Kraft Heinz Company $KHC Shares Bought by Janus Henderson Group PLC

Janus Henderson Group PLC grew its position in Kraft Heinz Company (NASDAQ:KHC) by 60.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 107,535 shares of the company’s stock after acquiring an additional 40,473 shares during the quarter. Janus Henderson Group PLC’s holdings in Kraft Heinz were worth $2,418,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Cassaday & Co Wealth Management LLC acquired a new position in Kraft Heinz during the first quarter valued at approximately $27,000. Jessup Wealth Management Inc acquired a new stake in shares of Kraft Heinz in the fourth quarter worth $27,000. Reflection Asset Management acquired a new stake in shares of Kraft Heinz in the fourth quarter worth $28,000. Key Capital Management INC purchased a new position in shares of Kraft Heinz in the 4th quarter valued at $29,000. Finally, DV Equities LLC acquired a new position in shares of Kraft Heinz during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 78.17% of the company’s stock.

Kraft Heinz Price Performance

KHC opened at $25.32 on Friday. The company has a market capitalization of $30.03 billion, a P/E ratio of -8.85 and a beta of 0.08. The company has a 50-day moving average of $24.65 and a 200-day moving average of $23.76. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.82 and a current ratio of 1.06. Kraft Heinz Company has a 1-year low of $21.03 and a 1-year high of $28.10.

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

Kraft Heinz Dividend Announcement

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

Kraft Heinz News Summary

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

• Positive Sentiment: Quarterly results exceeded expectations: Kraft Heinz reported Q2 sales of approximately $6.26 billion and adjusted EPS of $0.56, ahead of consensus estimates of $6.18 billion and $0.53, respectively. The company also maintained its 2026 adjusted EPS outlook of $2.03–$2.09. Kraft Heinz Q2 Earnings Beat Estimates Despite Organic Sales Dip
• Positive Sentiment: Early signs of stabilization are encouraging: Management said consumption trends and market share are improving, with losses narrowing to 30 basis points. Kraft Heinz plans to add $100 million in second-half marketing investment to support brand momentum and pursue volume-led growth in 2027. KHC Q2 Earnings Call Raises Brand Spending on Early Traction
• Positive Sentiment: Credit outlook improved: JPMorgan upgraded Kraft Heinz’s credit recommendation to Overweight, citing better results, disciplined balance-sheet management and confidence that the company can fund brand investment while controlling leverage. JPMorgan Upgrades Kraft Heinz Credit to Overweight
• Neutral Sentiment: Income support remains intact: Kraft Heinz declared a quarterly dividend of $0.40 per share, preserving an annualized payout of $1.60. The high yield may attract income investors, although it also reflects concerns about the company’s growth and valuation. 3 Big Dividends and One Case Study in How a Yield Trap Ends
• Negative Sentiment: Headline results were severely distorted: Kraft Heinz posted a net loss of roughly $5.46 billion, primarily because of goodwill and intangible-asset impairment charges totaling about $7.4 billion. Although noncash, the write-down highlights weaker expectations for certain brands and weighs on confidence. Kraft Heinz Is Down After Massive Impairment-Fueled Loss
• Negative Sentiment: Turnaround costs and weak demand remain risks: Organic sales declined, while inflation, lower volumes and increased marketing and innovation spending are expected to make 2026 the company’s margin trough. Analysts therefore characterize the recovery as promising but cautious rather than established. Kraft Heinz Earnings Call Signals Cautious Turnaround

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 on Thursday, June 18th. The shares were sold at an average price of $23.05, for a total transaction of $426,471.10. Following the completion of the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.24% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on KHC shares. BTIG Research assumed coverage on shares of Kraft Heinz in a research report on Monday, April 13th. They set a “neutral” rating for the company. Sanford C. Bernstein cut Kraft Heinz from a “market perform” rating to an “underperform” rating and reduced their price objective for the stock from $25.00 to $21.00 in a research note on Wednesday, June 3rd. TD Cowen raised their target price on Kraft Heinz from $20.00 to $22.00 and gave the company a “hold” rating in a report on Thursday. Zacks Research upgraded Kraft Heinz from a “strong sell” rating to a “hold” rating in a report on Tuesday, April 21st. Finally, Wells Fargo & Company increased their price objective on shares of Kraft Heinz from $23.00 to $25.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 8th. One equities 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. Based on data from MarketBeat, Kraft Heinz presently has a consensus rating of “Reduce” and an average target price of $23.62.

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.