NEOS Investment Management LLC Buys 175,826 Shares of Kraft Heinz Company $KHC

Key Points

• NEOS Investment Management increased its Kraft Heinz stake by 23.2%, purchasing 175,826 additional shares to hold 934,768 shares worth approximately $22.1 million. Institutional investors collectively own 78.17% of KHC.
• Kraft Heinz beat quarterly earnings expectations with adjusted EPS of $0.56 versus $0.53 expected, while revenue reached $6.26 billion. However, sales declined 1.4% year over year and the company faces pressure from cautious consumers, promotions, price cuts, and weaker 2026 profit guidance.
• The company declared a quarterly dividend of $0.40 per share, equivalent to $1.60 annually and a 6.4% yield. Analysts remain cautious, with a consensus “Reduce” rating and an average price target of $23.33 compared with the stock’s $24.85 opening price.

NEOS Investment Management LLC increased its stake in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 23.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 934,768 shares of the company's stock after acquiring an additional 175,826 shares during the quarter. NEOS Investment Management LLC owned approximately 0.08% of Kraft Heinz worth $22,079,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of KHC. AXQ Capital LP bought a new position in shares of Kraft Heinz in the second quarter worth approximately $1,502,000. Nykredit A S bought a new stake in Kraft Heinz during the 2nd quarter valued at $181,408,000. Triumph Capital Management raised its holdings in Kraft Heinz by 14.4% during the 2nd quarter. Triumph Capital Management now owns 4,042 shares of the company's stock valued at $95,000 after buying an additional 509 shares during the last quarter. Proficio Capital Partners LLC purchased a new stake in Kraft Heinz during the 2nd quarter valued at $213,000. Finally, Teza Capital Management LLC bought a new stake in Kraft Heinz in the 2nd quarter worth $213,000. 78.17% of the stock is owned by hedge funds and other institutional investors.

Kraft Heinz Trading Down 2.2%

NASDAQ:KHC opened at $24.85 on Friday. The company has a 50-day moving average price of $25.46 and a 200-day moving average price of $23.96. Kraft Heinz Company has a 12 month low of $21.03 and a 12 month high of $28.09. The company has a current ratio of 1.06, a quick ratio of 0.68 and a debt-to-equity ratio of 0.49. The stock has a market cap of $29.47 billion, a price-to-earnings ratio of -8.69, a P/E/G ratio of 3.09 and a beta of 0.09.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.03. Kraft Heinz had a negative net margin of 13.64% and a positive return on equity of 7.10%. The company had revenue of $6.26 billion for the quarter, compared to analysts' expectations of $6.18 billion. During the same quarter in the previous year, the company earned $0.69 earnings per share. Kraft Heinz's quarterly revenue was down 1.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. Equities analysts predict that Kraft Heinz Company will post 2.06 EPS for the current year.

Kraft Heinz Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Friday, September 4th will be issued a dividend of $0.40 per share. The ex-dividend date is Friday, September 4th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.4%. Kraft Heinz's dividend payout ratio is -55.94%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on KHC shares. UBS Group boosted their price objective on shares of Kraft Heinz from $25.00 to $27.00 and gave the company a "neutral" rating in a research report on Thursday, August 6th. Barclays raised their target price on Kraft Heinz from $25.00 to $26.00 and gave the stock an "equal weight" rating in a research note on Friday, August 7th. TD Cowen boosted their price target on Kraft Heinz from $20.00 to $22.00 and gave the company a "hold" rating in a report on Thursday, August 6th. Sanford C. Bernstein lowered Kraft Heinz from a "market perform" rating to an "underperform" rating and lowered their price target for the company from $25.00 to $21.00 in a research report on Wednesday, June 3rd. Finally, Piper Sandler increased their price objective on Kraft Heinz from $24.00 to $25.00 and gave the stock a "neutral" rating in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Hold rating and five have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Reduce" and an average price target of $23.33.

Key Headlines Impacting Kraft Heinz

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

• Positive Sentiment: Kraft Heinz reported second-quarter adjusted earnings of $0.56 per share, exceeding the $0.53 consensus estimate. Management is also increasing spending by approximately $100 million on pricing, marketing, sales, and research to improve brand momentum and recover market share. How Investors May Respond To Kraft Heinz Price Cuts And Lower 2026 Profit Guidance
• Positive Sentiment: Some institutional options activity suggests investors are positioning for a longer-term recovery, including bullish call spreads and LEAPS calls, although other trades reflect near-term hedging. 3 Ways to Play Unusual Options Activity in Kraft Heinz Stock
• Neutral Sentiment: Analysts and market coverage are reassessing whether KHC’s valuation is attractive after the earnings beat. The stock had gained since its latest earnings report, but recent momentum has been volatile, leaving investors focused on forward estimates rather than the quarter already reported. Kraft Heinz Beat Earnings Estimates, Is The Stock Still Trading At A Discount?
• Negative Sentiment: Kraft Heinz lowered its 2026 outlook, now expecting organic net sales to decline 0.5%–2% and adjusted operating income to fall 16%–18%. Price cuts, increased promotions, and smaller packages may support volumes but are likely to pressure margins and profitability. Price Cuts And Lower 2026 Profit Guidance
• Negative Sentiment: CEO Steve Cahillane said consumers are increasingly running out of money late in the month, highlighting affordability pressures that could weigh on demand for branded packaged foods. Kraft Heinz CEO Says Customers Are Literally Running Out of Money
• Negative Sentiment: KHC was caught in a broader selloff in food producers after livestock shortages and volatile input costs triggered margin concerns and outlook reductions across the sector. Food Producer Shares Plummet

Insider Activity

In other news, insider Diana Frost sold 18,502 shares of the firm's stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $23.05, for a total value of $426,471.10. Following the completion of the transaction, the insider owned 102,667 shares in the company, valued at $2,366,474.35. This trade represents a 15.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.24% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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