Stockpolly
Search
KHC · NASDAQ · Packaged Foods

Kraft Heinz

Makes branded condiments, meals, snacks, beverages, cheese, coffee and meats for retail and foodservice.

$25.72
After-hours close+0.03 (+0.13%)
At close$25.69(+2.23%)
Loading prices…

Something off on this page? Send us feedback.

Profile

The Kraft Heinz CompanyKHCConsumer Staples

Sells condiments, sauces, meals, snacks, beverages, cheese, coffee and meats through retail and foodservice channels worldwide. Heinz-led Taste Elevation is the largest product platform, North America generates most sales, and performance depends on brand investment, retailer shelf space and food-input costs.

Produces branded condiments, sauces, meals, snacks, desserts, beverages, cheese, coffee and meats for retail and foodservice customers worldwide. Eight consumer platforms—Taste Elevation, Easy Ready Meals, Substantial Snacking, Desserts, Hydration, Cheese, Coffee and Meats—organize a portfolio led by Heinz, Kraft, Philadelphia, Lunchables and Oscar Mayer.

Operations are organized into North America, Europe and Pacific Developed Markets, and Emerging Markets, with North America generating most sales. Established brands, broad distribution and centralized procurement support shelf presence and supply-chain execution.

Results depend on retailer relationships, brand investment, changing food preferences, agricultural and packaging costs, and compliance with food-safety, labeling and advertising rules. Walmart is the largest customer. Work on a previously announced separation into two public companies remains paused.

Company facts

CEOSteven A. Cahillane
ListedJul 6, 2015
ExchangeNASDAQ
HeadquartersPittsburgh, PA
CountryUnited States
Employees35,000
CIK0001637459
ISINUS5007541064

Categories

Key statistics

Market cap$30.47B
EPS (ttm)−$2.86
P/E (ttm)−8.99
ROE-8.4%
P/B0.8465
P/S1.22
Dividend yield4.67%
Beta0.00vs XLP 1.06

Year to date +5.3% · Average volume (30d) 14.5M

Analysts

Price target, next 12 months$23.00−10.5%Median of 35 analysts · vs the Aug 28 close
ConsensusHold4 of 35 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 7, 2026BarclaysReiterateEqual Weight$25$26
Aug 6, 2026Evercore ISITarget$23$24
Jul 23, 2026Evercore ISITarget$42$23
Jul 8, 2026Wells FargoReiterateEqual Weight$34$25
Jun 25, 2026Piper SandlerReiterateNeutral$23$24

Earnings

EPS

Estimate$0.43
ReportedDue Nov 4, 2026

Revenue

Estimate$6.08B
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.54$0.56+3.5%$6.18B$6.26B+1.4%−3.42%
May 6, 2026Q1 FY26$0.50$0.58+15.8%$5.89B$6.05B+2.7%+2.47%
Feb 11, 2026Q4 FY25$0.61$0.67+9.8%$6.37B$6.35B−0.3%−2.68%
Oct 29, 2025Q3 FY25$0.58$0.61+4.6%$6.25B$6.24B−0.3%+0.82%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.00B$6.35B$6.24B$6.35B$6.05B$6.26B
Gross profit$2.06B$2.18B$1.99B$2.07B$2.08B$2.03B
Operating income$1.20B−$7.97B$1.03B$1.08B$1.08B−$6.43B
Net income$712.0M−$7.82B$615.0M$651.0M$798.0M−$5.46B
Diluted EPS$0.60−$6.57$0.52$0.55$0.67−$4.60
Gross margin34.4%34.4%31.9%32.6%34.4%32.4%
Operating margin19.9%-125.5%16.4%17.1%17.8%-102.7%

Fiscal years (4-quarter sums)FY21 $26.04B · FY22 $26.49B · FY23 $26.64B · FY24 $25.85B · FY25 $24.94B

Revenue by product · Q2 FY26

Meats$481.0M · 35%
Cheese And Dairy$396.0M · 29%
Desserts, Toppings And Baking$281.0M · 20%
Coffee$225.0M · 16%

