Conagra Brands, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bearish -65

CONAGRA BRANDS REPORTS FOURTH QUARTER AND FULL YEAR RESULTS

AI-generated analysis

Conagra Brands (NYSE: CAG) reported fourth quarter and full fiscal year 2026 results ending May 31, 2026. The company recorded a GAAP net loss of $1.6 billion in the quarter, driven primarily by a $2.0 billion non-cash goodwill and brand impairment charge triggered by a...

Bullish Signals

  • Net debt reduced 11.9% to $7.1 billion.
  • Free cash flow remained robust at $979 million.
  • Grocery & Snacks grew with 4.0% price/mix increase.
  • Adjusted Q4 EPS reached $0.47 excluding impairments.

Bearish Signals

  • Recorded $2.0B non-cash goodwill impairment charge.
  • GAAP net sales decreased 2.9% full year.
  • Gross margin contracted to 23.9% due to inflation.
  • Dividend reduced to $0.70 per share.
  • Fiscal 2027 organic sales growth flat-to-negative (3)% to (1)%.
  • Adjusted operating margin expected to decline to 10.0%-10.5%.
  • SG&A expenses increased 20.4% in Q4.
  • Free cash flow dropped to $979 million.
2
Bearish -60

This Consumer Staples Giant’s Dividend Now Depends on 1 Thing Turning Around

Dividend AI-generated analysis

Conagra Brands (CAG) has halved its quarterly dividend to $0.175, resulting in a forward yield of approximately 5% as shares have declined nearly 50% over the last five years. The company faces significant headwinds with organic volume falling for four consecutive quarters and revenue declining...

Bullish Signals

  • Q1 adjusted EPS beat consensus at 41 cents vs 28.15 cents.
  • Ardent Mills earnings rose 71.8% to $50M, offsetting core weakness.
  • Foodservice segment grew 3.2%, showing resilience despite volume declines.

Bearish Signals

  • Organic volume fell four quarters; revenue down -5.8% to -1.4%.
3
Bearish -50

Conagra Brands: A 5% Yield And Low Multiple Cannot Hide A Struggling Turnaround

Analyst downgrade Earnings report Guidance lowered AI-generated analysis

Conagra Brands, Inc. (CAG) has been downgraded from Hold to Sell by an analyst citing persistent operational and macroeconomic headwinds that outweigh the stock's attractive 5% dividend yield and low valuation multiple. The company's latest quarter revealed declines in organic net sales and volumes across...

Bearish Signals

  • Downgraded to Sell due to operational and macro headwinds.
4
Bullish +55

Saporu sees ‘strong value’ in Conagra Brands after Q3 earnings

Earnings report AI-generated analysis

Conagra Brands Inc (NYSE: CAG) reported better-than-expected financial results for its fiscal third quarter, causing the stock to trade up in premarket trading despite being down over 20% from its 52-week high. The company posted net sales of $3.03 billion, representing a slight year-over-year decline...

Bullish Signals

  • Adjusted operating margin improved 49 bps to 16.4% in Q3.

Bearish Signals

  • Net sales declined 1.7% YoY to $3.03 billion.
  • GAAP EPS dropped from 72 cents to 64 cents.
5
Somewhat Bearish -25

Barclays cuts target for Conagra Brands stock to USD 16.00

Analyst downgrade AI-generated analysis

Barclays has lowered its price target for Conagra Brands to USD 16.00 from USD 17.00 while maintaining an Overweight rating following the company's fiscal 2027 first-quarter results released in late September 2026. The analyst firm cited a divergence between higher adjusted earnings and declining sales...

Bullish Signals

  • Net income rose 6.0% to USD 174.3 million.
  • EPS grew 5.9% to USD 0.36.
  • Foodservice organic sales increased 3.3%.
  • Management reaffirmed fiscal 2027 guidance.

Bearish Signals

  • Organic net sales declined 1.1% due to volume drop.
6
Somewhat Bearish -45

Barclays keeps Buy rating for Conagra Brands stock

Analyst upgrade Earnings report AI-generated analysis

Barclays maintained its Buy rating and a USD 17.00 price target for Conagra Brands, citing a meaningful difference in expectations compared to the consensus target of USD 13.85. The analyst firm's stance persists despite the company reaffirming fiscal 2027 guidance that projects organic net sales...

