Kraft Heinz (NASDAQ:KHC) Releases FY 2026 Earnings Guidance

Kraft Heinz (NASDAQ:KHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.980-2.100 for the period, compared to the consensus estimate of 2.040. The company issued revenue guidance of -.

Kraft Heinz Stock Performance

KHC opened at $22.54 on Wednesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.79. The firm has a fifty day moving average price of $22.83 and a 200 day moving average price of $23.85. Kraft Heinz has a 1 year low of $21.03 and a 1 year high of $29.19. The stock has a market cap of $26.73 billion, a P/E ratio of -4.56 and a beta of 0.06.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, May 6th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.50 by $0.08. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The firm had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.89 billion. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities research analysts anticipate that Kraft Heinz will post 2.04 earnings per share for the current year.

Kraft Heinz Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 6th were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 7.1%. The ex-dividend date was Friday, March 6th. Kraft Heinz’s payout ratio is currently -32.39%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on KHC shares. Mizuho decreased their target price on shares of Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating for the company in a research note on Monday, February 23rd. Jefferies Financial Group decreased their target price on shares of Kraft Heinz from $23.00 to $20.00 and set a “hold” rating for the company in a research note on Monday, March 30th. UBS Group decreased their target price on shares of Kraft Heinz from $25.00 to $23.00 and set a “neutral” rating for the company in a research note on Tuesday, April 7th. TD Cowen decreased their target price on shares of Kraft Heinz from $24.00 to $20.00 and set a “hold” rating for the company in a research note on Wednesday, March 25th. Finally, BTIG Research started coverage on shares of Kraft Heinz in a research note on Monday, April 13th. They issued a “neutral” rating for the company. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $23.47.

Insider Buying and Selling

In related news, insider Cory Onell sold 4,991 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $24.34, for a total value of $121,480.94. Following the completion of the sale, the insider owned 197,463 shares of the company’s stock, valued at approximately $4,806,249.42. The trade was a 2.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.24% of the company’s stock.

Key Stories Impacting Kraft Heinz

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

• Positive Sentiment: Q1 beat on both profit and sales — Kraft Heinz reported $0.58 EPS vs. $0.50 consensus and revenue of $6.05B vs. $5.89B expected; that upside is the main near-term catalyst. Read More.
• Positive Sentiment: Dividend declared — the board approved a regular quarterly dividend of $0.40 per share payable June 26, supporting income investors and shareholder returns. Read More.
• Neutral Sentiment: FY‑2026 EPS guidance set to a range of $1.98–$2.10, roughly centered on the street’s $2.04 expectation — guidance broadly aligns with consensus but leaves limited upside visibility. Read More.
• Negative Sentiment: Profitability concerns remain — despite the EPS beat, reported net margin was negative (-23.44%), signaling non‑operational or one‑time items and continued margin pressure that could constrain valuation re‑rating. Read More.
• Negative Sentiment: Near‑term demand and cost risks flagged by analysts — previews and coverage highlighted weak consumer demand, inflation, and higher marketing spend as headwinds that could pressure sales/margins going forward. Read More.

Institutional Investors Weigh In On Kraft Heinz

Several institutional investors and hedge funds have recently added to or reduced their stakes in KHC. Invesco Ltd. increased its holdings in Kraft Heinz by 10.5% in the 4th quarter. Invesco Ltd. now owns 19,725,662 shares of the company’s stock worth $478,347,000 after acquiring an additional 1,870,310 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Kraft Heinz by 112.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,491,597 shares of the company’s stock worth $64,872,000 after acquiring an additional 1,317,201 shares in the last quarter. Amundi increased its holdings in Kraft Heinz by 25.7% in the 4th quarter. Amundi now owns 4,387,962 shares of the company’s stock worth $106,407,000 after acquiring an additional 898,486 shares in the last quarter. Victory Capital Management Inc. increased its holdings in Kraft Heinz by 27.0% in the 4th quarter. Victory Capital Management Inc. now owns 3,587,927 shares of the company’s stock worth $87,007,000 after acquiring an additional 761,775 shares in the last quarter. Finally, Danske Bank A S purchased a new stake in Kraft Heinz in the 3rd quarter worth $16,634,000. Hedge funds and other institutional investors own 78.17% of the company’s stock.

Kraft Heinz Company Profile

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.