Revenue by geography · Q2 FY26

North America Segment$4.63B · 74%
International Developed Markets Segment$865.0M · 14%
Emerging Markets$771.0M · 12%

Balance sheet, Jun 27, 2026Cash & short-term investments $2.68B · Total debt $19.00B · Total assets $73.07B · Shareholders' equity $36.01B

Dividends

Next ex-date
Sep 4, 2026
in 6 days
Annual dividend
$1.20
per share
Dividend yield
4.67%
Schedule
Quarterly
4 payments a year

Raised for 6 straight years. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 5, 2026Jun 5Jun 26$0.40
Mar 6, 2026Mar 6Mar 27$0.40
Nov 28, 2025Nov 28Dec 26$0.40
Aug 29, 2025Aug 29Sep 26$0.40
May 30, 2025May 30Jun 27$0.40
Mar 7, 2025Mar 7Mar 28$0.40
Nov 29, 2024Nov 29Dec 27$0.40
Aug 30, 2024Aug 30Sep 27$0.40
View details

Ownership

Institutions 93.86%1.11B sharesInsiders 0.43%5.09M sharesOther 5.71%67.68M shares

Shares outstanding 1.19B · Float 1.18B · 99.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Berkshire Hathaway Inc325.63M27.46%13FAug 14, 2026
BlackRock, Inc.76.37M6.44%13FAug 7, 2026
Vanguard Capital Management LLC54.94M4.63%13FAug 13, 2026
Invesco Ltd.48.70M4.11%13FAug 14, 2026
State Street Corp46.38M3.91%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 18, 2026Diana Frostofficer: Glbl Chief Growth Officer−18,502$23.05
May 12, 2026Steven A. Cahillanedirector, officer: Chief Executive Officer+213,106$23.46
Mar 3, 2026Cory Onellofficer: Chief Omnich Sales & AEM Ofcr−4,991$24.34
Mar 2, 2026Cory Onellofficer: Chief Omnich Sales & AEM Ofcr−9,045$24.61
Dec 18, 2025Miguel Patriciodirector, officer: Executive Chair−125,000$24.84
View details

Peers

  • Conagra Brands

    Hunt's, frozen meals, and meat snacks across the US grocery shelf.

  • Unilever (ADR)

    Hellmann's and Knorr rival Heinz across condiments and cooking aids.

  • McCormick & Company

    Frank's, French's, and spice lines contest KHC's Taste Elevation.

  • Campbell's

    Prego, Rao's, and Pace rival Heinz sauces; Pepperidge Farm vs KHC snacks.

  • General Mills

    Old El Paso, Annie's mac, Progresso, and grain snacks vs KHC platforms.

  • J.M. Smucker

    Folgers rivals Maxwell House in coffee; Hostess adds snacking overlap.

  • Hormel Foods

    Black Label, Applegate, Jennie-O, and Planters vs Oscar Mayer and KHC.

  • Mondelez International

    Oreo, Ritz, and global snack scale from the same Kraft heritage as KHC.

CompareAfter-hours close

CompanyPriceChange
Kraft Heinz$25.72+0.13%$30.47B—12.91.2−1.4%
Conagra Brands$16.05−0.22%$7.70B—10.70.7+3.6%
Unilever (ADR)$63.77−2.01%$140.18B21.7—2.6−17.9%
McCormick & Company$55.34+0.07%$14.88B9.217.92.0+16.7%
Campbell's$23.49+0.43%$6.98B11.512.50.7−4.4%
General Mills$41.13−1.02%$22.18B—13.71.2+1.2%
J.M. Smucker$132.34−0.00%$14.14B61.813.01.5+5.0%
Hormel Foods$21.55−0.07%$11.86B34.213.81.0−2.4%
Mondelez International$62.76+0.66%$79.59B23.019.32.0+4.1%
Median22.313.71.4+2.4%