CAGConsumer Defensive · Packaged FoodsThe 16 Wall Street analysts covering Conagra Brands, Inc. hold a median 12-month price target of $14 — -7.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 22 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Conagra Brands, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (97): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (28): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CAG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −7.1% from it.
Of the 20 most recent actions, 6 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | Barclays | Maintains | Overweight | $17 → $16 |
| 1 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $13 → $14 |
| 1 Oct 2026 | RBC Capital | Reiterates | Sector Perform | $14 |
| 29 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $13 → $13 |
| 18 Sept 2026 | Deutsche Bank | Maintains | Hold | $12 → $13 |
| 18 Sept 2026 | Deutsche Bank | Maintains | Hold | — |
| 14 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $13 → $13 |
| 14 Sept 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 17 July 2026 | Barclays | Maintains | Overweight | $16 → $17 |
| 17 July 2026 | Barclays | Maintains | Overweight | — |
| 16 July 2026 | JP Morgan | Maintains | Neutral | $14 → $15 |
| 16 July 2026 | JP Morgan | Maintains | Neutral | — |
| 16 July 2026 | RBC Capital | Maintains | Sector Perform | $16 → $14 |
| 16 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 16 July 2026 | UBS | Maintains | Neutral | $13 → $14 |
| 16 July 2026 | UBS | Maintains | Neutral | — |
| 8 July 2026 | Barclays | Maintains | Overweight | $18 → $16 |
| 8 July 2026 | Barclays | Maintains | Overweight | — |
| 25 June 2026 | RBC Capital | Maintains | Sector Perform | — |
| 18 June 2026 | Deutsche Bank | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CAG appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Conagra Brands, Inc. returned −13.5% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 58% of US stocks
Cheaper than 78% of US stocks
Cheaper than 69% of US stocks
Cheaper than 42% of US stocks
Higher than 25% of US stocks
Higher than 43% of US stocks
Higher than 26% of US stocks
Higher than 67% of US stocks
Higher than 17% of US stocks
Higher than 30% of US stocks
Higher than 71% of US stocks
Higher than 93% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Conagra Brands, Inc. has a market value of $6.9B and an enterprise value of $14.3B.
Revenue in the twelve months to 31 May 2026: $11.3B. The latest quarter shrank 1.4% year on year.
Net income over the same four quarters: −$1.9B, a −17.0% net margin.
Diluted earnings per share, trailing twelve months: $−4.00.
Free cash flow in the twelve months to 31 May 2026: $978.7M, after $384.5M of capital spending.
Conagra Brands, Inc. spent $15.3M on share buybacks and $669.7M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 10.1×; forward P/E: 9.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.95%, paying out 80% of earnings.
Conagra Brands, Inc. employs 17,400 people — $648K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Conagra Brands, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
24/7 Wall Street reports that five major grocery companies faced similar pressures but made different dividend decisions. It says balance-sheet details distinguish payouts viewed as more sustainable from those carrying risk.
Why it matters — The item frames Conagra among grocery peers whose dividend decisions and balance sheets are relevant to investors tracking its income payout.
24/7 Wall Street highlights five dividend stocks with unusually high yields and warning signs that may be overlooked before a dividend cut. The excerpt does not identify the stocks or state whether Conagra Brands is among them.
Why it matters — CAG watchers may note the article's caution about high-yield dividends, though the excerpt provides no CAG-specific assessment.
Conagra's Foodservice profit momentum is supported by organic sales growth and productivity gains, despite inflation and challenges related to customer order timing.
Why it matters — CAG watchers may track whether these growth and productivity drivers can sustain Foodservice profitability amid the stated challenges.
Conagra has already cut its dividend in half, while its shares have lost nearly 60% over five years. Despite this, income investors continue buying the yield.
Why it matters — CAG watchers may focus on the company's dividend history and the share-price decline as they assess the stock's income appeal.
Zacks Investment Research’s Industry Outlook article highlighted Conagra Brands alongside Mondelez, The Chefs' Warehouse, and Mama's Creations.
Why it matters — The article includes Conagra Brands in its industry outlook coverage, which may be relevant to CAG watchers.
The 16 Wall Street analysts covering Conagra Brands, Inc. have a median 12-month price target of $14, with estimates ranging from $11 to $16. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Conagra Brands, Inc., 1 rate it a Buy, 10 a Hold and 5 a Sell. Ticker Nerd's systematic factor model ranks Conagra Brands, Inc. 65 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Conagra Brands, Inc. ranks 65 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (97 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies -7.1% from the last close, and Ticker Nerd's factor model ranks Conagra Brands, Inc. 65 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Conagra Brands, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CAG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $16 over the next 12 months.
Conagra Brands, Inc. returned -13.5% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Conagra Brands Inc. is a packaged food company that develops, manufactures, and markets a broad portfolio of branded consumer products.
The most recent item we track (24/7 Wall Street, 21 Oct 2026): "These 5 Grocery Aisle Giants Are Splitting Into Dividend Winners and Losers". 24/7 Wall Street reports that five major grocery companies faced similar pressures but made different dividend decisions. It says balance-sheet details distinguish payouts viewed as more sustainable from those carrying risk.
Conagra Brands Inc. is a packaged food company that develops, manufactures, and markets a broad portfolio of branded consumer products. Its offerings span frozen meals and vegetables, refrigerated foods, pantry staples, snacks, condiments, and meal solutions sold through retail and foodservice channels. The company’s brand lineup includes widely recognized names such as Birds Eye, Healthy Choice, Marie Callender’s, Slim Jim, Duncan Hines, Reddi-wip, and Hunt’s. Conagra Brands focuses on everyday food categories that serve households, restaurants, and institutional buyers, making it a significant participant in the North American consumer staples market. Headquartered in Chicago, Illinois, Conagra Brands Inc. operates primarily in the United States and remains centered on branded packaged foods that are distributed across major grocery and convenience channels.
CEO Mr. John P. Brase · 17,400 employees · United States · https://www.conagrabrands.com
