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Conagra Brands, Inc.
CAGConsumer DefensiveNYSEUS
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Mid-Day Stocks: Stocks are trading lower on Wednesday, as oil and yields move higher. Once again, it was "Welcome back, my friends to the show that never ends." On cue, the never-say-die stock market shook off early worries and all the major indices closed higher on Tuesday. Like the proverbial broken record, the S&P 500... Here Are Wednesday's Top Wall Street Analyst Research Calls: Boyd Gaming, Chipotle Mexican Grill, Conagra, Dollar General, MGM Resorts International, Omnicom Group, Yum! Brands, and More
Investors turn to dividend-yielding stocks in turbulent markets. Benzinga offers latest analyst ratings and news for high-yielding energy stocks.
Summertime is finally here, which means it's time for baseball, barbeques, and beverages. But in 2026, it's also time to break out the credit card as sky-high prices on commodities like oil and beef are squeezing consumers.
Conagra's dividend yield is 9.8%, and investors should tread with caution.
Two beaten-down names paying very attractive dividends are moving from the watch list onto our to-buy list. Both face current headwinds, but their underlying business models remain competitively positioned, which should help deliver long-term total return outperformance. However, they do face very real headwinds and risks that I detail in this article.
Conagra Brands, Inc. (CAG) faces persistent operational and strategic challenges, with shares down 22% YTD despite a sector rally and a new CEO recently appointed. CAG's 10.4% dividend yield appears covered by operating cash flow, but long-term safety is questionable without a credible growth or innovation strategy. Organic growth remains inconsistent, with recent gains driven by price/mix rather than volume, and margin compression persists amid commodity inflation and tariffs.
I upgrade Conagra Brands to Strong Buy, backed by an irrationally high margin of safety and significant turnaround potential. CAG's narrowed guidance, robust FCF conversion (~105%), and accelerated net debt reduction ($800M) reinforce its financial position in a tough macro setting. Portfolio optimization, Project Catalyst, and a new CEO from SJM position CAG for enhanced operational efficiency and strategic adaptation.
In consumer goods, the highest yields often signal distress, so the strongest choices are companies whose cash flow clearly supports their payouts. Philip Morris and British American Tobacco pair high yields with credible growth in alternative products, for the strongest blend of income and business momentum.
Meat Snacks, Seeds, Sweet & Salty Offerings Highlight Dynamic Portfolio CHICAGO, May 18, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is prepping a collection of satisfying snacks and tempting sweets for the bright lights of Las Vegas and the National Confectioners Association's 2026 Sweets & Snacks Expo. Meat snacks, sweet treats, and salty snacks comprise the company's $3.3 billion1 snacks portfolio, highlighted by several industry-leading brands.
Conagra has a huge 9.9% dividend yield, while General Mills' yield is 7.2%. Dividend investors should tread with caution with one of these food makers, but the other could be a long-term opportunity.
I highlight the top ten ReFa/Ro dividend dogs for April 2026, all offering dividends from $1,000 invested that exceed their share price. Analyst 1-year targets project 23.15% to 71.69% net gains for these high-yield stocks by April 2027, with an average estimated gain of 46.15%. Five lowest-priced ReFa/Ro dogs are expected to outperform, delivering 21.96% higher gains versus the full top ten, per analyst targets.
Let's capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot!
AVNS, BKR and CAG have been added to the Zacks Rank #5 (Strong Sell) List on May 15th, 2026.
Conagra Brands' Q3 adjusted gross margin slides 112 bps to 23.7%, even as organic sales return to growth, showing costs still bite.
Conagra Charitable Donation Will Fund 100 Scholarships CHICAGO, May 12, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is celebrating America's 250th birthday with a poignant and meaningful partnership. Conagra Brands is teaming up with Folds of Honor, a charitable organization that ensures families who've sacrificed so much for our country and communities receive the education and opportunities they deserve.
In investing, it's OK to be wrong once. You cannot be wrong twice. This means when you've picked a loser, you need to bail. We revisit Buffett's rule No. 1, analyze five duds, and explain what investors can do.
CHICAGO, May 4, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced the publication of its Fiscal 2025 Citizenship Report, highlighting key initiatives and actions that support Conagra's employees, the communities it serves and the health of the planet. Conagra's Citizenship approach is centered around four pillars—Good Food, Responsible Sourcing, Better Planet and Stronger Communities—that guide how the company creates value while operating responsibly.
