2,068,451 Shares in Kraft Heinz Company $KHC Acquired by Hsbc Holdings PLC

Key Points

• Hsbc Holdings PLC acquired 2.07 million Kraft Heinz shares worth approximately $49 million in the second quarter, joining other major institutions that increased their positions. Institutional investors now own about 78.17% of the company.
• Kraft Heinz exceeded quarterly earnings and revenue estimates, reporting $0.56 in EPS and $6.26 billion in revenue, but sales declined 1.4% year over year and operating income fell amid higher costs.
• Analyst sentiment remains cautious, with a consensus “Reduce” rating and average price target of $23.62. The company declared a quarterly dividend of $0.40 per share, implying a 6.5% annualized yield at the reported share price.

Hsbc Holdings PLC bought a new position in shares of 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 (SEC). The firm bought 2,068,451 shares of the company's stock, valued at approximately $49,015,000. Hsbc Holdings PLC owned about 0.17% of Kraft Heinz as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. BlackRock Inc. purchased a new position in shares of Kraft Heinz during the 2nd quarter worth $1,803,911,000. Auto Owners Insurance Co raised its holdings in Kraft Heinz by 3,034.1% in the 4th quarter. Auto Owners Insurance Co now owns 16,477,002 shares of the company's stock valued at $39,957,000 after buying an additional 15,951,271 shares during the period. Norges Bank acquired a new position in Kraft Heinz in the fourth quarter valued at about $332,382,000. Deutsche Bank AG acquired a new position in Kraft Heinz in the second quarter valued at about $179,876,000. Finally, Bank of New York Mellon Corp purchased a new position in Kraft Heinz during the second quarter worth about $170,097,000. Hedge funds and other institutional investors own 78.17% of the company's stock.

Insider Buying and Selling

In other Kraft Heinz news, insider Diana Frost sold 18,502 shares of the business's stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $23.05, for a total value of $426,471.10. Following the completion of the transaction, the insider owned 102,667 shares in the company, valued at $2,366,474.35. The trade was a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.24% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Sanford C. Bernstein cut shares of Kraft Heinz from a "market perform" rating to an "underperform" rating and dropped their price target for the company from $25.00 to $21.00 in a research report on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a "hold" rating in a research report on Thursday, May 7th. BNP Paribas Exane lifted their target price on shares of Kraft Heinz from $17.00 to $19.00 and gave the company an "underperform" rating in a report on Tuesday, June 30th. Piper Sandler boosted their target price on Kraft Heinz from $24.00 to $25.00 and gave the company a "neutral" rating in a research report on Thursday, August 6th. Finally, Wall Street Zen cut Kraft Heinz from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, Kraft Heinz presently has a consensus rating of "Reduce" and an average price target of $23.62.

Kraft Heinz Stock Down 2.1%

Shares of NASDAQ:KHC opened at $24.79 on Thursday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.06 and a quick ratio of 0.68. The firm has a market capitalization of $29.40 billion, a PE ratio of -8.67 and a beta of 0.08. The firm's 50-day moving average is $25.09 and its two-hundred day moving average is $23.91. Kraft Heinz Company has a 1 year low of $21.03 and a 1 year high of $28.09.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.53 by $0.03. The business had revenue of $6.26 billion during the quarter, compared to analyst estimates of $6.18 billion. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The business's revenue for the quarter was down 1.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.69 earnings per share. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Analysts predict that Kraft Heinz Company will post 2.06 EPS for the current year.

Kraft Heinz Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be given a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 6.5%. The ex-dividend date of this dividend is Friday, September 4th. Kraft Heinz's dividend payout ratio (DPR) is currently -55.94%.

Key Headlines Impacting Kraft Heinz

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

About Kraft Heinz

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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