Stratos Wealth Partners LTD. Increases Position in Kraft Heinz Company $KHC

Stratos Wealth Partners LTD. lifted its holdings in Kraft Heinz Company (NASDAQ:KHC) by 118.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 91,875 shares of the company’s stock after buying an additional 49,781 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Kraft Heinz were worth $2,392,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Rakuten Securities Inc. increased its stake in Kraft Heinz by 172.4% in the second quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after purchasing an additional 788 shares during the period. Cape Investment Advisory Inc. grew its holdings in shares of Kraft Heinz by 164.7% in the second quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock worth $33,000 after purchasing an additional 807 shares during the last quarter. Sentry Investment Management LLC purchased a new position in Kraft Heinz in the 3rd quarter worth about $38,000. Mid American Wealth Advisory Group Inc. purchased a new position in Kraft Heinz in the 2nd quarter worth about $39,000. Finally, Albion Financial Group UT bought a new stake in Kraft Heinz during the 3rd quarter valued at about $43,000. 78.17% of the stock is owned by institutional investors.

Key Stories Impacting Kraft Heinz

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.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Sanford C. Bernstein upped their target price on shares of Kraft Heinz from $24.00 to $27.00 and gave the stock a “market perform” rating in a research note on Thursday. The Goldman Sachs Group set a $23.00 price objective on Kraft Heinz in a research note on Thursday. Evercore ISI reduced their price objective on Kraft Heinz from $25.00 to $22.00 in a report on Thursday. Barclays upped their target price on Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, Jefferies Financial Group cut their price target on Kraft Heinz from $24.00 to $23.00 and set a “hold” rating on the stock in a research note on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, Kraft Heinz currently has an average rating of “Reduce” and a consensus price target of $25.21.

Kraft Heinz Trading Up 2.0%

Shares of NASDAQ:KHC opened at $24.80 on Friday. Kraft Heinz Company has a 12-month low of $21.99 and a 12-month high of $33.35. The business’s fifty day simple moving average is $24.01 and its 200-day simple moving average is $25.31. The company has a market capitalization of $29.36 billion, a PE ratio of -5.02 and a beta of 0.08. The company has a current ratio of 1.15, a quick ratio of 0.73 and a debt-to-equity ratio of 0.46.

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

Kraft Heinz Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio (DPR) is currently -32.39%.

Insider Activity

In related news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the insider owned 686,817 shares in the company, valued at $17,046,797.94. The trade was a 15.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.35% of the stock is currently owned by insiders.

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.