KHC

Kraft Heinz Co

Nasdaq · Canned, Frozen & Preservd Fruit, Veg & Food Specialties · Inc. DE · CIK 0001637459
$23.75 +0.87% $27.9B
High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$27.9B
Cap SizeLarge Cap
Analyst ConsensusSell (3%)
Inst. Holders11 funds
Inst. Value$11.5B
Inst. Activity4 buys / 1 sells
Insider Activity1B / 2S
Insider Net $$4.7M
Reddit Sentiment50° Neutral
SEC Reports6
Congressional1 trades
Exchange Nasdaq·Sector Canned, Frozen & Preservd Fruit, Veg & Food Specialties·Inc. DE·CIK 0001637459·Prev Close $23.54

Recent Activity

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 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 (da
May 14, 2026 Insider
Cox L Kevin sold 7,937 shares
Director @ $23.31 ($185.0K)
May 14, 2026 Insider
POPE JOHN C sold 7,937 shares
Director @ $23.31 ($185.0K)
May 14, 2026 Insider
Sceti Elio Leoni sold 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
May 7, 2026 SEC
Kraft Heinz Foods Company (guaranteed by The Kraft Heinz Company) filed a preliminary prospectus supplement for a senior
424B5 — Impact 3/10
Inst.
NORGES BANK — NEW
13,706,471 shares ($332.4M)

Price Targets

$23.87 +0.5% upside Hold
Current $23.75 Low $17.00 Median $23.00 High $42.00 19 analysts
$17.00 $42.00

Analyst Ratings

Strong Sell3% buy · 30 analysts
1Strong Buy
0Buy
20Hold
8Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.53 ▼ -0.8% $0.50 — $0.56 -24% YoY 17
Next Q $0.47 ▼ -3.5% $0.44 — $0.54 -23% YoY 16
Current FY $2.06 ▲ +1.1% $2.02 — $2.12 -21% YoY 21
Next FY $2.11 ▼ -1.4% $1.94 — $2.42 2% YoY 21

Top Institutional Holders

FundValueMove
BERKSHIRE HATHAWAY INC$7.9BNEW
VANGUARD GROUP INC$2.5B
MORGAN STANLEY$419.5MADD
NORGES BANK$332.4MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$161.7MNEW

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

50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
11 institutional holders with $11.5B total value (475,123,009 shares) as of 2025-Q4. Top holders: BERKSHIRE, VANGUARD, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1BERKSHIRE HATHAWAY INC325,634,818$7.9B68.5%NEW
2VANGUARD GROUP INC102,933,219$2.5B21.7%
3MORGAN STANLEY17,298,626$419.5M3.6%ADD +25.6%
4NORGES BANK13,706,471$332.4M2.9%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,666,799$161.7M1.4%NEW
6BANK OF AMERICA CORP /DE/5,010,076$121.5M1.1%TRIM -25.5%
7WELLS FARGO & COMPANY/MN1,719,147$41.7M0.4%ADD +25.6%
8RENAISSANCE TECHNOLOGIES LLC907,200$22.0M0.2%DOUBLED +163.8%
9FMR LLC794,046$19.3M0.2%ADD +32.5%
10TWO SIGMA INVESTMENTS, LP275,800$6.7M0.1%ADD +31.8%
11Hillman Capital Management, Inc.176,807$4.3M0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW13,706,471$332.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM6,727,1895,010,076-25.5%$121.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED343,900907,200+163.8%$22.0M2025-Q4
FMR LLCADD599,398794,046+32.5%$19.3M2025-Q4
TWO SIGMA INVESTMENTS, LPADD209,252275,800+31.8%$6.7M2025-Q4
MORGAN STANLEYADD15,899,41519,977,025+25.6%$520.2M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED79,001209,252+164.9%$5.4M2025-Q3
NORGES BANKEXIT10,695,5370-100.0%$0.002025-Q3
BERKSHIRE HATHAWAY INCNEW325,634,818$8.4B2025-Q2
NORGES BANKNEW10,695,537$276.2M2025-Q2
FMR LLCNEAR_EXIT5,396,188622,654-88.5%$16.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,487,094369,400-75.2%$9.5M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW79,001$2.0M2025-Q2
FMR LLCADD2,945,4265,396,188+83.2%$164.2M2025-Q1
CITADEL ADVISORS LLCTRIM4,848,1322,784,300-42.6%$84.7M2025-Q1
WELLS FARGO & COMPANY/MNADD1,662,4482,088,448+25.6%$63.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW1,487,094$45.3M2025-Q1
BERKSHIRE HATHAWAY INCEXIT325,634,8180-100.0%$0.002025-Q1
NORGES BANKEXIT10,578,2300-100.0%$0.002025-Q1
UBS Group AGDOUBLED6,518,91614,123,218+116.6%$433.7M2024-Q4
SOUND SHORE MANAGEMENT INC /CT/EXIT1,937,2670-100.0%$0.002024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT9,0000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW5,307,598$186.3M2024-Q3
20 unique insiders with 3 transactions. Net insider value: $4.7M ($5.0M bought, $344.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Cox L KevinDirectorA7,937$23.31$185.0K
May 14, 2026POPE JOHN CDirectorA7,937$23.31$185.0K
May 14, 2026Sceti Elio LeoniDirectorA7,937$23.31$185.0K
May 14, 2026Gherson Diane JDirectorA7,937$23.31$185.0K
May 14, 2026Fouche Lori DickersonDirectorA7,937$23.31$185.0K
May 14, 2026CAHILL JOHN TDirectorA13,085$23.31$305.0K
May 14, 2026Kelley Mary LouDirectorA7,937$23.31$185.0K
May 14, 2026Alfonso Humberto PDirectorA7,937$23.31$185.0K
May 14, 2026PALMER ANTHONY J.DirectorA7,937$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 OfficerA40,940$0.00$0.00
Mar 1, 2026Frost DianaGlbl Chief Growth OfficerA40,361$0.00$0.00
Mar 1, 2026Maciel AndreEVP & Global CFOA86,348$0.00$0.00
Mar 1, 2026Patricio MiguelDirectorA56,029$0.00$0.00
Mar 1, 2026CAHILLANE STEVEN AChief Executive OfficerA182,853$0.00$0.00
Mar 1, 2026AMAYA NICOLASEVP & President, North AmericaA48,254$0.00$0.00
Mar 1, 2026Aydin Janelle MarieChief Procur & Sust OfcrA39,102$0.00$0.00
Mar 1, 2026Asher ChrisVP, Global Controller (PAO)A9,144$0.00$0.00
Mar 1, 2026Onell CoryChief Omnich Sales & AEM OfcrA32,000$0.00$0.00
Mar 1, 2026Willis Angel SEVP, GC & Corp Affrs OfcrA32,914$0.00$0.00
Mar 1, 2026Torres FlavioEVP & Global Chf Sply Chn OfcrA10,909$0.00$0.00
Jan 30, 2026CAHILLANE STEVEN AChief Executive OfficerA231,677$0.00$0.00

