Berkshire Hathaway to Sell 325 Million Shares in Kraft Heinz Ahead of Split
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: stocktwits
- Buffett's Exit Plan: Berkshire Hathaway plans to sell over 325 million shares in Kraft Heinz ahead of the company's split, reflecting concerns over ongoing losses that may impact investor confidence.
- Analyst Rating Changes: JPMorgan lowered Kraft Heinz's price target to $24, anticipating persistent volume pressures through 2026, indicating a cautious market outlook for the company's growth prospects.
- Market Sentiment Fluctuation: Although retail sentiment for Kraft Heinz surged from 'bullish' to 'extremely bullish', its stock has dropped over 7% this year, highlighting uncertainty about its future performance.
- Competitive Comparison: While market sentiment slightly favors Kraft Heinz over Mondelez, the latter's price target remains higher, indicating differing investor expectations for the future performance of both companies.
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Analyst Views on KHC
Wall Street analysts forecast KHC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KHC is 25.86 USD with a low forecast of 24.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
0 Buy
14 Hold
1 Sell
Hold
Current: 23.190
Low
24.00
Averages
25.86
High
28.00
Current: 23.190
Low
24.00
Averages
25.86
High
28.00
About KHC
The Kraft Heinz Company manufactures and markets food and beverage products around the world through its eight consumer-driven product platforms: Taste Elevation, Easy Ready Meals, Substantial Snacking, Desserts, Hydration, Cheese, Coffee, and Meats. The Company has two reportable segments defined by geographic region: North America and International Developed Markets. Its other segments, consisting of West and East Emerging Markets (WEEM) and Asia Emerging Markets (AEM), are combined and disclosed as Emerging Markets. It manufactures its products from a wide variety of raw materials. Its brands include Kraft, Oscar Mayer, Heinz, Philadelphia, Lunchables, Velveeta, Ore-Ida, Capri Sun, Maxwell Apartment, Kool-Aid, Jell-O, Heinz, Golden Circle, Wattie’s, Plasmon, Heinz, ABC, Master, Quero, Kraft, and Pudliszki, among others. The Company’s products are sold through its own sales organizations and through independent brokers, agents, and distributors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Berkshire Hathaway's Earnings Outlook Post-Buffett
- Leadership Transition: Warren Buffett handed over the CEO role to Greg Abel at the end of 2025, marking a significant governance shift for Berkshire Hathaway, although the upcoming earnings report is not expected to be as dramatic as some investors fear.
- Investment Strategy Shift: Abel's plan to sell Kraft Heinz stock reflects Buffett's negative views on the investment, and while there is no clear timeline for a sale, it could impact Berkshire's portfolio structure.
- Cash Reserve Advantage: As of Q3 2025, Berkshire Hathaway holds over $380 billion in cash and short-term investments, providing Abel with the flexibility to take on some investment risks as he learns the ropes.
- Future Growth Potential: Under Abel's leadership, Berkshire may leverage its cash reserves for business investments or acquisitions, making the next earnings update an exciting opportunity to discuss future growth prospects.
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Buffett Hands Over Leadership to Abel, New Chapter for Berkshire Hathaway
- Leadership Transition: Warren Buffett handed over the CEO position of Berkshire Hathaway to Greg Abel at the end of 2025, marking a significant change in governance structure, with investors eager for Abel to outline future strategies in the upcoming earnings report.
- Equity Change Plans: Abel plans to sell Kraft Heinz stock, one of Berkshire's largest public investments, which, while appearing drastic, actually reflects a continuation of Buffett's previously expressed negative views, indicating a slight strategic adjustment.
- Management Style Shift: Unlike Buffett's hands-off approach, Abel is expected to adopt a more active management style; however, his long-standing collaboration with Buffett suggests he will continue to adhere to Buffett's investment philosophy, ensuring operational stability.
- Cash Reserve Advantage: As of Q3 2025, Berkshire Hathaway holds over $380 billion in cash and short-term investments, with potential stock sales further boosting this reserve, providing Abel with flexibility for future investments and acquisitions, potentially opening new growth opportunities for the company.
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