Kraft Heinz Company $KHC Stock: RWC Asset Management LLP Cuts Position

RWC Asset Management LLP decreased its position in shares of Kraft Heinz Company (NASDAQ:KHC) by 0.6% during the 3rd quarter, Holdings Channel.com reports. The fund owned 6,955,732 shares of the company’s stock after selling 42,884 shares during the period. Kraft Heinz accounts for about 5.9% of RWC Asset Management LLP’s holdings, making the stock its 4th largest position. RWC Asset Management LLP’s holdings in Kraft Heinz were worth $158,034,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Alyeska Investment Group L.P. purchased a new position in shares of Kraft Heinz in the second quarter valued at approximately $1,968,000. OMERS ADMINISTRATION Corp acquired a new position in shares of Kraft Heinz in the second quarter valued at approximately $1,076,000. Gradient Investments LLC grew its holdings in shares of Kraft Heinz by 11.8% in the third quarter. Gradient Investments LLC now owns 667,877 shares of the company’s stock valued at $15,174,000 after purchasing an additional 70,534 shares in the last quarter. The Manufacturers Life Insurance Company increased its stake in Kraft Heinz by 11.3% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 561,627 shares of the company’s stock worth $13,266,000 after buying an additional 57,092 shares during the period. Finally, Franklin Street Advisors Inc. NC increased its stake in Kraft Heinz by 70.2% during the 2nd quarter. Franklin Street Advisors Inc. NC now owns 994,375 shares of the company’s stock worth $23,487,000 after buying an additional 410,029 shares during the period. Institutional investors and hedge funds own 78.17% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on KHC shares. TD Cowen reiterated a “hold” rating and set a $22.00 target price on shares of Kraft Heinz in a report on Tuesday, September 22nd. Evercore set a $24.00 price target on shares of Kraft Heinz in a research note on Thursday, August 6th. Jefferies Financial Group reiterated a “hold” rating and issued a $21.00 price objective on shares of Kraft Heinz in a research note on Wednesday, October 14th. UBS Group restated a “neutral” rating on shares of Kraft Heinz in a report on Thursday, October 15th. Finally, Barclays reduced their price target on Kraft Heinz from $26.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Friday, October 16th. One equities research analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $23.81.

Kraft Heinz Stock Down 1.2%

NASDAQ KHC traded down $0.29 on Friday, hitting $24.80. 9,860,894 shares of the stock were exchanged, compared to its average volume of 15,861,146. The company has a quick ratio of 0.68, a current ratio of 1.06 and a debt-to-equity ratio of 0.49. Kraft Heinz Company has a fifty-two week low of $21.03 and a fifty-two week high of $28.09. The company has a market cap of $29.40 billion, a PE ratio of -8.67, a PEG ratio of 2.99 and a beta of 0.12. The company has a 50-day moving average price of $24.13 and a 200-day moving average price of $24.05.

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

Kraft Heinz Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 6.5%. The ex-dividend date of this dividend was Friday, September 4th. Kraft Heinz’s dividend payout ratio is -55.94%.

Kraft Heinz News Roundup

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

• Positive Sentiment: Investors are positioning ahead of Kraft Heinz’s third-quarter earnings release on November 4, 2026, and its November 12 investor day. Management’s focus on innovation, marketing investment, and protein- and fiber-oriented products could support a return to growth in 2027. Kraft Heinz Rises as Investors Weigh Upcoming Catalysts and Improving Sentiment
• Positive Sentiment: A bullish investment thesis highlights Kraft Heinz’s strong cash generation, debt reduction, and relatively modest valuation compared with other packaged-food companies such as General Mills and Conagra Brands. The company’s dividend yield is approaching 7%, which may attract income-oriented investors despite weak long-term share performance. Kraft Heinz versus General Mills and Conagra Brands
• Positive Sentiment: Unusually high call-option activity and a reported purchase of Kraft Heinz shares by CEO Steven Cahillane suggest some traders and insiders are positioning for a recovery. Kraft Heinz market activity
• Neutral Sentiment: Analysts expect investors to focus on whether Kraft Heinz can stabilize brand performance, improve consumption trends, and provide credible 2027 growth targets in its upcoming earnings report. What to Expect From Kraft Heinz’s Next Earnings Report
• Negative Sentiment: Bearish coverage points to Kraft Heinz’s more than 35% five-year share-price decline, persistent brand and volume challenges, and uncertainty over whether a proposed brand reset can restore sustainable growth. What’s Wrong With Kraft Heinz Stock?
• Negative Sentiment: JPMorgan issued a pessimistic forecast, while the reported analyst price-target median of $24 suggests limited near-term upside around recent trading levels. Kraft Heinz also faces earnings pressure: the latest quarter’s revenue declined year over year and EPS fell from the prior-year period despite beating estimates. JPMorgan forecast for Kraft Heinz

About Kraft Heinz

The Kraft Heinz Company (NASDAQ: KHC) is a global food and beverage company that develops, manufactures and markets branded products for consumers, retailers and foodservice customers. Its portfolio includes condiments and sauces, cheese and dairy products, meals, meats, snacks, beverages and desserts.

The company’s brands include Kraft, Heinz, Oscar Mayer, Philadelphia, Velveeta, Jell-O, Maxwell House, Lunchables, Capri Sun, Planters and Classico, among others. Products are sold through grocery stores, mass merchants, club stores, convenience retailers, e-commerce channels and foodservice distributors.

Kraft Heinz was created in 2015 through the merger of Kraft Foods Group and H.J.