Bullish Signals

  • Barclays maintains Buy rating with $17.00 price target.
  • Adjusted EPS rose 5.10% to $0.41 in Q1 FY2027.

Bearish Signals

  • Net sales declined 1.40% to USD 2.60 billion.
  • Operating profit fell 22.70% to USD 268.40 million.
  • Cash flow deteriorated to net cash used of USD 4.20 million.
  • Free cash flow turned negative at USD 127.90 million.
  • Net debt stands at USD 7.40 billion with 3.99x leverage.
7
Somewhat Bearish -45

Conagra Brands (CAG) Stock: What Wall Street Expects from Earnings Wednesday

Earnings report AI-generated analysis

Conagra Brands (CAG) is set to report fiscal first-quarter earnings on Wednesday, September 30, with the stock trading near $14. Wall Street analysts project a challenging quarter driven by consumer trade-downs and elevated input costs, expecting revenue of approximately $2.59 billion, which represents a roughly...

Bullish Signals

  • Plans $1B factory upgrades over three years.
  • Targets >4% COGS productivity gains by FY2027.

Bearish Signals

  • Revenue drops 2% as shoppers trade down to cheaper options.
8
Bullish +75

Conagra Brands: The Dividend Cut Makes Me Even More Bullish

AI-generated analysis

Conagra Brands (CAG) is being repositioned under new CEO leadership with a strategic pivot to prioritize debt reduction and business reinvestment over shareholder payouts. The company has halved its dividend, freeing approximately $335 million annually for these purposes, which aims to bolster supply chain resilience,...

Bullish Signals

  • Trading at low P/FCF multiple of roughly 7.
  • Halving dividend frees ~$335 million annually for debt repayment.
  • Analysts maintain 'Strong Buy' rating with high intrinsic value.
  • Strategic repositioning under new CEO aims to accelerate turnaround.

Bearish Signals

  • Macro headwinds and consumer weakness persist.
  • FY26 results pressured by ongoing macro conditions.
9
Somewhat Bearish -25

Conagra Brands stock rises 1.21 percent after earnings beat expectations

Earnings report Financial outlook AI-generated analysis

Conagra Brands reported first-quarter fiscal 2027 results that beat adjusted earnings per share (EPS) expectations, with the stock rising 1.21 percent to close at $13.36. The company delivered adjusted EPS of $0.41, surpassing the consensus estimate of $0.28, while reaffirming its full-year fiscal 2027 guidance...

Bullish Signals

  • Beat Q1 fiscal 2027 adjusted EPS expectations with $0.41.
  • Adjusted net income rose 4.3% to $197 million YoY.

Bearish Signals

  • Organic sales declined 1.1% due to volume drop.
10
Slightly Bullish +20

Conagra Brands Q1 FY2027 earnings beat Wall Street estimates

Dividend Earnings report AI-generated analysis

Conagra Brands reported first-quarter fiscal 2027 adjusted earnings of 41 cents per diluted share, significantly beating Wall Street estimates of 28 cents. Total net sales reached $2.60 billion, narrowly surpassing analyst expectations of $2.59 billion despite a 1.4% year-over-year decline. Reported diluted earnings per share...

Bullish Signals

  • Q1 FY2027 EPS beat estimates at 41 cents vs 28 cents expected.

Bearish Signals

  • Net sales declined 1.4% to $2.60B, missing growth expectations.
11
Somewhat Bearish -45

Conagra Brands stock steadies as ISS challenges executive pay plan

AI-generated analysis

Conagra Brands stock traded around USD 15.26 on September 9, 2026, remaining virtually unchanged despite a challenge to its executive compensation plan by proxy adviser ISS. The advisory firm recommended shareholders vote against the proposal, citing that the number of shares backing the CEO's long-term...

