Kraft Heinz (NASDAQ:KHC) Releases FY 2026 Earnings Guidance

Kraft Heinz (NASDAQ:KHC) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.980-2.100 for the period, compared to the consensus estimate of 2.040. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. The Goldman Sachs Group set a $23.00 target price on Kraft Heinz in a research note on Thursday, February 12th. Sanford C. Bernstein raised their price objective on Kraft Heinz from $24.00 to $27.00 and gave the stock a “market perform” rating in a research report on Thursday, February 12th. Evercore reduced their price objective on Kraft Heinz from $25.00 to $22.00 in a research report on Thursday, February 12th. UBS Group reduced their price objective on Kraft Heinz from $25.00 to $23.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. Finally, Wells Fargo & Company reduced their price objective on Kraft Heinz from $25.00 to $23.00 and set an “equal weight” rating for the company in a research report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average target price of $23.53.

Kraft Heinz Stock Performance

Shares of KHC stock traded up $0.50 during mid-day trading on Thursday, reaching $23.57. The stock had a trading volume of 9,442,523 shares, compared to its average volume of 15,928,031. The firm’s 50 day simple moving average is $22.80 and its 200 day simple moving average is $23.83. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.46. Kraft Heinz has a one year low of $21.03 and a one year high of $29.19. The firm has a market cap of $27.95 billion, a PE ratio of -4.77 and a beta of 0.06.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, May 6th. The company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.50 by $0.08. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.89 billion. During the same quarter last year, the company earned $0.62 EPS. Kraft Heinz’s revenue was up .8% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. On average, analysts forecast that Kraft Heinz will post 2.04 EPS for the current year.

Kraft Heinz Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, June 5th will be given a dividend of $0.40 per share. The ex-dividend date is Friday, June 5th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.8%. Kraft Heinz’s payout ratio is presently -32.39%.

Insider Buying and Selling at Kraft Heinz

In other news, insider Cory Onell sold 4,991 shares of the business’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 owned 197,463 shares in the company, valued at $4,806,249.42. The trade was a 2.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.24% of the stock is currently owned by insiders.

Key Headlines Impacting Kraft Heinz

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

• Positive Sentiment: KHC beat Q1 EPS and revenue estimates (adjusted EPS $0.58; revenue ~$6.05B) and highlighted early signs of a turnaround as brand investments drive improved market share — a key reason shares are firmer. Q1 Results
• Positive Sentiment: The board declared a regular quarterly dividend of $0.40 per share (6.9% yield at recent levels), supporting income-oriented investors and underpinning the stock. Dividend Announcement
• Positive Sentiment: Kraft Heinz Foods Co. launched a cash tender offer to purchase up to $1.1B aggregate of its 2046 and 2049 senior notes — a proactive debt management move that can lower long-term interest expense and simplify the balance sheet. Tender Offer
• Neutral Sentiment: Management maintained FY‑2026 EPS guidance of $1.98–$2.10 (consensus ~2.04), which signals stability but leaves limited upside to consensus estimates. Outlook
• Neutral Sentiment: Deutsche Bank raised its price target from $20 to $22 but kept a “hold” rating; the target remains below current market levels, so this is a modest signal rather than a catalyst. Price Target
• Negative Sentiment: CEO commentary stresses that “the consumer can only absorb so much” and the company is cutting prices / reworking price architecture to drive affordability — steps that could pressure margins near term despite supporting volume. CEO Pricing Comments
• Negative Sentiment: Organic sales softness and volume declines were noted despite the top-line beat, indicating demand fragility and potential margin headwinds if price cuts persist. Organic Sales

Institutional Investors Weigh In On Kraft Heinz

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Ashton Thomas Private Wealth LLC acquired a new position in Kraft Heinz in the first quarter valued at approximately $207,000. Woodline Partners LP lifted its holdings in Kraft Heinz by 39.0% in the first quarter. Woodline Partners LP now owns 73,700 shares of the company’s stock valued at $2,243,000 after buying an additional 20,690 shares during the period. NewEdge Advisors LLC lifted its holdings in Kraft Heinz by 16.6% in the second quarter. NewEdge Advisors LLC now owns 51,222 shares of the company’s stock valued at $1,323,000 after buying an additional 7,307 shares during the period. The Manufacturers Life Insurance Company grew its stake in shares of Kraft Heinz by 0.8% during the second quarter. The Manufacturers Life Insurance Company now owns 522,147 shares of the company’s stock worth $13,482,000 after purchasing an additional 4,003 shares during the period. Finally, HUB Investment Partners LLC acquired a new stake in shares of Kraft Heinz during the second quarter worth $207,000. Institutional investors own 78.17% 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.