Kraft Heinz (NASDAQ:KHC) Releases FY 2026 Earnings Guidance

Key Points

• Kraft Heinz set FY‑2026 EPS guidance at $1.98–$2.10, which is roughly centered on the street’s $2.04 estimate and implies limited upside to consensus.
• Q1 results beat expectations—$0.58 EPS vs. $0.50 and $6.05B revenue vs. $5.89B—but reported net margin was negative (-23.44%), pointing to one‑time or non‑operational charges and ongoing profitability pressure.
• The board declared a quarterly dividend of $0.40 (annualized $1.60, ~7.1% yield), while analysts remain cautious: MarketBeat’s consensus rating is “Reduce” with a $23.47 target after several price cuts.

Kraft Heinz (NASDAQ:KHC - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.980-2.100 for the period, compared to the consensus estimate of 2.040. The company issued revenue guidance of -.

Kraft Heinz Stock Up 0.5%

Kraft Heinz stock opened at $22.54 on Wednesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.79. The stock has a market capitalization of $26.73 billion, a price-to-earnings ratio of -4.56 and a beta of 0.06. Kraft Heinz has a 1-year low of $21.03 and a 1-year high of $29.19. The business has a fifty day moving average price of $22.83 and a 200-day moving average price of $23.85.

Kraft Heinz (NASDAQ:KHC - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.58 earnings per share for the quarter, topping analysts' consensus estimates of $0.50 by $0.08. The firm had revenue of $6.05 billion during the quarter, compared to analysts' expectations of $5.89 billion. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities research analysts forecast that Kraft Heinz will post 2.04 EPS for the current fiscal year.

Kraft Heinz Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 6th were paid a $0.40 dividend. The ex-dividend date was Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a yield of 7.1%. Kraft Heinz's dividend payout ratio (DPR) is -32.39%.

Wall Street Analysts Forecast Growth

KHC has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a "sell (d)" rating on shares of Kraft Heinz in a research note on Tuesday, April 21st. BTIG Research initiated coverage on shares of Kraft Heinz in a research note on Monday, April 13th. They issued a "neutral" rating for the company. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Kraft Heinz from $23.00 to $20.00 and set a "hold" rating for the company in a research note on Monday, March 30th. Wells Fargo & Company lowered their target price on shares of Kraft Heinz from $25.00 to $23.00 and set an "equal weight" rating for the company in a research note on Thursday, March 12th. Finally, Mizuho lowered their target price on shares of Kraft Heinz from $27.00 to $25.00 and set a "neutral" rating for the company in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, Kraft Heinz currently has a consensus rating of "Reduce" and a consensus target price of $23.47.

Insider Buying and Selling

In other Kraft Heinz news, insider Cory Onell sold 4,991 shares of Kraft Heinz stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $24.34, for a total transaction of $121,480.94. Following the completion of the sale, the insider directly owned 197,463 shares in the company, valued at approximately $4,806,249.42. The trade was a 2.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Insiders own 0.24% of the company's stock.

Kraft Heinz News Summary

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

• Positive Sentiment: Q1 beat on both profit and sales — Kraft Heinz reported $0.58 EPS vs. $0.50 consensus and revenue of $6.05B vs. $5.89B expected; that upside is the main near-term catalyst. Read More.
• Positive Sentiment: Dividend declared — the board approved a regular quarterly dividend of $0.40 per share payable June 26, supporting income investors and shareholder returns. Read More.
• Neutral Sentiment: FY‑2026 EPS guidance set to a range of $1.98–$2.10, roughly centered on the street’s $2.04 expectation — guidance broadly aligns with consensus but leaves limited upside visibility. Read More.
• Negative Sentiment: Profitability concerns remain — despite the EPS beat, reported net margin was negative (-23.44%), signaling non‑operational or one‑time items and continued margin pressure that could constrain valuation re‑rating. Read More.
• Negative Sentiment: Near‑term demand and cost risks flagged by analysts — previews and coverage highlighted weak consumer demand, inflation, and higher marketing spend as headwinds that could pressure sales/margins going forward. Read More.

Institutional Trading of Kraft Heinz

A number of hedge funds and other institutional investors have recently made changes to their positions in KHC. Ashton Thomas Private Wealth LLC acquired a new stake in shares of Kraft Heinz in the first quarter worth $207,000. Woodline Partners LP increased its stake in shares of Kraft Heinz by 39.0% in the first quarter. Woodline Partners LP now owns 73,700 shares of the company's stock worth $2,243,000 after acquiring an additional 20,690 shares during the period. NewEdge Advisors LLC increased its stake in shares of Kraft Heinz by 16.6% in the second quarter. NewEdge Advisors LLC now owns 51,222 shares of the company's stock worth $1,323,000 after acquiring an additional 7,307 shares during the period. The Manufacturers Life Insurance Company increased its stake in shares of Kraft Heinz by 0.8% in the second quarter. The Manufacturers Life Insurance Company now owns 522,147 shares of the company's stock worth $13,482,000 after acquiring an additional 4,003 shares during the period. Finally, HUB Investment Partners LLC acquired a new stake in shares of Kraft Heinz in the second quarter worth $207,000. Institutional investors and hedge funds own 78.17% 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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