5%. Kraft Heinz’s dividend payout ratio is presently -32.39%.

Analysts Set New Price Targets

KHC has been the subject of a number of analyst reports. Piper Sandler reduced their price objective on Kraft Heinz from $27.00 to $26.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Jefferies Financial Group dropped their target price on Kraft Heinz from $24.00 to $23.00 and set a “hold” rating on the stock in a research report on Tuesday, January 20th. Morgan Stanley reiterated an “underweight” rating and issued a $23.00 target price on shares of Kraft Heinz in a research note on Tuesday, February 17th. BNP Paribas Exane reduced their price target on shares of Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating for the company in a report on Thursday, February 12th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of 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 analyst has rated the stock with a Strong Buy rating, fourteen have issued a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Kraft Heinz presently has a consensus rating of “Reduce” and an average price target of $24.89.

Insider Transactions at Kraft Heinz

In related news, insider Cory Onell sold 9,045 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $24.61, for a total value of $222,597.45. Following the completion of the transaction, the insider owned 202,454 shares in the company, valued at $4,982,392.94. This represents a 4.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the sale, the insider owned 686,817 shares in the company, valued at $17,046,797.94. This trade represents a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 139,036 shares of company stock valued at $3,446,578 in the last quarter. 0.35% of the stock is currently owned by insiders.

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.