Bearish Signals

  • ISS recommended against executive pay plan citing poor stock returns.
  • CEO incentive shares increased despite negative share price performance.
  • Net loss of USD 1.9 billion in fiscal year ended May 2026.
  • EBIT declined nearly 19% to USD 1.35 billion due to higher costs.
  • Shares trade well below historical peaks amid past weakness.
12
Somewhat Bearish -25

Conagra Brands stock edges lower as ISS challenges executive pay and guidance stays cautious

AI-generated analysis

Conagra Brands stock edged lower on September 7, 2026, as investors reacted to a proxy adviser's recommendation to reject the company's new executive compensation plan. ISS argued that the proposed pay structure lacks sufficient alignment with performance and shareholder interests, particularly given Conagra's recent decision...

Bullish Signals

  • EPS beat estimates at USD 0.47.
  • Revenue grew 3.6% YoY to USD 2.88B.
  • Launching Banquet MEGA Crispy Chicken Tenders.

Bearish Signals

  • Proxy adviser ISS urged vote against executive comp plan.
  • Recorded negative net margin of 16.99% last fiscal year.
  • Analysts maintain 'Reduce' rating with $14.07 price target.
  • Expected EPS to decline 20.5% year-over-year next quarter.
13
Bearish -65

Conagra: I Walked Right Into A Value Trap; Now I Am Stepping Aside (Rating Downgrade)

AI-generated analysis

Conagra Brands, Inc. (CAG) faces a significant reassessment of its investment thesis following the release of disappointing quarterly results. The company has announced a massive $2 billion goodwill impairment charge and a drastic 50% reduction in its dividend payout, signaling severe financial distress and potential...

Bearish Signals

  • $2B goodwill impairment reduces net income.
  • Dividend cut 50% signals low cash flow.
  • Analyst downgrades buy rating; turnaround invalid.
  • Stock labeled 'value trap' with poor fundamentals.
14
Somewhat Bearish -25

Assenagon Asset Management S.A. Sells 737,108 Shares of Conagra Brands $CAG

AI-generated analysis

Assenagon Asset Management S.A. significantly reduced its position in Conagra Brands (NYSE: CAG) by 97.9% in the first quarter, selling 737,108 shares and retaining only 16,006 shares valued at $252,000. Conversely, several major institutional investors increased their stakes during the fourth quarter, including Virginia Retirement...

Bullish Signals

  • Goldman Sachs increased stake by 23.7%, holding 8M shares worth $140.6M.
  • Sound Income Strategies grew holdings by 153.4% to own 406,666 shares.
  • AIA Group raised position by 238.9%, acquiring 145,191 additional shares.
  • Director Richard H. Lenny bought 25,000 shares for $358,500, up 12.23%.
  • Director John J. Mulligan acquired 17,500 shares for $250,425, up 542.13%.

Bearish Signals

  • Assenagon Asset Management reduced holdings by 97.9%.
  • BNP Paribas Exane lowered target price to $14.00.
  • Deutsche Bank cut target price to $12.00.
  • Wells Fargo cut target price to $13.00.
  • Evercore lowered target price to $13.00.
15
Somewhat Bullish +45

Earnings Previews: Conagra, Constellation Brands, Lamb Weston

AI-generated analysis

This article previews upcoming quarterly earnings reports for three major consumer staples companies: Conagra Brands (CAG), Constellation Brands (STZ), and Lamb Weston Holdings (LW). The piece provides detailed analyst expectations, stock performance metrics, and valuation multiples for each ticker ahead of their scheduled reporting dates....

Bullish Signals

  • Constellation Brands shares up 8.4% in 12 months.
  • Market cap of $45.3 billion for largest U.S. stock.
  • Revenue expected to rise 6.0% to $2.82 billion.
  • Conagra dividend yield stands at 5.23%.
  • Median price target shows 36.2% upside potential.

Bearish Signals

  • Conagra share price fell 31% YTD.
  • Lamb Weston stock dropped ~20% recently.
  • Conagra faces 0.6% sequential revenue decline.
  • Conagra expects 3.5% adjusted EPS drop.
16
Bullish +52

Conagra packs shelves with new frozen meals, sides and snacks - Stock Titan

AI-generated analysis

Conagra Brands (NYSE: CAG) is launching a comprehensive portfolio of new frozen, refrigerated, and pantry products in June 2026 to capitalize on summer demand. The extensive lineup spans breakfast items, single-serve and family meals, vegetable sides, plant-based entrees, canned goods like chili and beans, and...

