Barclays Boosts Kraft Heinz (NASDAQ:KHC) Price Target to $25.00

Kraft Heinz (NASDAQ:KHC) had its target price upped by analysts at Barclays from $24.00 to $25.00 in a note issued to investors on Thursday, MarketBeat reports. The firm currently has an “equal weight” rating on the stock. Barclays‘s price target indicates a potential upside of 0.81% from the company’s previous close.

Several other equities analysts have also recently weighed in on KHC. BNP Paribas Exane lowered their target price on Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating on the stock in a research note on Thursday. TD Cowen reaffirmed a “hold” rating on shares of Kraft Heinz in a research report on Thursday. JPMorgan Chase & Co. lowered shares of Kraft Heinz from a “neutral” rating to an “underweight” rating and dropped their price objective for the company from $24.00 to $22.00 in a research note on Thursday. Evercore decreased their target price on shares of Kraft Heinz from $28.00 to $25.00 in a research note on Friday, January 9th. Finally, Wells Fargo & Company cut their price objective on Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $25.16.

Kraft Heinz Price Performance

Shares of NASDAQ:KHC opened at $24.80 on Thursday. The company’s fifty day moving average is $24.01 and its two-hundred day moving average is $25.34. The company has a market cap of $29.36 billion, a P/E ratio of -5.02 and a beta of 0.08. Kraft Heinz has a 12-month low of $21.99 and a 12-month high of $33.35. The company has a quick ratio of 0.73, a current ratio of 1.15 and a debt-to-equity ratio of 0.46.

Kraft Heinz (NASDAQ:KHC) last issued its earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping the consensus estimate of $0.61 by $0.06. The business had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.38 billion. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.Kraft Heinz’s revenue was down 3.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.84 earnings per share. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities analysts expect that Kraft Heinz will post 2.68 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was 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 in the company, valued at $17,046,797.94. This trade represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.35% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Jessup Wealth Management Inc acquired a new stake in Kraft Heinz in the 4th quarter worth approximately $27,000. Key Capital Management INC bought a new position in shares of Kraft Heinz in the fourth quarter valued at approximately $29,000. New England Capital Financial Advisors LLC lifted its stake in shares of Kraft Heinz by 70.2% in the fourth quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company’s stock worth $30,000 after buying an additional 511 shares during the last quarter. Rakuten Securities Inc. boosted its holdings in shares of Kraft Heinz by 172.4% during the 2nd quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after buying an additional 788 shares during the period. Finally, Anfield Capital Management LLC grew its stake in Kraft Heinz by 256.7% in the 3rd quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock valued at $33,000 after buying an additional 914 shares during the last quarter. Institutional investors and hedge funds own 78.17% of the company’s stock.

Kraft Heinz News Summary

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

• Positive Sentiment: Company announced a meaningful quarterly dividend (annualized yield ~6.6%; ex‑dividend March 6). Stable, high yield supports income-focused investors and can cushion downside for the stock.
• Positive Sentiment: Unusually large call buying: traders purchased ~58,273 KHC calls (≈99% above average), indicating short‑term bullish/speculative positioning that can amplify upside volume and volatility.
• Neutral Sentiment: Kraft Heinz is increasing investments: management forecast ~ $950M capital spending for 2026 and has committed ~$600M to revive growth — this signals a shift to reinvest in brands but raises near‑term execution questions. Read More.
• Neutral Sentiment: Analysts are split: Sanford Bernstein raised its PT to $27 while Deutsche Bank trimmed its PT to $23; other shops issued varying revisions (Piper Sandler, Barclays, Evercore, BNP). The mixed guidance reflects uncertainty and explains volatile price reactions. Read More. • Read More.
• Negative Sentiment: Some sell-side research is bearish: Seeking Alpha published a negative note calling the “catalyst” gone after a weak quarter, impairment charges and brand declines — a narrative that can pressure investor confidence. Read More.
• Negative Sentiment: Major downgrades: JPMorgan downgraded KHC to underweight with a $22 PT, signaling limited near‑term upside after the breakup pause — a clear negative for sentiment. Read More.
• Negative Sentiment: Additional downside pressure from price‑target cuts at Evercore and BNP Paribas (to $22 and $20 respectively) and continued concerns over slowing sales, a large impairment and margin pressure following Q4 results. Read More. • Read More.

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.