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

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

Analysts Set New Price Targets

A number of brokerages recently weighed in on KHC. Jefferies Financial Group lowered their price objective on shares of Kraft Heinz from $23.00 to $20.00 and set a “hold” rating for the company in a research report on Monday, March 30th. TD Cowen lowered their price objective on shares of Kraft Heinz from $24.00 to $20.00 and set a “hold” rating for the company in a research report on Wednesday, March 25th. UBS Group lowered their price objective on shares of Kraft Heinz from $25.00 to $23.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. 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 report on Thursday, February 12th. Finally, BNP Paribas Exane decreased their target price on shares of Kraft Heinz from $18.00 to $17.00 in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, Kraft Heinz has an average rating of “Reduce” and an average target price of $23.47.

Kraft Heinz Stock Performance

NASDAQ KHC traded up $0.25 on Friday, hitting $23.89. The stock had a trading volume of 3,182,677 shares, compared to its average volume of 15,901,827. Kraft Heinz has a one year low of $21.03 and a one year high of $29.19. The company has a quick ratio of 0.79, a current ratio of 1.20 and a debt-to-equity ratio of 0.46. The stock has a market cap of $28.32 billion, a price-to-earnings ratio of -4.91 and a beta of 0.06. The company’s 50-day moving average is $22.78 and its two-hundred day moving average is $23.82.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, May 6th. The company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.50 by $0.08. Kraft Heinz had a negative net margin of 23.05% and a positive return on equity of 7.26%. The firm had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.89 billion. During the same quarter in the prior year, the firm earned $0.62 EPS. Kraft Heinz’s quarterly revenue was up .8% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. On average, analysts expect that Kraft Heinz will post 2.04 earnings per share for the current year.

Kraft Heinz Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, June 5th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.7%. The ex-dividend date of this dividend is Friday, June 5th. Kraft Heinz’s dividend payout ratio is currently -32.92%.

Insider Buying and Selling at Kraft Heinz

In other news, insider Cory Onell sold 4,991 shares of the company’s stock in a transaction that occurred 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 directly owned 197,463 shares of the company’s stock, valued at approximately $4,806,249.42. This represents a 2.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Kraft Heinz

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

• Positive Sentiment: Q1 results beat expectations — adjusted EPS and revenue topped consensus, with management pointing to early signs of a turnaround under CEO Steve Cahillane. Earnings Beat
• Positive Sentiment: Company declared a $0.40 quarterly dividend (6.8% yield), supporting income‑oriented holders and reducing downside from an income perspective.
• Positive Sentiment: Kraft Heinz launched a $1.1B cash tender offer to repurchase certain long‑dated notes, which can improve the balance sheet and reduce interest exposure. Tender Offer
• Positive Sentiment: Management is increasing brand investment (marketing spend up ~37%) and rolling out innovations (e.g., protein Kraft Mac & Cheese, NFL sponsorship) to drive share gains long term. Marketing Spend
• Neutral Sentiment: Analysts are updating models after the quarter; Deutsche Bank raised its price target to $22 (maintained Hold), reflecting mixed views on recovery pace. Deutsche Bank
• Neutral Sentiment: The upcoming USMCA review was flagged as a macro/regulatory risk for border‑sensitive supply chains; it’s a watch item but not an immediate company‑specific event. USMCA Review
• Negative Sentiment: Underlying organic sales and volumes slipped in Q1 and management is cutting prices/reshaping price architecture to support affordability — measures that could compress near‑term margins. Price Cuts
• Negative Sentiment: BNP Paribas Exane cut its price target to $17, signaling downside risk if the turnaround stalls or margin pressure persists. BNP Paribas

Institutional Trading of Kraft Heinz

A number of institutional investors have recently made changes to their positions in KHC. Ashton Thomas Private Wealth LLC acquired a new stake in shares of Kraft Heinz in the 1st quarter worth approximately $207,000. Woodline Partners LP lifted its stake in shares of Kraft Heinz by 39.0% in the 1st quarter. Woodline Partners LP now owns 73,700 shares of the company’s stock worth $2,243,000 after acquiring an additional 20,690 shares during the period. NewEdge Advisors LLC lifted its stake in shares of Kraft Heinz by 16.6% in the 2nd quarter. NewEdge Advisors LLC now owns 51,222 shares of the company’s stock worth $1,323,000 after acquiring an additional 7,307 shares during the period. The Manufacturers Life Insurance Company lifted its stake in shares of Kraft Heinz by 0.8% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 522,147 shares of the company’s stock worth $13,482,000 after acquiring an additional 4,003 shares during the period. Finally, HUB Investment Partners LLC acquired a new stake in shares of Kraft Heinz in the 2nd quarter worth approximately $207,000. 78.17% of the stock is owned by institutional investors and hedge funds.

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.