Kraft Heinz (NASDAQ:KHC) Hits New 1-Year Low – Should You Sell?

Kraft Heinz Company (NASDAQ:KHC)’s share price hit a new 52-week low during trading on Thursday . The company traded as low as $21.85 and last traded at $22.1790, with a volume of 97936 shares changing hands. The stock had previously closed at $22.08.

More Kraft Heinz News

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

• Positive Sentiment: NFL partnership: Kraft Heinz signed a five‑year global strategic deal with the NFL as its first-ever condiment partner — a major marketing platform that could boost brand visibility and retail demand over the contract period. Kraft Heinz Inks Breakthrough Deal With National Football League as First-Ever Condiment Partner
• Positive Sentiment: New product push: Management unveiled PowerMac (high‑protein Mac & Cheese), new Lunchables snacks and Capri Sun variants as part of a $600M growth initiative to chase the “better‑for‑you” and convenience trends. This can help stabilize volumes if adoption scales. Kraft Heinz Bets On PowerMac And NFL Tie Up As Valuation Lags
• Positive Sentiment: Recent quarter showed an EPS beat and solid free‑cash‑flow, giving management flexibility for product investment and buybacks even as top‑line pressure persists. Q4 Earnings Highlights: Kraft Heinz (NASDAQ:KHC) Vs The Rest Of The Shelf-Stable Food Stocks
• Neutral Sentiment: Unusual options activity: Elevated call options trading reflects increased speculative/hedged interest in the stock but doesn’t signal a clear directional catalyst by itself. Kraft Heinz’s About Turn and FCF Growth Leads To Huge Unusual Call Options Trading
• Neutral Sentiment: Coverage/stock lists: KHC is being flagged in some “under‑the‑radar” dividend lists — a signal for income investors but not an immediate demand driver. Unilever, Kraft Heinz Explored Food Merger as Industry Faces Weak Demand, FT Reports
• Negative Sentiment: Merger talks collapse: Reports say Kraft Heinz and Unilever ended discussions about combining parts of their food businesses — removing a potential strategic transaction that could have delivered scale and cost synergies. That loss of optionality is a clear near‑term negative for sentiment. Unilever, Kraft Heinz held talks to merge food business and condiments division, FT reports
• Negative Sentiment: Category weakness & share loss: Analysts and industry coverage note weak demand in shelf‑stable foods and rising private‑label competition; commentary highlights lost consumers and slowing sales growth, pressuring the multiple. Kraft Heinz Has Free Cash Flow but Losing Consumers to Store Brands Is the Real Problem
• Negative Sentiment: Immediate market reaction: KHC shares are trading lower, reflecting investor concern about forgone M&A, soft top‑line trends (revenue down y/y), and valuation compression despite cash‑flow strength. Kraft Heinz (KHC) Declines More Than Market: Some Information for Investors

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on KHC shares. TD Cowen reaffirmed a “hold” rating on shares of Kraft Heinz in a research report on Thursday, February 12th. 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. Weiss Ratings reiterated a “sell (d)” rating on shares of Kraft Heinz in a report on Thursday, January 22nd. Wells Fargo & Company reduced their target price on shares of Kraft Heinz from $25.00 to $23.00 and set an “equal weight” rating on the stock in a report on Thursday, March 12th. Finally, Sanford C. Bernstein raised their price objective on Kraft Heinz from $24.00 to $27.00 and gave the company a “market perform” rating in a research report on Thursday, February 12th. One 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. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $24.78.

Kraft Heinz Trading Down 0.5%

The firm has a market cap of $26.01 billion, a P/E ratio of -4.45 and a beta of 0.06. The business’s 50 day moving average is $23.86 and its 200-day moving average is $24.72. 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 (NASDAQ:KHC) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate 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 negative net margin of 23.44% and a positive return on equity of 7.07%. The firm’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period last year, the business earned $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, analysts forecast that Kraft Heinz Company will post 2.68 earnings per share for the current fiscal year.

Kraft Heinz Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 6th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 7.3%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio (DPR) is -32.39%.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Cory Onell sold 4,991 shares of the company’s stock in a transaction that occurred 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 sale, the insider owned 197,463 shares in the company, valued at $4,806,249.42. This represents a 2.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.35% of the stock is owned by insiders.

Institutional Investors Weigh In On Kraft Heinz

Several institutional investors and hedge funds have recently made changes to their positions in KHC. Ashton Thomas Private Wealth LLC bought a new position in shares of Kraft Heinz in the 1st quarter worth about $207,000. Woodline Partners LP grew its stake in shares of Kraft Heinz by 39.0% in the 1st 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 in the last quarter. Foundations Investment Advisors LLC boosted its position in Kraft Heinz by 38.2% during the second quarter. Foundations Investment Advisors LLC now owns 27,618 shares of the company’s stock worth $713,000 after purchasing an additional 7,630 shares during the period. Intech Investment Management LLC increased its stake in shares of Kraft Heinz by 10.2% in the second quarter. Intech Investment Management LLC now owns 82,275 shares of the company’s stock worth $2,124,000 after purchasing an additional 7,582 shares during the period. Finally, Nomura Asset Management Co. Ltd. grew its holdings in Kraft Heinz by 0.3% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 353,270 shares of the company’s stock valued at $9,121,000 after buying an additional 967 shares during the last quarter. 78.17% of the stock is owned by institutional investors and hedge funds.

Kraft Heinz Company 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.