Kraft Heinz Company (NASDAQ:KHC) Receives Consensus Rating of “Reduce” from Brokerages

Shares of Kraft Heinz Company (NASDAQ:KHC) have received a consensus recommendation of “Reduce” from the eighteen analysts that are covering the stock, MarketBeat.com reports. Five analysts have rated the stock with a sell rating, twelve have assigned a hold rating and one has assigned a strong buy rating to the company. The average 1-year target price among brokerages that have updated their coverage on the stock in the last year is $23.6250.

A number of analysts recently issued reports on KHC shares. Wells Fargo & Company raised their price objective on shares of Kraft Heinz from $23.00 to $25.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 8th. BNP Paribas Exane raised their target price on shares of Kraft Heinz from $17.00 to $19.00 and gave the company an “underperform” rating in a research note on Tuesday, June 30th. JPMorgan Chase & Co. increased their price target on shares of Kraft Heinz from $21.00 to $22.00 and gave the stock an “underweight” rating in a research report on Wednesday, July 15th. Barclays boosted their target price on Kraft Heinz from $25.00 to $26.00 and gave the stock an “equal weight” rating in a research report on Friday, August 7th. Finally, Evercore set a $24.00 target price on Kraft Heinz in a research report on Thursday, August 6th.

Insider Activity at Kraft Heinz

In related news, insider Diana Frost sold 18,502 shares of the business’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $23.05, for a total transaction of $426,471.10. Following the transaction, the insider directly owned 102,667 shares in the company, valued at approximately $2,366,474.35. The trade was a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.24% of the stock is owned by insiders.

Institutional Trading of Kraft Heinz

A number of hedge funds and other institutional investors have recently bought and sold shares of KHC. Graney & King LLC lifted its stake in shares of Kraft Heinz by 20.5% in the fourth quarter. Graney & King LLC now owns 2,560 shares of the company’s stock valued at $62,000 after purchasing an additional 435 shares during the period. Tokio Marine Asset Management Co. Ltd. increased its position in Kraft Heinz by 1.7% during the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 29,623 shares of the company’s stock worth $718,000 after purchasing an additional 490 shares during the last quarter. Triumph Capital Management lifted its stake in shares of Kraft Heinz by 14.4% in the 2nd quarter. Triumph Capital Management now owns 4,042 shares of the company’s stock valued at $95,000 after purchasing an additional 509 shares in the last quarter. New England Capital Financial Advisors LLC increased its holdings in Kraft Heinz by 70.2% in the 4th quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company’s stock valued at $30,000 after purchasing an additional 511 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators increased its stake in Kraft Heinz by 6.6% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 8,281 shares of the company’s stock worth $201,000 after buying an additional 515 shares during the period. 78.17% of the stock is currently owned by institutional investors and hedge funds.

Kraft Heinz Stock Performance

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

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

Kraft Heinz Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be given a $0.40 dividend. The ex-dividend date is Friday, September 4th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.3%. Kraft Heinz’s dividend payout ratio is -55.94%.

Key Kraft Heinz News

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.

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.