Infrastructure Capital Advisors LLC Takes $1.59 Million Position in Kraft Heinz Company $KHC

Infrastructure Capital Advisors LLC acquired a new stake in shares of Kraft Heinz Company (NASDAQ:KHC) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 67,381 shares of the company’s stock, valued at approximately $1,592,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Graney & King LLC grew its position in Kraft Heinz by 20.5% in the 4th quarter. Graney & King LLC now owns 2,560 shares of the company’s stock worth $62,000 after purchasing an additional 435 shares during the period. New England Capital Financial Advisors LLC lifted its holdings in shares of Kraft Heinz by 70.2% during the 4th quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company’s stock valued at $30,000 after buying an additional 511 shares during the period. Deseret Mutual Benefit Administrators grew its holdings in shares of Kraft Heinz by 6.6% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 8,281 shares of the company’s stock worth $201,000 after acquiring an additional 515 shares during the period. Bridgewater Associates LP boosted its holdings in shares of Kraft Heinz by 1.1% in the fourth quarter. Bridgewater Associates LP now owns 52,833 shares of the company’s stock worth $1,281,000 after buying an additional 578 shares during the last quarter. Finally, Cohen Investment Advisors LLC lifted its position in Kraft Heinz by 4.6% during the first quarter. Cohen Investment Advisors LLC now owns 13,522 shares of the company’s stock valued at $304,000 after purchasing an additional 592 shares in the last quarter. Hedge funds and other institutional investors own 78.17% of the company’s stock.

Kraft Heinz Price Performance

Shares of NASDAQ:KHC opened at $25.58 on Monday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.68 and a current ratio of 1.06. The firm has a fifty day moving average price of $24.99 and a 200 day moving average price of $23.89. Kraft Heinz Company has a fifty-two week low of $21.03 and a fifty-two week high of $28.10. The firm has a market cap of $30.33 billion, a price-to-earnings ratio of -8.94 and a beta of 0.08.

Kraft Heinz (NASDAQ:KHC) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.53 by $0.03. The company had revenue of $6.26 billion for 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%. Kraft Heinz’s revenue for the quarter was down 1.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.69 EPS. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. As a group, sell-side analysts expect that Kraft Heinz Company will post 2.06 earnings per share for the current fiscal year.

Kraft Heinz Dividend Announcement

The company also recently announced 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 dividend yield of 6.3%. The ex-dividend date is Friday, September 4th. Kraft Heinz’s payout ratio is currently -55.94%.

Analysts Set New Price Targets

A number of analysts have commented on KHC shares. Wells Fargo & Company upped their price target on Kraft Heinz from $23.00 to $25.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 8th. UBS Group boosted their price objective on Kraft Heinz from $25.00 to $27.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. Evercore set a $24.00 target price on shares of Kraft Heinz in a report on Thursday, August 6th. BNP Paribas Exane lifted 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. Finally, TD Cowen increased their price objective on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a “hold” rating in a research note on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Kraft Heinz currently has a consensus rating of “Reduce” and an average price target of $23.62.

Insider Activity at Kraft Heinz

In related news, insider Diana Frost sold 18,502 shares of the 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 directly owned 102,667 shares of the company’s stock, valued at approximately $2,366,474.35. This represents a 15.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Kraft Heinz

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

• Positive Sentiment: Investment in key brands is showing early signs of improving market share, with volumes and earnings expected to recover in 2027 as spending initiatives gain traction. Emerging Markets are a notable growth driver, posting 8.5% organic sales growth and offering long-term expansion potential. The stock’s valuation is also viewed as reasonable. 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 Q2 and Q3 2027 and Q4 2027. These revisions support the view that current investments could produce better profitability beyond 2026. Kraft Heinz analyst estimates
• Neutral Sentiment: The FY2026 EPS forecast now stands at $2.06, matching consensus but below Zacks’ previous $2.08 estimate. FY2028 EPS is projected at $2.14, slightly below the prior $2.15 forecast, suggesting modest long-term revisions rather than a broad earnings reset.
• Negative Sentiment: Zacks lowered Q3 2026 EPS to $0.43 from $0.47, cut Q4 2026 EPS to $0.49 from $0.50, and reduced Q1 2027 EPS to $0.52 from $0.53. The revisions reflect expected pressure from higher brand investment and indicate that the turnaround may weigh on earnings before benefits appear.

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.