Conagra Brands (CAG) reported earnings 30 days ago. What's next for the stock?
Blue Owl Capital Inc. and Conagra Brands, Inc. offer 10% yields amid poor sentiment, with turnaround potential if management executes successfully. OWL trades at 10.4x earnings, well below its 24.4x average, and boasts 100% fee-related earnings backed by $223B in permanent capital. CAG faces margin pressure from consumer trade-downs but trades at 8x earnings, with analysts expecting EPS stabilization and possible growth by FY2028.
Wages cover the bills. Dividends buy back your time.
Consumer staples are boring and reliable. And they typically pay generous dividends.
Cwm LLC cut its position in shares of Conagra Brands (NYSE: CAG) by 33.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 174,046 shares of the company's stock after selling 89,330 shares during the period. Cwm LLC's holdings in
David Alton Clark, who runs Retirement Income Warrior, actively harvested profits from gains in META, AMD, AMZN, and GLW, redeploying capital into high-yield opportunities like Conagra (CAG) at a 9% yield. Portfolio strategy emphasizes disciplined profit-taking in volatile markets, maintaining significant dry powder (currently 42%) for opportunistic entries.
Conagra Brands may yield almost 10%, but the stock has fallen more than 40% over the past year. Target offers a much lower yield, but a lot more stability.
Conagra is currently caught in a share price drawdown of ~65%, now exceeding in severity the declines recorded during the implosion of the tech bubble and the 2008 financial crisis. Now that market expectations have been revised lower multiple times, Conagra now trades at ~8.7x forward earnings, one of the lowest valuation multiples in the company's history. With organic net sales growth of +2.4% during Q3-26, CAG reported some of the strongest top-line growth numbers in the packaged food industry.
Even in uncertain markets, everyday consumer brands like Post Holdings, Hormel Foods, and Clorox benefit from steady demand, making them resilient long-term holds when others panic. Companies like Bath & Body Works show that cheap valuations can come with real risks, so it pays to focus on businesses with durable demand and clear execution, not just discounted stock prices.
Conagra Brands (CAG) is rated Hold with a $10 target due to high leverage, margin pressure, and dividend sustainability concerns. Organic sales turned positive in Q3 after declining since FY23, but margins are shrinking as Conagra absorbs inflation to win back volume lost to private labels. Dividend at risk: The 10% yield is barely covered by free cash flow, and a cut of around 20% under the new CEO would not be surprising.
The new CEO is a veteran food industry executive. The change in leadership heightens the business's recent struggles, however.
Shares of Conagra Brands Inc (NYSE:CAG) were down more than 5.6% on Monday after the packaged food company announced that CEO Sean Connolly will step down. John Brase, most recently president and chief operating officer at Smucker's, will assume the CEO role at the consumer goods company.
Conagra Brands has tapped veteran consumer-products executive John Brase to replace Sean Connolly as president and chief executive of the food maker, effective June 1.
Conagra Brands named John Brase as the new president and CEO, effective June 1, 2026, succeeding Sean Connolly, who will step away from his leadership roles and from the Board on May 31, 2026.
CHICAGO, April 13, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), today announced that John Brase has been named President and Chief Executive Officer of the Company, effective June 1, 2026. Brase will also join Conagra's Board of Directors.
Shares of Conagra Brands Inc (NYSE:CAG) were down more than 5.6% on Monday after the packaged food company announced that CEO Sean Connolly will step down....
Conagra Brands, Inc. and Hormel Foods Corporation maintain Buy ratings, supported by protein-rich, health-oriented portfolios and resilient dividend policies amid industry headwinds. CAG offers a compelling ~9% dividend yield, strong cash flow, and a diversified product mix, though high leverage warrants close monitoring. HRL boasts a rock-solid balance sheet, 59 years of dividend increases, and steady growth, but faces greater cyclicality due to meat input costs.
