Conagra Brands Faces 38.3% Year-to-Date Decline Amid Value Reassessment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 25 2025
0mins
Should l Buy CAG?
Source: Yahoo Finance
- Stock Price Decline: Conagra Brands' share price has fallen to approximately $17.08, down 4.7% over the past week and 38.3% year-to-date, reflecting market concerns about its future growth potential, which may impact investor confidence.
- Cash Flow Analysis: The latest twelve-month Free Cash Flow stands at about $897 million, projected to rise to roughly $1.28 billion by 2029, indicating potential for stable growth over the next decade, yet the current stock price reflects a 77.3% discount to its intrinsic value, highlighting undervaluation risks.
- Sales Ratio Assessment: Conagra currently trades at a price-to-sales ratio of about 0.73x, below the fair ratio of 0.84x, suggesting it is modestly undervalued based on sales metrics, which could affect its financing and market positioning.
- Investor Sentiment: Despite positive moves in brand investments and portfolio simplification, concerns about packaged food demand and shifting consumer preferences may pose challenges for the company in regaining pricing power, impacting its long-term growth strategy.
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Analyst Views on CAG
Wall Street analysts forecast CAG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CAG is 18.92 USD with a low forecast of 16.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 19.180
Low
16.00
Averages
18.92
High
22.00
Current: 19.180
Low
16.00
Averages
18.92
High
22.00
About CAG
Conagra Brands, Inc. is a branded food company. The Company’s segments include Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment includes branded, shelf-stable food products sold in various retail channels in the United States. The Refrigerated & Frozen segment includes branded, temperature-controlled food products sold in various retail channels in the United States. The International segment includes branded food products in various temperature states, sold in various retail and foodservice channels outside the United States. The Foodservice segment includes branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products that are packaged for sale to restaurants and other foodservice establishments primarily in the United States. Its brands include Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, and Angie's BOOMCHICKAPOP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Price Fluctuation Analysis: CAG's stock has a 52-week low of $15.96 and a high of $28.515, with the last trade at $19.84, indicating notable price volatility within this range and reflecting market interest in the stock.
- Technical Analysis Data: The information sourced from TechnicalAnalysisChannel.com highlights the relationship between CAG's stock performance and its 200-day moving average, which could influence investor buying decisions, particularly in the context of dividend stock selection.
- Market Sentiment Assessment: Although the current stock price is below the 52-week high, it remains above the low, suggesting that market confidence in CAG persists, and investors may consider trading within this price range.
- Investor Focus: The price fluctuations and technical indicators of CAG stock may attract investors seeking stable dividends, especially in the current economic climate where the appeal of dividend stocks could be further enhanced.
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Conagra Brands to Present Strategies at CAGNY Conference
- Conference Schedule: Conagra Brands will present its strategic plans at the CAGNY Conference on February 17, 2026, at 9 a.m. ET, where company executives will share insights on future business strategies and financial outlook, likely drawing significant attention from investors and analysts.
- Executive Team Introduction: The presentation will be led by CEO Sean Connolly, CFO Dave Marberger, and SVP of Growth Science Bob Nolan, showcasing the company's innovation and adaptability in the food industry, thereby enhancing investor confidence.
- Webcast Availability: The presentation slides and video webcast will be accessible on Conagra Brands' investor relations website, allowing investors who cannot attend in person to obtain information, ensuring transparency and timely communication.
- Company Background Information: Conagra Brands is a leading branded food company in North America, generating nearly $12 billion in net sales for fiscal 2025, and with a 100-year history of innovation, it is committed to meeting the evolving food preferences of consumers, demonstrating strong market competitiveness.
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Conagra Brands to Present Financial Outlook at CAGNY Conference
- Conference Schedule: Conagra Brands will present at the CAGNY Conference on February 17, 2026, at 9 a.m. ET, where company executives will share insights on business strategies and financial outlook, likely drawing attention from investors and analysts.
- Executive Team Introduction: The presentation will feature CEO Sean Connolly, CFO Dave Marberger, and SVP of Growth Science Bob Nolan, showcasing the company's leadership in the food industry and future growth directions.
