KHC

Kraft Heinz Co

Nasdaq · Canned, Frozen & Preservd Fruit, Veg & Food Specialties · Inc. DE · CIK 0001637459
$24.39 +0.70% $28.9B
High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$28.9B
Cap SizeLarge Cap
Analyst ConsensusSell (7%)
Inst. Holders50 funds
Inst. Value$17.3B
Inst. Activity31 buys / 19 sells
Insider Activity1B / 2S
Insider Net $$4.7M
Reddit Sentiment35° Cool
SEC Reports7
Congressional1 trades
Exchange Nasdaq·Sector Canned, Frozen & Preservd Fruit, Veg & Food Specialties·Inc. DE·CIK 0001637459·Prev Close $24.22

Recent Activity

Jun 8, 2026 SEC
Kraft Heinz announced the partial redemption of $1 billion of its 3.875% Senior Notes due 2027, representing 74% of the
8-K — Impact 5/10
Jun 4, 2026 short_volume
Short Volume: KHC — 58.3% short (4.0M / 6.9M)
Short: 4,034,740 | Exempt: 59,156 | TRF Vol: 6,921,603 | Short Ratio: 58.3% | Off-exchange volume (d
May 21, 2026 SEC
Kraft Heinz issued €1.0 billion in new senior notes (€500M at 3.500% due 2031, €500M at 3.950% due 2034) under its exist
8-K — Impact 4/10
May 14, 2026 Insider
Cox L Kevin was granted 7,937 shares
Director @ $23.31 ($185.0K)
May 14, 2026 Insider
POPE JOHN C was granted 7,937 shares
Director @ $23.31 ($185.0K)
May 14, 2026 Insider
Sceti Elio Leoni was granted 7,937 shares
Director @ $23.31 ($185.0K)
May 7, 2026 SEC
Kraft Heinz subsidiary commenced a cash tender offer to purchase up to $1.1 billion aggregate principal of its 4.375% Se
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
22,933,985 shares ($515.8M)

Price Targets

$23.47 -3.8% upside Hold
Current $24.39 Low $17.00 Median $22.50 High $42.00 18 analysts
$17.00 $42.00

Analyst Ratings

Strong Sell7% buy · 29 analysts
2Strong Buy
0Buy
18Hold
8Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Bernstein DOWNGRADE Market Perform → Underperform
May 8, 2026 UBS MAINTAIN Neutral → Neutral
May 7, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Apr 14, 2026 BTIG INITIATE Neutral
Apr 9, 2026 BNP Paribas MAINTAIN Underperform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.53 ▼ -1.3% $0.50 — $0.56 -24% YoY 16
Next Q $0.47 ▼ -3.3% $0.43 — $0.54 -23% YoY 15
Current FY $2.05 ▲ +0.9% $1.97 — $2.12 -21% YoY 20
Next FY $2.09 ▼ -2.3% $1.91 — $2.42 2% YoY 20

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BERKSHIRE HATHAWAY INC$7.3B
BlackRock, Inc.$1.7B
VANGUARD CAPITAL MANAGEMENT LLC$1.2B
STATE STREET CORP$1.0B

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Cox LA$185.0K
May 14, 2026POPE JOHNA$185.0K
May 14, 2026Sceti ElioA$185.0K
May 14, 2026Gherson DianeA$185.0K
May 14, 2026Fouche LoriA$185.0K

