Brokerages Set Conagra Brands (NYSE:CAG) PT at $19.07

Shares of Conagra Brands (NYSE:CAG) have received a consensus rating of “Reduce” from the sixteen analysts that are currently covering the company, MarketBeat.com reports. Four analysts have rated the stock with a sell rating, eleven have assigned a hold rating and one has issued a buy rating on the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $18.7143.

Several brokerages have recently issued reports on CAG. Sanford C. Bernstein lowered their price objective on shares of Conagra Brands from $21.00 to $18.00 and set a “market perform” rating for the company in a research report on Monday, December 22nd. Royal Bank Of Canada cut their price objective on shares of Conagra Brands from $22.00 to $20.00 and set a “sector perform” rating on the stock in a research report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft lowered their target price on Conagra Brands from $19.00 to $18.00 and set a “hold” rating for the company in a report on Monday, December 22nd. UBS Group reissued a “neutral” rating and issued a $20.00 price target on shares of Conagra Brands in a research note on Friday, February 13th. Finally, Bank of America cut their price target on Conagra Brands from $18.00 to $17.00 and set an “underperform” rating on the stock in a report on Monday, December 22nd.

More Conagra Brands News

Here are the key news stories impacting Conagra Brands this week:

• Positive Sentiment: Conagra announced a major build-out: a planned ~$220M expansion of its Fayetteville, AR production facility, which management says supports capacity and potential margin improvement over time. Conagra Brands Announces $220M Expansion of Arkansas Production Facility
• Positive Sentiment: Some commentators note Conagra started 2026 with an early rally (roughly +8%), suggesting episodic investor interest in the name and income appeal. Is Conagra Stock a Long-Term Buy?
• Neutral Sentiment: Analysis pieces are debating whether the Fayetteville investment reframes Conagra’s “margin-first” capital allocation story — useful context but not an immediate catalyst. Does Conagra Brands’ (CAG) Fayetteville Bet Reframe Its Margin-Focused Investment Narrative?
• Negative Sentiment: Wells Fargo turned more cautious on major packaged-food names and explicitly warned inflation and weak consumption could pressure earnings; the note prompted a downgrade across the group. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.
• Negative Sentiment: Wells Fargo reaffirmed an “underweight” stance and lowered its price target on CAG to $15 (from $20), signaling downside risk and contributing to selling pressure. Benzinga
• Negative Sentiment: Goldman Sachs and other sell-side moves have cut price targets and reiterated bearish views recently; those analyst actions often trigger short-term de-risking in low-momentum, high-yield staples. Conagra Brands slides as fresh sell-side cut pressures sentiment ahead of next earnings
• Negative Sentiment: Options flow shows unusual put buying (roughly 13,957 puts, ~35% above typical daily put volume), indicating traders are hedging or positioning for further downside, which can amplify volatility.
• Negative Sentiment: Market reaction has also been influenced by weak results at a sector peer (Campbell’s), which has pressured sentiment across packaged-food names, including CAG. Why Are Conagra Brands Shares Sliding On Wednesday?

Hedge Funds Weigh In On Conagra Brands

A number of large investors have recently bought and sold shares of CAG. WealthPlan Investment Management LLC raised its holdings in shares of Conagra Brands by 5.3% in the fourth quarter. WealthPlan Investment Management LLC now owns 10,920 shares of the company’s stock valued at $189,000 after purchasing an additional 548 shares during the last quarter. Sutton Place Investors LLC boosted its holdings in Conagra Brands by 1.9% during the third quarter. Sutton Place Investors LLC now owns 31,196 shares of the company’s stock worth $571,000 after purchasing an additional 585 shares during the last quarter. Horrell Capital Management Inc. grew its position in Conagra Brands by 2.2% in the second quarter. Horrell Capital Management Inc. now owns 27,427 shares of the company’s stock valued at $561,000 after purchasing an additional 597 shares in the last quarter. Excalibur Management Corp grew its position in Conagra Brands by 4.3% in the second quarter. Excalibur Management Corp now owns 14,717 shares of the company’s stock valued at $301,000 after purchasing an additional 600 shares in the last quarter. Finally, International Private Wealth Advisors LLC increased its stake in Conagra Brands by 4.9% in the 4th quarter. International Private Wealth Advisors LLC now owns 13,153 shares of the company’s stock valued at $228,000 after buying an additional 609 shares during the last quarter. Institutional investors and hedge funds own 83.75% of the company’s stock.

Conagra Brands Price Performance

Shares of CAG opened at $16.18 on Friday. The stock has a 50 day simple moving average of $18.20 and a 200 day simple moving average of $18.11. Conagra Brands has a 52-week low of $15.96 and a 52-week high of $27.68. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.28 and a current ratio of 0.89. The firm has a market capitalization of $7.74 billion, a PE ratio of -73.55 and a beta of -0.02.

Conagra Brands (NYSE:CAG) last posted its earnings results on Friday, December 19th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.44 by $0.01. Conagra Brands had a positive return on equity of 10.59% and a negative net margin of 0.87%.The business had revenue of $2.98 billion during the quarter, compared to analysts’ expectations of $3 billion. During the same period in the prior year, the business earned $0.70 EPS. Conagra Brands’s revenue for the quarter was down 6.8% compared to the same quarter last year. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Sell-side analysts predict that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 26th. Investors of record on Tuesday, January 27th were given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 8.7%. The ex-dividend date of this dividend was Tuesday, January 27th. Conagra Brands’s dividend payout ratio (DPR) is currently -636.36%.

Conagra Brands Company Profile

Conagra Brands, Inc is a leading packaged foods company based in Chicago, Illinois, with a broad portfolio of shelf-stable, frozen and refrigerated foods marketed under familiar brands. The company develops, produces and distributes a wide range of consumer food products, serving both retail grocery and foodservice channels. Conagra’s product lineup includes frozen entrees, snacks, condiments, baking goods and desserts, providing convenient meal solutions for consumers across North America and select international markets.

Among its well-known brands are Birds Eye, Healthy Choice, Lean Cuisine, Marie Callender’s and Banquet in the frozen foods category, as well as Hunt’s sauces, Orville Redenbacher’s popcorn, Slim Jim meat snacks and Reddi-wip toppings.