KHCConsumer Defensive · Packaged FoodsThe 20 Wall Street analysts covering The Kraft Heinz Co. hold a median 12-month price target of $24 — -7.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 4 Nov 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores The Kraft Heinz Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (94): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (22): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on KHC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −7.7% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 20 Oct 2026 | JP Morgan | Maintains | Underweight | — |
| 16 Oct 2026 | Barclays | Maintains | Equal-Weight | — |
| 5 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 24 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 22 Sept 2026 | TD Cowen | Reiterates | Hold | — |
| 17 Sept 2026 | RBC Capital | Initiates | Outperform | — |
| 14 Sept 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 7 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 7 Aug 2026 | Barclays | Maintains | Equal-Weight | $25 → $26 |
| 6 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 6 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $23 → $24 |
| 6 Aug 2026 | Piper Sandler | Maintains | Neutral | $24 → $25 |
| 6 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 6 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 6 Aug 2026 | TD Cowen | Maintains | Hold | $20 → $22 |
| 6 Aug 2026 | UBS | Maintains | Neutral | $25 → $27 |
| 6 Aug 2026 | UBS | Maintains | Neutral | — |
| 23 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 23 July 2026 | Evercore ISI Group | Maintains | In-Line | $22 → $23 |
| 16 July 2026 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
KHC appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, The Kraft Heinz Co. returned +12.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 50% of US stocks
Cheaper than 65% of US stocks
Cheaper than 76% of US stocks
Cheaper than 43% of US stocks
Higher than 25% of US stocks
Higher than 35% of US stocks
Higher than 37% of US stocks
Higher than 73% of US stocks
Higher than 18% of US stocks
Higher than 37% of US stocks
Higher than 69% of US stocks
Higher than 95% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Kraft Heinz Co. has a market value of $29.1B and an enterprise value of $46.0B.
Revenue in the twelve months to 30 June 2026: $24.9B. The latest quarter shrank 1.4% year on year.
Net income over the same four quarters: −$3.4B, a −13.7% net margin.
Diluted earnings per share, trailing twelve months: $−2.86.
Free cash flow in the twelve months to 30 June 2026: $3.8B, after $805.0M of capital spending.
The Kraft Heinz Co. spent $28.0M on share buybacks and $1.9B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 13.0×; forward P/E: 11.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 6.53%, paying out 73% of earnings.
The Kraft Heinz Co. employs 35,000 people — $711K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Kraft Heinz Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Kraft Heinz will divest its North American coffee business to One Rock and is deploying $700 million in brand and marketing investments.
Why it matters — These moves reflect changes to Kraft Heinz's business portfolio and spending priorities.
Kraft Heinz executives said the company is simplifying its portfolio, sustaining investment and preparing for higher input-cost inflation in 2027. They also highlighted plans to improve growth through innovation, retail shelf resets and productivity efforts.
Why it matters — These priorities outline how KHC plans to address costs and pursue growth.
One Rock Capital Partners is buying Kraft Heinz’s coffee business at an enterprise value of $650 million.
Why it matters — The sale concerns a Kraft Heinz business and its stated enterprise value, which may be relevant to investors following the company.
Kraft Heinz reported third-quarter earnings and sales that topped estimates despite year-over-year declines. Emerging Markets growth supported results, and the company raised its 2026 earnings outlook.
Why it matters — KHC watchers may note the better-than-expected quarterly results and the raised 2026 earnings outlook alongside annual declines.
Seeking Alpha published a transcript of The Kraft Heinz Company's Q3 2026 earnings call.
Why it matters — The transcript is a source of management commentary and discussion related to KHC's quarterly results.
The 20 Wall Street analysts covering The Kraft Heinz Co. have a median 12-month price target of $24, with estimates ranging from $19 to $41. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering The Kraft Heinz Co., 2 rate it a Buy, 14 a Hold and 4 a Sell. Ticker Nerd's systematic factor model ranks The Kraft Heinz Co. 76 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, The Kraft Heinz Co. ranks 76 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (94 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies -7.7% from the last close, and Ticker Nerd's factor model ranks The Kraft Heinz Co. 76 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Kraft Heinz Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KHC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $19 to $41 over the next 12 months.
The Kraft Heinz Co. returned +12.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
The Kraft Heinz Company is a global food and beverage company that manufactures and markets a broad portfolio of everyday grocery products. The company’s core offerings include condiments, sauces, dressings, spreads, cheese, frozen meals, snacks, desserts, beverages, coffee, and meats, serving consumers through widely recognized household brands.
The most recent item we track (The Motley Fool, 5 Nov 2026): "Kraft Heinz: 3 Key Takeaways for Long-Term Investors". Kraft Heinz will divest its North American coffee business to One Rock and is deploying $700 million in brand and marketing investments.
The Kraft Heinz Company is a global food and beverage company that manufactures and markets a broad portfolio of everyday grocery products. The company’s core offerings include condiments, sauces, dressings, spreads, cheese, frozen meals, snacks, desserts, beverages, coffee, and meats, serving consumers through widely recognized household brands. Its products are sold across North America and international markets, giving it a significant role in packaged foods and household staples. The Kraft Heinz Company focuses on high-volume, branded food categories that are widely distributed through retail, foodservice, and other consumer channels. Headquartered in Pittsburgh, Pennsylvania, the company operates as an important participant in the global consumer staples sector, supplying products that are central to daily meal preparation and convenience-focused consumption.
CEO Mr. Steven A. Cahillane · 35,000 employees · United States · https://www.kraftheinzcompany.com