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

Current analyst consensus: Strong Sell (3% buy). Based on 30 analysts: 1 strong buy, 0 buy, 20 hold, 8 sell, 1 strong sell.

Analyst Price Targets

$23.87 mean target +0.5% upside Hold (3.14)
$17.00 Low $42.00 High
MetricValue
Current Price$23.75
Target Low$17.00
Target Mean$23.87
Target Median$23.00
Target High$42.00
# Analysts19
RecommendationHold (3.14)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.53 $0.50 $0.56 -23.6% -0.8% 5↑ 7↓ $6.1B -4.2% 17
Next Q
2026-09-30
$0.47 $0.44 $0.54 -23.3% -3.5% 1↑ 10↓ $6.1B -2.5% 16
Current FY
2026-12-31
$2.06 $2.02 $2.12 -20.8% +1.1% 12↑ 2↓ $24.5B -2.0% 21
Next FY
2027-12-31
$2.11 $1.94 $2.42 2.4% -1.4% 8↑ 8↓ $24.6B 0.5% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.527
7d ago$0.528-0.001
30d ago$0.531-0.004
60d ago$0.535-0.008
90d ago$0.535-0.008
10 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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
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)
50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 6, 2026250° Neutral002
Apr 6, 2026156° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Curious what people think about KHC
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Curious what people think of KHC
▲ 1 💬 1 ⚡ 0.5
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 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 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)
May 6, 2026
earnings_calendar
KHC Q1 2026 Earnings Before Market Open — 2026-05-06
May 6, 2026
short_volume
Short Volume: KHC — 60.0% short (5.3M / 8.9M)
Short: 5,336,032 | Exempt: 21,367 | TRF Vol: 8,897,915 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: KHC — 56.2% short (3.7M / 6.6M)
Short: 3,706,932 | Exempt: 380 | TRF Vol: 6,596,571 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: KHC — 55.8% short (3.4M / 6.0M)
Short: 3,371,078 | Exempt: 139 | TRF Vol: 6,046,707 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: KHC — 55.4% short (2.7M / 4.8M)
Short: 2,662,911 | Exempt: 5,670 | TRF Vol: 4,808,739 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: KHC — 13.1M shares, 113,564 trades
Week starting 2026-04-27. Total ATS volume: 13,056,625 shares across 113,564 trades.
Apr 24, 2026
short_volume
Short Volume: KHC — 58.7% short (3.1M / 5.2M)
Short: 3,056,810 | Exempt: 7,997 | TRF Vol: 5,205,553 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: KHC — 69.4% short (3.2M / 4.6M)
Short: 3,158,193 | Exempt: 6,287 | TRF Vol: 4,551,828 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)