Kraft Heinz Company $KHC Shares Purchased by Pingora Partners LLC

Key Points

• Pingora Partners increased its Kraft Heinz stake by 49.9% in the second quarter, bringing its holdings to 134,498 shares valued at approximately $3.18 million. Institutional investors collectively own 78.17% of the company.
• Kraft Heinz exceeded quarterly earnings and revenue estimates, reporting adjusted EPS of $0.56 and revenue of $6.26 billion, but sales fell 1.4% year over year and operating income declined amid higher costs.
• The company declared a quarterly dividend of $0.40, representing a 6.5% annualized yield, while analysts maintain a consensus “Reduce” rating with an average price target of $23.62.

Pingora Partners LLC lifted its stake in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 49.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 134,498 shares of the company's stock after purchasing an additional 44,750 shares during the period. Kraft Heinz makes up about 1.9% of Pingora Partners LLC's investment portfolio, making the stock its 8th biggest position. Pingora Partners LLC's holdings in Kraft Heinz were worth $3,177,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Jessup Wealth Management Inc bought a new position in Kraft Heinz in the 4th quarter valued at $27,000. Reflection Asset Management bought a new stake in shares of Kraft Heinz during the fourth quarter worth $28,000. DV Equities LLC acquired a new position in shares of Kraft Heinz during the fourth quarter valued at $29,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Kraft Heinz during the first quarter valued at $27,000. Finally, New England Capital Financial Advisors LLC boosted its holdings in 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 acquiring an additional 511 shares during the last quarter. 78.17% of the stock is owned by institutional investors.

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

Kraft Heinz Price Performance

KHC opened at $24.79 on Thursday. The stock has a market cap of $29.40 billion, a P/E ratio of -8.67 and a beta of 0.08. Kraft Heinz Company has a 12 month low of $21.03 and a 12 month high of $28.09. The company has a quick ratio of 0.68, a current ratio of 1.06 and a debt-to-equity ratio of 0.49. The company has a fifty day simple moving average of $25.09 and a 200 day simple moving average of $23.91.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.56 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $6.18 billion. During the same period in the previous year, the company posted $0.69 earnings per share. The company's revenue for the quarter was down 1.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. On average, research analysts expect that Kraft Heinz Company will post 2.06 EPS for the current year.

Kraft Heinz Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be given a $0.40 dividend. 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 payout ratio is currently -55.94%.

Insider Activity

In related news, insider Diana Frost sold 18,502 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $23.05, for a total transaction of $426,471.10. Following the completion of the sale, the insider directly owned 102,667 shares of the company's stock, valued at approximately $2,366,474.35. This represents a 15.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.24% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on KHC. 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. Piper Sandler raised their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the company a "neutral" rating in a research note on Thursday, August 6th. JPMorgan Chase & Co. lifted their price target on shares of Kraft Heinz from $21.00 to $22.00 and gave the stock an "underweight" rating in a research report on Wednesday, July 15th. Wall Street Zen downgraded shares of Kraft Heinz from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Finally, BNP Paribas Exane increased their price objective 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. One 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 company. Based on data from MarketBeat, Kraft Heinz presently has a consensus rating of "Reduce" and an average price target of $23.62.

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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