HighTower Advisors LLC Has $6.09 Million Stock Holdings in Kraft Heinz Company $KHC

HighTower Advisors LLC lessened its position in Kraft Heinz Company (NASDAQ:KHC) by 31.2% in the 3rd quarter, Holdings Channel reports. The firm owned 233,875 shares of the company’s stock after selling 105,932 shares during the period. HighTower Advisors LLC’s holdings in Kraft Heinz were worth $6,090,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cidel Asset Management Inc. raised its stake in Kraft Heinz by 17.3% during the 3rd quarter. Cidel Asset Management Inc. now owns 12,937 shares of the company’s stock worth $337,000 after buying an additional 1,905 shares during the period. WJ Financial Advisors LLC acquired a new stake in shares of Kraft Heinz during the third quarter worth about $287,000. Public Sector Pension Investment Board raised its position in shares of Kraft Heinz by 12.9% during the third quarter. Public Sector Pension Investment Board now owns 69,098 shares of the company’s stock worth $1,799,000 after purchasing an additional 7,922 shares during the period. Illinois Municipal Retirement Fund lifted its holdings in shares of Kraft Heinz by 23.4% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 504,173 shares of the company’s stock valued at $13,129,000 after purchasing an additional 95,556 shares in the last quarter. Finally, Plan A Wealth LLC grew its position in shares of Kraft Heinz by 10.1% in the 3rd quarter. Plan A Wealth LLC now owns 21,987 shares of the company’s stock valued at $573,000 after purchasing an additional 2,019 shares during the period. 78.17% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the company’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 sale, the insider owned 686,817 shares in the company, valued at $17,046,797.94. This represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.35% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

KHC has been the topic of a number of research reports. The Goldman Sachs Group set a $23.00 price target on shares of Kraft Heinz in a research note on Thursday, February 12th. Mizuho dropped their price objective on shares of Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating on the stock in a report on Monday. Piper Sandler reduced their target price on shares of Kraft Heinz from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Thursday, February 12th. JPMorgan Chase & Co. cut Kraft Heinz from a “neutral” rating to an “underweight” rating and lowered their target price for the stock from $24.00 to $22.00 in a report on Thursday, February 12th. Finally, Evercore cut their price target on Kraft Heinz from $25.00 to $22.00 in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $24.89.

Kraft Heinz News Roundup

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

• Positive Sentiment: Kraft Heinz says it will halt the breakup plan and remain a single company, redirecting resources to a U.S. turnaround led by CEO Steve Cahillane and North America President Nicolas Amaya, with about $600M planned for marketing, sales, R&D and product quality — a direct operational catalyst investors see as supportive of near‑term growth and brand investment. Kraft Heinz Halts Breakup To Refocus On Core U.S. Turnaround
• Neutral Sentiment: Mizuho trimmed its price target to $25 (from $27) but maintained a Neutral rating — a modest downward revision that signals limited upside from current levels rather than an outright sell signal. Mizuho price-target note
• Negative Sentiment: Morgan Stanley cut its price target to $23 and maintained an Underweight rating, highlighting ongoing pressure on margins and limited near‑term upside — a bearish analyst signal that can amplify selling pressure. Morgan Stanley cuts price target
• Negative Sentiment: Analyst consensus has skewed toward “Reduce” on KHC, reflecting broader skepticism about the company’s ability to sustainably reaccelerate growth and margin expansion. That consensus constrains valuation multiples and investor enthusiasm. Average rating of Reduce
• Negative Sentiment: A public filing shows Rep. Gilbert Ray Cisneros, Jr. sold shares of KHC — an insider sale that investors often view as a mild negative signal (though single sales can be for personal reasons). Insider sale filing
• Negative Sentiment: Retrospective pieces note Kraft Heinz’s long-term performance deterioration since its post‑merger peak, highlighting structural challenges (brand reinvigoration, pricing/mix, and execution) that underpin skeptical analyst views. 10-year hindsight on KHC

Kraft Heinz Stock Up 0.6%

KHC stock opened at $24.54 on Tuesday. The company has a market cap of $29.05 billion, a price-to-earnings ratio of -4.97 and a beta of 0.08. Kraft Heinz Company has a twelve month low of $21.99 and a twelve month high of $33.35. The business has a 50 day moving average price of $23.99 and a two-hundred day moving average price of $25.16. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.46.

Kraft Heinz (NASDAQ:KHC) last released its earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.06. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The business had revenue of $6.35 billion during the quarter, compared to analysts’ expectations of $6.38 billion. During the same period last year, the business earned $0.84 earnings per share. The firm’s revenue was down 3.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Analysts anticipate that Kraft Heinz Company will post 2.68 EPS for the current fiscal year.

Kraft Heinz Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be issued 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 presently -32.39%.

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.