Te Ahumairangi Investment Management Ltd Makes New Investment in Kraft Heinz Company $KHC

Te Ahumairangi Investment Management Ltd acquired a new stake in shares of Kraft Heinz Company (NASDAQ:KHC) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 152,070 shares of the company’s stock, valued at approximately $3,592,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Cassaday & Co Wealth Management LLC bought a new position in shares of Kraft Heinz in the first quarter valued at $27,000. Jessup Wealth Management Inc acquired a new stake in shares of Kraft Heinz during the fourth quarter worth $27,000. Reflection Asset Management purchased a new stake in shares of Kraft Heinz during the fourth quarter valued at $28,000. Hara Capital LLC acquired a new position in shares of Kraft Heinz in the 2nd quarter valued at $29,000. Finally, DV Equities LLC acquired a new stake in Kraft Heinz during the 4th quarter worth about $29,000. 78.17% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Piper Sandler lifted their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock a “neutral” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. increased their price objective on Kraft Heinz from $21.00 to $22.00 and gave the stock an “underweight” rating in a research note on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a “hold” rating in a research report on Thursday, May 7th. Weiss Ratings lowered shares of Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a research note on Thursday, August 6th. Finally, Wall Street Zen cut Kraft Heinz from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $23.62.

Kraft Heinz Price Performance

Shares of Kraft Heinz stock opened at $25.58 on Monday. The stock has a market capitalization of $30.33 billion, a price-to-earnings ratio of -8.94 and a beta of 0.08. Kraft Heinz Company has a 1-year low of $21.03 and a 1-year high of $28.10. The firm’s 50-day moving average price is $24.99 and its two-hundred day moving average price is $23.89. The company has a current ratio of 1.06, a quick ratio of 0.68 and a debt-to-equity ratio of 0.49.

Kraft Heinz (NASDAQ:KHC) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.03. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The firm had revenue of $6.26 billion for the quarter, compared to analyst estimates of $6.18 billion. During the same quarter in the prior year, the firm earned $0.69 EPS. The company’s revenue was down 1.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. On average, equities analysts predict that Kraft Heinz Company will post 2.06 earnings per share for the current fiscal year.

Kraft Heinz Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.60 annualized dividend and a yield of 6.3%. Kraft Heinz’s dividend payout ratio (DPR) is presently -55.94%.

Key Stories Impacting Kraft Heinz

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

• Positive Sentiment: Investment in key brands is showing early signs of improving market share, with volumes and earnings expected to recover in 2027 as spending initiatives gain traction. Emerging Markets are a notable growth driver, posting 8.5% organic sales growth and offering long-term expansion potential. The stock’s valuation is also viewed as reasonable. Kraft Heinz: Early Signs Of Turnaround Gaining Traction And Reasonable Valuation
• Positive Sentiment: Zacks Research raised its FY2027 EPS forecast to $2.09 from $2.04, and increased estimates for Q2 and Q3 2027 and Q4 2027. These revisions support the view that current investments could produce better profitability beyond 2026. Kraft Heinz analyst estimates
• Neutral Sentiment: The FY2026 EPS forecast now stands at $2.06, matching consensus but below Zacks’ previous $2.08 estimate. FY2028 EPS is projected at $2.14, slightly below the prior $2.15 forecast, suggesting modest long-term revisions rather than a broad earnings reset.
• Negative Sentiment: Zacks lowered Q3 2026 EPS to $0.43 from $0.47, cut Q4 2026 EPS to $0.49 from $0.50, and reduced Q1 2027 EPS to $0.52 from $0.53. The revisions reflect expected pressure from higher brand investment and indicate that the turnaround may weigh on earnings before benefits appear.

Insider Buying and Selling

In other Kraft Heinz news, insider Diana Frost sold 18,502 shares of the stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $23.05, for a total value of $426,471.10. Following the sale, the insider directly owned 102,667 shares in the company, valued at approximately $2,366,474.35. This trade represents a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.24% of the company’s stock.

Kraft Heinz Profile

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.