Kraft Heinz
About: In July 2015, Kraft merged with Heinz to create one of North America's largest food and beverage manufacturers. However, the firm now intends to split its global sauces arm from its North American grocery segment in the second half of 2026. Beyond its namesake brands, its portfolio includes Oscar Mayer, Velveeta, and Philadelphia. While the retail channel drives around 85% of its total sales, the firm also maintains a growing foodservice presence. Outside North America, Kraft Heinz's global reach encompasses a distribution network in Europe and emerging markets, which accounts for nearly 25% of its consolidated sales base. The company's products are sold in more than 190 countries and territories.
Employees: 36,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1.63% more ownership
Funds ownership: 81.19% [Q1] → 82.82% (+1.63%) [Q2]
8% more call options, than puts
Call options by funds: $416M | Put options by funds: $384M
1% less repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 414
6% less funds holding
Funds holding: 1,148 [Q1] → 1,078 (-70) [Q2]
14% less capital invested
Capital invested by funds: $29.5B [Q1] → $25.3B (-$4.21B) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 9 (-3) [Q2]
32% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 155
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley
Megan Alexander
|
$29
|
Equal-Weight
Upgraded
|
3 Sep 2025 |
Stifel
Matthew Smith
|
$28
|
Hold
Maintained
|
3 Sep 2025 |
Wells Fargo
Chris Carey
|
$27
|
Equal-Weight
Maintained
|
3 Sep 2025 |
JP Morgan
Thomas Palmer
|
$27
|
Neutral
Assumed
|
20 Aug 2025 |
Argus Research
Taylor Conrad
|
$28
|
Hold
Reiterated
|
14 Aug 2025 |
UBS
Cody Ross
|
$30
|
Neutral
Maintained
|
31 Jul 2025 |
Goldman Sachs
Leah Jordan
|
$27
|
Neutral
Upgraded
|
25 Jun 2025 |
Financial journalist opinion
Based on 66 articles about KHC published over the past 30 days