Sanford C. Bernstein Boosts Kraft Heinz (NASDAQ:KHC) Price Target to $27.00

Kraft Heinz (NASDAQ:KHC) had its target price increased by stock analysts at Sanford C. Bernstein from $24.00 to $27.00 in a research note issued on Thursday,MarketScreener reports. The brokerage currently has a “market perform” rating on the stock. Sanford C. Bernstein’s price target points to a potential upside of 11.02% from the stock’s current price.

Other analysts have also issued reports about the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Kraft Heinz in a research report on Thursday, January 22nd. The Goldman Sachs Group set a $23.00 price target on Kraft Heinz in a research report on Thursday. Wells Fargo & Company cut their price objective on Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating for the company in a research report on Thursday, October 30th. UBS Group reissued a “neutral” rating on shares of Kraft Heinz in a report on Tuesday, February 3rd. Finally, HSBC reduced their price objective on shares of Kraft Heinz from $29.00 to $27.00 in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $25.16.

Kraft Heinz Price Performance

Shares of NASDAQ KHC opened at $24.32 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.73. The business has a 50-day moving average of $24.00 and a 200-day moving average of $25.36. The stock has a market capitalization of $28.79 billion, a price-to-earnings ratio of -4.92 and a beta of 0.08. Kraft Heinz has a fifty-two week low of $21.99 and a fifty-two week high of $33.35.

Kraft Heinz (NASDAQ:KHC) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, beating the consensus estimate of $0.61 by $0.06. The firm had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.38 billion. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.The business’s quarterly revenue was down 3.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.84 earnings per share. 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 fiscal year.

Insider Buying and Selling 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 value of $3,102,500.00. Following the completion of the sale, the insider directly owned 686,817 shares in the company, valued at approximately $17,046,797.94. The trade was a 15.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.35% of the company’s stock.

Institutional Trading of Kraft Heinz

A number of institutional investors have recently modified their holdings of the stock. Norges Bank bought a new stake in Kraft Heinz during the fourth quarter worth about $332,382,000. Nordea Investment Management AB lifted its holdings in shares of 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 acquiring an additional 5,873,967 shares during the period. Geode Capital Management LLC increased its stake 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 valued at $681,663,000 after acquiring an additional 3,392,470 shares during the last quarter. Marshall Wace LLP raised its position in Kraft Heinz by 1,645.9% during the second quarter. Marshall Wace LLP now owns 1,880,281 shares of the company’s stock valued at $48,549,000 after purchasing an additional 1,772,581 shares in the last quarter. Finally, Fairfax Financial Holdings Ltd. Can lifted its stake in Kraft Heinz by 45.4% during the second quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock worth $126,056,000 after purchasing an additional 1,525,000 shares during the last quarter. 78.17% of the stock is currently owned by institutional investors.

Kraft Heinz News Summary

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

• Positive Sentiment: Quarterly earnings beat EPS expectations (adjusted $0.67 vs. $0.61 est.), showing some operating resilience. Kraft Heinz Q4 Earnings Beat
• Positive Sentiment: KHC announced a quarterly dividend of $0.40 (annualized yield ~6.6%), which supports income-focused holders.
• Positive Sentiment: Management is redirecting capital toward growth: a $600M targeted investment program plus higher 2026 capital spending (about $950M) to rebuild brands and marketing — a long‑term constructive move if execution succeeds. Kraft Heinz forecasts about $950M in 2026 capex
• Positive Sentiment: Barclays nudged its target up to $25 (equal-weight), a modest vote of confidence amid the strategy shift. Barclays raises target
• Neutral Sentiment: New CEO Steve Cahillane says the company’s problems are “fixable” and has halted the planned split to focus resources on growth — this removes near‑term structural change (and potential breakup premium) but clarifies a single turnaround plan. New CEO’s difficult choice
• Neutral Sentiment: General investor lists and commentary that include KHC as a high-yield, lower-volatility name may attract income buyers but won’t offset near-term strategic concerns. Serenity Now: 6 Calm Stocks
• Negative Sentiment: Revenue and organic sales fell (organic sales down ~4.2% Y/Y) and guidance/remarks were soft, undercutting confidence in a quick turnaround. Mixed Q4, soft guidance
• Negative Sentiment: Analyst reactions leaned negative: JPMorgan downgraded to underweight ($22 TP), Evercore cut its TP to $22, BNP Paribas Exane lowered to $20 (underperform), and Piper Sandler trimmed its TP to $26 — collectively signaling reduced near‑term upside and adding selling pressure. JPMorgan downgrades Kraft Heinz Evercore cuts target BNP Paribas cuts to underperform

Kraft Heinz Company 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.