Conagra Brands, Inc. logo CAG - Conagra Brands, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY 1
BUY 5
HOLD 15
SELL 4
STRONG
SELL 0
| PRICE TARGET: $14.10 DETAILS
HIGH: $16.00
LOW: $12.00
MEDIAN: $14.00
CONSENSUS: $14.10
DOWNSIDE: 4.60%

Stock News

Conagra Brands: A New Captain Sets A Leaner, Simpler Course, And I'm On Board

Conagra Brands: A New Captain Sets A Leaner, Simpler Course, And I'm On Board

Conagra Brands, Inc. remains a Buy, supported by a compelling portfolio, a strategic CEO transition, and an attractive valuation despite recent underperformance. The new CEO, John Brase, brings operational excellence and a clear mandate to simplify operations, raise prices, and focus on growth categories like frozen meals and meat snacks. The 50% dividend cut, while anticipated, strengthens CAG's balance sheet and supports long-term capital allocation priorities amid elevated leverage and margin pressures.

Jul 24, 2026 09:17 AM • seekingalpha.com
Conagra: I Walked Right Into A Value Trap; Now I Am Stepping Aside (Rating Downgrade)

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

Conagra Brands faces significant headwinds following its latest quarterly results, including a $2 billion goodwill impairment and a 50% dividend cut. I previously rated CAG a buy for its defensive profile, attractive valuation, and turnaround potential, but recent developments challenge that thesis. Key topics include the impact of the goodwill impairment, the rationale and implications of the dividend reduction, and updated financials.

Jul 24, 2026 07:25 AM • seekingalpha.com
Conagra Brands: Cutting The Dividend Was The Right Thing To Do

Conagra Brands: Cutting The Dividend Was The Right Thing To Do

Conagra Brands, Inc. reported Q4 '26 earnings earlier today. Net organic sales were flat following a 1.6% decline in volume entirely offset by a 1.6% increase in price/mix. Based on the newly released guidance for fiscal 2027, net organic sales are expected to decline between 1% and 3%, and adjusted operating margins are expected to contract further to around 10%. This would mark the fourth consecutive year of organic net sales declines and margin compression. To provide some context, the company's operating margins were in excess of 15% in 2023.

Jul 17, 2026 04:00 AM • seekingalpha.com
Conagra Brands begins strategic reset with dividend cut and higher reinvestment

Conagra Brands begins strategic reset with dividend cut and higher reinvestment

Conagra Brands Inc (NYSE:CAG) is embarking on a strategic reset after reporting fourth quarter results that missed expectations on sales and operating profit, prompting Jefferies to reiterate its Hold rating while raising its price target to $14 from $13. The company reported fourth quarter revenue and operating profit below consensus expectations, although adjusted earnings per share were broadly in line with forecasts, helped by a lower tax rate.

Jul 16, 2026 11:32 AM • proactiveinvestors.com

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