CAGConsumer Defensive · Packaged FoodsThe 17 Wall Street analysts covering Conagra Brands, Inc. hold a median 12-month price target of $14 — -7.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 56 of 100 as at 8 Sept 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 (98): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (27): The shares have been drifting down relative to others.
Size (19): 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 −7.3% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 17 July 2026 | Barclays | Maintains | Overweight | — |
| 17 July 2026 | Barclays | Maintains | Overweight | $16 → $17 |
| 16 July 2026 | JP Morgan | Maintains | Neutral | — |
| 16 July 2026 | JP Morgan | Maintains | Neutral | $14 → $15 |
| 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 | — |
| 10 June 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 5 June 2026 | JP Morgan | Maintains | Neutral | — |
| 5 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 3 June 2026 | Bernstein | Downgrade | Underperform | — |
| 2 June 2026 | UBS | Maintains | Neutral | — |
| 18 May 2026 | Wells Fargo | Maintains | Underweight | — |
| 23 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 21 Apr 2026 | Stifel | 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.
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 9 Sept 2026, Conagra Brands, Inc. returned −16.2% against +18.5% 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 59% of US stocks
Cheaper than 78% of US stocks
Cheaper than 69% of US stocks
Cheaper than 44% of US stocks
Higher than 35% of US stocks
Higher than 40% of US stocks
Higher than 27% of US stocks
Higher than 71% of US stocks
Higher than 16% of US stocks
Higher than 29% of US stocks
Higher than 73% of US stocks
Higher than 81% 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 $7.2B and an enterprise value of $14.5B.
Revenue in the twelve months to 31 May 2026: $11.3B. The latest quarter grew 3.6% 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: 9.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.63%, 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' Slim Jim set a new Guinness World Record on September 9, 2026, with a 429-foot meat snack stick certified in Omaha. Hundreds of employees at the company's Omaha campus participated in the event.
Why it matters — The record-setting marketing event draws positive public attention to the Slim Jim brand under Conagra's portfolio.
Proxy adviser ISS has recommended that Conagra Brands shareholders vote against proposed changes to the company's executive compensation programme.
Why it matters — A negative recommendation from a major proxy adviser could influence shareholder voting on the pay proposal and signal governance concerns at Conagra.
Seeking Alpha rates Conagra a Buy, citing low investor expectations, conservative guidance, and visible turnaround catalysts. Near-term margin pressure is expected to be offset by pricing actions, productivity gains, and targeted reinvestment in brands, supply chain, and innovation, while a conservative FY27 volume outlook leaves room for upside.
Why it matters — The report suggests Conagra's conservative guidance and turnaround initiatives could create an attractive risk-reward setup for investors watching the company's margin recovery and volume growth prospects.
Barron's August 2026 stock picks highlight 47 dividend payers, with Danone, Gap, and Kohl's named as "safer" ideal candidates under a dividend dog strategy. The report notes top ten picks by yield projecting gains by September 2027, emphasizing price pull-backs and yield improvement for new and existing positions.
Why it matters — The article discusses a dividend-focused contrarian strategy that could be relevant to dividend-income investors tracking Conagra, though the company is not specifically mentioned in the picks.
The article reports that Conagra and Campbell's have already cut their dividends, while several other legacy food companies are quietly stopping dividend growth. It identifies three warning patterns that signal a frozen payout could precede a future cut.
Why it matters — A CAG watcher would care because the piece highlights that Conagra has already reduced its dividend, a key factor for income-focused investors tracking the company.
The 17 Wall Street analysts covering Conagra Brands, Inc. have a median 12-month price target of $14, with estimates ranging from $12 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. 56 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Sept 2026, Conagra Brands, Inc. ranks 56 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies -7.3% from the last close, and Ticker Nerd's factor model ranks Conagra Brands, Inc. 56 out of 100 as at 8 Sept 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: $12 to $23 over the next 12 months.
Conagra Brands, Inc. returned -16.2% over the 12 months to 9 Sept 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 (PRNewsWire, 9 Sept 2026): "Slim Jim Makes Snacking History with World's Longest Meat Snack Stick". Conagra Brands' Slim Jim set a new Guinness World Record on September 9, 2026, with a 429-foot meat snack stick certified in Omaha. Hundreds of employees at the company's Omaha campus participated in the event.
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
