Kraft Heinz Co
KHC · Canned, Frozen & Preservd Fruit, Veg & Food Specialties · 1.19B shares · +0%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $314M (gross $455M, SBC $141M)
Reference price $23.05 · est. market cap ~$27.3B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C61Iconic-brand packaged-food giant with elite cash generation but a loss year driven by impairments and eroding pricing power.
Strengths
- Top-decile free cash flow ($3.66B, 96.7th pct) and large cash balance (93.6th pct)
- Globally recognized brand portfolio with scale and diversified categories
Risks
- Negative ROA (-7.1%) and ROE (-14%) plus negative interest coverage signal a large goodwill/intangible writedown
- Private-label pressure, weak pricing power, and weight-loss-drug demand headwinds erode the moat
Notable findings
- No interest coverageInterest coverage -4.93 (cannot cover interest)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $2.6B cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$5M, last 6mo) Form 4 ↗
- China exposureVarious laws and regulations govern our practices including, but not limited to, those related to advertising and marketing, product claims and labeling, food production and nutritional requirements,
- Insider sellingInsider selling — 3 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$770,611, last 6mo) Form 4 ↗
Key metrics
Return on equity
-14.0%
Return on assets
-7.1%
Net-income growth
-313.0%
Interest coverage
-4.9×
Current ratio
1.2×
Free cash flow
$3.7B
EBITDA
-$3.7B
Tangible book value
-$18.0B
Cash & investments
$2.6B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Frost Diana | Sell | 19K | $23.05 |
| 2026-05-14 | PALMER ANTHONY J. | Grant | 7.9K | $23.31 |
| 2026-05-14 | PALMER ANTHONY J. | Grant | 793 | $23.31 |
| 2026-05-14 | Alfonso Humberto P | Grant | 7.9K | $23.31 |
| 2026-05-14 | Fouche Lori Dickerson | Grant | 7.9K | $23.31 |
| 2026-05-14 | Alfonso Humberto P | Grant | 3.2K | $23.31 |
| 2026-05-14 | Cox L Kevin | Grant | 7.9K | $23.31 |
| 2026-05-14 | CAHILL JOHN T | Grant | 13K | $23.31 |
| 2026-05-14 | POPE JOHN C | Grant | 7.9K | $23.31 |
| 2026-05-14 | Sceti Elio Leoni | Grant | 7.9K | $23.31 |
| 2026-05-14 | Kelley Mary Lou | Grant | 793 | $23.31 |
| 2026-05-14 | Sceti Elio Leoni | Grant | 3.2K | $23.31 |
| 2026-05-14 | Kelley Mary Lou | Grant | 7.9K | $23.31 |
| 2026-05-14 | Gherson Diane J | Grant | 7.9K | $23.31 |
| 2026-05-12 | CAHILLANE STEVEN A | Buy | 213K | $23.46 |
| 2026-03-03 | Onell Cory | Sell | 5.0K | $24.34 |
| 2026-03-02 | Onell Cory | Sell | 9.0K | $24.61 |
| 2026-03-01 | Onell Cory | Grant | 21K | — |
| 2026-03-01 | Onell Cory | Tax withheld | 20K | $24.61 |
| 2026-03-01 | Frost Diana | Grant | 40K | — |
| 2026-03-01 | Frost Diana | Grant | 13K | — |
| 2026-03-01 | Frost Diana | Tax withheld | 11K | $24.61 |
| 2026-03-01 | Maciel Andre | Grant | 86K | — |
| 2026-03-01 | Maciel Andre | Grant | 21K | — |
| 2026-03-01 | Maciel Andre | Grant | 38K | — |
| 2026-03-01 | Maciel Andre | Tax withheld | 36K | $24.61 |
| 2026-03-01 | Willis Angel S | Grant | 33K | — |
| 2026-03-01 | Willis Angel S | Grant | 14K | — |
| 2026-03-01 | Willis Angel S | Grant | 4.1K | $24.61 |
| 2026-03-01 | Torres Flavio | Grant | 11K | — |
| 2026-03-01 | Torres Flavio | Grant | 22K | — |
| 2026-03-01 | Torres Flavio | Tax withheld | 25K | $24.61 |
