The Kraft Heinz Company

KHC · NASDAQ

Market closed$25.88$-0.350000 (-1.33%)After hours $25.95 · +0.27%

Key statistics

Previous close$26.23
Open$26.64
Day high$27.13
Day low$25.75
52-week high$29.19
52-week low$21.04
Market cap30.69B
Volume14.34M
Average volume13.96M
P/E ratio10.15
Forward P/E8.84
EPS2.55
Dividend yield+6.18%

Market context

Why it moved

KHC shares declined as analysts maintain a cautious "Reduce" consensus rating with a price target well below current trading levels, while sector-wide headwinds including consumer shifts toward private-label foods, inflation pressures, and an insider share sale weighed on investor sentiment despite the company's recent better-than-expected quarterly results.

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Kraft Heinz closed down 1.33%, underperforming a consumer staples sector that saw early defensive inflows amid broad market risk-off sentiment tied to tech weakness and Middle East tensions. The session's decline came despite a tailwind from rotating capital into staples, as UBS analyst Peter Grom raised his price target on Kraft Heinz to $25 while maintaining a Neutral rating — a modest vote of confidence for a stock trading near multi-year lows. The stock also faces sector headwinds after peer Conagra cut its dividend 50% and guided FY2027 EPS well below estimates, reinforcing concerns across packaged foods around volume pressure, tariff inflation, and limited pricing power. In after-hours trading, shares have edged slightly higher to $25.95.

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July 17, 2026Kraft Heinz surged alongside broader consumer staples in a defensive rotation day, with the XLP sector ETF gaining 2.6% as investors rotated out of AI and chip stocks into defensive names. The rally was amplified by company-specific catalysts: Kraft Heinz paused its planned business separation to refocus on pricing, brand investment, and operational execution, and UBS raised its price target to $25 (from $24) while maintaining a Neutral rating. Morningstar also named KHC a top Q3 pick among undervalued defensive consumer stocks, and the company confirmed Q2 2026 earnings will be released August 5, keeping execution momentum in focus ahead of results.

3.0648

July 16, 2026Kraft Heinz closed modestly higher, outpacing the broader market, as investors weighed the company's decision to pause its planned business separation in favor of refocusing on pricing, brand investment, and operational execution. The strategic pivot has rekindled a valuation debate — while Morningstar names KHC a top Q3 pick and some models suggest fair value near $35, the analyst consensus remains cautious, with JPMorgan reiterating Underweight and raising its target to just $22. Peer Conagra's disappointing FY2027 guidance and 50% dividend cut added context to the headwinds facing the packaged foods sector, with Q2 results due August 5 as the next key catalyst for Kraft Heinz.

1.4753

July 15, 2026Kraft Heinz closed modestly lower as investors digested a confluence of company-specific and sector developments. Most notably, the company paused its previously announced separation plan, opting instead to refocus on pricing, brand building, product innovation, and operational efficiency under CEO Steve Cahillane — a strategic pivot that has drawn mixed reactions. On the positive side, Morningstar named Kraft Heinz one of its top Q3 2026 picks, citing the stock as undervalued, while a Seeking Alpha analysis highlighted the company's 6.4% dividend yield and 13.3% free cash flow yield as compelling defensive attributes amid a broader market rotation into value and staples. The company also confirmed it will report Q2 2026 results on August 5, with a new three-region global operating structure effective July 1 adding structural optionality to the investment case.

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July 14, 2026Kraft Heinz gained amid a broader rotation into defensive and value stocks, outperforming the consumer staples sector ETF (XLP) as investors sought shelter from geopolitical-driven market volatility. Renewed U.S.-Iran hostilities sent oil prices surging and weighed on broader equities, accelerating a shift toward defensive names. Morningstar's Q3 sector outlook added a tailwind by naming Kraft Heinz one of its top picks in consumer defensives, citing the stock as undervalued alongside its compelling 6.4% dividend yield and 13.3% free cash flow yield at current price levels.

