Conagra Brands (CAG) News Today

Conagra Brands (NYSE:CAG) shares have edged lower today as a string of disappointing earnings results and cautious guidance prompted analyst price target cuts, though the stock’s elevated dividend yield and signs of a turnaround may attract long‐term investors. Key developments:

• Positive Sentiment: MarketBeat: CAG is “at rock bottom” with a 7% dividend yield and a repositioning poised for FY2026 growth, underpinned by oversold technicals and strong institutional buying. Conagra at Rock Bottom: 7% Yield & Turnaround Poised
• Negative Sentiment: MarketBeat: FY2026 EPS guidance of $1.70–1.85 misses the $2.213 consensus, signaling slower near‐term earnings growth. Conagra Brands (NYSE:CAG) Releases FY 2026 Earnings Guidance
• Negative Sentiment: UBS Group cut its CAG price target to $20.00 with a “Neutral” rating, reflecting limited upside. UBS Group Lowers Conagra Brands (NYSE:CAG) Price Target to $20.00
• Negative Sentiment: Evercore ISI dropped its target to $24.00 and kept an “In‐Line” rating, tempering near‐term upside expectations. Evercore ISI Lowers Conagra Brands (NYSE:CAG) Price Target to $24.00
• Negative Sentiment: Stifel Nicolaus reduced its price objective to $21.00 with a “Hold” rating, reflecting revenue and margin pressures. Stifel Nicolaus Lowers Conagra Brands (NYSE:CAG) Price Target to $21.00
• Negative Sentiment: Royal Bank of Canada trimmed its objective to $22.00 and held a “Sector Perform” rating, citing ongoing headwinds. Conagra Brands (NYSE:CAG) Price Target Lowered to $22.00 at Royal Bank Of Canada
• Negative Sentiment: Morgan Stanley cut its price target to $20.00 with an “Equal Weight” rating, pointing to tariff pressures and macro uncertainty. Morgan Stanley Cuts Conagra Brands (NYSE:CAG) Price Target to $20.00
• Negative Sentiment: Shares slid after Q4 EPS of $0.56 missed the $0.61 estimate and revenue fell 4.3%, with higher tariffs squeezing margins.

In sum, Conagra’s recent stock weakness stems from a disappointing Q4 report, conservative FY2026 guidance and successive price‐target cuts. Yet the stock’s attractive 7% yield, solid balance sheet and institutional support could underwrite a rebound if the turnaround accelerates.