Piper Sandler Cuts Kraft Heinz (NASDAQ:KHC) Price Target to $26.00

Kraft Heinz (NASDAQ:KHC) had its price objective reduced by analysts at Piper Sandler from $27.00 to $26.00 in a research note issued on Thursday,MarketScreener reports. The firm presently has a “neutral” rating on the stock. Piper Sandler’s price target would indicate a potential upside of 7.34% from the stock’s previous close.

A number of other analysts have also weighed in on KHC. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Kraft Heinz from $27.00 to $26.00 in a research note on Thursday, October 30th. TD Cowen restated a “hold” rating on shares of Kraft Heinz in a report on Thursday. HSBC lowered their price objective on Kraft Heinz from $29.00 to $27.00 in a research report on Thursday, October 30th. Evercore ISI reduced their target price on Kraft Heinz from $25.00 to $22.00 in a report on Thursday. Finally, The Goldman Sachs Group lowered their price target on Kraft Heinz from $30.00 to $27.00 in a report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $25.75.

Kraft Heinz Stock Performance

Kraft Heinz stock opened at $24.22 on Thursday. Kraft Heinz has a twelve month low of $21.99 and a twelve month high of $33.35. The company has a quick ratio of 0.73, a current ratio of 1.13 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $28.67 billion, a P/E ratio of -6.51 and a beta of 0.08. The stock’s 50 day moving average is $24.00 and its 200 day moving average is $25.37.

Kraft Heinz (NASDAQ:KHC) last released its earnings results on Wednesday, February 11th. The company reported $0.67 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.06. Kraft Heinz had a positive return on equity of 7.26% and a negative net margin of 17.35%.The firm had revenue of $6.35 billion for the quarter, compared to analysts’ expectations of $6.38 billion. During the same period in the prior year, the firm posted $0.84 earnings per share. The company’s quarterly revenue was down 3.4% on a year-over-year basis. Kraft Heinz has set its FY 2026 guidance at 1.980-2.100 EPS. On average, equities research analysts predict that Kraft Heinz will post 2.68 earnings per share for the current fiscal year.

Insider Transactions at Kraft Heinz

In other Kraft Heinz news, insider Miguel Patricio sold 125,000 shares of the business’s stock in a transaction dated 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 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.35% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. STF Management LP grew its holdings in Kraft Heinz by 2.1% during the 2nd quarter. STF Management LP now owns 18,475 shares of the company’s stock valued at $477,000 after buying an additional 374 shares in the last quarter. Parkside Financial Bank & Trust boosted its position in shares of Kraft Heinz by 15.5% during the third quarter. Parkside Financial Bank & Trust now owns 3,219 shares of the company’s stock worth $84,000 after acquiring an additional 431 shares during the last quarter. V Square Quantitative Management LLC boosted its position in shares of Kraft Heinz by 3.2% during the fourth quarter. V Square Quantitative Management LLC now owns 14,892 shares of the company’s stock worth $361,000 after acquiring an additional 458 shares during the last quarter. Hantz Financial Services Inc. grew its stake 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. Finally, Tokio Marine Asset Management Co. Ltd. increased its holdings in Kraft Heinz by 1.7% in the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 29,623 shares of the company’s stock valued at $718,000 after acquiring an additional 490 shares during the last quarter. 78.17% of the stock is currently owned by institutional investors.

Kraft Heinz News Roundup

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

• Positive Sentiment: KHC beat Q4 EPS expectations ($0.67 vs. $0.61) and highlighted a healthy balance sheet/free cash flow potential, which supports the dividend and near‑term cash returns. Read More.
• Positive Sentiment: The board declared a $0.40 quarterly dividend (6.4% yield), a clear shareholder cash-return that can cushion investor sentiment amid uncertainty. Read More.
• Positive Sentiment: New CEO Steve Cahillane is redirecting the split plan and committing $600M to marketing, sales and product development — a growth investment that could help stabilize volumes and brands if execution succeeds. Read More.
• Neutral Sentiment: Analysts and writeups provide deeper context on the quarter and strategy shift (brand focus, investment ramp, and transcript of management comments) useful for modeling outcomes. Read More.
• Neutral Sentiment: Full Q4 earnings call transcript and slide materials are available — read management’s tone on turnaround timelines and assumptions before adjusting forecasts. Read More.
• Negative Sentiment: KHC paused its planned separation into two companies — investors had priced potential value unlocking from a breakup; the pause is viewed as a negative catalyst and triggered an initial sell‑off. Read More.
• Negative Sentiment: Management’s FY‑2026 EPS guidance (1.98–2.10) came in materially below consensus, signaling weaker near‑term profitability and prompting downward revisions to analyst models. Read More.
• Negative Sentiment: JPMorgan downgraded KHC to underweight with a $22 price target, explicitly flagging “limited near‑term upside” after the breakup pause — a notable sell signal from a large shop. Read More.
• Negative Sentiment: Underlying top‑line pressure: organic sales and volumes declined, and revenue slightly missed estimates, which helps explain margin pressure and the conservative outlook. Read More.

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.