CAG - Conagra Brands, Inc.
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.