Universal Beteiligungs und Servicegesellschaft mbH Boosts Stock Position in Kraft Heinz Company $KHC

Universal Beteiligungs und Servicegesellschaft mbH grew its position in shares of Kraft Heinz Company (NASDAQ:KHC) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,374,469 shares of the company’s stock after purchasing an additional 51,709 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Kraft Heinz were worth $35,791,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new stake in Kraft Heinz in the second quarter worth approximately $276,159,000. Nordea Investment Management AB lifted its holdings in shares of Kraft Heinz by 75.1% in the 3rd quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock worth $351,263,000 after acquiring an additional 5,873,967 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Kraft Heinz by 14.7% in the 2nd quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock valued at $681,663,000 after purchasing an additional 3,392,470 shares in the last quarter. Marshall Wace LLP boosted its stake in shares of Kraft Heinz by 1,645.9% in the 2nd quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after purchasing an additional 1,772,581 shares in the last quarter. Finally, Fairfax Financial Holdings Ltd. Can grew its holdings in shares of Kraft Heinz by 45.4% during the 2nd quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock valued at $126,056,000 after purchasing an additional 1,525,000 shares during the last quarter. Institutional investors own 78.17% of the company’s stock.

Insiders Place Their Bets

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the transaction, the insider directly owned 686,817 shares of the company’s stock, valued at approximately $17,046,797.94. The trade was a 15.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.35% of the stock is currently owned by company insiders.

Kraft Heinz Stock Performance

Kraft Heinz stock opened at $22.40 on Thursday. The company has a current ratio of 1.13, a quick ratio of 0.73 and a debt-to-equity ratio of 0.46. The firm has a market cap of $26.51 billion, a P/E ratio of -6.01 and a beta of 0.09. Kraft Heinz Company has a 1-year low of $21.99 and a 1-year high of $33.35. The firm has a 50-day moving average of $24.37 and a 200-day moving average of $25.75.

Kraft Heinz (NASDAQ:KHC) last released its quarterly earnings results on Wednesday, October 29th. The company reported $0.61 EPS for the quarter, beating analysts’ consensus estimates of $0.57 by $0.04. Kraft Heinz had a positive return on equity of 7.26% and a negative net margin of 17.35%.The business had revenue of $6.24 billion during the quarter, compared to analyst estimates of $6.27 billion. During the same quarter in the prior year, the company posted $0.75 EPS. Kraft Heinz’s quarterly revenue was down 2.3% compared to the same quarter last year. Kraft Heinz has set its FY 2025 guidance at 2.500-2.57 EPS. Sell-side analysts expect that Kraft Heinz Company will post 2.68 EPS for the current year.

Kraft Heinz Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Friday, November 28th were paid a $0.40 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $1.60 dividend on an annualized basis and a yield of 7.1%. Kraft Heinz’s dividend payout ratio (DPR) is presently -42.90%.

Key Headlines Impacting Kraft Heinz

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

• Positive Sentiment: Some commentators and value-oriented pieces highlight that the share-price weakness could present a buying opportunity for long-term investors given KHC’s stable brands and recent earnings beats. Is There Now An Opportunity In Kraft Heinz (KHC) After Prolonged Share Price Weakness
• Neutral Sentiment: Kraft Heinz has scheduled fourth-quarter and full-year 2025 results for Feb. 11; management will host an analyst Q&A — this will be the next formal update that can change sentiment. The Kraft Heinz Company to Report Fourth Quarter and Full Year 2025 Results on Feb. 11, 2026
• Neutral Sentiment: JPMorgan trimmed its price target to $24 and kept a neutral rating (target implies modest upside), reflecting more cautious near‑term growth expectations while not turning outright bearish. JPMorgan adjusts price target on Kraft Heinz to $24 from $25, maintains neutral rating
• Negative Sentiment: Berkshire Hathaway filed paperwork indicating it may offer for resale its entire ~27.5% stake (about 325M shares), creating the immediate risk of large secondary supply that has pressured KHC shares. Berkshire may shed 27.5% Kraft Heinz stake, filing shows
• Negative Sentiment: News of Berkshire’s potential exit has driven KHC to multi-year lows as investors price in heightened supply and weakened confidence from the company’s once-prominent anchor investor. Kraft Heinz shares hit six-year low on Berkshire’s potential stake sale
• Negative Sentiment: Coverage from major outlets frames the move as a strategic break from Buffett’s era under new Berkshire CEO Greg Abel, intensifying investor concern that the selling could be large or drawn-out. Berkshire prepares to exit 28% stake in Kraft Heinz as new CEO aims to move on from rare Buffett gaffe
• Negative Sentiment: Analysts are reacting: at least one shop (BNP Paribas Exane) downgraded KHC to underperform and others trimmed targets, signaling reduced conviction on near-term growth. (Coverage summarized across multiple outlets.)
• Negative Sentiment: Analytical pieces (WSJ et al.) dig into why Berkshire put the stake on the block, reinforcing the narrative that Kraft Heinz struggled to meet long-term growth and margin expectations under prior ownership. Why Berkshire Put Its Kraft Stake on the Block

Wall Street Analysts Forecast Growth

Several research firms have weighed in on KHC. JPMorgan Chase & Co. lowered their price target on shares of Kraft Heinz from $25.00 to $24.00 and set a “neutral” rating for the company in a research note on Wednesday. BNP Paribas Exane downgraded Kraft Heinz from a “neutral” rating to an “underperform” rating and set a $22.00 price objective on the stock. in a report on Wednesday. Barclays dropped their target price on Kraft Heinz from $26.00 to $24.00 and set an “equal weight” rating for the company in a report on Thursday, October 30th. Wells Fargo & Company reduced their price target on Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Kraft Heinz in a research report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Kraft Heinz currently has a consensus rating of “Reduce” and an average target price of $26.16.

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.