Barclays PLC Cuts Stake in Kraft Heinz Company $KHC

Barclays PLC cut its position in Kraft Heinz Company (NASDAQ:KHC) by 5.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 5,047,005 shares of the company’s stock after selling 290,545 shares during the period. Barclays PLC’s holdings in Kraft Heinz were worth $131,424,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Generali Asset Management SPA SGR lifted its holdings in Kraft Heinz by 192.4% during the third quarter. Generali Asset Management SPA SGR now owns 81,260 shares of the company’s stock valued at $2,116,000 after purchasing an additional 53,467 shares in the last quarter. Fairfax Financial Holdings Ltd. Can boosted its position in shares of Kraft Heinz by 45.4% in the second quarter. Fairfax Financial Holdings Ltd. Can now owns 4,884,000 shares of the company’s stock worth $126,056,000 after purchasing an additional 1,525,000 shares during the period. First Horizon Corp purchased a new stake in shares of Kraft Heinz in the third quarter worth $4,678,000. Savoir Faire Capital Management L.P. bought a new stake in shares of Kraft Heinz during the 3rd quarter valued at $12,923,000. Finally, Peak Retirement Planning Inc. bought a new stake in shares of Kraft Heinz during the 3rd quarter valued at $1,655,000. Institutional investors own 78.17% of the company’s stock.

Insider Buying and Selling

In related news, insider Miguel Patricio sold 125,000 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $24.82, for a total transaction of $3,102,500.00. Following the completion of the transaction, the insider directly owned 686,817 shares of the company’s stock, valued at approximately $17,046,797.94. This represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Cory Onell sold 9,045 shares of the firm’s 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 transaction, the insider owned 202,454 shares of the company’s stock, valued at $4,982,392.94. This represents a 4.28% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 139,036 shares of company stock valued at $3,446,578. 0.35% of the stock is owned by corporate insiders.

Kraft Heinz Stock Performance

KHC opened at $24.54 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.15. The stock has a market capitalization of $29.05 billion, a price-to-earnings ratio of -4.97 and a beta of 0.06. The company has a fifty day moving average of $24.02 and a 200 day moving average of $24.98. Kraft Heinz Company has a fifty-two week low of $21.99 and a fifty-two week high of $33.35.

Kraft Heinz (NASDAQ:KHC) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $6.38 billion. During the same quarter in the previous year, the company earned $0.84 EPS. The business’s quarterly 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. As a group, sell-side analysts forecast that Kraft Heinz Company will post 2.68 earnings per share for the current fiscal year.

Kraft Heinz Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 6th will be given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date is Friday, March 6th. Kraft Heinz’s payout ratio is currently -32.39%.

Trending Headlines about Kraft Heinz

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

• Positive Sentiment: Management will redeploy about $600 million from the cancelled split to product innovation and targeted price reductions aimed at reviving demand — a direct, growth-focused use of capital rather than a structural break-up. Kraft Heinz Scraps Split To Fund Product Push And Lower Prices
• Positive Sentiment: Berkshire Hathaway’s leadership says it has no immediate plans to sell its KHC stake and publicly signaled support for the decision to pause the split — reducing a key tail‑risk of a large shareholder exit. Berkshire Has No Plans for Kraft Heinz Stake With Split Halted
• Positive Sentiment: Unusually large options activity: roughly 53,819 call options traded (about +87% vs. typical volume), indicating speculative bullish positioning by traders.
• Neutral Sentiment: Wider market context: Berkshire also resumed share buybacks, which may reinforce confidence in large-cap holdings but doesn’t directly change KHC’s near-term operating picture. Berkshire Hathaway resumes buybacks and CEO supports Kraft’s decision to pause its split
• Negative Sentiment: Suspending the split removes an expected corporate‑structure catalyst that some investors saw as a way to unlock value; the pause signals management sees organic demand issues that require investment rather than a break-up premium. How Kraft Heinz’s Paused Split and $600 Million Reinvestment Plan Will Impact Kraft Heinz (KHC) Investors
• Negative Sentiment: Recent Q4 showed an earnings beat but weaker revenue and guidance for continued organic‑sales and margin pressure in 2026, underscoring why management feels compelled to spend on products and cut prices — a sign the business is under near‑term strain. Kraft Heinz (KHC) Valuation Check As Corporate Split Pause And Refocus Plan Test Investor Patience

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. BNP Paribas Exane dropped their target price on shares of Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating for the company in a report on Thursday, February 12th. Morgan Stanley reissued an “underweight” rating and set a $23.00 price target on shares of Kraft Heinz in a report on Tuesday, February 17th. Jefferies Financial Group dropped their price objective on Kraft Heinz from $24.00 to $23.00 and set a “hold” rating for the company in a research note on Tuesday, January 20th. UBS Group increased their target price on Kraft Heinz from $24.00 to $25.00 and gave the stock a “neutral” rating in a research report on Friday, February 13th. Finally, Sanford C. Bernstein lifted their target price on Kraft Heinz from $24.00 to $27.00 and gave the company a “market perform” rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, Kraft Heinz presently has an average rating of “Reduce” and a consensus price target of $24.89.

About Kraft Heinz

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.