| 2026-03-01 | AMAYA NICOLAS | Grant | 48K | — |
| 2026-03-01 | Patricio Miguel | Grant | 56K | — |
| 2026-03-01 | Patricio Miguel | Tax withheld | 60K | $24.61 |
| 2026-03-01 | CAHILLANE STEVEN A | Grant | 183K | — |
| 2026-03-01 | Maciel Andre | Grant | 6.2K | $24.61 |
| 2026-03-01 | Aydin Janelle Marie | Grant | 39K | — |
| 2026-03-01 | Aydin Janelle Marie | Grant | 9.6K | — |
| 2026-03-01 | Aydin Janelle Marie | Grant | 2.9K | $24.61 |
| 2026-03-01 | Aydin Janelle Marie | Grant | 11K | — |
| 2026-03-01 | Aydin Janelle Marie | Tax withheld | 4.6K | $24.61 |
| 2026-03-01 | Camacho Rodolfo M. | Grant | 41K | — |
| 2026-03-01 | Camacho Rodolfo M. | Grant | 8.7K | — |
| 2026-03-01 | Camacho Rodolfo M. | Grant | 2.6K | $24.61 |
| 2026-03-01 | Camacho Rodolfo M. | Grant | 18K | — |
| 2026-03-01 | Camacho Rodolfo M. | Tax withheld | 13K | $24.61 |
| 2026-03-01 | Asher Chris | Grant | 9.1K | — |
| 2026-03-01 | Asher Chris | Grant | 5.0K | — |
| 2026-03-01 | Asher Chris | Grant | 2.0K | $24.61 |
| 2026-03-01 | Asher Chris | Grant | 4.4K | — |
| 2026-03-01 | Asher Chris | Tax withheld | 3.3K | $24.61 |
| 2026-03-01 | Onell Cory | Grant | 32K | — |
| 2026-01-30 | CAHILLANE STEVEN A | Grant | 232K | — |
| 2025-12-18 | Patricio Miguel | Sell | 125K | $24.84 |
| 2025-12-17 | Patricio Miguel | Sell | 125K | $24.82 |
| 2025-11-05 | Torres Flavio | Grant | 31K | — |
| 2025-09-03 | Willis Angel S | Grant | 35K | — |
| 2025-09-03 | Patricio Miguel | Grant | 37K | — |
| 2025-09-03 | Navio Pedro F P | Grant | 24K | — |
| 2025-09-03 | Camacho Rodolfo M. | Grant | 29K | — |
| 2025-09-03 | Onell Cory | Grant | 21K | — |
| 2025-09-03 | Maciel Andre | Grant | 54K | — |
| 2025-07-18 | Sceti Elio Leoni | Sell | 25K | $27.91 |
| 2025-06-17 | Sceti Elio Leoni | Sell | 25K | $25.91 |
| 2025-05-08 | Sceti Elio Leoni | Grant | 10K | $28.49 |
| 2025-05-08 | Kenesey Timothy | Grant | 11K | $28.49 |
| 2025-05-08 | Patricio Miguel | Grant | 11K | $28.49 |
| 2025-05-08 | Knapp Alicia R | Grant | 6.5K | $28.49 |
| 2025-05-08 | POPE JOHN C | Grant | 6.5K | $28.49 |
| 2025-05-08 | Fouche Lori Dickerson | Grant | 6.5K | $28.49 |
| 2025-05-08 | Gherson Diane J | Grant | 6.5K | $28.49 |
| 2025-05-08 | CAHILL JOHN T | Grant | 6.5K | $28.49 |
| 2025-05-08 | Alfonso Humberto P | Grant | 10K | $28.49 |
| 2025-05-08 | PARK JAMES | Grant | 6.5K | $28.49 |
| 2025-05-08 | Soo Debby | Grant | 6.5K | $28.49 |
| 2025-03-14 | Patricio Miguel | Gift | 72K | — |
| 2025-03-14 | Patricio Miguel | Gift | 72K | — |
| 2025-03-04 | Onell Cory | Sell | 3.1K | $31.60 |
| 2025-03-04 | Garlati Vince | Sell | 4.3K | $31.60 |
| 2025-03-03 | Onell Cory | Sell | 10K | $30.68 |
| 2025-03-03 | Garlati Vince | Sell | 12K | $30.70 |
| 2025-03-01 | Onell Cory | Tax withheld | 23K | $30.71 |
| 2025-03-01 | Abrams-Rivera Carlos | Grant | 83K | — |
| 2025-03-01 | Abrams-Rivera Carlos | Grant | 31K | — |
| 2025-03-01 | Abrams-Rivera Carlos | Grant | 9.2K | $30.71 |
| 2025-03-01 | Abrams-Rivera Carlos | Grant | 5.2K | — |
| 2025-03-01 | Abrams-Rivera Carlos | Grant | 31K | — |
| 2025-03-01 | Abrams-Rivera Carlos | Tax withheld | 54K | $30.71 |
| 2025-03-01 | Lima Marcos Eloi | Grant | 4.3K | — |
| 2025-03-01 | Lima Marcos Eloi | Grant | 2.3K | — |
| 2025-03-01 | Lima Marcos Eloi | Grant | 7.8K | — |
| 2025-03-01 | Lima Marcos Eloi | Tax withheld | 14K | $30.71 |
