Gateway Investment Advisers LLC Purchases 358,482 Shares of Kraft Heinz Company $KHC

Key Points

• Gateway Investment Advisers boosted its stake in Kraft Heinz by 697.8%, buying an additional 358,482 shares in Q4 to hold 409,854 shares worth about $9.94 million.
• Kraft Heinz reported a Q1 beat with revenue of $6.05B and adjusted EPS of $0.58, maintained FY‑2026 guidance of $1.98–$2.10, and declared a quarterly dividend of $0.40 (≈6.8% yield).
• Several large institutions (e.g., Nordea, SG Americas, Ameriprise, Victory) also materially increased positions—institutional ownership is about 78.17%—while analysts remain cautious with a MarketBeat consensus rating of "Reduce" and an average target of $23.53.

Gateway Investment Advisers LLC boosted its position in Kraft Heinz Company (NASDAQ:KHC - Free Report) by 697.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 409,854 shares of the company's stock after acquiring an additional 358,482 shares during the quarter. Gateway Investment Advisers LLC's holdings in Kraft Heinz were worth $9,939,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in KHC. Nordea Investment Management AB increased its stake in Kraft Heinz by 75.1% in the third quarter. Nordea Investment Management AB now owns 13,694,483 shares of the company's stock valued at $351,263,000 after acquiring an additional 5,873,967 shares during the last quarter. SG Americas Securities LLC boosted its position in Kraft Heinz by 2,264.5% in the fourth quarter. SG Americas Securities LLC now owns 1,458,451 shares of the company's stock valued at $35,367,000 after buying an additional 1,396,770 shares in the last quarter. Ameriprise Financial Inc. boosted its position in Kraft Heinz by 112.2% in the third quarter. Ameriprise Financial Inc. now owns 2,491,597 shares of the company's stock valued at $64,872,000 after buying an additional 1,317,201 shares in the last quarter. Victory Capital Management Inc. boosted its position in Kraft Heinz by 77.5% in the third quarter. Victory Capital Management Inc. now owns 2,826,152 shares of the company's stock valued at $73,593,000 after buying an additional 1,234,078 shares in the last quarter. Finally, Compass Rose Asset Management LP acquired a new stake in Kraft Heinz in the third quarter valued at approximately $23,436,000. 78.17% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Cory Onell sold 9,045 shares of Kraft Heinz stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $24.61, for a total transaction of $222,597.45. Following the completion of the transaction, the insider owned 202,454 shares of the company's stock, valued at $4,982,392.94. This trade represents a 4.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.24% of the stock is owned by corporate insiders.

Kraft Heinz News Roundup

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

• Positive Sentiment: Q1 beat and improving top-line momentum — KHC reported Q1 revenue of $6.05B and adjusted EPS of $0.58, both ahead of expectations, and management said brand investments are starting to regain share in priority categories. Kraft Heinz Q1 results press release
• Positive Sentiment: Shareholder yield remains attractive — the board declared a regular quarterly dividend of $0.40 per share (strong yield near 6.8%), which supports income investors and can underpin the equity in the short term. Dividend press release
• Positive Sentiment: Investing behind growth/marketing — the company is increasing marketing spend (reported ~37% hike) and launching innovations (e.g., protein-packed Kraft Mac & Cheese, NFL sponsorship) to drive future volume and modernization of brands. Marketing Dive article
• Positive Sentiment: Balance-sheet action — Kraft Heinz Foods Company launched a cash tender offer to repurchase up to $1.1B of long-dated notes, a move that can reduce interest burden and manage maturities. Tender offer announcement
• Neutral Sentiment: FY-2026 guidance maintained but slightly below some forecasts — management updated EPS guidance to $1.98–$2.10 (near analyst consensus), leaving limited immediate upside from guidance alone. Q1 results & guidance
• Neutral Sentiment: Category strategy raises questions — CEO comments about reclassifying brands into "hold/win/win big" and remarks on the future of frozen products create strategic noise; this is a watch-item for execution risk rather than an immediate market mover. Just-Food coverage
• Negative Sentiment: Price/margin pressure from consumer affordability — management signaled consumers are "running out of money" and is cutting prices in places to preserve volume, which could weigh on margins even as it stabilizes demand. WSJ article
• Negative Sentiment: Analyst stance remains cautious — Deutsche Bank raised its price target to $22 but kept a "hold" rating, implying limited near-term upside from current levels and continued analyst conservatism. MarketScreener/Deutsche Bank note

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Mizuho cut their target price on shares of Kraft Heinz from $27.00 to $25.00 and set a "neutral" rating on the stock in a research report on Monday, February 23rd. BTIG Research assumed coverage on shares of Kraft Heinz in a research report on Monday, April 13th. They issued a "neutral" rating on the stock. The Goldman Sachs Group set a $23.00 target price on shares of Kraft Heinz in a research report on Thursday, February 12th. Wells Fargo & Company cut their target price on shares of Kraft Heinz from $25.00 to $23.00 and set an "equal weight" rating on the stock in a research report on Thursday, March 12th. Finally, Barclays raised their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the company an "equal weight" rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Reduce" and an average price target of $23.53.

Kraft Heinz Stock Performance

Shares of Kraft Heinz stock opened at $23.64 on Friday. The company has a quick ratio of 0.79, a current ratio of 1.20 and a debt-to-equity ratio of 0.46. Kraft Heinz Company has a twelve month low of $21.03 and a twelve month high of $29.19. The stock has a market cap of $28.03 billion, a price-to-earnings ratio of -4.86 and a beta of 0.06. The company's fifty day moving average is $22.78 and its 200 day moving average is $23.82.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.50 by $0.08. Kraft Heinz had a negative net margin of 23.05% and a positive return on equity of 7.26%. The company had revenue of $6.05 billion for the quarter, compared to analysts' expectations of $5.89 billion. During the same quarter in the previous year, the firm posted $0.62 earnings per share. Kraft Heinz's revenue for the quarter was up .8% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Sell-side analysts forecast that Kraft Heinz Company will post 2.04 EPS for the current year.

Kraft Heinz Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Friday, June 5th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date of this dividend is Friday, June 5th. Kraft Heinz's dividend payout ratio (DPR) is currently -32.39%.

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.

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