SBI Securities Co. Ltd. boosted its holdings in Kraft Heinz Company (NASDAQ:KHC – Free Report) by 59.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 130,384 shares of the company’s stock after purchasing an additional 48,644 shares during the period. SBI Securities Co. Ltd.’s holdings in Kraft Heinz were worth $2,962,000 at the end of the most recent reporting period.
Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Kraft Heinz during the 2nd quarter worth approximately $1,803,911,000. Pacer Advisors Inc. raised its position in shares of Kraft Heinz by 7.3% in the 1st quarter. Pacer Advisors Inc. now owns 9,270,503 shares of the company’s stock valued at $208,494,000 after purchasing an additional 633,645 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Kraft Heinz by 1.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 7,944,618 shares of the company’s stock valued at $178,663,000 after buying an additional 149,034 shares during the last quarter. Nykredit A S purchased a new position in shares of Kraft Heinz during the 2nd quarter valued at approximately $181,408,000. Finally, Deutsche Bank AG acquired a new stake in shares of Kraft Heinz during the second quarter worth approximately $179,876,000. Institutional investors and hedge funds own 78.17% of the company’s stock.
More Kraft Heinz News
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Investors are positioning ahead of Kraft Heinz’s third-quarter earnings release on November 4, 2026, and its November 12 investor day. Management’s focus on innovation, marketing investment, and protein- and fiber-oriented products could support a return to growth in 2027. Kraft Heinz Rises as Investors Weigh Upcoming Catalysts and Improving Sentiment
- Positive Sentiment: A bullish investment thesis highlights Kraft Heinz’s strong cash generation, debt reduction, and relatively modest valuation compared with other packaged-food companies such as General Mills and Conagra Brands. The company’s dividend yield is approaching 7%, which may attract income-oriented investors despite weak long-term share performance. Kraft Heinz versus General Mills and Conagra Brands
- Positive Sentiment: Unusually high call-option activity and a reported purchase of Kraft Heinz shares by CEO Steven Cahillane suggest some traders and insiders are positioning for a recovery. Kraft Heinz market activity
- Neutral Sentiment: Analysts expect investors to focus on whether Kraft Heinz can stabilize brand performance, improve consumption trends, and provide credible 2027 growth targets in its upcoming earnings report. What to Expect From Kraft Heinz’s Next Earnings Report
- Negative Sentiment: Bearish coverage points to Kraft Heinz’s more than 35% five-year share-price decline, persistent brand and volume challenges, and uncertainty over whether a proposed brand reset can restore sustainable growth. What’s Wrong With Kraft Heinz Stock?
- Negative Sentiment: JPMorgan issued a pessimistic forecast, while the reported analyst price-target median of $24 suggests limited near-term upside around recent trading levels. Kraft Heinz also faces earnings pressure: the latest quarter’s revenue declined year over year and EPS fell from the prior-year period despite beating estimates. JPMorgan forecast for Kraft Heinz
Wall Street Analysts Forecast Growth
A number of brokerages recently issued reports on KHC. Piper Sandler lifted their price target on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Evercore set a $24.00 price target on shares of Kraft Heinz in a research report on Thursday, August 6th. Weiss Ratings lowered Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. lowered their price target on shares of Kraft Heinz from $24.00 to $23.00 and set an “underweight” rating for the company in a research report on Tuesday. Finally, TD Cowen restated a “hold” rating and issued a $22.00 price target on shares of Kraft Heinz in a research note on Tuesday, September 22nd. One analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $23.81.
Get Our Latest Analysis on KHC
Kraft Heinz Price Performance
Shares of KHC opened at $24.80 on Friday. The firm has a market capitalization of $29.40 billion, a price-to-earnings ratio of -8.67, a price-to-earnings-growth ratio of 2.99 and a beta of 0.12. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.68 and a current ratio of 1.06. Kraft Heinz Company has a one year low of $21.03 and a one year high of $28.09. The stock’s fifty day moving average is $24.13 and its 200-day moving average is $24.05.
Kraft Heinz (NASDAQ:KHC – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates 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 revenue was down 1.4% on a year-over-year basis. During the same period in the previous year, the business earned $0.69 earnings per share. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Equities analysts anticipate that Kraft Heinz Company will post 2.06 EPS for the current year.
Kraft Heinz Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Friday, September 4th. This represents a $1.60 annualized dividend and a yield of 6.5%. Kraft Heinz’s dividend payout ratio (DPR) is presently -55.94%.
About Kraft Heinz
The Kraft Heinz Company (NASDAQ: KHC) is a global food and beverage company that develops, manufactures and markets branded products for consumers, retailers and foodservice customers. Its portfolio includes condiments and sauces, cheese and dairy products, meals, meats, snacks, beverages and desserts.
The company’s brands include Kraft, Heinz, Oscar Mayer, Philadelphia, Velveeta, Jell-O, Maxwell House, Lunchables, Capri Sun, Planters and Classico, among others. Products are sold through grocery stores, mass merchants, club stores, convenience retailers, e-commerce channels and foodservice distributors.
Kraft Heinz was created in 2015 through the merger of Kraft Foods Group and H.J.
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