Piper Sandler Has Lowered Expectations for Kraft Heinz (NASDAQ:KHC) Stock Price

Kraft Heinz (NASDAQ:KHC) had its target price reduced by equities researchers at Piper Sandler from $27.00 to $26.00 in a note issued to investors on Thursday,MarketScreener reports. The brokerage currently has a “neutral” rating on the stock. Piper Sandler’s target price would indicate a potential upside of 7.34% from the company’s previous close.

A number of other equities analysts have also recently commented on the stock. Evercore ISI dropped their price objective on shares of Kraft Heinz from $25.00 to $22.00 in a research note on Thursday. Jefferies Financial Group dropped their price target on Kraft Heinz from $24.00 to $23.00 and set a “hold” rating for the company in a research report on Tuesday, January 20th. BNP Paribas Exane reduced their price objective on Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating on the stock in a research note on Thursday. UBS Group reaffirmed a “neutral” rating on shares of Kraft Heinz in a research note on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. downgraded Kraft Heinz from a “neutral” rating to an “underweight” rating and set a $22.00 target price on the stock. in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, Kraft Heinz currently has an average rating of “Reduce” and a consensus target price of $25.75.

Kraft Heinz Stock Performance

NASDAQ:KHC opened at $24.22 on Thursday. The company has a market cap of $28.67 billion, a price-to-earnings ratio of -6.51 and a beta of 0.08. Kraft Heinz has a 1 year low of $21.99 and a 1 year high of $33.35. The stock’s 50 day simple moving average is $24.00 and its two-hundred day simple moving average is $25.37. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.13 and a quick ratio of 0.73.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, beating analysts’ consensus estimates of $0.61 by $0.06. Kraft Heinz had a positive return on equity of 7.26% and a negative net margin of 17.35%.The firm had revenue of $6.35 billion during the quarter, compared to the consensus estimate of $6.38 billion. During the same period in the prior year, the company earned $0.84 EPS. The company’s quarterly revenue was down 3.4% compared to the same quarter last year. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, equities analysts anticipate that Kraft Heinz will post 2.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total value of $3,102,500.00. Following the completion of the sale, the insider directly owned 686,817 shares of the company’s stock, valued at $17,046,797.94. The trade was a 15.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.35% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Ashton Thomas Private Wealth LLC bought a new position in Kraft Heinz in the first quarter worth about $207,000. Woodline Partners LP raised 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 worth $2,243,000 after acquiring an additional 20,690 shares in the last quarter. IFP Advisors Inc lifted its position in Kraft Heinz by 19.7% during the second quarter. IFP Advisors Inc now owns 6,121 shares of the company’s stock valued at $164,000 after acquiring an additional 1,006 shares during the last quarter. Blue Trust Inc. lifted its position in Kraft Heinz by 18.4% during the second quarter. Blue Trust Inc. now owns 5,276 shares of the company’s stock valued at $136,000 after acquiring an additional 821 shares during the last quarter. Finally, Yousif Capital Management LLC boosted its stake in Kraft Heinz by 1.3% in the second quarter. Yousif Capital Management LLC now owns 98,991 shares of the company’s stock valued at $2,556,000 after acquiring an additional 1,242 shares in the last quarter. 78.17% of the stock is currently owned by hedge funds and other institutional investors.

Key Kraft Heinz News

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

• Positive Sentiment: KHC beat Q4 EPS expectations ($0.67 vs. $0.61) and highlighted a healthy balance sheet/free cash flow potential, which supports the dividend and near‑term cash returns. Read More.
• Positive Sentiment: The board declared a $0.40 quarterly dividend (6.4% yield), a clear shareholder cash-return that can cushion investor sentiment amid uncertainty. Read More.
• Positive Sentiment: New CEO Steve Cahillane is redirecting the split plan and committing $600M to marketing, sales and product development — a growth investment that could help stabilize volumes and brands if execution succeeds. Read More.
• Neutral Sentiment: Analysts and writeups provide deeper context on the quarter and strategy shift (brand focus, investment ramp, and transcript of management comments) useful for modeling outcomes. Read More.
• Neutral Sentiment: Full Q4 earnings call transcript and slide materials are available — read management’s tone on turnaround timelines and assumptions before adjusting forecasts. Read More.
• Negative Sentiment: KHC paused its planned separation into two companies — investors had priced potential value unlocking from a breakup; the pause is viewed as a negative catalyst and triggered an initial sell‑off. Read More.
• Negative Sentiment: Management’s FY‑2026 EPS guidance (1.98–2.10) came in materially below consensus, signaling weaker near‑term profitability and prompting downward revisions to analyst models. Read More.
• Negative Sentiment: JPMorgan downgraded KHC to underweight with a $22 price target, explicitly flagging “limited near‑term upside” after the breakup pause — a notable sell signal from a large shop. Read More.
• Negative Sentiment: Underlying top‑line pressure: organic sales and volumes declined, and revenue slightly missed estimates, which helps explain margin pressure and the conservative outlook. Read More.

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.