This Consumer Staples Giant's Dividend Now Depends on 1 Thing Turning Around
Conagra already cut its dividend in half and shares have lost nearly 60% over five years, yet income investors keep buying the yield.
CAG - Conagra Brands, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$13.89
DETAILS
HIGH:
$16.00
LOW:
$12.00
MEDIAN:
$14.00
CONSENSUS:
$13.89
DOWNSIDE:
6.02%
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Conagra Brands Showcases Dynamic Portfolio of Snacks at the 2026 NACS Show
Industry-Leading Brands Fulfilling Consumer Needs for Protein, Fiber Highlight Company's Convenience Store Collection CHICAGO, Oct 6, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is bringing a diverse array of snacks to Las Vegas for the 2026 NACS Show. Hosted by the National Association of Convenience Stores, the industry's premier annual event provides an opportunity for Conagra to showcase its $3.3 billion¹ snacks portfolio, featuring industry-leading brands including Slim Jim® meat sticks, DAVID® sunflower seeds, Angie's BOOMCHICKAPOP® popcorn and many more.
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Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Prepared Remarks Transcript
Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Prepared Remarks Transcript
Conagra Brands: A 5% Yield And Low Multiple Cannot Hide A Struggling Turnaround
Conagra Brands, Inc. is downgraded from Hold to Sell due to persistent operational and macro headwinds despite a 5% dividend yield and low valuation. CAG's latest quarter saw organic net sales and volumes decline in key segments, with adjusted operating margins dropping to 11.5% and leverage rising to 3.99x. Management reaffirmed negative sales and margin guidance for FY, with EPS projected to decline 16% and free cash flow expected to drop 33% by FY '27.
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Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Transcript
Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Transcript
Conagra Q1 Earnings & Revenues Beat Estimates on Lower SG&A
CAG beats fiscal first-quarter estimates as lower SG&A and higher equity income lifted earnings despite softer sales and volumes.
Conagra Brands Q1 Earnings Call Highlights
Conagra Brands NYSE: CAG reported a first-quarter fiscal 2027 organic net sales decline of 1.1%, while adjusted profit measures came in ahead of the company's expectations. The maker of frozen meals, snacks and grocery staples reaffirmed its full-year outlook as it works through consumer spending pressure, elevated input costs and planned pricing actions.
Conagra's Q1 Results: EPS Beat Amid Sales Decline and Strategic Initiatives
Conagra (CAG) experienced a decline in its stock following the release of its Q1 results for August. The company reported an earnings per share (EPS) of $0.41,
What Conagra Brands (CAG) Said on Its Q1 Earnings Call
Conagra Brands NYSE: CAG executives said the company's fiscal 2027 outlook remains unchanged following a first-quarter earnings beat, while emphasizing that transportation inflation, the rollout of pricing actions and investments in advertising will shape results in coming quarters.
Conagra shares fall as sales decline, overshadowing first-quarter profit beat
Conagra Brands Inc (NYSE:CAG) shares fell 4.6% after the packaged food maker reported a 1.4% drop in first-quarter revenue to $2.6 billion, with organic net sales down 1.1%, even as adjusted earnings topped Wall Street estimates. Revenue was slightly ahead of the $2.59 billion analysts expected.
Compared to Estimates, Conagra Brands (CAG) Q1 Earnings: A Look at Key Metrics
The headline numbers for Conagra Brands (CAG) give insight into how the company performed in the quarter ended August 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Conagra Brands (CAG) Surpasses Q1 Earnings and Revenue Estimates
Conagra Brands (CAG) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.39 per share a year ago.
Conagra Profit Grows Despite Lower Sales
The food manufacturer, which owns Orville Redenbacher's popcorn and Slim Jim meat sticks, said fiscal first-quarter profit rose to $174.3 million, or 36 cents a share, from $164.5 million, or 34 cents a share, a year earlier.
Conagra Brands beats first-quarter profit and sales estimates
Conagra Brands beat Wall Street estimates for first-quarter profit and sales on Wednesday, helped by resilient demand for pantry staples such as its Slim Jim meat snacks.
Conagra Brands Reports First Quarter Results
CHICAGO, Sept. 30, 2026 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) reported results for the first quarter of fiscal year 2027, which ended on August 30, 2026.
Price Targets
Conagra Brands price target raised to $14 from $13 at Evercore ISI
$14.00
(was $13.46)
Evercore ISI
Conagra Brands price target raised to $13 from $12.50 at Evercore ISI
$13.00
(was $14.16)
Evercore ISI
Conagra Brands price target raised to $13 from $12 at Deutsche Bank
$13.00
(was $15.12)
Steve Powers
·
Deutsche Bank
Conagra Brands price target lowered to $12.50 from $13 at Evercore ISI
$12.50
(was $14.61)
Evercore ISI
ConAgra (CAG) PT Raised to $14 at UBS Post Q4 Results on Attractive Valuations
$14.00
(was $14.44)
Peter Grom
·
UBS
Conagra Brands price target lowered to $14 from $16 at RBC Capital
$14.00
(was $14.28)
RBC Capital
Conagra Brands price target lowered to $16 from $18 at Barclays
$16.00
(was $14.04)
Barclays
Conagra Brands price target lowered to $16 from $17 at RBC Capital
$16.00
(was $13.89)
RBC Capital
Conagra Brands price target lowered to $12 from $14 at Deutsche Bank
$12.00
(was $13.16)
Steve Powers
·
Deutsche Bank
Conagra Brands price target lowered to $13 from $15 at Morgan Stanley
$13.00
(was $12.66)
Megan Alexander Clapp
·
Morgan Stanley
Conagra Brands price target lowered to $14 from $17 at JPMorgan
$14.00
(was $12.66)
Thomas Palmer
·
Coker Palmer
Conagra Brands downgraded to Underperform from Market Perform at Bernstein
$12.00
(was $12.86)
Bernstein
Conagra Brands price target lowered to $13 from $16 at UBS
$13.00
(was $12.93)
Peter Grom
·
UBS
Conagra Brands price target lowered to $15 from $17 at Morgan Stanley
$15.00
(was $14.53)
Megan Alexander Clapp
·
Morgan Stanley
Conagra Brands price target lowered to $15 from $17 at Stifel
$15.00
(was $14.84)
Stifel Nicolaus
Conagra Brands downgraded to Neutral at BNP Paribas on valuation
$16.00
(was $15.55)
BNP Paribas
Wells Fargo Downgrades ConAgra (CAG) to Underweight
$15.00
(was $16.98)
Chris Carey
·
Wells Fargo
Conagra Brands price target raised to $20 from $18 at UBS
$20.00
(was $19.52)
UBS
Conagra Brands price target lowered to $18 from $19 at Morgan Stanley
$18.00
(was $17.38)
Megan Alexander Clapp
·
Morgan Stanley
Conagra Brands price target lowered to $18 from $19 at Wells Fargo
$18.00
(was $17.05)
Wells Fargo