Man Group plc bought a new position in Kraft Heinz Company (NASDAQ:KHC – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,469,378 shares of the company’s stock, valued at approximately $34,707,000.
A number of other institutional investors have also modified their holdings of the stock. Cassaday & Co Wealth Management LLC bought a new stake in Kraft Heinz in the first quarter valued at about $27,000. Jessup Wealth Management Inc acquired a new position in shares of Kraft Heinz in the 4th quarter worth approximately $27,000. Reflection Asset Management bought a new stake in shares of Kraft Heinz in the 4th quarter valued at approximately $28,000. Hara Capital LLC bought a new stake in shares of Kraft Heinz in the 2nd quarter valued at approximately $29,000. Finally, DV Equities LLC acquired a new stake in shares of Kraft Heinz during the 4th quarter valued at approximately $29,000. Institutional investors and hedge funds own 78.17% of the company’s stock.
More Kraft Heinz News
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Unusually heavy call-option activity indicates some traders are positioning for upside, with investors buying 82,130 call options—roughly 189% above typical daily volume.
- Positive Sentiment: Kraft Heinz plans to transfer its common-stock listing from Nasdaq to the New York Stock Exchange on September 14, 2026, while retaining the KHC ticker. The move may improve visibility and exchange-branding, although it does not change the company’s fundamentals. Kraft Heinz to Transfer Stock Exchange Listing to NYSE
- Positive Sentiment: Management is using European operations to test healthier, reformulated products, with plans to bring successful concepts to the U.S. This could help refresh the portfolio as consumers become more health-conscious and weight-loss drugs influence food demand. Can Kraft Heinz Use Europe To Refresh Its US Product Line?
- Neutral Sentiment: The stock’s valuation and cash-flow generation remain supportive, while institutional activity was mixed: several large investors increased holdings, but Norges Bank reduced its position. Analysts’ recent price targets have a median of $21, suggesting limited upside at recent trading levels.
- Negative Sentiment: Recent earnings remain the main concern. Second-quarter sales declined 1.4% year over year, organic sales fell 1.3%, and volume/mix declined 2.6 percentage points. Adjusted operating income dropped 18.4% amid higher advertising, manufacturing and logistics costs.
- Negative Sentiment: A $7.4 billion non-cash impairment charge has heightened concerns about the strength of Kraft Heinz’s brands and long-term earnings power. Weak North American volumes and execution risks continue to offset the benefit of an improved 2026 organic-sales outlook. Why Kraft Heinz Stock Is Down Today
Insider Activity at Kraft Heinz
Analyst Upgrades and Downgrades
A number of research firms have commented on KHC. Wall Street Zen downgraded shares of Kraft Heinz from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Piper Sandler increased 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. Weiss Ratings cut shares of Kraft Heinz from a “sell (d)” rating to a “sell (d-)” rating in a report on Thursday, August 6th. TD Cowen raised their price target on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Kraft Heinz from $21.00 to $22.00 and gave the company an “underweight” rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average price target of $23.62.
Read Our Latest Stock Analysis on KHC
Kraft Heinz Trading Down 2.1%
Shares of NASDAQ KHC opened at $24.79 on Thursday. Kraft Heinz Company has a 12-month low of $21.03 and a 12-month high of $28.09. The company has a market cap of $29.40 billion, a price-to-earnings ratio of -8.67 and a beta of 0.08. The company has a current ratio of 1.06, a quick ratio of 0.68 and a debt-to-equity ratio of 0.49. The stock’s 50 day simple moving average is $25.09 and its 200 day simple moving average is $23.91.
Kraft Heinz (NASDAQ:KHC – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.03. Kraft Heinz had a positive return on equity of 7.10% and a negative net margin of 13.64%.The firm had revenue of $6.26 billion during the quarter, compared to the consensus estimate of $6.18 billion. During the same period in the prior year, the business earned $0.69 EPS. The firm’s revenue was down 1.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Equities research analysts expect that Kraft Heinz Company will post 2.06 EPS for the current year.
Kraft Heinz Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a dividend of $0.40 per share. The ex-dividend date is Friday, September 4th. This represents a $1.60 annualized dividend and a dividend yield of 6.5%. Kraft Heinz’s dividend payout ratio is currently -55.94%.
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.
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