Commerce Bank Takes Position in Kraft Heinz Company $KHC

Commerce Bank bought a new stake in Kraft Heinz Company (NASDAQ:KHC) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 40,422 shares of the company’s stock, valued at approximately $955,000.

A number of other institutional investors have also recently bought and sold shares of KHC. BlackRock Inc. bought a new stake in Kraft Heinz in the second quarter valued at approximately $1,803,911,000. Auto Owners Insurance Co boosted its stake in shares of Kraft Heinz by 3,034.1% during the 4th quarter. Auto Owners Insurance Co now owns 16,477,002 shares of the company’s stock worth $39,957,000 after acquiring an additional 15,951,271 shares during the period. Norges Bank acquired a new position in shares of Kraft Heinz during the 4th quarter worth approximately $332,382,000. Deutsche Bank AG acquired a new position in shares of Kraft Heinz during the 2nd quarter worth approximately $179,876,000. Finally, Bank of New York Mellon Corp bought a new stake in Kraft Heinz in the 2nd quarter valued at $170,097,000. Institutional investors and hedge funds own 78.17% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Piper Sandler raised their price target on Kraft Heinz from $24.00 to $25.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Evercore set a $24.00 price objective on shares of Kraft Heinz in a research report on Thursday, August 6th. Sanford C. Bernstein cut shares of Kraft Heinz from a “market perform” rating to an “underperform” rating and cut their target price for the stock from $25.00 to $21.00 in a research note on Wednesday, June 3rd. Barclays lifted their target price on shares of Kraft Heinz from $25.00 to $26.00 and gave the stock an “equal weight” rating in a report on Friday, August 7th. Finally, BNP Paribas Exane increased their price target on shares of Kraft Heinz from $17.00 to $19.00 and gave the company an “underperform” rating in a report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $23.62.

Key Headlines Impacting Kraft Heinz

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

• Positive Sentiment: Unusually heavy call-option activity indicates some traders are positioning for upside, with investors buying 82,130 call options—roughly 189% above typical daily volume.
• Positive Sentiment: Kraft Heinz plans to transfer its common-stock listing from Nasdaq to the New York Stock Exchange on September 14, 2026, while retaining the KHC ticker. The move may improve visibility and exchange-branding, although it does not change the company’s fundamentals. Kraft Heinz to Transfer Stock Exchange Listing to NYSE
• Positive Sentiment: Management is using European operations to test healthier, reformulated products, with plans to bring successful concepts to the U.S. This could help refresh the portfolio as consumers become more health-conscious and weight-loss drugs influence food demand. Can Kraft Heinz Use Europe To Refresh Its US Product Line?
• Neutral Sentiment: The stock’s valuation and cash-flow generation remain supportive, while institutional activity was mixed: several large investors increased holdings, but Norges Bank reduced its position. Analysts’ recent price targets have a median of $21, suggesting limited upside at recent trading levels.
• Negative Sentiment: Recent earnings remain the main concern. Second-quarter sales declined 1.4% year over year, organic sales fell 1.3%, and volume/mix declined 2.6 percentage points. Adjusted operating income dropped 18.4% amid higher advertising, manufacturing and logistics costs.
• Negative Sentiment: A $7.4 billion non-cash impairment charge has heightened concerns about the strength of Kraft Heinz’s brands and long-term earnings power. Weak North American volumes and execution risks continue to offset the benefit of an improved 2026 organic-sales outlook. Why Kraft Heinz Stock Is Down Today

Insiders Place Their Bets

In other news, insider Diana Frost sold 18,502 shares of the company’s stock in a transaction 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 sale, the insider directly owned 102,667 shares in the company, valued at approximately $2,366,474.35. This represents a 15.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.24% of the stock is owned by corporate insiders.

Kraft Heinz Stock Performance

Shares of NASDAQ:KHC opened at $24.79 on Thursday. Kraft Heinz Company has a 12-month low of $21.03 and a 12-month high of $28.09. The company’s 50 day moving average price is $25.09 and its two-hundred day moving average price is $23.91. The firm has a market cap of $29.40 billion, a PE ratio of -8.67 and a beta of 0.08. The company has a quick ratio of 0.68, a current ratio of 1.06 and a debt-to-equity ratio of 0.49.

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

Kraft Heinz Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be issued a $0.40 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.60 annualized dividend and a yield of 6.5%. Kraft Heinz’s payout ratio is currently -55.94%.

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.