Latest revenue
$6.05B
as of 2026-03-28
Latest net income
$798.0M
as of 2026-03-28
Net margin
13.2%
as of 2026-03-28
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $28.21B
- Enterprise value
- $47.30B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 0.68×
- Dividend yield
- 6.7%
- 52-wk high
- $29.19
- 52-wk low
- $21.04
- Beta
- —
- Shares out
- 1.19B
5-year trend
What this company does
Kraft Heinz makes and sells packaged food and beverages under brands like Heinz ketchup, Kraft mac and cheese, Oscar Mayer, Philadelphia, and Lunchables. Revenue comes almost entirely from selling these branded grocery products to retailers and foodservice customers across North America and internationally. Sales fell roughly 4% year-over-year and the company booked $9.3 billion in goodwill and intangible impairments in the first nine months of 2025, signaling deep brand-value erosion as it weighs a potential breakup.
Generated from KHC's filing dated 2026-02-12
Key risks
- Massive impairments: $9.3B goodwill/intangible writedowns YTD 2025 drove a $6.5B net loss and pushed retained earnings to -$5.28B deficit.
- Sales declining: Q3 net sales fell 2.3% YoY to $6.24B; nine-month sales down 3.5% to $18.59B, signaling persistent volume/pricing weakness.
- Leverage strain: $21.2B total debt vs. shrinking equity ($41.6B, down $7.7B YTD); $1.9B current debt due against $2.1B cash while paying $1.4B dividends.
Generated from KHC's filing dated 2026-02-12
Profitability
Gross margin
33.3%
4.0%Operating margin
-18.7%
387.5%Net margin
-23.4%
320.8%Return on equity
-14.0%
351.5%Return on assets
-7.1%
330.0%Leverage
Debt / equity
0.96×
21.1%Long-term debt / equity
0.46×
18.6%Debt / assets
49.1%
10.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-28 | $6.05B | +0.8% | $798.0M | +12.1% | 13.2% |
Q4 2025 2025-12-27 | $6.35B | -3.4% | $-61.0M | -102.9% | -1.0% |
Q3 2025 2025-09-27 | $6.24B | -2.3% | $615.0M | +312.1% | 9.9% |
Q2 2025 2025-06-28 | $6.35B | -1.9% | $-7.11B | -7072.5% | -112.0% |
Q1 2025 2025-03-29 | $6.00B | -6.4% | $712.0M | -11.1% | 11.9% |
Q4 2024 2024-12-28 | $6.58B | — | $2.13B | — | 32.4% |
Q3 2024 2024-09-28 | $6.38B | -2.8% | $-290.0M | -210.7% | -4.5% |
Q2 2024 2024-06-29 | $6.48B | -3.6% | $102.0M | -89.8% | 1.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Canned, Frozen & Preservd Fruit, Veg & Food Specialties · SIC 2030
Your notes
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Insider activity
Insider buying
$5.0M
Insider selling
$7.9M
Net activity
−$2.9M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns KHC
Institutional value
$7.21B
Total shares held
342.9M
Distinct holders
742
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 56.1M | $1.26B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 54.5M | $1.23B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 40.4M | $909.5M | — | New |
| 4 | Invesco Ltd. | 22.5M | $505.8M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 7.9M | $178.7M | — | New |
| 6 | DEUTSCHE BANK AG\ | 7.8M | $176.0M | — | New |
| 7 | UBS Group AG | 7.7M | $172.3M | — | New |
| 8 | Bank of New York Mellon Corp | 7.0M | $158.3M | — | New |
| 9 | Legal & General Group Plc | 6.6M | $147.7M | — | New |
| 10 | RWC Asset Management LLP | 4.8M | $109.0M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 4.8M | $107.5M | — | New |
| 12 | California Public Employees Retirement System | 4.3M | $97.8M | — | New |
| 13 | Contrarius Group Holdings Ltd | 4.2M | $95.4M | — | New |
| 14 | COOKE & BIELER LP | 3.9M | $88.1M | — | New |
| 15 | AustralianSuper Pty Ltd | 3.2M | $72.3M | — | New |
| 16 | RWWM, Inc. | 3.2M | $72.1M | — | New |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 2.9M | $64.9M | — | New |
| 18 | Swiss National Bank | 2.6M | $58.6M | — | New |
| 19 | WELLS FARGO & COMPANY/MN | 2.6M | $58.2M | — | New |
| 20 | Sumitomo Mitsui Trust Group, Inc. | 2.6M | $57.6M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With $9.3B in YTD goodwill and intangible impairments shrinking goodwill from $28.7B to $22.2B, which specific brands were written down and why now?
- 2
Dividends paid of $1.42B exceed buybacks plus capex coverage cushion—will you defend the $0.40 quarterly payout if 2026 EBITDA declines further?
- 3
Net sales fell 3.5% YTD to $18.59B; how much is volume versus price, and when does elasticity stop deteriorating in Lunchables and Oscar Mayer?
Refreshed when KHC files a new report · last from 2026-02-12