Edgar Lomax Co. VA Lowers Position in Kraft Heinz Company $KHC

Edgar Lomax Co. VA cut its position in shares of Kraft Heinz Company (NASDAQ:KHC) by 22.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 125,555 shares of the company’s stock after selling 36,625 shares during the quarter. Edgar Lomax Co. VA’s holdings in Kraft Heinz were worth $3,269,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Rakuten Securities Inc. boosted its holdings in shares of Kraft Heinz by 172.4% during the 2nd quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock valued at $32,000 after buying an additional 788 shares in the last quarter. Cape Investment Advisory Inc. lifted its position in Kraft Heinz by 164.7% during the 2nd quarter. Cape Investment Advisory Inc. now owns 1,297 shares of the company’s stock valued at $33,000 after acquiring an additional 807 shares during the period. Anfield Capital Management LLC boosted its stake in Kraft Heinz by 256.7% during the third quarter. Anfield Capital Management LLC now owns 1,270 shares of the company’s stock worth $33,000 after acquiring an additional 914 shares in the last quarter. Sentry Investment Management LLC purchased a new stake in Kraft Heinz in the third quarter worth about $38,000. Finally, Albion Financial Group UT purchased a new stake in Kraft Heinz in the third quarter worth about $43,000. Institutional investors own 78.17% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Evercore lowered their target price on shares of Kraft Heinz from $25.00 to $22.00 in a report on Thursday, February 12th. Zacks Research lowered Kraft Heinz from a “hold” rating to a “strong sell” rating in a research report on Friday, February 13th. TD Cowen reiterated a “hold” rating on shares of Kraft Heinz in a research note on Thursday, February 12th. Morgan Stanley reissued an “underweight” rating and issued a $23.00 target price on shares of Kraft Heinz in a research note on Tuesday, February 17th. Finally, Barclays raised their price target on Kraft Heinz from $24.00 to $25.00 and gave the company an “equal weight” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Kraft Heinz has an average rating of “Reduce” and a consensus price target of $24.89.

Kraft Heinz Stock Up 0.8%

Kraft Heinz stock opened at $24.23 on Friday. Kraft Heinz Company has a 12 month low of $21.99 and a 12 month high of $33.35. The stock has a fifty day simple moving average of $24.01 and a two-hundred day simple moving average of $25.02. 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 market cap of $28.68 billion, a price-to-earnings ratio of -4.90 and a beta of 0.06.

Kraft Heinz (NASDAQ:KHC) last released its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, beating the consensus estimate of $0.61 by $0.06. Kraft Heinz had a positive return on equity of 7.07% and a negative net margin of 23.44%.The company had revenue of $6.35 billion for the quarter, compared to analysts’ expectations of $6.38 billion. During the same period last year, the firm posted $0.84 earnings per share. Kraft Heinz’s revenue was down 3.4% compared to the same quarter last year. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. Equities analysts predict that Kraft Heinz Company will post 2.68 EPS for the current fiscal year.

Kraft Heinz Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be paid a $0.40 dividend. The ex-dividend date is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.6%. Kraft Heinz’s payout ratio is currently -32.39%.

Key Kraft Heinz News

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

• Positive Sentiment: Berkshire Hathaway (large KHC holder) says it has no immediate plans to sell its Kraft Heinz stake, signaling reduced near‑term selling pressure from a marquee investor. Berkshire Hathaway has no immediate plans on its Kraft Heinz stake – report
• Positive Sentiment: Berkshire’s new CEO Greg Abel publicly supported Kraft Heinz’s decision to pause the planned split, and Berkshire resumed its own buybacks — both factors can be read as stabilizing signals for investors. Berkshire Hathaway resumes buybacks and CEO supports Kraft’s decision to pause its split
• Positive Sentiment: Unusually large call‑option activity—about 53,819 calls traded (≈+87% vs. average)—indicates bullish speculative interest that can amplify intraday upside. (Options flow report)
• Positive Sentiment: The board declared a $0.40 quarterly dividend (6.6% yield), which supports income‑oriented demand for the shares. Kraft Heinz company page
• Neutral Sentiment: Kraft Heinz CEO Steve Cahillane has paused the planned corporate split and redirected $600M toward new products and selective price cuts — a strategic shift that could boost volumes long‑term but pressures near‑term margins and creates execution risk. Berkshire Has No Plans for Kraft Heinz Stake With Split Halted
• Negative Sentiment: Insider selling: Senior employee Cory Onell sold multiple blocks (most recently ~4,991 shares at ~$24.34), which can create a perception of reduced insider confidence. SEC filing: Insider Form 4
• Negative Sentiment: Analyst sentiment remains weak overall — multiple recent downgrades and a consensus “Reduce” with an average price target near $24.89 keep longer‑term upside constrained unless fundamentals improve. MarketBeat KHC coverage

Insider Activity at Kraft Heinz

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the completion of the sale, the insider directly owned 686,817 shares in the company, valued at approximately $17,046,797.94. The trade was a 15.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Cory Onell sold 9,045 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was 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. This trade represents a 4.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 139,036 shares of company stock valued at $3,446,578 over the last three months. 0.35% of the stock is owned by corporate insiders.

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.