Kraft Heinz (NASDAQ:KHC) Posts Earnings Results, Beats Estimates By $0.08 EPS

Kraft Heinz (NASDAQ:KHC) posted its quarterly earnings results on Wednesday. The company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.50 by $0.08, FiscalAI reports. Kraft Heinz had a negative net margin of 23.44% and a positive return on equity of 7.07%. The firm had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.89 billion. During the same period in the prior year, the business posted $0.62 earnings per share. The business’s revenue for the quarter was up .8% on a year-over-year basis. Kraft Heinz updated its FY 2026 guidance to 1.980-2.100 EPS.

Here are the key takeaways from Kraft Heinz’s conference call:

• Q1 showed meaningful share recovery: total portfolio holding/gaining share rose from 21% last year to 35% YTD and reached 58% in March, while Taste Elevation brands improved to 81% in Q1 (87% in March).
• The company reclassified portfolio priorities — frozen moved from Win Big to Hold, hydration upgraded to Win Big (Capri Sun focus), and cheese moved from Hold to Win — signaling active portfolio optimization.
• Guidance was kept largely unchanged but near-term headwinds persist: Q2 revenue is expected down ~3%–5% (Easter timing), SNAP benefit cuts are a ~100 bp annual headwind starting in Q2, and energy/resin inflation spikes (resin hedged only through mid?Q3) could pressure margins later in the year.
• Cash flow and capital allocation remain constructive: strong Q1 free cash flow, plans to pay down upcoming maturities, and continued deployment of $600 million in growth investments (marketing at least 5.5% of revenue; Q1 marketing +37%), with productivity (~4% of COGS) prioritized as the first line of defense versus inflation.

Kraft Heinz Trading Up 2.4%

NASDAQ:KHC traded up $0.53 during mid-day trading on Wednesday, reaching $23.07. The company’s stock had a trading volume of 26,334,285 shares, compared to its average volume of 13,348,041. The company’s fifty day simple moving average is $22.80 and its two-hundred day simple moving average is $23.83. The stock has a market cap of $27.36 billion, a P/E ratio of -4.67 and a beta of 0.06. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.15 and a quick ratio of 0.79. Kraft Heinz has a twelve month low of $21.03 and a twelve month high of $29.19.

Kraft Heinz Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Friday, June 5th will be paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 6.9%. Kraft Heinz’s dividend payout ratio (DPR) is presently -32.39%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on KHC. Mizuho lowered their price target on shares of Kraft Heinz from $27.00 to $25.00 and set a “neutral” rating on the stock in a report on Monday, February 23rd. Wells Fargo & Company dropped their price target on shares of Kraft Heinz from $25.00 to $23.00 and set an “equal weight” rating on the stock in a research note on Thursday, March 12th. Barclays lifted their target price on shares of Kraft Heinz from $24.00 to $25.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 12th. The Goldman Sachs Group set a $23.00 price objective on shares of Kraft Heinz in a report on Thursday, February 12th. Finally, UBS Group cut their price target on shares of Kraft Heinz from $25.00 to $23.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Kraft Heinz currently has an average rating of “Reduce” and an average target price of $23.47.

Insider Activity at Kraft Heinz

In other Kraft Heinz news, insider Cory Onell sold 4,991 shares of Kraft Heinz stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $24.34, for a total transaction of $121,480.94. Following the sale, the insider directly owned 197,463 shares in the company, valued at $4,806,249.42. The trade was a 2.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.24% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in KHC. Jessup Wealth Management Inc acquired a new stake in shares of Kraft Heinz during the fourth quarter worth $27,000. DV Equities LLC bought a new stake in Kraft Heinz during the 4th quarter valued at approximately $29,000. Rakuten Securities Inc. lifted its position in shares of Kraft Heinz by 172.4% in the 2nd quarter. Rakuten Securities Inc. now owns 1,245 shares of the company’s stock worth $32,000 after acquiring an additional 788 shares during the period. O Domhnaill Enterprises Inc. bought a new stake in shares of Kraft Heinz in the 4th quarter worth approximately $35,000. Finally, Rossby Financial LCC raised its holdings in shares of Kraft Heinz by 83.7% in the 4th quarter. Rossby Financial LCC now owns 1,837 shares of the company’s stock worth $45,000 after buying an additional 837 shares in the last quarter. Institutional investors and hedge funds own 78.17% of the company’s stock.

Trending Headlines about Kraft Heinz

Here are the key news stories impacting Kraft Heinz this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS $0.58 vs. $0.50 consensus and revenue $6.05B topping estimates, which traders viewed as confirmation the turnaround is beginning to show through to the P&L. Kraft Heinz (KHC) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Board declared a regular quarterly dividend of $0.40 per share (about a 6.9% yield), supporting income-focused investor demand and signaling confidence in cash flow. The Kraft Heinz Company Declares Regular Quarterly Dividend of $0.40 Per Share
• Neutral Sentiment: Company maintained FY?2026 EPS guidance of $1.98–$2.10 (vs. ~2.04 consensus) — guidance is roughly in line but slightly mixed versus street expectations, which tempers the upside from the quarter. Kraft Heinz Reports First Quarter 2026 Results; Maintains 2026 Full Year Outlook
• Neutral Sentiment: Management says the turnaround is gaining traction with early market?share improvements after increased brand investment — positive strategically but still early to translate into sustained top-line growth. Kraft Heinz Sales Tick Up as Turnaround Efforts Take Hold
• Negative Sentiment: CEO warned consumers are “literally running out of money” and the company is cutting prices and earmarked ~$600M to adjust pricing/products — a signal of demand weakness and potential margin pressure ahead. Kraft Heinz Slashes Prices as Consumer Affordability Hits Breaking Point
• Negative Sentiment: Underlying organic sales showed weakness (volume declines) and cost pressure weighed on operating income despite the headline beat — raises questions about sustainability of margins and growth. Kraft Heinz Q1 Earnings Beat Estimates Despite Organic Sales Dip

About Kraft Heinz

The Kraft Heinz Company (NASDAQ: KHC) is a global food and beverage company formed in 2015 through the merger of Kraft Foods Group and H.J. Heinz Company. The combination created one of the largest packaged-food companies in the world, built around well-known consumer brands. The merger was supported by major investors and established a multi-national platform for branded food products.

Kraft Heinz develops, manufactures, markets and distributes a broad portfolio of branded packaged foods and condiments.