Investment Research Partners LLC acquired a new stake in Kraft Heinz Company (NASDAQ:KHC – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 38,349 shares of the company’s stock, valued at approximately $935,000.
Several other institutional investors have also modified their holdings of KHC. Rakuten Securities Inc. grew its stake in shares of Kraft Heinz by 172.4% during the second quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after purchasing an additional 788 shares in the last quarter. Cape Investment Advisory Inc. raised its stake in Kraft Heinz by 164.7% in the second quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock valued at $33,000 after buying an additional 807 shares in the last quarter. Anfield Capital Management LLC lifted its holdings in Kraft Heinz by 256.7% during the 3rd quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock worth $33,000 after buying an additional 914 shares during the last quarter. Sentry Investment Management LLC acquired a new position in shares of Kraft Heinz during the 3rd quarter worth about $38,000. Finally, Albion Financial Group UT acquired a new position in shares of Kraft Heinz during the 3rd quarter worth about $43,000. 78.17% of the stock is owned by hedge funds and other institutional investors.
Insider Activity at Kraft Heinz
In other news, insider Cory Onell sold 9,045 shares of Kraft Heinz stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $24.61, for a total value of $222,597.45. Following the transaction, the insider directly owned 202,454 shares of the company’s stock, valued at $4,982,392.94. The trade was a 4.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.35% of the stock is owned by insiders.
Kraft Heinz Stock Down 3.5%
Kraft Heinz (NASDAQ:KHC – Get Free Report) last released 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 firm 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%.The firm’s quarterly revenue was down 3.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities research analysts expect that Kraft Heinz Company will post 2.68 earnings per share for the current year.
Kraft Heinz Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be given a dividend of $0.40 per share. The ex-dividend date is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 7.2%. Kraft Heinz’s dividend payout ratio (DPR) is -32.39%.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on KHC shares. Deutsche Bank Aktiengesellschaft cut their target price on Kraft Heinz from $26.00 to $23.00 and set a “hold” rating on the stock in a research report on Thursday, February 12th. TD Cowen reaffirmed a “hold” rating on shares of Kraft Heinz in a report on Thursday, February 12th. BNP Paribas Exane cut their price objective on shares of Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating on the stock in a report on Thursday, February 12th. Jefferies Financial Group reduced their price objective on shares of Kraft Heinz from $24.00 to $23.00 and set a “hold” rating for the company in a research report on Tuesday, January 20th. Finally, Wells Fargo & Company lowered their target price on shares of Kraft Heinz from $25.00 to $23.00 and set an “equal weight” rating for the company in a report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average price target of $24.78.
Key Stories Impacting Kraft Heinz
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Kraft Heinz struck a five-year global strategic partnership with the NFL, making it the league’s first-ever condiment partner — a high-visibility marketing deal that could help boost brand relevance and drive demand for core condiments. Article Title
- Positive Sentiment: The company is rolling out product innovations (PowerMac high-protein Mac & Cheese, new Lunchables/snacks and Capri Sun extensions) and announced a roughly $600M growth push aimed at reviving brands — initiatives that signal management is investing to stem share loss to private labels. Article Title
- Positive Sentiment: Recent reporting highlighted strong free cash flow and the CEO’s decision to pause the planned split, moves that appear to have prompted unusual call-option activity — suggesting some investors are positioning for upside if the revival plan succeeds. Article Title
- Neutral Sentiment: Reports say Kraft Heinz and Unilever held talks about merging Unilever’s food business with Kraft Heinz’s condiments division — a strategic possibility that could be transformative but is speculative and creates near-term uncertainty. Article Title
- Neutral Sentiment: Q4 results: EPS beat estimates but revenue declined ~3.4% year-over-year and the company’s FY2026 EPS guide (1.98–2.10) sits below some analysts’ forecasts — mixed earnings that reduce clarity on near-term upside. Article Title
- Negative Sentiment: Persistent headwinds: analysts and commentary note Kraft Heinz is losing consumers to store brands, with an ongoing sales slump in the shelf-stable category and a negative net margin — these operational issues help explain the stock’s decline and why shares remain near 52-week lows. Article Title
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.
See Also
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