45,060 Shares in Kraft Heinz Company $KHC Bought by Murphy Pohlad Asset Management LLC

Murphy Pohlad Asset Management LLC bought a new position in shares of Kraft Heinz Company (NASDAQ:KHC) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 45,060 shares of the company’s stock, valued at approximately $1,024,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Waverly Advisors LLC lifted its stake in shares of Kraft Heinz by 3.9% in the 2nd quarter. Waverly Advisors LLC now owns 11,438 shares of the company’s stock valued at $270,000 after acquiring an additional 433 shares during the last quarter. 55 North Private Wealth LLC boosted its holdings in shares of Kraft Heinz by 4.2% during the 3rd quarter. 55 North Private Wealth LLC now owns 11,225 shares of the company’s stock valued at $255,000 after acquiring an additional 453 shares in the last quarter. Parkside Financial Bank & Trust boosted its holdings in shares of Kraft Heinz by 19.6% during the 2nd quarter. Parkside Financial Bank & Trust now owns 3,097 shares of the company’s stock valued at $73,000 after acquiring an additional 508 shares in the last quarter. Triumph Capital Management grew its position in Kraft Heinz by 14.4% during the 2nd quarter. Triumph Capital Management now owns 4,042 shares of the company’s stock worth $95,000 after acquiring an additional 509 shares during the last quarter. Finally, Van Hulzen Asset Management LLC grew its position in Kraft Heinz by 5.6% during the 2nd quarter. Van Hulzen Asset Management LLC now owns 10,029 shares of the company’s stock worth $237,000 after acquiring an additional 529 shares during the last quarter. Institutional investors own 78.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on KHC shares. BNP Paribas Exane upped their target price on Kraft Heinz from $17.00 to $19.00 and gave the stock an “underperform” rating in a report on Tuesday, June 30th. UBS Group reissued a “neutral” rating on shares of Kraft Heinz in a research note on Thursday, October 15th. Evercore set a $24.00 price target on Kraft Heinz in a report on Thursday, August 6th. TD Cowen reaffirmed a “hold” rating and issued a $22.00 price objective on shares of Kraft Heinz in a research note on Tuesday, September 22nd. Finally, Barclays dropped their price objective on shares of Kraft Heinz from $26.00 to $25.00 and set an “equal weight” rating for the company in a report on Friday, October 16th. One investment analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $23.81.

Kraft Heinz Trading Down 1.2%

KHC traded down $0.29 during midday trading on Friday, hitting $24.80. 9,860,894 shares of the company were exchanged, compared to its average volume of 15,861,146. The firm has a market capitalization of $29.40 billion, a P/E ratio of -8.67, a P/E/G ratio of 2.99 and a beta of 0.12. Kraft Heinz Company has a 1-year low of $21.03 and a 1-year high of $28.09. The firm’s 50 day moving average price is $24.13 and its 200-day moving average price is $24.05. The company has a quick ratio of 0.68, a current ratio of 1.06 and a debt-to-equity ratio of 0.49.

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

Kraft Heinz Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were issued a $0.40 dividend. The ex-dividend date was Friday, September 4th. This represents a $1.60 annualized dividend and a yield of 6.5%. Kraft Heinz’s dividend payout ratio is presently -55.94%.

Key Headlines Impacting Kraft Heinz

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

Kraft Heinz Profile

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.