Kraft Heinz Company $KHC Stock Position Raised by AIA Group Ltd

Key Points

• AIA Group Ltd boosted its stake in Kraft Heinz by 103.6% in Q3, adding 185,291 shares to hold 364,114 shares valued at about $9.48 million.
• Kraft Heinz posted Q4 EPS of $0.67 (beat estimates) while revenue fell ~3.4% year-over-year and the company reported a negative net margin; FY2026 EPS guidance of 1.98–2.10 is below some analyst forecasts and shares remain near 52‑week lows with 78.17% institutional ownership.
• The company is rolling out a five‑year NFL partnership, a roughly $600M growth push and product innovations amid speculative talks with Unilever; analysts' consensus is a "Reduce" rating with an average price target of $24.78 and a current dividend yield of about 7.2%.

AIA Group Ltd boosted its holdings in Kraft Heinz Company (NASDAQ:KHC - Free Report) by 103.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 364,114 shares of the company's stock after acquiring an additional 185,291 shares during the period. AIA Group Ltd's holdings in Kraft Heinz were worth $9,482,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Parkside Financial Bank & Trust boosted its position in Kraft Heinz by 15.5% during the 3rd quarter. Parkside Financial Bank & Trust now owns 3,219 shares of the company's stock valued at $84,000 after purchasing an additional 431 shares during the period. Hantz Financial Services Inc. lifted its stake in Kraft Heinz by 13.4% in the third quarter. Hantz Financial Services Inc. now owns 3,894 shares of the company's stock valued at $101,000 after buying an additional 460 shares during the last quarter. Barrett & Company Inc. grew its position in shares of Kraft Heinz by 22.7% during the third quarter. Barrett & Company Inc. now owns 2,700 shares of the company's stock worth $70,000 after acquiring an additional 500 shares during the last quarter. Silverlake Wealth Management LLC increased its holdings in shares of Kraft Heinz by 3.4% in the 2nd quarter. Silverlake Wealth Management LLC now owns 16,021 shares of the company's stock worth $414,000 after acquiring an additional 530 shares during the period. Finally, Close Asset Management Ltd lifted its position in Kraft Heinz by 3.7% in the 3rd quarter. Close Asset Management Ltd now owns 16,067 shares of the company's stock valued at $418,000 after purchasing an additional 568 shares during the last quarter. 78.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Cory Onell sold 9,045 shares of the business's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $24.61, for a total transaction of $222,597.45. Following the sale, the insider directly owned 202,454 shares of the company's stock, valued at $4,982,392.94. The trade was a 4.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.35% of the stock is owned by insiders.

Key Kraft Heinz News

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

Analyst Ratings Changes

Several equities research analysts have commented on KHC shares. JPMorgan Chase & Co. lowered shares of Kraft Heinz from a "neutral" rating to an "underweight" rating and dropped their price target for the company from $24.00 to $22.00 in a research note on Thursday, February 12th. Morgan Stanley restated an "underweight" rating and issued a $23.00 target price on shares of Kraft Heinz in a research report on Tuesday, February 17th. Weiss Ratings reiterated a "sell (d)" rating on shares of Kraft Heinz in a research report on Thursday, January 22nd. The Goldman Sachs Group set a $23.00 price target on Kraft Heinz in a report on Thursday, February 12th. Finally, Piper Sandler reduced their price objective on shares of Kraft Heinz from $27.00 to $26.00 and set a "neutral" rating for the company in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, Kraft Heinz currently has a consensus rating of "Reduce" and an average price target of $24.78.

Kraft Heinz Price Performance

Shares of NASDAQ KHC opened at $22.08 on Thursday. Kraft Heinz Company has a twelve month low of $21.99 and a twelve month high of $31.15. The company has a current ratio of 1.15, a quick ratio of 0.79 and a debt-to-equity ratio of 0.46. The firm has a 50-day moving average of $23.86 and a two-hundred day moving average of $24.72. The company has a market capitalization of $26.14 billion, a price-to-earnings ratio of -4.47 and a beta of 0.06.

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

Kraft Heinz Dividend Announcement

The business 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 annualized dividend and a dividend yield of 7.2%. Kraft Heinz's dividend payout ratio (DPR) is currently -32.39%.

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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