NEOS Investment Management LLC Acquires 175,826 Shares of Kraft Heinz Company $KHC

NEOS Investment Management LLC boosted its holdings in Kraft Heinz Company (NASDAQ:KHC) by 23.2% during the second quarter, Holdings Channel.com reports. The firm owned 934,768 shares of the company’s stock after acquiring an additional 175,826 shares during the quarter. NEOS Investment Management LLC’s holdings in Kraft Heinz were worth $22,079,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in KHC. Jessup Wealth Management Inc purchased a new stake in shares of Kraft Heinz in the 4th quarter worth approximately $27,000. Cassaday & Co Wealth Management LLC purchased a new position in Kraft Heinz during the first quarter valued at $27,000. Reflection Asset Management purchased a new position in Kraft Heinz during the fourth quarter valued at $28,000. DV Equities LLC bought a new stake in Kraft Heinz in the fourth quarter worth $29,000. Finally, Hara Capital LLC purchased a new stake in shares of Kraft Heinz in the second quarter worth $29,000. 78.17% of the stock is currently owned by hedge funds and other institutional investors.

Kraft Heinz News Summary

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

• Positive Sentiment: Kraft Heinz reported second-quarter adjusted earnings of $0.56 per share, exceeding the $0.53 consensus estimate. Management is also increasing spending by approximately $100 million on pricing, marketing, sales, and research to improve brand momentum and recover market share. How Investors May Respond To Kraft Heinz Price Cuts And Lower 2026 Profit Guidance
• Positive Sentiment: Some institutional options activity suggests investors are positioning for a longer-term recovery, including bullish call spreads and LEAPS calls, although other trades reflect near-term hedging. 3 Ways to Play Unusual Options Activity in Kraft Heinz Stock
• Neutral Sentiment: Analysts and market coverage are reassessing whether KHC’s valuation is attractive after the earnings beat. The stock had gained since its latest earnings report, but recent momentum has been volatile, leaving investors focused on forward estimates rather than the quarter already reported. Kraft Heinz Beat Earnings Estimates, Is The Stock Still Trading At A Discount?
• Negative Sentiment: Kraft Heinz lowered its 2026 outlook, now expecting organic net sales to decline 0.5%–2% and adjusted operating income to fall 16%–18%. Price cuts, increased promotions, and smaller packages may support volumes but are likely to pressure margins and profitability. Price Cuts And Lower 2026 Profit Guidance
• Negative Sentiment: CEO Steve Cahillane said consumers are increasingly running out of money late in the month, highlighting affordability pressures that could weigh on demand for branded packaged foods. Kraft Heinz CEO Says Customers Are Literally Running Out of Money
• Negative Sentiment: KHC was caught in a broader selloff in food producers after livestock shortages and volatile input costs triggered margin concerns and outlook reductions across the sector. Food Producer Shares Plummet

Insiders Place Their Bets

In other Kraft Heinz news, insider Diana Frost sold 18,502 shares of the firm’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $23.05, for a total value of $426,471.10. Following the transaction, the insider directly owned 102,667 shares of the company’s stock, valued at approximately $2,366,474.35. This trade represents a 15.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.24% of the company’s stock.

Kraft Heinz Stock Down 2.2%

Shares of Kraft Heinz stock opened at $24.85 on Friday. Kraft Heinz Company has a twelve month low of $21.03 and a twelve month high of $28.09. The company has a quick ratio of 0.68, a current ratio of 1.06 and a debt-to-equity ratio of 0.49. The company’s 50 day moving average is $25.46 and its 200 day moving average is $23.96. The company has a market cap of $29.47 billion, a price-to-earnings ratio of -8.69, a price-to-earnings-growth ratio of 3.09 and a beta of 0.09.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, August 5th. The company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.03. The business had revenue of $6.26 billion during the quarter, compared to the consensus estimate of $6.18 billion. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The firm’s revenue was down 1.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.69 EPS. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Research analysts anticipate that Kraft Heinz Company will post 2.06 EPS for the current year.

Kraft Heinz Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 6.4%. The ex-dividend date is Friday, September 4th. Kraft Heinz’s dividend payout ratio is -55.94%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. JPMorgan Chase & Co. raised their price target on Kraft Heinz from $21.00 to $22.00 and gave the company an “underweight” rating in a report on Wednesday, July 15th. Barclays upped their price target on shares of Kraft Heinz from $25.00 to $26.00 and gave the stock an “equal weight” rating in a research note on Friday, August 7th. UBS Group raised their price objective on shares of Kraft Heinz from $25.00 to $27.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. Piper Sandler lifted 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 Thursday, August 6th. Finally, Weiss Ratings downgraded shares of Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a research note on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $23.33.

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.