Prevail Innovative Wealth Advisors LLC bought a new stake in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 56,654 shares of the company’s stock, valued at approximately $1,475,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank acquired a new position in Kraft Heinz during the 2nd quarter valued at approximately $276,159,000. Nordea Investment Management AB grew its stake in Kraft Heinz by 75.1% during the 3rd quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company’s stock worth $351,263,000 after buying an additional 5,873,967 shares during the last quarter. 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 during the period. Marshall Wace LLP lifted its stake in Kraft Heinz by 1,645.9% in the second 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 during the last quarter. Finally, Fairfax Financial Holdings Ltd. Can lifted its stake in Kraft Heinz by 45.4% in the second quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock valued at $126,056,000 after buying an additional 1,525,000 shares during the last quarter. 78.17% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Kraft Heinz
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 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 $17,046,797.94. The trade was a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Cory Onell sold 9,045 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $24.61, for a total value of $222,597.45. Following the completion of the sale, the insider owned 202,454 shares of the company’s stock, valued at $4,982,392.94. This trade represents a 4.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 139,036 shares of company stock valued at $3,446,578 over the last quarter. Insiders own 0.35% of the company’s stock.
Kraft Heinz Price Performance
Kraft Heinz (NASDAQ:KHC – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, topping the consensus estimate of $0.61 by $0.06. The business had revenue of $6.35 billion during the quarter, compared to the consensus estimate of $6.38 billion. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The company’s quarterly revenue was down 3.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.84 earnings per share. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities analysts anticipate that Kraft Heinz Company will post 2.68 EPS for the current year.
Kraft Heinz Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be paid 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 of this dividend is Friday, March 6th. Kraft Heinz’s dividend payout ratio is currently -32.39%.
Kraft Heinz News Roundup
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Management will redeploy about $600 million from the cancelled split to product innovation and targeted price reductions aimed at reviving demand — a direct, growth-focused use of capital rather than a structural break-up. Kraft Heinz Scraps Split To Fund Product Push And Lower Prices
- Positive Sentiment: Berkshire Hathaway’s leadership says it has no immediate plans to sell its KHC stake and publicly signaled support for the decision to pause the split — reducing a key tail‑risk of a large shareholder exit. Berkshire Has No Plans for Kraft Heinz Stake With Split Halted
- Positive Sentiment: Unusually large options activity: roughly 53,819 call options traded (about +87% vs. typical volume), indicating speculative bullish positioning by traders.
- Neutral Sentiment: Wider market context: Berkshire also resumed share buybacks, which may reinforce confidence in large-cap holdings but doesn’t directly change KHC’s near-term operating picture. Berkshire Hathaway resumes buybacks and CEO supports Kraft’s decision to pause its split
- Negative Sentiment: Suspending the split removes an expected corporate‑structure catalyst that some investors saw as a way to unlock value; the pause signals management sees organic demand issues that require investment rather than a break-up premium. How Kraft Heinz’s Paused Split and $600 Million Reinvestment Plan Will Impact Kraft Heinz (KHC) Investors
- Negative Sentiment: Recent Q4 showed an earnings beat but weaker revenue and guidance for continued organic‑sales and margin pressure in 2026, underscoring why management feels compelled to spend on products and cut prices — a sign the business is under near‑term strain. Kraft Heinz (KHC) Valuation Check As Corporate Split Pause And Refocus Plan Test Investor Patience
Analyst Upgrades and Downgrades
Several equities analysts have recently commented on the stock. Piper Sandler lowered their price target on shares of Kraft Heinz from $27.00 to $26.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Weiss Ratings reiterated a “sell (d)” rating on shares of Kraft Heinz in a research report on Thursday, January 22nd. UBS Group boosted their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the company a “neutral” rating in a research note on Friday, February 13th. 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, Morgan Stanley restated an “underweight” rating and issued a $23.00 price target on shares of Kraft Heinz in a research note on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat.com, Kraft Heinz presently has an average rating of “Reduce” and a consensus price target of $24.89.
Get Our Latest Analysis on KHC
Kraft Heinz Profile
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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