Kraft Heinz Company $KHC Stake Raised by Chicago Partners Investment Group LLC

Key Points

• Chicago Partners Investment Group increased its Kraft Heinz stake by 146.1% in the third quarter, adding 55,264 shares to hold 93,079 shares valued at about $2.31 million.
• Kraft Heinz beat quarterly earnings and revenue estimates, reporting EPS of $0.53 and revenue of $6.12 billion, although revenue declined 2% year over year. The company also raised its 2026 earnings outlook, while inflation and sluggish U.S. retail demand remain headwinds.
• The company declared a quarterly dividend of $0.40 per share, equivalent to a stated annual yield of about 6.5%. Analyst sentiment is cautious, with a consensus “Reduce” rating and a $23.80 price target.

Chicago Partners Investment Group LLC boosted its position in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 146.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 93,079 shares of the company's stock after acquiring an additional 55,264 shares during the quarter. Chicago Partners Investment Group LLC's holdings in Kraft Heinz were worth $2,308,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of KHC. Cassaday & Co Wealth Management LLC bought a new position in Kraft Heinz during the first quarter worth about $27,000. Hara Capital LLC bought a new stake in shares of Kraft Heinz in the second quarter worth about $29,000. Reyes Financial Architecture Inc. lifted its holdings in Kraft Heinz by 5,820.8% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 1,421 shares of the company's stock worth $32,000 after buying an additional 1,397 shares during the period. Fiduciary Financial Advisors bought a new stake in shares of Kraft Heinz in the 2nd quarter worth approximately $33,000. Finally, Comprehensive Financial Planning Inc. PA purchased a new position in shares of Kraft Heinz during the second quarter valued at approximately $34,000. 78.17% of the stock is owned by institutional investors and hedge funds.

Kraft Heinz Price Performance

Shares of KHC stock opened at $24.64 on Friday. The stock's fifty day moving average is $24.01 and its 200-day moving average is $23.92. Kraft Heinz Company has a 52 week low of $21.03 and a 52 week high of $28.09. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.68 and a current ratio of 1.06. The stock has a market capitalization of $29.22 billion, a PE ratio of -8.62, a PEG ratio of 2.99 and a beta of 0.12.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $0.53 EPS for the quarter, topping the consensus estimate of $0.42 by $0.11. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The company had revenue of $6.12 billion during the quarter, compared to analysts' expectations of $6.09 billion. During the same quarter in the previous year, the company earned $0.61 EPS. Kraft Heinz's revenue was down 2.0% on a year-over-year basis. Equities research analysts expect that Kraft Heinz Company will post 2.06 EPS for the current fiscal year.

Kraft Heinz Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 23rd. Stockholders of record on Friday, December 4th will be given a $0.40 dividend. The ex-dividend date of this dividend is Friday, December 4th. This represents a $1.60 annualized dividend and a dividend yield of 6.5%. Kraft Heinz's dividend payout ratio (DPR) is -55.94%.

Key Kraft Heinz News

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

• Positive Sentiment: Kraft Heinz beat third-quarter earnings expectations and raised its 2026 earnings outlook. RBC also sees improving sales, market-share and volume trends as potential signs of a 2027 sales inflection. Kraft Heinz's Improving Trends Point to 2027 Sales Inflection, RBC Says
• Positive Sentiment: The planned sale of its North American coffee business to One Rock is expected to generate about $650 million. Management intends to use proceeds to reduce debt and refocus on other brands, which could strengthen the balance sheet and sharpen its portfolio. Kraft Heinz to Sell Coffee Unit to Refocus on Other Brands
• Neutral Sentiment: Analyst views remain mixed: DBS reaffirmed a Hold rating, while Wells Fargo and UBS raised their price targets but retained neutral or equal-weight ratings. The cautious recommendations suggest limited conviction in near-term upside. DBS Reaffirms Their Hold Rating on Kraft Heinz
• Negative Sentiment: Management flagged persistent headwinds, including inflation above 5%, sluggish U.S. retail recovery and challenges in improving market share. These pressures could limit growth and offset the benefit of the earnings outlook increase. KHC Q3 Earnings Call Highlights Turnaround and Inflation Pressures
• Negative Sentiment: Dividend-focused coverage has highlighted payout safety concerns among food companies facing sales declines and debt burdens. Kraft Heinz’s declared quarterly dividend is $0.40 per share—an indicated annual yield of about 6.3%—but that high yield may also sharpen investor scrutiny of cash flow and debt. Kraft Heinz Battles Headwinds to Save Its Dividend

Wall Street Analysts Forecast Growth

KHC has been the subject of a number of recent analyst reports. Evercore set a $24.00 price target on shares of Kraft Heinz in a research note on Thursday, August 6th. JPMorgan Chase & Co. decreased their price target on shares of Kraft Heinz from $24.00 to $23.00 and set an "underweight" rating on the stock in a research note on Tuesday, October 20th. Weiss Ratings downgraded shares of Kraft Heinz from a "sell (d)" rating to a "sell (d-)" rating in a report on Thursday, August 6th. Wall Street Zen lowered shares of Kraft Heinz from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Finally, Barclays lowered their price target on Kraft Heinz from $26.00 to $25.00 and set an "equal weight" rating for the company in a research report on Friday, October 16th. One research analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Reduce" and a consensus price target of $23.80.

Kraft Heinz Company Profile

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