OVERSEA CHINESE BANKING Corp Ltd Trims Stock Position in Kraft Heinz Company $KHC

Key Points

• OVERSEA CHINESE BANKING Corp Ltd cut its stake in Kraft Heinz by 85.7% in Q4, selling 78,185 shares and leaving 13,074 shares valued at about $317,000.
• Kraft Heinz pays a quarterly dividend of $0.40 (a 7.3% yield) and set FY2026 EPS guidance of 1.980–2.100 versus analysts' consensus of 2.03, while brokers' average rating is "Reduce" with an average price target of $23.47.
• About 78.17% of KHC is owned by hedge funds and other institutional investors, and insider Cory Onell recently sold 9,045 shares, highlighting potential volatility if major holders continue to trim positions.

OVERSEA CHINESE BANKING Corp Ltd cut its position in shares of Kraft Heinz Company (NASDAQ:KHC - Free Report) by 85.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,074 shares of the company's stock after selling 78,185 shares during the period. OVERSEA CHINESE BANKING Corp Ltd's holdings in Kraft Heinz were worth $317,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of KHC. Ashton Thomas Private Wealth LLC purchased a new position in Kraft Heinz during the first quarter worth about $207,000. Woodline Partners LP raised its stake in Kraft Heinz by 39.0% during the first quarter. Woodline Partners LP now owns 73,700 shares of the company's stock worth $2,243,000 after purchasing an additional 20,690 shares during the period. NewEdge Advisors LLC raised its stake in Kraft Heinz by 16.6% during the second quarter. NewEdge Advisors LLC now owns 51,222 shares of the company's stock worth $1,323,000 after purchasing an additional 7,307 shares during the period. The Manufacturers Life Insurance Company raised its stake in Kraft Heinz by 0.8% during the second quarter. The Manufacturers Life Insurance Company now owns 522,147 shares of the company's stock worth $13,482,000 after purchasing an additional 4,003 shares during the period. Finally, HUB Investment Partners LLC purchased a new position in Kraft Heinz during the second quarter worth about $207,000. 78.17% of the stock is owned by hedge funds and other institutional investors.

Kraft Heinz Price Performance

Shares of KHC opened at $21.97 on Friday. Kraft Heinz Company has a 1-year low of $21.03 and a 1-year high of $30.12. The stock has a market cap of $26.05 billion, a PE ratio of -4.45 and a beta of 0.07. The firm has a 50-day simple moving average of $23.07 and a two-hundred day simple moving average of $23.99. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.79.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 earnings per share for the quarter, beating analysts' consensus estimates of $0.61 by $0.06. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The business had revenue of $6.35 billion during the quarter, compared to analysts' expectations of $6.38 billion. During the same period last year, the business earned $0.84 earnings per share. The business's revenue for the quarter was down 3.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. As a group, analysts forecast that Kraft Heinz Company will post 2.03 EPS for the current year.

Kraft Heinz Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Friday, March 6th were given a dividend of $0.40 per share. The ex-dividend date was Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 7.3%. Kraft Heinz's dividend payout ratio (DPR) is currently -32.39%.

Analysts Set New Price Targets

A number of brokerages have commented on KHC. Evercore reduced their target price on shares of Kraft Heinz from $25.00 to $22.00 in a research note on Thursday, February 12th. Barclays lifted their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock an "equal weight" rating in a research note on Thursday, February 12th. UBS Group reduced their target price on shares of Kraft Heinz from $25.00 to $23.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 7th. The Goldman Sachs Group set a $23.00 price target on shares of Kraft Heinz in a research report on Thursday, February 12th. Finally, TD Cowen dropped their price target on shares of Kraft Heinz from $24.00 to $20.00 and set a "hold" rating for the company in a research report on Wednesday, March 25th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Reduce" and an average price target of $23.47.

Key Kraft Heinz News

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

• Positive Sentiment: Zacks upgraded KHC from "strong sell" to "hold," removing a major sell-side drag and potentially supporting buying interest if follow‑through appears. Zacks Upgrade
• Positive Sentiment: Analyst and trade press pieces point to Kraft Heinz’s history of earnings surprises and argue the company is positioned to beat near‑term estimates again — a catalyst that could drive upward revisions. Why KHC Could Beat Earnings Estimates Again (Zacks)
• Positive Sentiment: Seeking Alpha argues the current thesis is stabilization rather than growth: management’s ~ $600M incremental investment, higher R&D and marketing could slow share loss — even modest improvement could prompt a short‑term re‑rating from depressed multiples. Kraft Heinz: It Only Needs To Get Less Bad
• Neutral Sentiment: Several outlets continue to label KHC a “Warren Buffett” name and include it on lists of value/Buffett stocks — this keeps the company on value investors’ radars but provides no immediate operational catalyst. KHC Among The Best Warren Buffett Stocks
• Neutral Sentiment: Investor commentary framing KHC as “ridiculously cheap” highlights long‑term value arguments for patient investors; useful for sentiment but not a near‑term price driver unless paired with earnings or guidance surprises. This Ridiculously Cheap Warren Buffett Stock
• Negative Sentiment: Critical pieces point to waning confidence after Berkshire’s reduced stake and question whether new investors will step in if longtime backers exit — a credibility headwind that can accentuate sell pressure. When Buffett Walks Away, Who's Left to Believe?
• Negative Sentiment: Coverage highlighting KHC’s multi‑year share decline and weak YTD/1‑year returns reinforces the risk narrative that the company could continue to underperform absent clear evidence of sales stabilization. Is It Time To Reconsider Kraft Heinz?

Insider Buying and Selling at Kraft Heinz

In related news, insider Cory Onell sold 9,045 shares of Kraft Heinz stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $24.61, for a total value of $222,597.45. Following the completion of the transaction, the insider owned 202,454 shares in the company, valued at approximately $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 SEC, which is accessible through this hyperlink. Company insiders own 0.24% of the company's stock.

Kraft Heinz Company 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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