Bullish Signals

  • Expands frozen lineup across nearly 100 brands for pricing power.
  • Introduces GLP-1-friendly 'On Track' options aligning with health trends.
  • Banquet MEGA bowls offer 25% more food than competitors.
  • New high-protein options include Banquet (30g) and Gardein (40g).
  • Leverages trusted brands like Marie Callender's and P.F. Chang's.
17
Somewhat Bearish -25

Arrowstreet Capital Limited Partnership Has $180.09 Million Holdings in Conagra Brands $CAG - MarketBeat

AI-generated analysis

Arrowstreet Capital Limited Partnership significantly increased its stake in Conagra Brands (CAG) by 34.5% in the fourth quarter, ending with approximately 10.4 million shares valued at $180.1 million. While Arrowstreet boosted its position, other institutional investors like Harbour Investments and Thurston Springer Miller Herd &...

Bullish Signals

  • Arrowstreet Capital increased stake by 34.5%.
  • Stock offers high dividend yield of 10.2%.
  • Revenue of $2.79 billion beat expectations.
  • Directors Lenny and Mulligan bought shares in April.
  • Company maintains positive return on equity of 10.15%.

Bearish Signals

  • Missed earnings estimates causing negative P/E of -137.31.
  • Consensus rating reduced to $14.33 by major analysts.
  • Negative dividend payout ratio of -1,400% uncovered by earnings.
  • Revenue declined 1.9% year-over-year showing core weakness.
  • Wells Fargo downgraded to underweight and targets cut.
18
Slightly Bearish -20

78,986 Shares in Conagra Brands $CAG Acquired by Marathon Trading Investment Management LLC - MarketBeat

AI-generated analysis

Marathon Trading Investment Management LLC disclosed a new fourth-quarter position in Conagra Brands (NYSE: CAG), purchasing 78,986 shares valued at approximately $1.37 million. Institutional ownership remains high at 83.75%, with several other firms like NewEdge Advisors, United Services Automobile Association, and Woodline Partners LP increasing...

Bullish Signals

  • Revenue hit $2.79 billion despite slight decline.
  • Institutional ownership stands at 83.75% with increased stakes.
  • Attractive dividend yield of 10.2% based on recent payment.
  • Insiders including Director Richard H. Lenny actively buying shares.
  • Wall Street Zen upgraded rating from 'sell' to 'hold'.

Bearish Signals

  • EPS missed estimates, resulting in negative P/E ratio of -137.31.
  • Negative dividend payout ratio of -1,400.00% suggests earnings don't cover dividends.
  • Analysts rate stock 'Reduce' with target price near current trading level.
  • Zacks Research downgraded to 'strong sell' due to future performance concerns.
19
Somewhat Bearish -35

Conagra Brands stock falls 1.5 percent as RBC cuts target

Analyst downgrade Earnings report AI-generated analysis

Conagra Brands stock fell 1.5% to $14.45 on September 25, 2026, following a downgrade by RBC Capital which cut its price target from $16.00 to $14.00 while maintaining a Sector Perform rating. The analyst firm identified freight and logistics costs as the primary incremental risk...

Bullish Signals

  • EPS beat at $0.47 vs $0.46 consensus.
  • Revenue grew 3.6% despite cost headwinds.

Bearish Signals

  • RBC cut price target from $16.00 to $14.00 due to freight/logistics costs.
  • Revenue of $2.88B missed expectations of $2.89B.
20
Slightly Bullish +25

Conagra Brands stock gains as Deutsche Bank raises price target

AI-generated analysis

Conagra Brands stock is trading around USD 15.20 as of mid-September 2026, positioning the packaged food group above its consensus analyst price target of roughly USD 14.10. Despite this recovery, analysts maintain a cautious outlook with a consensus rating of Reduce based on coverage from...

Bullish Signals

  • Stock trades above consensus analyst price target.
  • Deutsche Bank raised 12-month price target by 8.33%.

Bearish Signals

  • Consensus rating is Reduce with 6 sells vs 1 buy.
  • Limited upside remains despite recent price recovery.