Reddit Sentiment

35°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 3 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
50 institutional holders with $17.3B total value (767,669,928 shares) as of 2026-Q1. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BERKSHIRE HATHAWAY INC325,634,818$7.3B42.4%
3BlackRock, Inc.75,326,964$1.7B9.8%
4VANGUARD CAPITAL MANAGEMENT LLC54,543,960$1.2B7.1%
5STATE STREET CORP46,480,954$1.0B6.1%
6VANGUARD PORTFOLIO MANAGEMENT LLC40,441,581$909.5M5.3%
7MORGAN STANLEY22,933,985$515.8M3.0%ADD +32.6%
8Invesco Ltd.22,489,497$505.8M2.9%
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC15,268,339$343.4M2.0%
10NORDEA INVESTMENT MANAGEMENT AB15,297,142$340.7M2.0%
11GOLDMAN SACHS GROUP INC11,963,778$269.1M1.6%
12DIMENSIONAL FUND ADVISORS LP7,944,618$178.7M1.0%
13DEUTSCHE BANK AG\7,825,007$176.0M1.0%
14Capital International Investors7,605,509$171.0M1.0%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,041,419$158.4M0.9%
16Legal & General Group Plc6,568,277$147.7M0.9%
17FAIRFAX FINANCIAL HOLDINGS LTD/ CAN5,268,200$118.4M0.7%
18SCHRODER INVESTMENT MANAGEMENT GROUP4,943,839$111.2M0.6%ADD +46.1%
19Amundi4,900,593$110.2M0.6%
20VANGUARD FIDUCIARY TRUST CO4,780,504$107.5M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD17,298,62622,933,985+32.6%$515.8M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD3,384,8654,943,839+46.1%$111.2M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD2,231,4194,347,594+94.8%$97.8M2026-Q1
AustralianSuper Pty LtdADD2,052,6353,216,713+56.7%$72.3M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD1,966,4072,923,949+48.7%$65.8M2026-Q1
Freestone Grove Partners LPNEW2,092,664$47.1M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT13,908,6322,031,673-85.4%$45.7M2026-Q1
Russell Investments Group, Ltd.TRIM1,885,9231,391,771-26.2%$31.3M2026-Q1
BNP Paribas Asset Management Holding S.A.ADD737,4801,242,063+68.4%$27.9M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED462,2361,173,844+153.9%$26.4M2026-Q1
Gotham Asset Management, LLCADD735,7711,151,000+56.4%$25.9M2026-Q1
MACKENZIE FINANCIAL CORPADD551,7511,097,444+98.9%$24.7M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD812,9711,023,633+25.9%$23.0M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED169,459829,235+389.3%$18.6M2026-Q1
Envestnet Portfolio Solutions, Inc.DOUBLED15,068715,154+4646.2%$16.1M2026-Q1
CREDIT AGRICOLE S AADD405,168608,639+50.2%$13.7M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM1,250,302580,463-53.6%$13.1M2026-Q1
Rockefeller Capital Management L.P.DOUBLED55,015492,289+794.8%$11.1M2026-Q1
Korea Investment CORPADD276,384456,384+65.1%$10.3M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEAR_EXIT2,644,173364,000-86.2%$8.2M2026-Q1
MAIRS & POWER INCNEAR_EXIT1,672,831316,563-81.1%$7.1M2026-Q1
Verition Fund Management LLCDOUBLED91,666282,375+208.0%$6.4M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD114,761211,711+84.5%$4.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED27,119201,201+641.9%$4.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED65,939194,315+194.7%$4.4M2026-Q1
20 unique insiders with 24 transactions. Net insider value: $4.7M ($5.0M bought, $344.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Cox L KevinDirectorAWARD7,937$23.31$185.0K
May 14, 2026POPE JOHN CDirectorAWARD7,937$23.31$185.0K
May 14, 2026Sceti Elio LeoniDirectorAWARD7,937$23.31$185.0K
May 14, 2026Gherson Diane JDirectorAWARD7,937$23.31$185.0K
May 14, 2026Fouche Lori DickersonDirectorAWARD7,937$23.31$185.0K
May 14, 2026CAHILL JOHN TDirectorAWARD13,085$23.31$305.0K
May 14, 2026Kelley Mary LouDirectorAWARD7,937$23.31$185.0K
May 14, 2026Alfonso Humberto PDirectorAWARD7,937$23.31$185.0K
May 14, 2026PALMER ANTHONY J.DirectorAWARD7,937$23.31$185.0K
May 12, 2026CAHILLANE STEVEN AChief Executive OfficerBUY213,106$23.46$5.0M
Mar 3, 2026Onell CoryChief Omnich Sales & AEM OfcrSELL4,991$24.34$121.5K
Mar 2, 2026Onell CoryChief Omnich Sales & AEM OfcrSELL9,045$24.61$222.6K
Mar 1, 2026Camacho Rodolfo M.Chief People OfficerAWARD40,940
Mar 1, 2026Frost DianaGlbl Chief Growth OfficerAWARD40,361
Mar 1, 2026Maciel AndreEVP & Global CFOAWARD86,348
Mar 1, 2026Patricio MiguelDirectorAWARD56,029
Mar 1, 2026CAHILLANE STEVEN AChief Executive OfficerAWARD182,853
Mar 1, 2026AMAYA NICOLASEVP & President, North AmericaAWARD48,254
Mar 1, 2026Aydin Janelle MarieChief Procur & Sust OfcrAWARD39,102
Mar 1, 2026Asher ChrisVP, Global Controller (PAO)AWARD9,144
Mar 1, 2026Onell CoryChief Omnich Sales & AEM OfcrAWARD32,000
Mar 1, 2026Willis Angel SEVP, GC & Corp Affrs OfcrAWARD32,914
Mar 1, 2026Torres FlavioEVP & Global Chf Sply Chn OfcrAWARD10,909
Jan 30, 2026CAHILLANE STEVEN AChief Executive OfficerAWARD231,677

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (7% buy). Based on 29 analysts: 2 strong buy, 0 buy, 18 hold, 8 sell, 1 strong sell.

