Kraft Heinz Company $KHC Shares Acquired by Mirabella Financial Services LLP

Key Points

• Mirabella Financial Services LLP increased its Kraft Heinz stake by 161.3% in Q3 to 90,255 shares worth about $2.35 million, and institutional investors now hold roughly 78.17% of the stock.
• Research firms have been cutting ratings and targets recently—several banks lowered price targets into the $22–$23 range—leaving the stock with an average analyst rating of "Reduce" and a consensus target of $24.78.
• Kraft Heinz posted a Q4 EPS beat ($0.67 vs. $0.61) but revenue fell ~3.4% year-over-year and management guided FY2026 EPS to 1.98–2.10; the company pays a quarterly dividend of $0.40 (a 7.2% yield) and its shares trade near a 52-week low around $22.08.

Mirabella Financial Services LLP grew its stake in Kraft Heinz Company (NASDAQ:KHC - Free Report) by 161.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 90,255 shares of the company's stock after buying an additional 55,718 shares during the period. Mirabella Financial Services LLP's holdings in Kraft Heinz were worth $2,346,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Ashton Thomas Private Wealth LLC acquired a new position in shares of Kraft Heinz in the 1st quarter valued at $207,000. Woodline Partners LP lifted its position in Kraft Heinz by 39.0% during the 1st quarter. Woodline Partners LP now owns 73,700 shares of the company's stock worth $2,243,000 after acquiring an additional 20,690 shares during the period. Foundations Investment Advisors LLC grew its stake in Kraft Heinz by 38.2% during the 2nd quarter. Foundations Investment Advisors LLC now owns 27,618 shares of the company's stock valued at $713,000 after purchasing an additional 7,630 shares during the last quarter. Intech Investment Management LLC grew its stake in Kraft Heinz by 10.2% during the 2nd quarter. Intech Investment Management LLC now owns 82,275 shares of the company's stock valued at $2,124,000 after purchasing an additional 7,582 shares during the last quarter. Finally, Nomura Asset Management Co. Ltd. increased its holdings in shares of Kraft Heinz by 0.3% in the second quarter. Nomura Asset Management Co. Ltd. now owns 353,270 shares of the company's stock valued at $9,121,000 after purchasing an additional 967 shares during the period. 78.17% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently commented on KHC. Jefferies Financial Group decreased their target price on Kraft Heinz from $24.00 to $23.00 and set a "hold" rating for the company in a report on Tuesday, January 20th. JPMorgan Chase & Co. downgraded shares of Kraft Heinz from a "neutral" rating to an "underweight" rating and cut their price target for the stock from $24.00 to $22.00 in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Kraft Heinz from $26.00 to $23.00 and set a "hold" rating for the company in a research report on Thursday, February 12th. Morgan Stanley restated an "underweight" rating and set a $23.00 price objective on shares of Kraft Heinz in a research note on Tuesday, February 17th. Finally, UBS Group upped their price objective on shares of Kraft Heinz from $24.00 to $25.00 and gave the company a "neutral" rating in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Reduce" and a consensus target price of $24.78.

Kraft Heinz Stock Performance

Shares of KHC stock opened at $22.08 on Thursday. Kraft Heinz Company has a 52-week low of $21.99 and a 52-week high of $31.15. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.46. The stock has a market cap of $26.14 billion, a PE ratio of -4.47 and a beta of 0.06. The business has a 50-day simple moving average of $23.86 and a 200-day simple moving average of $24.72.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last posted its earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping the consensus estimate of $0.61 by $0.06. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.The firm had revenue of $6.35 billion for the quarter, compared to analyst estimates of $6.38 billion. During the same period last year, the company earned $0.84 earnings per share. Kraft Heinz's revenue for the quarter was down 3.4% compared to the same quarter last year. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. On average, equities analysts expect that Kraft Heinz Company will post 2.68 EPS for the current year.

Kraft Heinz Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 7.2%. Kraft Heinz's dividend payout ratio (DPR) is presently -32.39%.

Kraft Heinz News Roundup

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

• Positive Sentiment: Kraft Heinz struck a five-year global strategic partnership with the NFL, making it the league’s first-ever condiment partner — a high-visibility marketing deal that could help boost brand relevance and drive demand for core condiments. Article Title
• Positive Sentiment: The company is rolling out product innovations (PowerMac high-protein Mac & Cheese, new Lunchables/snacks and Capri Sun extensions) and announced a roughly $600M growth push aimed at reviving brands — initiatives that signal management is investing to stem share loss to private labels. Article Title
• Positive Sentiment: Recent reporting highlighted strong free cash flow and the CEO’s decision to pause the planned split, moves that appear to have prompted unusual call-option activity — suggesting some investors are positioning for upside if the revival plan succeeds. Article Title
• Neutral Sentiment: Reports say Kraft Heinz and Unilever held talks about merging Unilever’s food business with Kraft Heinz’s condiments division — a strategic possibility that could be transformative but is speculative and creates near-term uncertainty. Article Title
• Neutral Sentiment: Q4 results: EPS beat estimates but revenue declined ~3.4% year-over-year and the company’s FY2026 EPS guide (1.98–2.10) sits below some analysts’ forecasts — mixed earnings that reduce clarity on near-term upside. Article Title
• Negative Sentiment: Persistent headwinds: analysts and commentary note Kraft Heinz is losing consumers to store brands, with an ongoing sales slump in the shelf-stable category and a negative net margin — these operational issues help explain the stock’s decline and why shares remain near 52-week lows. Article Title

Insider Buying and Selling at Kraft Heinz

In related news, insider Cory Onell sold 9,045 shares of the business's stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $24.61, for a total value of $222,597.45. Following the completion of the transaction, the insider directly owned 202,454 shares in the company, valued at $4,982,392.94. The trade was a 4.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.35% of the stock is currently owned by company insiders.

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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