Market Cap
$26.9B
KHC
Kraft Heinz Co
$22.14 ▼ -1.45%
Prev close $22.46Market cap$26.9B
ConsensusStrong Sell
12-mo target$25.47 (+15.1%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on KHC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (7%)
Inst. Holders
50 funds
Inst. Value
$21.2B
Inst. Activity
38 buys / 12 sells
Insider Activity
$5.0M buy / $770.6K sell
Insider Net $
$4.2M
Social Sentiment
35° Cool
SEC Reports
11
Congressional
1 trades
Price chart 30d -15.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Aug 26, 2026 SEC Short Volume: KHC — 57.5% short (3.0M / 5.3M)
Short: 3,041,977 | Exempt: 32,900 | TRF Vol: 5,293,960 | Short Ratio: 57.5% | Off-exchange volume (d
Kraft Heinz announced it will voluntarily delist its common stock from Nasdaq and transfer its listing to the NYSE, effe
8-K — Impact 3/10
Kraft Heinz Q2 2026 reported adjusted EPS of $0.56 (beat $0.53 consensus by 5.7%) and revenue of $6.26B (beat $6.12B con
8-K — Impact 5/10
Kraft Heinz (KHC) experienced a major institutional distribution in Q1 2026, with 41 sellers liquidating $794.6M in shar
INST-CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
UBS Group AG — DOUBLED
18,975,267 shares ($448.2M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
15,611,412 shares ($368.7M)
Jun 18, 2026 Insider
Frost Diana sold 18,502 shares
Glbl Chief Growth Officer @ $23.05 ($426.5K)
May 14, 2026 Insider
Sceti Elio Leoni was granted 3,218 shares
Director @ $23.31 ($75.0K)
Analyst ratings buy % -63.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
7% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 22, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Sep 17, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 17 | 7 | 2 | 7% | |
| Aug 1, 2026 | 2 | 0 | 17 | 7 | 2 | 7% | |
| Jul 1, 2026 | 2 | 0 | 17 | 7 | 2 | 7% | |
| Jun 1, 2026 | 2 | 0 | 18 | 8 | 1 | 7% | |
| May 1, 2026 | 1 | 0 | 20 | 8 | 1 | 3% | |
| Apr 1, 2026 | 1 | 0 | 19 | 8 | 1 | 3% | |
| Mar 1, 2026 | 2 | 0 | 18 | 8 | 1 | 7% | |
| Feb 1, 2026 | 2 | 0 | 19 | 7 | 1 | 7% |
Price targets
Where 18 covering analysts think KHC trades over the next 12 months.
$25.47 +15.1% upside Buy
Current$22.14 Low$19.00 Median$25.00 High$41.00 18 analysts
$19.00$41.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment mood -28.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
35°
Cool
BearishNeutralBullish
Recent posts
I think I finally understand why I lost so much money in stocks
▲ 1 · 💬 7· ⚡ 0.5
US Large Cap Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership UnitsStock Analysis
▲ 1 · 💬 0· ⚡ 0.5
US Large Cap Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units
▲ 1 · 💬 2· ⚡ 0.5
KHC, MCD, and WHR all warning about consumers makes this selloff feel less random
▲ 1 · 💬 0· ⚡ 0.5
KHC, MCD, and WHR all warning about consumers makes this selloff feel less random
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 6 neutral · avg impact 4.2/10.
NEUTRAL8-K3/10
Kraft Heinz announced it will voluntarily delist its common stock from Nasdaq and transfer its listi
Aug 26, 2026
MIXED8-K5/10
Kraft Heinz Q2 2026 reported adjusted EPS of $0.56 (beat $0.53 consensus by 5.7%) and revenue of $6.
