Chou Associates Management Inc. Invests $1.64 Million in Kraft Heinz Company $KHC

Chou Associates Management Inc. acquired a new stake in Kraft Heinz Company (NASDAQ:KHC) during the 2nd quarter, Holdings Channel reports. The fund acquired 69,500 shares of the company’s stock, valued at approximately $1,642,000. Kraft Heinz comprises approximately 0.8% of Chou Associates Management Inc.’s portfolio, making the stock its 19th biggest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in shares of Kraft Heinz by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 102,933,219 shares of the company’s stock valued at $2,496,131,000 after purchasing an additional 616,283 shares during the period. BlackRock Inc. bought a new position in shares of Kraft Heinz during the 2nd quarter worth approximately $1,803,911,000. Invesco Ltd. grew its stake in shares of Kraft Heinz by 10.5% during the 4th quarter. Invesco Ltd. now owns 19,725,662 shares of the company’s stock worth $478,347,000 after acquiring an additional 1,870,310 shares in the last quarter. Auto Owners Insurance Co raised its holdings in shares of Kraft Heinz by 3,034.1% in the fourth quarter. Auto Owners Insurance Co now owns 16,477,002 shares of the company’s stock valued at $39,957,000 after purchasing an additional 15,951,271 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Kraft Heinz in the fourth quarter worth $332,382,000. 78.17% of the stock is owned by institutional investors and hedge funds.

Kraft Heinz News Roundup

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

• Positive Sentiment: Investment in key brands is showing early signs of improving market share, with volumes and earnings expected to recover in 2027 as spending initiatives gain traction. Emerging Markets are a notable growth driver, posting 8.5% organic sales growth and offering long-term expansion potential. The stock’s valuation is also viewed as reasonable. Kraft Heinz: Early Signs Of Turnaround Gaining Traction And Reasonable Valuation
• Positive Sentiment: Zacks Research raised its FY2027 EPS forecast to $2.09 from $2.04, and increased estimates for Q2 and Q3 2027 and Q4 2027. These revisions support the view that current investments could produce better profitability beyond 2026. Kraft Heinz analyst estimates
• Neutral Sentiment: The FY2026 EPS forecast now stands at $2.06, matching consensus but below Zacks’ previous $2.08 estimate. FY2028 EPS is projected at $2.14, slightly below the prior $2.15 forecast, suggesting modest long-term revisions rather than a broad earnings reset.
• Negative Sentiment: Zacks lowered Q3 2026 EPS to $0.43 from $0.47, cut Q4 2026 EPS to $0.49 from $0.50, and reduced Q1 2027 EPS to $0.52 from $0.53. The revisions reflect expected pressure from higher brand investment and indicate that the turnaround may weigh on earnings before benefits appear.

Insider Activity at Kraft Heinz

In related news, insider Diana Frost sold 18,502 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $23.05, for a total value of $426,471.10. Following the transaction, the insider directly owned 102,667 shares in the company, valued at approximately $2,366,474.35. This represents a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

KHC has been the subject of several recent research reports. UBS Group increased their target price on shares of Kraft Heinz from $25.00 to $27.00 and gave the stock a “neutral” rating in a report on Thursday, August 6th. TD Cowen boosted their price target on shares of Kraft Heinz from $20.00 to $22.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. increased their price objective on shares of Kraft Heinz from $21.00 to $22.00 and gave the stock an “underweight” rating in a research note on Wednesday, July 15th. Sanford C. Bernstein downgraded Kraft Heinz from a “market perform” rating to an “underperform” rating and lowered their target price for the company from $25.00 to $21.00 in a research report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft upped their target price on Kraft Heinz from $20.00 to $22.00 and gave the stock a “hold” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $23.62.

Kraft Heinz Stock Up 0.0%

Shares of KHC opened at $25.58 on Friday. The firm has a market cap of $30.33 billion, a P/E ratio of -8.94 and a beta of 0.08. The firm’s 50-day simple moving average is $24.99 and its 200 day simple moving average is $23.89. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.68 and a current ratio of 1.06. Kraft Heinz Company has a 52 week low of $21.03 and a 52 week high of $28.10.

Kraft Heinz (NASDAQ:KHC) last released 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. The business had revenue of $6.26 billion during the quarter, compared to the consensus estimate of $6.18 billion. Kraft Heinz had a positive return on equity of 7.10% and a negative net margin of 13.64%.The firm’s quarterly revenue was down 1.4% on a year-over-year basis. During the same period in the previous year, the company posted $0.69 EPS. Kraft Heinz has set its FY 2026 guidance at 2.030-2.090 EPS. On average, analysts forecast that Kraft Heinz Company will post 2.06 earnings per share for the current year.

Kraft Heinz Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date of this dividend is Friday, September 4th. Kraft Heinz’s payout ratio is presently -55.94%.

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.