Kraft Heinz Company $KHC Stock Purchased by SBI Securities Co. Ltd.

Key Points

• SBI Securities increased its Kraft Heinz stake by 59.5% in the third quarter, adding 48,644 shares to own 130,384 shares valued at approximately $2.96 million.
• Other institutional investors also added shares, including Robeco Institutional Asset Management, which increased its position by 36% to 6.65 million shares. Institutional investors and hedge funds collectively own 78.17% of Kraft Heinz.
• Kraft Heinz trades near $24.80 and recently reported quarterly revenue down 1.4% year over year, although EPS exceeded estimates. The company maintains a quarterly dividend of $0.40, representing an annualized yield of about 6.5%, while analysts’ consensus rating remains “Reduce” with a $23.81 price target.

SBI Securities Co. Ltd. grew its holdings in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 59.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 130,384 shares of the company's stock after buying an additional 48,644 shares during the quarter. SBI Securities Co. Ltd.'s holdings in Kraft Heinz were worth $2,962,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Reyes Financial Architecture Inc. lifted its holdings in shares of Kraft Heinz by 5,820.8% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 1,421 shares of the company's stock valued at $32,000 after acquiring an additional 1,397 shares in the last quarter. Sowell Financial Services LLC boosted its position in Kraft Heinz by 4.3% during the 3rd quarter. Sowell Financial Services LLC now owns 109,376 shares of the company's stock worth $2,485,000 after purchasing an additional 4,557 shares during the period. Cohen Investment Advisors LLC increased its holdings in Kraft Heinz by 5.4% in the 3rd quarter. Cohen Investment Advisors LLC now owns 18,528 shares of the company's stock valued at $421,000 after purchasing an additional 941 shares in the last quarter. Uncommon Cents Investing Inc increased its holdings in Kraft Heinz by 4.9% in the 3rd quarter. Uncommon Cents Investing Inc now owns 107,410 shares of the company's stock valued at $2,440,000 after purchasing an additional 5,025 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its holdings in Kraft Heinz by 36.0% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 6,651,507 shares of the company's stock valued at $151,122,000 after purchasing an additional 1,762,295 shares in the last quarter. Institutional investors and hedge funds own 78.17% of the company's stock.

Trending Headlines about Kraft Heinz

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

• Positive Sentiment: Investors are positioning ahead of Kraft Heinz’s third-quarter earnings release on November 4, 2026, and its November 12 investor day. Management’s focus on innovation, marketing investment, and protein- and fiber-oriented products could support a return to growth in 2027. Kraft Heinz Rises as Investors Weigh Upcoming Catalysts and Improving Sentiment
• Positive Sentiment: A bullish investment thesis highlights Kraft Heinz’s strong cash generation, debt reduction, and relatively modest valuation compared with other packaged-food companies such as General Mills and Conagra Brands. The company’s dividend yield is approaching 7%, which may attract income-oriented investors despite weak long-term share performance. Kraft Heinz versus General Mills and Conagra Brands
• Positive Sentiment: Unusually high call-option activity and a reported purchase of Kraft Heinz shares by CEO Steven Cahillane suggest some traders and insiders are positioning for a recovery. Kraft Heinz market activity
• Neutral Sentiment: Analysts expect investors to focus on whether Kraft Heinz can stabilize brand performance, improve consumption trends, and provide credible 2027 growth targets in its upcoming earnings report. What to Expect From Kraft Heinz’s Next Earnings Report
• Negative Sentiment: Bearish coverage points to Kraft Heinz’s more than 35% five-year share-price decline, persistent brand and volume challenges, and uncertainty over whether a proposed brand reset can restore sustainable growth. What’s Wrong With Kraft Heinz Stock?
• Negative Sentiment: JPMorgan issued a pessimistic forecast, while the reported analyst price-target median of $24 suggests limited near-term upside around recent trading levels. Kraft Heinz also faces earnings pressure: the latest quarter’s revenue declined year over year and EPS fell from the prior-year period despite beating estimates. JPMorgan forecast for Kraft Heinz

Kraft Heinz Trading Down 1.2%

NASDAQ KHC opened at $24.80 on Friday. The stock has a market cap of $29.40 billion, a P/E ratio of -8.67, a PEG ratio of 2.99 and a beta of 0.12. The company's fifty day simple moving average is $24.13 and its 200-day simple moving average is $24.05. The company has a current ratio of 1.06, a quick ratio of 0.68 and a debt-to-equity ratio of 0.49. Kraft Heinz Company has a 52 week low of $21.03 and a 52 week high of $28.09.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.56 earnings per share 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 analyst estimates of $6.18 billion. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The business's revenue was down 1.4% on a year-over-year basis. During the same period last year, the business earned $0.69 EPS. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Equities research analysts predict that Kraft Heinz Company will post 2.06 EPS for the current fiscal year.

Kraft Heinz Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were issued a $0.40 dividend. The ex-dividend date was Friday, September 4th. This represents a $1.60 dividend on an annualized basis and a yield of 6.5%. Kraft Heinz's payout ratio is currently -55.94%.

Wall Street Analysts Forecast Growth

KHC has been the topic of several research reports. TD Cowen reissued a "hold" rating and issued a $22.00 price objective on shares of Kraft Heinz in a research report on Tuesday, September 22nd. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $32.00 target price on shares of Kraft Heinz in a research report on Thursday, September 24th. Wall Street Zen downgraded Kraft Heinz from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Weiss Ratings lowered Kraft Heinz from a "sell (d)" rating to a "sell (d-)" rating in a research note on Thursday, August 6th. Finally, Evercore set a $24.00 target price on Kraft Heinz in a report on Thursday, August 6th. One analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Reduce" and a consensus price target of $23.81.

About Kraft Heinz

The Kraft Heinz Company NASDAQ: KHC is a global food and beverage company that develops, manufactures and markets branded products for consumers, retailers and foodservice customers. Its portfolio includes condiments and sauces, cheese and dairy products, meals, meats, snacks, beverages and desserts.

The company's brands include Kraft, Heinz, Oscar Mayer, Philadelphia, Velveeta, Jell-O, Maxwell House, Lunchables, Capri Sun, Planters and Classico, among others. Products are sold through grocery stores, mass merchants, club stores, convenience retailers, e-commerce channels and foodservice distributors.

Kraft Heinz was created in 2015 through the merger of Kraft Foods Group and H.J.

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