Berkshire Hathaway Keeps Kraft Heinz as Its Only Dividend Stock Yielding Over 6%

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โดย The Motley Fool·Read original
Summary · why it matters

Greg Abel, who succeeded Warren Buffett as head of Berkshire Hathaway at the start of 2026, has retained Kraft Heinz as the portfolio's sole dividend stock yielding more than 6% as of July 13. Abel overhauled the portfolio by selling many positions and adding tech and AI names like Alphabet, but he and Buffett opposed Kraft Heinz's earlier plan to break up its business. New CEO Steve Cahillane scrapped that separation in favor of a turnaround strategy that includes a $600 million investment in R&D and marketing, along with adding natural ingredients and streamlining operations. The company's free cash flow grew nearly 60% year over year to $0.8 billion in its fiscal first quarter, supporting the dividend. Kraft Heinz's stock gained 4% year-to-date through July 13, and its price-to-sales ratio of 1.2 is lower than a year ago.

Impact on stocks 3

Consumer Staples · 1 stocks
The Kraft Heinz Company
KHC
▲ PositiveCapitalrelevance

Kraft Heinz's free cash flow grew nearly 60% YoY, supporting its dividend, and the company is pursuing a turnaround strategy with R&D and marketing investment.

Energy Transition & Power Demand · 1 stocks
Berkshire Hathaway Inc
BRK-B
± MixedCapitalrelevance

Berkshire retains Kraft Heinz as a high-yield dividend stock, but the article focuses on portfolio changes and Kraft Heinz's turnaround, not a direct impact on Berkshire.

Artificial Intelligence · 1 stocks