| 2025-03-01 | Frost Diana | Grant | 19K | — |
| 2025-03-01 | Frost Diana | Grant | 5.8K | — |
| 2025-03-01 | Frost Diana | Grant | 1.6K | $30.71 |
| 2025-03-01 | Frost Diana | Grant | 718 | — |
| 2025-03-01 | Frost Diana | Grant | 5.8K | — |
| 2025-03-01 | Frost Diana | Tax withheld | 7.2K | $30.71 |
| 2025-03-01 | Navio Pedro F P | Grant | 42K | — |
| 2025-03-01 | Navio Pedro F P | Grant | 7.6K | — |
| 2025-03-01 | Navio Pedro F P | Grant | 2.3K | $30.71 |
| 2025-03-01 | Navio Pedro F P | Grant | 1.9K | — |
| 2025-03-01 | Navio Pedro F P | Grant | 12K | — |
| 2025-03-01 | Navio Pedro F P | Tax withheld | 9.3K | $30.71 |
| 2025-03-01 | Torres Flavio | Grant | 4.7K | — |
| 2025-03-01 | Torres Flavio | Grant | 2.7K | — |
| 2025-03-01 | Torres Flavio | Grant | 7.8K | — |
| 2025-03-01 | Torres Flavio | Tax withheld | 15K | $30.71 |
| 2025-03-01 | Willis Angel S | Grant | 16K | — |
| 2025-03-01 | Willis Angel S | Grant | 1.7K | — |
| 2025-03-01 | Willis Angel S | Grant | 504 | $30.71 |
| 2025-03-01 | Werneck Melissa | Grant | 5.7K | — |
| 2025-03-01 | Werneck Melissa | Grant | 3.0K | — |
| 2025-03-01 | Werneck Melissa | Grant | 12K | — |
| 2025-03-01 | Werneck Melissa | Tax withheld | 16K | $30.71 |
| 2025-03-01 | Garlati Vince | Grant | 7.0K | — |
| 2025-03-01 | Garlati Vince | Grant | 3.9K | — |
| 2025-03-01 | Garlati Vince | Grant | 1.5K | $30.71 |
| 2025-03-01 | Garlati Vince | Grant | 1.1K | — |
| 2025-03-01 | Garlati Vince | Grant | 3.9K | — |
| 2025-03-01 | Garlati Vince | Tax withheld | 6.0K | $30.71 |
| 2025-03-01 | Maciel Andre | Grant | 43K | — |
| 2025-03-01 | Maciel Andre | Grant | 14K | — |
| 2025-03-01 | Maciel Andre | Grant | 4.1K | $30.71 |
| 2025-03-01 | Maciel Andre | Grant | 2.6K | — |
| 2025-03-01 | Maciel Andre | Grant | 16K | — |
| 2025-03-01 | Maciel Andre | Tax withheld | 25K | $30.71 |
| 2025-03-01 | Patricio Miguel | Tax withheld | 35K | $30.71 |
| 2025-03-01 | Onell Cory | Grant | 20K | — |
| 2025-03-01 | Onell Cory | Grant | 5.2K | — |
| 2025-03-01 | Onell Cory | Grant | 1.6K | $30.71 |
| 2025-03-01 | Onell Cory | Grant | 1.8K | — |
| 2025-03-01 | Onell Cory | Grant | 12K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-18 | Exec/director change | filing ↗ |
| 2026-06-08 | Reg FD | filing ↗ |
| 2026-05-21 | Material agreementDebt obligationReg FDExhibits | filing ↗ |
| 2026-05-19 | Shareholder vote | filing ↗ |
| 2026-05-13 | OtherExhibits | filing ↗ |
| 2026-05-07 | Reg FDExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-02-18 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-12 | 0001637459-26-000037 ↗ |
| 8-K | 2026-06-08 | 2026-06-08 | 0001193125-26-262099 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0001193125-26-234627 ↗ |
| 8-K | 2026-05-19 | 2026-05-14 | 0001637459-26-000028 ↗ |
| 8-K | 2026-05-13 | 2026-05-07 | 0001193125-26-219918 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001193125-26-210459 ↗ |
| 10-Q | 2026-05-06 | 2026-03-28 | 0001637459-26-000022 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001637459-26-000020 ↗ |
| 8-K | 2026-02-18 | 2026-02-11 | 0001637459-26-000013 ↗ |
| 10-K | 2026-02-12 | 2025-12-27 | 0001637459-26-000009 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0001637459-26-000006 ↗ |
| 8-K | 2026-01-20 | 2026-01-20 | 0001104659-26-005094 ↗ |