Aug 5, 2026
BEARISHINST-CLUSTER6/10
Kraft Heinz (KHC) experienced a major institutional distribution in Q1 2026, with 41 sellers liquida
Jul 9, 2026
NEUTRAL8-K2/10
Kraft Heinz announced that EVP and Chief Omnichannel Sales and Asia Emerging Markets Officer Cory On
Jun 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: KHC — 57.5% short (3.0M / 5.3M)
Short: 3,041,977 | Exempt: 32,900 | TRF Vol: 5,293,960 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: KHC — 55.8% short (3.3M / 5.9M)
Short: 3,272,115 | Exempt: 20,247 | TRF Vol: 5,867,502 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: KHC — 64.9% short (4.5M / 6.9M)
Short: 4,508,405 | Exempt: 9,397 | TRF Vol: 6,947,426 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
listing_status
New Listing: KHC — The Kraft Heinz Company Common Stock
Listed on exchange N
Sep 14, 2026
listing_status
Delisted: KHC — removed from the Nasdaq symbol directory
The Kraft Heinz Company - Common Stock
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.42 | $0.41–$0.44 | -30.6% | -1.0% | 0↑ 14↓ | $6.1B | 16 |
| Next Q | $0.49 | $0.46–$0.52 | -27.2% | -0.1% | 9↑ 5↓ | $6.3B | 15 |
| Current FY | $2.05 | $2.03–$2.08 | -21.2% | -0.2% | 4↑ 9↓ | $24.6B | 20 |
| Next FY | $2.09 | $1.98–$2.43 | 1.9% | -0.2% | 7↑ 8↓ | $24.7B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.423 | — |
| 7d ago | $0.424 | -0.001 |
| 30d ago | $0.428 | -0.004 |
| 60d ago | $0.466 | -0.043 |
| 90d ago | $0.468 | -0.044 |
Institutional ownership
Which big funds own KHC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $21.2B total value (891,122,002 shares) as of 2026-Q2. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BERKSHIRE HATHAWAY INC | 325,634,818 | $7.7B | 36.2% | — |
| BlackRock, Inc. | 76,372,193 | $1.8B | 8.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 54,937,263 | $1.3B | 6.1% | — |
| Invesco Ltd. | 48,696,186 | $1.2B | 5.4% | — |
| STATE STREET CORP | 46,379,119 | $1.1B | 5.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 40,753,804 | $962.6M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 30,979,133 | $731.3M | 3.4% | — |
| UBS Group AG | 18,975,267 | $448.2M | 2.1% | DOUBLED +147.7% |
| MORGAN STANLEY | 17,440,754 | $412.0M | 1.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | DOUBLED | 7,661,714 | 18,975,267 | +147.7% | $448.2M |
| GOLDMAN SACHS GROUP INC | ADD | 11,963,778 | 15,611,412 | +30.5% | $368.7M |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | DOUBLED | 5,268,200 | 14,306,500 | +171.6% | $337.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 4,148,992 | 6,279,628 | +51.4% | $148.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 9,743,697 | 5,825,123 | -40.2% | $137.6M |
| NORGES BANK | NEW | — | 5,442,313 | — | $128.5M |
| Robeco Institutional Asset Management B.V. | ADD | 2,546,812 | 4,889,212 | +92.0% | $115.5M |
| Quantinno Capital Management LP | DOUBLED | 2,106,122 | 4,578,792 | +117.4% | $108.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,885,591 | 3,867,169 | +34.0% | $91.3M |
| CITADEL ADVISORS LLC | DOUBLED | 593,393 | 3,232,765 | +444.8% | $76.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net $4.2M — $5.0M bought, $770.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | Frost Diana | Glbl Chief Growth Officer | SELL | 18,502 | $23.05 | $426.5K |
| May 14, 2026 | Sceti Elio Leoni | Director | AWARD | 3,218 | $23.31 | $75.0K |
| May 14, 2026 | Alfonso Humberto P | Director | AWARD | 3,218 | $23.31 | $75.0K |
| May 14, 2026 | PALMER ANTHONY J. | Director | AWARD | 793 | $23.31 | $18.5K |
| May 14, 2026 | Kelley Mary Lou | Director | AWARD | 793 | $23.31 | $18.5K |
| May 14, 2026 | Cox L Kevin | Director | AWARD | 7,937 | $23.31 | $185.0K |
| May 14, 2026 | POPE JOHN C | Director | AWARD | 7,937 | $23.31 | $185.0K |
| May 14, 2026 | Sceti Elio Leoni | Director | AWARD | 7,937 | $23.31 | $185.0K |
| May 14, 2026 | Gherson Diane J | Director | AWARD | 7,937 | $23.31 | $185.0K |
| May 14, 2026 | Fouche Lori Dickerson | Director | AWARD | 7,937 | $23.31 | $185.0K |
Congressional trades
KHC trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | The Kraft Heinz Co | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KHC.
Shares short
94,258,747
Settlement Sep 15, 2026
Change vs prior
-4.4%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All KHC filing & press-release reports (11)
- 8-K reportAug 26, 2026
- 8-K reportAug 5, 2026
- INST-CLUSTER reportJul 9, 2026
- 8-K reportJun 18, 2026
- 8-K reportJun 8, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 7, 2026
- 424B5 reportMay 7, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 3, 2026
- INST-CLUSTER reportFeb 28, 2026