Kraft Heinz (NASDAQ:KHC) Releases FY 2026 Earnings Guidance

Kraft Heinz (NASDAQ:KHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.980-2.100 for the period, compared to the consensus estimate of 2.510. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several research firms have weighed in on KHC. JPMorgan Chase & Co. cut their price objective on Kraft Heinz from $25.00 to $24.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 21st. BNP Paribas Exane downgraded shares of Kraft Heinz from a “neutral” rating to an “underperform” rating and set a $22.00 price target on the stock. in a report on Wednesday, January 21st. Zacks Research upgraded shares of Kraft Heinz from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 1st. Wells Fargo & Company lowered their price objective on shares of Kraft Heinz from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Kraft Heinz in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $26.16.

Kraft Heinz Stock Performance

Kraft Heinz stock traded up $0.14 during mid-day trading on Wednesday, reaching $25.04. The company’s stock had a trading volume of 20,300,044 shares, compared to its average volume of 16,667,750. The firm’s fifty day moving average price is $24.00 and its two-hundred day moving average price is $25.37. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.73 and a current ratio of 1.13. Kraft Heinz has a 12-month low of $21.99 and a 12-month high of $33.35. The company has a market capitalization of $29.63 billion, a P/E ratio of -6.70 and a beta of 0.08.

Kraft Heinz (NASDAQ:KHC) last posted its earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.06. Kraft Heinz had a positive return on equity of 7.26% and a negative net margin of 17.35%.The firm had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.38 billion. During the same quarter in the prior year, the business posted $0.84 earnings per share. The business’s quarterly 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. Sell-side analysts predict that Kraft Heinz will post 2.68 EPS for the current fiscal year.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 686,817 shares in the company, valued at $17,046,797.94. This trade represents a 15.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.35% of the company’s stock.

Key Kraft Heinz News

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

• Positive Sentiment: Q4 EPS beat consensus — KHC reported adjusted EPS of $0.67, beating estimates and showing better-than-expected profitability for the quarter. Article Title
• Positive Sentiment: Board approved regular quarterly dividend — KHC declared a $0.40 quarterly dividend, supporting income-focused investors and signaling confidence in near-term cash flow. Article Title
• Positive Sentiment: Management commits $600M to rebuild brands; CEO says challenges are “fixable” — new CEO Steve Cahillane is pausing the split to focus resources on marketing, sales and product development, which could help a turnaround if execution succeeds. Article Title
• Neutral Sentiment: Stronger U.S. jobs report — nonfarm payrolls surprised to the upside, which can support consumer spending over time but is a macro factor rather than company‑specific news. Article Title
• Negative Sentiment: FY‑2026 EPS guidance trimmed — KHC set FY‑2026 EPS guidance at $1.98–$2.10, below Street consensus, signaling slower near‑term earnings power and pressuring valuation. Press Release / Slide Deck
• Negative Sentiment: Top‑line weakness and volume declines — organic sales fell ~4.2% year‑over‑year and revenue slightly missed estimates, highlighting demand pressure and margin compression. Article Title
• Negative Sentiment: Pause of planned separation disappointed some investors — the halt to the split (previously expected to unlock value) triggered a negative reaction in premarket trading as analysts and activist investors reassess value‑creation prospects. Article Title

Institutional Trading of Kraft Heinz

A number of large investors have recently modified their holdings of the business. Two Sigma Securities LLC bought a new stake in Kraft Heinz during the second quarter valued at approximately $272,000. Abel Hall LLC purchased a new stake in shares of Kraft Heinz during the 3rd quarter valued at $290,000. Holocene Advisors LP bought a new stake in shares of Kraft Heinz during the 2nd quarter worth $294,000. Quaker Capital Investments LLC purchased a new position in Kraft Heinz in the third quarter worth $326,000. Finally, WINTON GROUP Ltd bought a new position in Kraft Heinz in the fourth quarter valued at $330,000. Institutional investors own 78.17% of the company’s stock.

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.