Kraft Heinz (NASDAQ:KHC) Price Target Raised to $25.00 at UBS Group

Kraft Heinz (NASDAQ:KHC) had its target price lifted by equities researchers at UBS Group from $24.00 to $25.00 in a research note issued on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the stock. UBS Group’s price objective points to a potential upside of 0.81% from the stock’s previous close.

Several other research firms also recently commented on KHC. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Kraft Heinz from $26.00 to $23.00 and set a “hold” rating on the stock in a research note on Thursday. Wells Fargo & Company reduced their target price on shares of Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. TD Cowen reiterated a “hold” rating on shares of Kraft Heinz in a report on Thursday. Zacks Research raised Kraft Heinz from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 1st. Finally, Evercore decreased their target price on Kraft Heinz from $28.00 to $25.00 in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $25.21.

Kraft Heinz Price Performance

Shares of KHC stock opened at $24.80 on Friday. The stock has a 50 day moving average price of $24.01 and a 200 day moving average price of $25.34. Kraft Heinz has a 52-week low of $21.99 and a 52-week high of $33.35. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.73 and a current ratio of 1.15. The firm has a market capitalization of $29.36 billion, a P/E ratio of -5.02 and a beta of 0.08.

Kraft Heinz (NASDAQ:KHC) last released its earnings results 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 business had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.38 billion. During the same quarter last year, the firm posted $0.84 earnings per share. The business’s revenue was down 3.4% compared to the same quarter last year. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, sell-side analysts predict that Kraft Heinz will post 2.68 earnings per share for the current year.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the sale, the insider owned 686,817 shares of the company’s stock, valued at approximately $17,046,797.94. This trade represents a 15.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On Kraft Heinz

A number of hedge funds have recently made changes to their positions in KHC. Norges Bank purchased a new position in Kraft Heinz in the fourth quarter valued at about $332,382,000. Nordea Investment Management AB lifted its position in shares of Kraft Heinz by 75.1% during the third 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 during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Kraft Heinz by 14.7% in the 2nd quarter. Geode Capital Management LLC now owns 26,446,203 shares of the company’s stock valued at $681,663,000 after buying an additional 3,392,470 shares in the last quarter. Marshall Wace LLP boosted its holdings in shares of Kraft Heinz by 1,645.9% in the 2nd quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after buying an additional 1,772,581 shares in the last quarter. Finally, Fairfax Financial Holdings Ltd. Can grew its position in shares of Kraft Heinz by 45.4% in the 2nd quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock worth $126,056,000 after buying an additional 1,525,000 shares during the last quarter. 78.17% of the stock is currently owned by hedge funds and other 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.

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.