Victory Capital Management Inc. lifted its stake in Kraft Heinz Company (NASDAQ:KHC – Free Report) by 77.5% during the third quarter, HoldingsChannel reports. The fund owned 2,826,152 shares of the company’s stock after purchasing an additional 1,234,078 shares during the quarter. Victory Capital Management Inc.’s holdings in Kraft Heinz were worth $73,593,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of the company. STF Management LP increased its position in Kraft Heinz by 2.1% in the 2nd quarter. STF Management LP now owns 18,475 shares of the company’s stock worth $477,000 after purchasing an additional 374 shares during the last quarter. Parkside Financial Bank & Trust increased its holdings in Kraft Heinz by 15.5% in the third quarter. Parkside Financial Bank & Trust now owns 3,219 shares of the company’s stock worth $84,000 after buying an additional 431 shares during the last quarter. Hantz Financial Services Inc. raised its position in Kraft Heinz by 13.4% during the third quarter. Hantz Financial Services Inc. now owns 3,894 shares of the company’s stock valued at $101,000 after acquiring an additional 460 shares in the last quarter. Barrett & Company Inc. lifted its stake in Kraft Heinz by 22.7% in the third quarter. Barrett & Company Inc. now owns 2,700 shares of the company’s stock valued at $70,000 after acquiring an additional 500 shares during the last quarter. Finally, Silverlake Wealth Management LLC increased its stake in shares of Kraft Heinz by 3.4% during the 2nd quarter. Silverlake Wealth Management LLC now owns 16,021 shares of the company’s stock worth $414,000 after purchasing an additional 530 shares during the last quarter. Institutional investors and hedge funds own 78.17% of the company’s stock.
Insider Buying and Selling at Kraft Heinz
In related news, insider Cory Onell sold 4,991 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $24.34, for a total value of $121,480.94. Following the sale, the insider owned 197,463 shares of the company’s stock, valued at $4,806,249.42. The trade was a 2.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Miguel Patricio sold 125,000 shares of Kraft Heinz stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $24.82, for a total value of $3,102,500.00. Following the sale, the insider directly owned 686,817 shares in the company, valued at $17,046,797.94. The trade was a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 139,036 shares of company stock worth $3,446,578 in the last three months. Insiders own 0.35% of the company’s stock.
Kraft Heinz Trading Up 0.8%
Kraft Heinz (NASDAQ:KHC – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.67 earnings per share (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 company had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.38 billion. During the same quarter in the previous year, the firm posted $0.84 EPS. The business’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. As a group, sell-side analysts expect that Kraft Heinz Company will post 2.68 EPS for the current year.
Kraft Heinz Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.40 per share. The ex-dividend date is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a yield of 6.6%. Kraft Heinz’s payout ratio is currently -32.39%.
Kraft Heinz News Roundup
Here are the key news stories impacting Kraft Heinz this week:
- Positive Sentiment: Berkshire Hathaway signals no immediate plans to sell its KHC stake and its new CEO publicly supported Kraft Heinz’s decision to pause the split; Berkshire also resumed share buybacks, which reduces the risk of a near?term large shareholder exit and may stabilize the stock. Read More.
- Positive Sentiment: Kraft Heinz will redirect about $600 million away from a previously planned corporate split into product development and targeted price cuts aimed at reviving demand — a management action intended to arrest falling unit sales and shore up top?line growth. Read More.
- Neutral Sentiment: Unusually large options activity: traders bought roughly 53,819 call options (about +87% vs. normal volume), signaling short?term bullish/speculative interest but not necessarily a sustained directional bet. (market data)
- Neutral Sentiment: Dividend: KHC declared a $0.40 quarterly dividend (ex?dividend March 6), yielding ~6.6% — supportive for income investors but also reflects elevated yield risk perception. Read More.
- Negative Sentiment: Management paused the corporate split, disappointing investors who expected a structural value?unlock; management also flagged organic sales weakness and margin pressure for 2026, which are near?term headwinds for revenue and profitability. Read More.
- Negative Sentiment: Analysts and price targets remain under pressure — several firms have cut targets or maintain underweight/reduce ratings, and consensus price targets sit near current levels, limiting upside until sales/margins improve. Read More.
- Negative Sentiment: Insider selling: a named insider (Cory Onell) sold ~4,991 shares recently, which may be interpreted negatively by some investors even though the sizes reported are modest. Read More.
Wall Street Analyst Weigh In
Several equities research analysts recently issued reports on the stock. Evercore reduced their price objective on shares of Kraft Heinz from $25.00 to $22.00 in a research note on Thursday, February 12th. BNP Paribas Exane decreased their price target on Kraft Heinz from $22.00 to $20.00 and set an “underperform” rating for the company in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft lowered their price objective on Kraft Heinz from $26.00 to $23.00 and set a “hold” rating on the stock in a report on Thursday, February 12th. JPMorgan Chase & Co. cut Kraft Heinz from a “neutral” rating to an “underweight” rating and decreased their target price for the stock from $24.00 to $22.00 in a research report on Thursday, February 12th. Finally, TD Cowen reissued a “hold” rating on shares of Kraft Heinz in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat, Kraft Heinz presently has a consensus rating of “Reduce” and an average target price of $24.89.
View Our Latest Research Report on KHC
Kraft Heinz 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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