Conagra Brands (NYSE:CAG) Price Target Cut to $18.00 by Analysts at Barclays

Conagra Brands (NYSE:CAG) had its price objective decreased by stock analysts at Barclays from $21.00 to $18.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective suggests a potential upside of 15.87% from the stock’s current price.

A number of other equities analysts have also recently weighed in on CAG. TD Cowen decreased their price target on Conagra Brands from $18.00 to $14.00 and set a “hold” rating for the company in a report on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Conagra Brands from $18.00 to $14.00 and set a “hold” rating on the stock in a report on Monday. UBS Group restated a “neutral” rating and set a $20.00 target price on shares of Conagra Brands in a research note on Friday, February 13th. 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 research note on Monday, December 22nd. Finally, Sanford C. Bernstein cut their target price on Conagra Brands from $21.00 to $18.00 and set a “market perform” rating on the stock in a research report on Monday, December 22nd. Two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Reduce” and a consensus target price of $16.53.

Conagra Brands Price Performance

Conagra Brands stock opened at $15.54 on Thursday. The firm has a fifty day moving average of $17.84 and a 200-day moving average of $17.76. Conagra Brands has a 52-week low of $15.03 and a 52-week high of $27.68. The company has a quick ratio of 0.28, a current ratio of 0.89 and a debt-to-equity ratio of 0.80. The firm has a market capitalization of $7.43 billion, a P/E ratio of -70.61 and a beta of 0.04.

Conagra Brands (NYSE:CAG) last announced its quarterly earnings results on Wednesday, April 1st. The company reported $0.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.40 by ($0.01). The company had revenue of $2.79 billion during the quarter, compared to analyst estimates of $2.76 billion. Conagra Brands had a negative net margin of 0.87% and a positive return on equity of 10.59%. The firm’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.51 earnings per share. As a group, analysts predict that Conagra Brands will post 2.35 EPS for the current year.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. State Street Corp boosted its stake in shares of Conagra Brands by 2.3% during the 2nd quarter. State Street Corp now owns 26,202,392 shares of the company’s stock worth $536,363,000 after acquiring an additional 588,435 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Conagra Brands by 13.3% during the fourth quarter. Invesco Ltd. now owns 17,667,780 shares of the company’s stock valued at $305,829,000 after purchasing an additional 2,079,903 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Conagra Brands by 20.1% in the 4th quarter. Dimensional Fund Advisors LP now owns 17,622,165 shares of the company’s stock valued at $305,044,000 after purchasing an additional 2,948,081 shares during the period. Morgan Stanley boosted its position in shares of Conagra Brands by 18.5% in the 4th quarter. Morgan Stanley now owns 15,229,557 shares of the company’s stock valued at $263,624,000 after purchasing an additional 2,376,823 shares during the period. Finally, Ameriprise Financial Inc. increased its stake in Conagra Brands by 19.6% in the 3rd quarter. Ameriprise Financial Inc. now owns 12,130,671 shares of the company’s stock worth $222,113,000 after purchasing an additional 1,984,873 shares in the last quarter. Institutional investors own 83.75% of the company’s stock.

Key Headlines Impacting Conagra Brands

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

• Positive Sentiment: Revenue slightly beat estimates and the company reported organic sales growth driven by stronger frozen and snacks volumes, evidence that core categories remain resilient. Conagra Q3 Earnings Miss Estimates Despite Organic Sales Growth
• Positive Sentiment: Management highlighted volume growth and category strength on the earnings call, helping some investors see a path to margin recovery if inflation eases. Conagra Brands Inc (CAG) Q3 2026 Earnings Call Highlights: Strong Volume Growth Amid Inflation …
• Neutral Sentiment: Market commentators and value investors point to a high dividend yield (~9% reported) and technical support at recent lows, which can stabilize the stock despite fundamental headwinds. 3 Signs Now is a Good Time to Buy Conagra Stock
• Negative Sentiment: EPS missed consensus ($0.39 vs $0.40) and margins contracted year‑over‑year, raising near‑term profitability concerns. Conagra Q3 earnings report summary
• Negative Sentiment: Management narrowed and lowered its full‑year profit guidance, citing rising costs — a primary driver of the stock weakness. Conagra Brands expects weak annual profit on rising costs
• Negative Sentiment: Analysts adjusted expectations: Jefferies cut its price target to $15 and several boutiques signaled caution, keeping downward pressure on sentiment. Jefferies adjusts price target on Conagra Brands to $15
• Negative Sentiment: Coverage pieces note broad analyst skepticism relative to peers and some price targets below the stock, amplifying selling pressure after mixed results. What Wall Street Expects From These 3 Food Giants After Mixed Earnings

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.