Kraft Heinz Company $KHC Shares Purchased by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management boosted its Kraft Heinz stake by 14.1% in Q4 to 3,224,052 shares (about $78.2M), and institutional investors now own roughly 78.17% of the stock.
• Kraft Heinz reported Q results that beat EPS expectations ($0.67 vs. $0.61) while revenue fell year‑over‑year, and it set FY2026 EPS guidance of 1.980–2.100.
• Analysts’ consensus is a "Reduce" rating with a $23.53 target, while the company pays a $0.40 quarterly dividend (annualized $1.60) for a ~6.9% yield.

Robeco Institutional Asset Management B.V. increased its stake in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 14.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,224,052 shares of the company's stock after purchasing an additional 397,329 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.27% of Kraft Heinz worth $78,183,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Generali Asset Management SPA SGR boosted its position in shares of Kraft Heinz by 192.4% during the 3rd quarter. Generali Asset Management SPA SGR now owns 81,260 shares of the company's stock worth $2,116,000 after acquiring an additional 53,467 shares in the last quarter. First Horizon Corp purchased a new stake in shares of Kraft Heinz in the 3rd quarter valued at about $4,678,000. Savoir Faire Capital Management L.P. purchased a new stake in shares of Kraft Heinz in the 3rd quarter valued at about $12,923,000. Schroder Investment Management Group lifted its holdings in shares of Kraft Heinz by 2.4% in the 3rd quarter. Schroder Investment Management Group now owns 3,263,971 shares of the company's stock valued at $84,994,000 after purchasing an additional 77,045 shares during the last quarter. Finally, Russell Investments Group Ltd. lifted its holdings in shares of Kraft Heinz by 37.4% in the 3rd quarter. Russell Investments Group Ltd. now owns 1,986,084 shares of the company's stock valued at $51,717,000 after purchasing an additional 540,532 shares during the last quarter. 78.17% of the stock is owned by institutional investors and hedge funds.

Kraft Heinz Stock Performance

Shares of KHC stock opened at $23.06 on Monday. The company has a market cap of $27.34 billion, a price-to-earnings ratio of -4.67 and a beta of 0.07. The stock has a 50 day simple moving average of $23.47 and a 200-day simple moving average of $24.20. Kraft Heinz Company has a 12-month low of $21.03 and a 12-month high of $30.42. The company has a current ratio of 1.15, a quick ratio of 0.79 and a debt-to-equity ratio of 0.46.

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

Kraft Heinz Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Friday, March 6th were issued a dividend of $0.40 per share. The ex-dividend date was Friday, March 6th. This represents a $1.60 annualized dividend and a dividend yield of 6.9%. Kraft Heinz's dividend payout ratio (DPR) is -32.39%.

Analyst Ratings Changes

Several analysts have recently weighed in on KHC shares. Deutsche Bank Aktiengesellschaft reduced their target price on Kraft Heinz from $23.00 to $20.00 and set a "hold" rating for the company in a report on Monday, March 30th. The Goldman Sachs Group set a $23.00 price objective on Kraft Heinz in a research note on Thursday, February 12th. BNP Paribas Exane reduced their price objective on Kraft Heinz from $19.00 to $18.00 and set an "underperform" rating for the company in a research note on Thursday. JPMorgan Chase & Co. reduced their price objective on Kraft Heinz from $22.00 to $21.00 and set an "underweight" rating for the company in a research note on Wednesday, March 25th. Finally, Wells Fargo & Company reduced their price objective on Kraft Heinz from $25.00 to $23.00 and set an "equal weight" rating for the company in a research note on Thursday, March 12th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, Kraft Heinz currently has a consensus rating of "Reduce" and a consensus target price of $23.53.

Insider Activity

In related news, insider Cory Onell sold 4,991 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $24.34, for a total value of $121,480.94. Following the transaction, the insider directly owned 197,463 shares of the company's stock, valued at approximately $4,806,249.42. This trade represents a 2.47% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.35% of the stock is owned by company insiders.

Kraft Heinz 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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