CAGConsumer Defensive · Packaged FoodsThe 17 Wall Street analysts covering Conagra Brands, Inc. hold a median 12-month price target of $14 — +4.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 2 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.
Momentum (31): The shares have been drifting down relative to others.
Size (20): 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 +4.8% from it.
Of the 20 most recent actions, 6 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 14 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $13 → $13 |
| 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 July 2026 | RBC Capital | Maintains | Sector Perform | $16 → $14 |
| 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 | — |
| 10 June 2026 | Evercore ISI Group | Maintains | In-Line | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CAG appears 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 2 Oct 2026, Conagra Brands, Inc. returned −24.9% against +16.2% for the S&P 500, dividends included.
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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 80% of US stocks
Cheaper than 72% of US stocks
Cheaper than 45% of US stocks
Higher than 25% of US stocks
Higher than 43% of US stocks
Higher than 27% of US stocks
Higher than 66% of US stocks
Higher than 16% of US stocks
Higher than 29% of US stocks
Higher than 73% of US stocks
Higher than 83% 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 $6.3B and an enterprise value of $13.7B.
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: 8.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.30%, paying out 79% 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 →
Conagra Brands, Inc. held its Q1 2027 earnings call, and a transcript of the prepared remarks was published on Seeking Alpha. The item provides a record of the company's first-quarter fiscal 2027 earnings call remarks.
Why it matters — A CAG watcher would review the prepared remarks for insight into the company's most recent quarterly performance and management commentary.
Seeking Alpha downgraded Conagra Brands from Hold to Sell, citing persistent operational and macro headwinds despite its 5% dividend yield and low valuation. The latest quarter saw declines in organic net sales and volumes, with adjusted operating margins falling to 11.5% and leverage rising to 3.99x, while management reaffirmed negative sales and margin guidance with EPS and free cash flow expected to decline substantially by fiscal 2027.
Why it matters — CAG watchers would care because the analysis highlights ongoing deterioration in the company's operational performance and financial leverage, challenging the attractiveness of its dividend yield and low valuation.
Conagra Brands reported quarterly earnings that topped analyst expectations. The news came on a day when U.S. stocks traded mixed and the Dow Jones index fell over 200 points while crude oil rose more than 1%.
Why it matters — CAG watchers would care because the company exceeded earnings estimates, which is a directly relevant positive development for the stock during a mixed market session.
Conagra Brands held its Q1 2027 earnings call, and the transcript of that call has been published by Seeking Alpha. The call covered the company's first-quarter financial results and related discussion.
Why it matters — The transcript provides Conagra watchers with direct insight into management's commentary on the company's quarterly performance.
Conagra Brands reported fiscal first-quarter results that beat analyst estimates for both earnings and revenues. The beat was driven by lower selling, general and administrative expenses and higher equity income, which lifted earnings despite softer sales and volumes.
Why it matters — A CAG watcher would care because the company exceeded expectations on profitability through cost discipline even amid softer demand conditions.
The 17 Wall Street analysts covering Conagra Brands, Inc. have a median 12-month price target of $14, with estimates ranging from $11 to $23. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Conagra Brands, Inc., 2 rate it a Buy, 10 a Hold and 5 a Sell. Ticker Nerd's systematic factor model ranks Conagra Brands, Inc. 64 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, Conagra Brands, Inc. ranks 64 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 17 analysts implies +4.8% from the last close, and Ticker Nerd's factor model ranks Conagra Brands, Inc. 64 out of 100 as at 2 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 $23 over the next 12 months.
Conagra Brands, Inc. returned -24.9% over the 12 months to 2 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 (Seeking Alpha, 1 Oct 2026): "Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Prepared Remarks Transcript". Conagra Brands, Inc. held its Q1 2027 earnings call, and a transcript of the prepared remarks was published on Seeking Alpha. The item provides a record of the company's first-quarter fiscal 2027 earnings call remarks.
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