Pre-Market Stock Futures: Futures are trading lower this morning, as many on Wall Street feel the temporary ceasefire may be just that. But what a difference a day can make. After it was announced that the U.S. and Iran had agreed to a Pakistan-brokered 14-day cease-fire, with some renewed traffic through the Strait of Hormuz,... Here Are Thursday's Top Wall Street Analyst Research Calls: Alcoa, AppLovin, Circle Internet, CoreWeave, Datadog, Marvell Technology, Netflix, Texas Instruments, and More
Conagra Brands is rated a clear sell, with no visible path to growth despite a seemingly attractive 0.67x forward sales multiple and 9% yield. Gross margin compression, persistent SG&A inflation, and declining revenues highlight ongoing operational and structural challenges for CAG. Management's guidance for FY 2027 remains soft and uncertain, with inflation and commodity volatility posing continued risks to profitability and volume recovery.
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 27 and April 2, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.
Buying stocks at incredibly low valuations often comes with risk, but it may also result in massive returns.
Retirement Systems of Alabama lowered its stake in shares of Conagra Brands (NYSE: CAG) by 90.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 101,762 shares of the company's stock after selling 1,005,071 shares during the period. Retirement Systems
The rise and fall of oil prices are what get the headlines, but that's just the start of the problem the world faces.
The world is focused on oil prices, but the geopolitical conflict in the Middle East is having a wider impact than you may think.
Conagra is deeply undervalued, trading at a forward P/E of 9.25 and offering a near 9% dividend yield. Dividend coverage remains achievable with projected FY26 earnings of $1.70, though input and energy cost risks persist. I target $18.70 per share (forward P/E 11) as fair value, with contrarian upside and attractive option strategies available.
That pundit now believes Conagra is the equivalent of a sell. The company might be out of sync with the times.
Down more than 60% from its highs, Conagra NYSE: CAG stock certainly presents risks. The forces that undercut market sentiment may persist, and stock prices may continue their decline.
ConAgra (CAG) offers a 9% yield, with its stock trading near 2008 crisis levels, primarily due to margin pressure and recent brand divestitures. CAG's Q3 2026 organic revenue rose 2.4%, and management expects stable operating margins and improved pricing power into fiscal 2027. Dividend sustainability is supported by inventory reduction and recent price increases, with 86% of free cash flow used for dividends in the first three quarters.
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Conagra Brands, Inc. (CAG) Q3 2026 Earnings Call Prepared Remarks Transcript
Reported net sales were $2.8 billion. This is above the estimated revenue of $2.76 billion.Reported diluted EPS was $0.42. This is above the estimated EPS of $
Conagra Brands (NYSE: CAG) reported a return to organic net sales growth in its fiscal third quarter of 2026, driven by improved momentum in frozen and continued outperformance in snacks, while maintaining a focus on free cash flow and debt reduction. Organic sales growth returns, with sequential improvement across segments CEO Sean Connolly said the company
Conagra Brands (NYSE: CAG) executives used the company's fiscal third-quarter 2026 earnings Q&A to emphasize improving volume trends in key categories, outline how management is thinking about potential inflation scenarios, and provide detail on cost visibility and fourth-quarter expectations. Management reiterates volume-first approach, with flexibility if inflation returns CEO Sean Connolly said the company shifted its
Conagra Brands Inc. (NYSE: CAG) on Wednesday reported mixed third-quarter results and issued a cautious outlook.
Conagra Brands (NYSE: CAG), Cal-Maine Foods (NASDAQ: CALM), and Lamb Weston (NYSE: LW) all reported Q3 FY2026 earnings on April 1, 2026, and Wall Street's verdict is split: Cal-Maine is the relative bright spot, Lamb Weston faces genuine skepticism despite a headline beat, and Conagra sits under direct analyst pressure with a price target below current trading levels.
Conagra is a large consumer staples company with a collection of brands that aren't industry leaders. General Mills is a large food maker that has long focused on owning the best brands.
Release Date: April 01, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Conagra Brands
Conagra Brands, Inc. (CAG) Q3 2026 Earnings Call Transcript
CAG's Q3 EPS lags as margins shrink, but organic sales rise on stronger frozen and snacks volumes amid inflation and divestiture headwinds.
While the top- and bottom-line numbers for Conagra Brands (CAG) give a sense of how the business performed in the quarter ended February 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Conagra Brands (CAG) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.51 per share a year ago.
Conagra Brands narrowed its outlook for the year after mixed results in its fiscal third quarter, as the food-and-snacks company continues to operate in a dynamic environment.
CHICAGO, April 1, 2026 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) reported results for the third quarter of fiscal year 2026, which ended on February 22, 2026. All comparisons are against the prior year fiscal period, unless otherwise noted.
