Kraft Heinz Company $KHC Shares Bought by Janus Henderson Group PLC

Key Points

• Janus Henderson Group increased its Kraft Heinz stake by 60.4% in the first quarter, bringing its holdings to 107,535 shares valued at approximately $2.42 million. Institutional investors collectively own 78.17% of KHC.
• Kraft Heinz reported quarterly revenue of $6.26 billion and adjusted EPS of $0.56, beating analyst expectations, while maintaining its 2026 adjusted EPS guidance of $2.03–$2.09. However, revenue declined 1.4% year over year and a $7.4 billion impairment charge contributed to a substantial net loss.
• The company declared a quarterly dividend of $0.40 per share, equivalent to a 6.3% annualized yield. Analysts remain cautious, with a consensus “Reduce” rating and an average price target of $23.62 versus the reported share price of $25.32.

Janus Henderson Group PLC lifted its position in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 60.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,535 shares of the company's stock after acquiring an additional 40,473 shares during the quarter. Janus Henderson Group PLC's holdings in Kraft Heinz were worth $2,418,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Graney & King LLC boosted its position in shares of Kraft Heinz by 20.5% in the 4th quarter. Graney & King LLC now owns 2,560 shares of the company's stock worth $62,000 after buying an additional 435 shares in the last quarter. V Square Quantitative Management LLC increased its holdings in Kraft Heinz by 3.2% during the 4th quarter. V Square Quantitative Management LLC now owns 14,892 shares of the company's stock valued at $361,000 after acquiring an additional 458 shares in the last quarter. Tokio Marine Asset Management Co. Ltd. raised its position in Kraft Heinz by 1.7% during the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 29,623 shares of the company's stock worth $718,000 after acquiring an additional 490 shares during the last quarter. New England Capital Financial Advisors LLC lifted its holdings in shares of Kraft Heinz by 70.2% in the fourth quarter. New England Capital Financial Advisors LLC now owns 1,239 shares of the company's stock valued at $30,000 after purchasing an additional 511 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators grew its position in shares of Kraft Heinz by 6.6% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 8,281 shares of the company's stock valued at $201,000 after purchasing an additional 515 shares during the last quarter. 78.17% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Kraft Heinz

In related news, insider Diana Frost sold 18,502 shares of the firm's stock in a transaction that occurred 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 sale, the insider directly owned 102,667 shares of the company's stock, valued at approximately $2,366,474.35. This trade represents a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.24% of the stock is currently owned by insiders.

Kraft Heinz News Roundup

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

• Positive Sentiment: Quarterly results exceeded expectations: Kraft Heinz reported Q2 sales of approximately $6.26 billion and adjusted EPS of $0.56, ahead of consensus estimates of $6.18 billion and $0.53, respectively. The company also maintained its 2026 adjusted EPS outlook of $2.03–$2.09. Kraft Heinz Q2 Earnings Beat Estimates Despite Organic Sales Dip
• Positive Sentiment: Early signs of stabilization are encouraging: Management said consumption trends and market share are improving, with losses narrowing to 30 basis points. Kraft Heinz plans to add $100 million in second-half marketing investment to support brand momentum and pursue volume-led growth in 2027. KHC Q2 Earnings Call Raises Brand Spending on Early Traction
• Positive Sentiment: Credit outlook improved: JPMorgan upgraded Kraft Heinz’s credit recommendation to Overweight, citing better results, disciplined balance-sheet management and confidence that the company can fund brand investment while controlling leverage. JPMorgan Upgrades Kraft Heinz Credit to Overweight
• Neutral Sentiment: Income support remains intact: Kraft Heinz declared a quarterly dividend of $0.40 per share, preserving an annualized payout of $1.60. The high yield may attract income investors, although it also reflects concerns about the company’s growth and valuation. 3 Big Dividends and One Case Study in How a Yield Trap Ends
• Negative Sentiment: Headline results were severely distorted: Kraft Heinz posted a net loss of roughly $5.46 billion, primarily because of goodwill and intangible-asset impairment charges totaling about $7.4 billion. Although noncash, the write-down highlights weaker expectations for certain brands and weighs on confidence. Kraft Heinz Is Down After Massive Impairment-Fueled Loss
• Negative Sentiment: Turnaround costs and weak demand remain risks: Organic sales declined, while inflation, lower volumes and increased marketing and innovation spending are expected to make 2026 the company’s margin trough. Analysts therefore characterize the recovery as promising but cautious rather than established. Kraft Heinz Earnings Call Signals Cautious Turnaround

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on KHC shares. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a "hold" rating in a research note on Thursday, May 7th. Sanford C. Bernstein downgraded Kraft Heinz from a "market perform" rating to an "underperform" rating and dropped their price target for the stock from $25.00 to $21.00 in a research report on Wednesday, June 3rd. Morgan Stanley set a $22.00 price target on Kraft Heinz in a report on Thursday, April 23rd. TD Cowen increased their price objective on Kraft Heinz from $20.00 to $22.00 and gave the company a "hold" rating in a research note on Thursday. Finally, Wells Fargo & Company lifted their price objective on Kraft Heinz from $23.00 to $25.00 and gave the stock an "equal weight" rating in a research report on Wednesday, July 8th. One 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 MarketBeat.com, the stock has a consensus rating of "Reduce" and an average price target of $23.62.

Kraft Heinz Trading Up 1.4%

Shares of Kraft Heinz stock opened at $25.32 on Friday. Kraft Heinz Company has a fifty-two week low of $21.03 and a fifty-two week high of $28.10. The firm has a market cap of $30.03 billion, a PE ratio of -8.85 and a beta of 0.08. The business's fifty day moving average is $24.65 and its two-hundred day moving average is $23.76. The company has a quick ratio of 0.82, a current ratio of 1.06 and a debt-to-equity ratio of 0.49.

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

Kraft Heinz Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.3%. Kraft Heinz's dividend payout ratio is currently -55.94%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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