Analyst Price Targets

$23.47 mean target -3.8% upside Hold (3.20)
$17.00 Low $42.00 High
MetricValue
Current Price$24.39
Target Low$17.00
Target Mean$23.47
Target Median$22.50
Target High$42.00
# Analysts18
RecommendationHold (3.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.53 $0.50 $0.56 -23.9% -1.3% 3↑ 9↓ $6.1B -4.3% 16
Next Q
2026-09-30
$0.47 $0.43 $0.54 -23.4% -3.3% 1↑ 11↓ $6.1B -2.6% 15
Current FY
2026-12-31
$2.05 $1.97 $2.12 -21.0% +0.9% 14↑ 1↓ $24.4B -2.0% 20
Next FY
2027-12-31
$2.09 $1.91 $2.42 1.7% -2.3% 8↑ 7↓ $24.5B 0.4% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.525
7d ago$0.527-0.001
30d ago$0.532-0.007
60d ago$0.531-0.005
90d ago$0.535-0.010
11 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Bernstein DOWNGRADE Market Perform Underperform
May 8, 2026 UBS MAINTAIN Neutral Neutral
May 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 14, 2026 BTIG INITIATE Neutral
Apr 9, 2026 BNP Paribas MAINTAIN Underperform Underperform
Apr 7, 2026 UBS MAINTAIN Neutral Neutral
Mar 30, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 25, 2026 JP Morgan MAINTAIN Underweight Underweight
Mar 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 13, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 12, 2026 JP Morgan DOWNGRADE Neutral Underweight
Jan 21, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 21, 2026 Jefferies MAINTAIN Hold Hold
Jan 16, 2026 Morgan Stanley DOWNGRADE Equal-Weight Underweight
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Dec 15, 2025 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262018817%
May 1, 20261020813%
Apr 1, 20261019813%
Mar 1, 20262018817%
Feb 1, 20262019717%
Jan 1, 202632201019%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000The Kraft Heinz CoFeb 16, 2026 (39d)
35°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 3 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 6, 2026233° Cool022
Jun 6, 2026140° Cool011
Apr 6, 2026250° Neutral002
Apr 6, 2026156° Neutral001

Recent Reddit Threads

r/stockmarket Bearish 6d 16h ago
KHC, MCD, and WHR all warning about consumers makes this selloff feel less random
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bearish 6d 16h ago
KHC, MCD, and WHR all warning about consumers makes this selloff feel less random
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 1mo ago
How will rising food prices affect food stocks?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Curious what people think of KHC
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
Curious what people think about KHC
▲ 1 💬 1 ⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: KHC — 58.3% short (4.0M / 6.9M)
Short: 4,034,740 | Exempt: 59,156 | TRF Vol: 6,921,603 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: KHC — 57.4% short (4.0M / 7.0M)
Short: 3,990,590 | Exempt: 10,991 | TRF Vol: 6,951,156 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: KHC — 66.0% short (3.7M / 5.7M)
Short: 3,732,134 | Exempt: 32,732 | TRF Vol: 5,655,484 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: KHC — 59.4% short (3.3M / 5.5M)
Short: 3,275,095 | Exempt: 22,049 | TRF Vol: 5,516,970 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: KHC — 71.6% short (4.1M / 5.7M)
Short: 4,063,414 | Exempt: 6,206 | TRF Vol: 5,675,590 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: KHC — 68.7% short (3.2M / 4.7M)
Short: 3,245,285 | Exempt: 5,186 | TRF Vol: 4,724,782 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: KHC — 73.0% short (4.6M / 6.4M)
Short: 4,647,551 | Exempt: 3,803 | TRF Vol: 6,369,575 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: KHC — 66.9% short (4.0M / 6.0M)
Short: 4,041,916 | Exempt: 33,249 | TRF Vol: 6,039,784 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: KHC — 57.1% short (2.8M / 5.0M)
Short: 2,846,938 | Exempt: 1,311 | TRF Vol: 4,983,727 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: KHC — 64.5% short (4.8M / 7.4M)
Short: 4,785,069 | Exempt: 21,586 | TRF Vol: 7,422,017 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: KHC — 18.0M shares, 130,523 trades
Week starting 2026-05-18. Total ATS volume: 17,960,027 shares across 130,523 trades.
May 14, 2026
short_volume
Short Volume: KHC — 67.6% short (5.6M / 8.3M)
Short: 5,580,604 | Exempt: 4,294 | TRF Vol: 8,260,921 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: KHC — 71,523 shares ($1.7M) failed to deliver
Settlement: 20260514, Price: $23.18, FTD Value: $1,657,903.14, KRAFT HEINZ CO COM
May 13, 2026
short_volume
Short Volume: KHC — 60.8% short (3.0M / 5.0M)
Short: 3,035,471 | Exempt: 15 | TRF Vol: 4,995,758 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: KHC — 59.4% short (3.3M / 5.5M)
Short: 3,253,543 | Exempt: 400 | TRF Vol: 5,477,445 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)