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July 11, 2026Kraft Heinz edged higher, outperforming the consumer staples sector (XLP) as investors weighed an upcoming Q2 2026 earnings report against a challenging backdrop. BofA Securities raised its price target on Kraft Heinz to $23 from $21, offering a modest vote of confidence even as consensus remains cautious with an average target of $22.73. The stock trades above that consensus, reflecting some optimism around CEO Steve Cahillane's turnaround plan — anchored by $600M in brand investment — and a resilient 6.5% dividend yield, though PepsiCo's Q2 warning of higher commodity costs in H2 2026 and ongoing Middle East-driven oil price pressures cloud the near-term outlook for the packaged food sector.

0.6888

July 10, 2026Kraft Heinz edged lower, underperforming the broader market, as consumer staples stocks faced dual headwinds from rising oil prices — which squeeze food manufacturing and distribution margins — and climbing bond yields that erode the relative appeal of dividend-yielding stocks. Investors are also bracing for the company's upcoming Q2 earnings, where analysts expect a roughly 23% year-over-year EPS decline, though Kraft Heinz has beaten estimates in each of its last four quarters. Meanwhile, Wells Fargo recently raised its price target to $25 (from $23) on July 8, and the company continues to navigate its $600 million turnaround investment plan under CEO Steve Cahillane, with the dividend yield hovering near 6.5%.

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July 9, 2026Kraft Heinz closed modestly lower, underperforming the broader consumer staples sector (XLP) as Middle East escalation drove a complex trading session for defensive names. While geopolitical risk and surging oil prices initially drew investors toward staples, Kraft Heinz faced additional headwinds: analysts expect a double-digit year-over-year EPS decline in the upcoming Q2 report, and Wells Fargo raised its price target only to $25 (Equal-Weight), reflecting a cautious consensus. Investors are also weighing the company's $600 million turnaround investment plan, its recent Russell 1000 Dynamic Index inclusion, and a "Big Beautiful Boycott" targeting brands like Ore-Ida and Maxwell House, against a still-rich 6.4% dividend yield and improving debt management.

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marketscreener.com · July 16, 2026UBS Adjusts Price Target on Kraft Heinz to $25 From $24, Maintains Neutral RatingSimply Wall Street · July 15, 2026Did Paused Breakup Plans and Refocus on Execution Just Reframe Kraft Heinz's (KHC) Investment Narrative?Food Business News · July 3, 2026Kraft Heinz CEO cites ‘early signs of momentum’Supply Chain Dive · June 23, 2026Kraft Heinz merges procurement and supply chain unitsBarchart.com · June 3, 2026Unusual Trading in Kraft Heinz Call Options After CEO Interview - Is KHC Stock a Buy?Investing.com · May 6, 2026Kraft Heinz Q1 2026 slides: investment plan drives share gains By Investing.comFoodNavigator.com · March 26, 2026Kraft Heinz shares tumble as investor uncertainty growsStocktwits · February 23, 2026Kraft Heinz Stock’s Winning Streak Still Hot: Retail Bulls Bet On Dividend, Turnaround
Benzinga · July 16, 2026UBS Maintains Neutral on Kraft Heinz, Raises Price Target to $25
Mt Newswire · July 16, 2026UBS Adjusts Price Target on Kraft Heinz to $25 From $24, Maintains Neutral Rating
Mt Newswire · July 15, 2026JPMorgan Adjusts Price Target on Kraft Heinz to $22 From $21, Maintains Underweight Rating
Benzinga · July 15, 2026JP Morgan Maintains Underweight on Kraft Heinz, Raises Price Target to $22
Mt Newswire · July 10, 2026BofA Securities Adjusts Price Target on Kraft Heinz to $23 From $21
Benzinga · July 9, 2026Wall Street's Most Accurate Analysts Spotlight On 3 Risk Off Stocks Delivering High-Dividend Yields
Benzinga · July 8, 2026Egg Prices Have Collapsed. Here's Which Stocks Could Win And Lose
Benzinga · July 8, 2026Wells Fargo Maintains Equal-Weight on Kraft Heinz, Raises Price Target to $25

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