Tocqueville Asset Management L.P. Makes New $805,000 Investment in Kraft Heinz Company $KHC

Tocqueville Asset Management L.P. acquired a new stake in shares of Kraft Heinz Company (NASDAQ:KHC) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 34,062 shares of the company’s stock, valued at approximately $805,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in KHC. Ashton Thomas Private Wealth LLC bought a new position in shares of Kraft Heinz in the first quarter worth approximately $207,000. Woodline Partners LP lifted its stake in shares of Kraft Heinz by 39.0% during 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. NewEdge Advisors LLC boosted its holdings in Kraft Heinz by 16.6% in the 2nd quarter. NewEdge Advisors LLC now owns 51,222 shares of the company’s stock worth $1,323,000 after buying an additional 7,307 shares during the period. The Manufacturers Life Insurance Company increased its stake in Kraft Heinz by 0.8% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 522,147 shares of the company’s stock worth $13,482,000 after buying an additional 4,003 shares in the last quarter. Finally, HUB Investment Partners LLC bought a new stake in Kraft Heinz during the second quarter valued at about $207,000. Institutional investors own 78.17% of the company’s stock.

Kraft Heinz News Summary

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

• Positive Sentiment: Analysts see potential for a turnaround as Kraft Heinz increases investment in key brands. Early market-share gains and expected volume recovery in 2027 could improve earnings after a more pressured 2026. Emerging Markets are a notable growth opportunity, with reported organic sales growth of 8.5%. 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 several 2027 quarters. The revisions suggest analysts expect current brand and marketing investments to begin producing stronger results in the following fiscal year. Kraft Heinz analyst estimates
• Positive Sentiment: Kraft Heinz is expanding its “Away From Home” business beyond ketchup to serve more restaurants, venues and other customers, creating a potential source of longer-term sales growth. Can Kraft Heinz’s Away From Home Expansion Support Long-Term Growth?
• Neutral Sentiment: Zacks maintained its FY2026 EPS outlook at $2.06, matching consensus, while lifting FY2028 EPS to $2.14 from $2.13 in its detailed estimates. This indicates relatively stable longer-term expectations despite quarterly adjustments.
• Negative Sentiment: Near-term estimates were reduced, including Q3 2026 EPS to $0.43 from $0.47, Q4 2026 EPS to $0.49 from $0.50, and Q1 2027 EPS to $0.52 from $0.53. FY2028 EPS was also trimmed to $2.14 from $2.15 in a separate revision, reinforcing concerns about execution and the cost of the investment cycle.
• Negative Sentiment: Recent commentary about declining consumer attachment to major American brands adds a broader risk for Kraft Heinz, whose portfolio depends heavily on established brands. The company’s latest reported revenue also declined year over year, while EPS fell from the prior-year period despite beating quarterly expectations. America’s brands lose their magic

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein lowered shares of Kraft Heinz from a “market perform” rating to an “underperform” rating and dropped their target price for the stock from $25.00 to $21.00 in a research report on Wednesday, June 3rd. Wells Fargo & Company lifted their target price on Kraft Heinz from $23.00 to $25.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 8th. Weiss Ratings cut Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. upped their price objective on Kraft Heinz from $21.00 to $22.00 and gave the stock an “underweight” rating in a report on Wednesday, July 15th. Finally, TD Cowen raised their target price on shares of Kraft Heinz from $20.00 to $22.00 and gave the company a “hold” rating in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $23.62.

Kraft Heinz Stock Performance

NASDAQ KHC opened at $25.57 on Friday. The business’s 50 day moving average price is $24.97 and its 200-day moving average price is $23.88. Kraft Heinz Company has a fifty-two week low of $21.03 and a fifty-two week high of $28.10. The company has a market cap of $30.32 billion, a P/E ratio of -8.94 and a beta of 0.08. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.68 and a current ratio of 1.06.

Kraft Heinz (NASDAQ:KHC) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 EPS for the quarter, topping the consensus estimate 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 company had revenue of $6.26 billion during the quarter, compared to analyst estimates of $6.18 billion. During the same period in the previous year, the firm earned $0.69 earnings per share. Kraft Heinz’s quarterly revenue was down 1.4% compared to the same quarter last year. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Sell-side analysts predict that Kraft Heinz Company will post 2.06 earnings per share for the current 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 given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 6.3%. The ex-dividend date of this dividend is Friday, September 4th. Kraft Heinz’s dividend payout ratio is -55.94%.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Diana Frost sold 18,502 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $23.05, for a total transaction of $426,471.10. Following the completion of the transaction, the insider owned 102,667 shares in the company, valued at $2,366,474.35. The trade was a 15.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.24% of the stock is currently owned by insiders.

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.