Edgar Lomax Co. VA reduced its holdings in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 22.6% in the third quarter, Holdings Channel reports. The institutional investor owned 125,555 shares of the company’s stock after selling 36,625 shares during the period. Edgar Lomax Co. VA’s holdings in Kraft Heinz were worth $3,269,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. increased its stake in shares of Kraft Heinz by 0.4% in the 2nd quarter. Vanguard Group Inc. now owns 102,435,702 shares of the company’s stock worth $2,644,890,000 after purchasing an additional 454,868 shares in the last quarter. State Street Corp grew its holdings in Kraft Heinz by 1.0% during the second quarter. State Street Corp now owns 46,376,394 shares of the company’s stock valued at $1,197,438,000 after purchasing an additional 462,963 shares during the period. Geode Capital Management LLC increased its position in Kraft Heinz by 14.7% in the second quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock worth $681,663,000 after buying an additional 3,392,470 shares in the last quarter. Invesco Ltd. raised its stake in shares of Kraft Heinz by 7.1% in the second quarter. Invesco Ltd. now owns 17,584,674 shares of the company’s stock worth $454,036,000 after buying an additional 1,171,262 shares during the period. Finally, Nordea Investment Management AB lifted its position in shares of Kraft Heinz by 75.1% during the 3rd quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock valued at $351,263,000 after buying an additional 5,873,967 shares in the last quarter. Hedge funds and other institutional investors own 78.17% of the company’s stock.
Wall Street Analyst Weigh In
Several equities research analysts recently issued reports on KHC shares. UBS Group increased their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock a “neutral” rating in a report on Friday, February 13th. Sanford C. Bernstein increased their price objective 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, February 12th. Mizuho decreased their price objective on shares of Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Barclays increased their price target on Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 12th. Finally, The Goldman Sachs Group set a $23.00 price objective on Kraft Heinz in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Reduce” and an average target price of $24.89.
Kraft Heinz Trading Up 0.8%
KHC stock opened at $24.23 on Friday. Kraft Heinz Company has a twelve month low of $21.99 and a twelve month high of $33.35. The stock has a market capitalization of $28.68 billion, a price-to-earnings ratio of -4.90 and a beta of 0.06. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.46. The firm’s fifty day simple moving average is $24.01 and its two-hundred day simple moving average is $25.02.
Kraft Heinz (NASDAQ:KHC – Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.06. The firm had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.38 billion. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The firm’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period in the previous year, the company earned $0.84 EPS. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, analysts anticipate that Kraft Heinz Company will post 2.68 earnings per share for the current year.
Kraft Heinz Dividend Announcement
The firm 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 annualized dividend and a dividend yield of 6.6%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s dividend payout ratio is presently -32.39%.
Insider Buying and Selling
In related news, insider Cory Onell sold 4,991 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $24.34, for a total transaction of $121,480.94. Following the completion of the sale, the insider directly owned 197,463 shares of the company’s stock, valued at approximately $4,806,249.42. This trade represents a 2.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Miguel Patricio sold 125,000 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total value of $3,102,500.00. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 139,036 shares of company stock valued at $3,446,578 over the last three months. 0.35% of the stock is owned by corporate insiders.
Key Kraft Heinz News
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Berkshire Hathaway (large KHC holder) says it has no immediate plans to sell its Kraft Heinz stake, signaling reduced near‑term selling pressure from a marquee investor. Berkshire Hathaway has no immediate plans on its Kraft Heinz stake – report
- Positive Sentiment: Berkshire’s new CEO Greg Abel publicly supported Kraft Heinz’s decision to pause the planned split, and Berkshire resumed its own buybacks — both factors can be read as stabilizing signals for investors. Berkshire Hathaway resumes buybacks and CEO supports Kraft’s decision to pause its split
- Positive Sentiment: Unusually large call‑option activity—about 53,819 calls traded (≈+87% vs. average)—indicates bullish speculative interest that can amplify intraday upside. (Options flow report)
- Positive Sentiment: The board declared a $0.40 quarterly dividend (6.6% yield), which supports income‑oriented demand for the shares. Kraft Heinz company page
- Neutral Sentiment: Kraft Heinz CEO Steve Cahillane has paused the planned corporate split and redirected $600M toward new products and selective price cuts — a strategic shift that could boost volumes long‑term but pressures near‑term margins and creates execution risk. Berkshire Has No Plans for Kraft Heinz Stake With Split Halted
- Negative Sentiment: Insider selling: Senior employee Cory Onell sold multiple blocks (most recently ~4,991 shares at ~$24.34), which can create a perception of reduced insider confidence. SEC filing: Insider Form 4
- Negative Sentiment: Analyst sentiment remains weak overall — multiple recent downgrades and a consensus “Reduce” with an average price target near $24.89 keep longer‑term upside constrained unless fundamentals improve. MarketBeat KHC coverage
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.
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