- Webcast Availability: The presentation will be available via a video webcast on Conagra Brands' investor relations website, allowing investors unable to attend in person to access the information, with a replay available until February 17, 2027.
- Company Background Information: Conagra Brands is a leading branded food company in North America with nearly $12 billion in annual sales, committed to meeting consumers' evolving food preferences through innovation and collaboration, with brands including Birds Eye and Duncan Hines.
See More
Analysis of Conagra Brands' Dividend Appeal
- Dividend Yield Highlight: Conagra Brands boasts an impressive 8% dividend yield, which is over seven times that of the S&P MidCap 400 index, indicating its appeal in the consumer goods sector despite a market cap of $8.4 billion.
- Poor Market Performance: While the dividend is attractive, Conagra has struggled among its peers, with share price erosion leading to the high yield, reflecting challenges in adapting to healthier eating trends.
- Dividend History Consideration: Conagra is neither a Dividend King nor a Dividend Aristocrat, having experienced several dividend cuts since the 21st century, although it has shown a positive trend in recent years, warranting cautious evaluation.
- Insufficient Advertising and R&D Investment: Conagra's spending on advertising and R&D is lower than its competitors, resulting in a lack of brand strength in the frozen food market, and without a strategic shift, it may struggle to enhance its dividend appeal.
See More
Analysis of Conagra Brands' Dividend Appeal
- Attractive Dividend Yield: Conagra Brands boasts an 8% dividend yield, which is over seven times that of the S&P MidCap 400 index; however, this yield is primarily a result of declining share prices, prompting investors to carefully assess its long-term sustainability.
- Poor Market Performance: Amid a consumer shift towards healthier eating, Conagra has underperformed its peers, diminishing the appeal of its dividend, and its brands like Healthy Choice and Marie Callender's do not hold leading positions in the frozen food market.
- Dividend History Concerns: While Conagra has recently shown commitment to increasing dividends, it has a history of cuts since the early 2000s and does not qualify as a
See More
Consumer Staples Appear Expensive: Explore Clorox and Other High-Yield Stocks with Strong Dividends.
- Market Shift: There is a significant rotation from software stocks to safer investments like consumer staples.
- Investor Sentiment: Investors are concerned that advancements in AI, such as ChatGPT, may negatively impact service-oriented businesses while benefiting manufacturers of household products.
See More
CAG Stock 52-Week High and Low Analysis
- Price Fluctuation Analysis: CAG's stock has a 52-week low of $15.96 and a high of $28.515, with the last trade at $19.84, indicating notable price volatility within this range and reflecting market interest in the stock.
- Technical Analysis Data: The information sourced from TechnicalAnalysisChannel.com highlights the relationship between CAG's stock performance and its 200-day moving average, which could influence investor buying decisions, particularly in the context of dividend stock selection.
- Market Sentiment Assessment: Although the current stock price is below the 52-week high, it remains above the low, suggesting that market confidence in CAG persists, and investors may consider trading within this price range.
- Investor Focus: The price fluctuations and technical indicators of CAG stock may attract investors seeking stable dividends, especially in the current economic climate where the appeal of dividend stocks could be further enhanced.
See More
Conagra Brands to Present Strategies at CAGNY Conference
- Conference Schedule: Conagra Brands will present its strategic plans at the CAGNY Conference on February 17, 2026, at 9 a.m. ET, where company executives will share insights on future business strategies and financial outlook, likely drawing significant attention from investors and analysts.
- Executive Team Introduction: The presentation will be led by CEO Sean Connolly, CFO Dave Marberger, and SVP of Growth Science Bob Nolan, showcasing the company's innovation and adaptability in the food industry, thereby enhancing investor confidence.
- Webcast Availability: The presentation slides and video webcast will be accessible on Conagra Brands' investor relations website, allowing investors who cannot attend in person to obtain information, ensuring transparency and timely communication.
- Company Background Information: Conagra Brands is a leading branded food company in North America, generating nearly $12 billion in net sales for fiscal 2025, and with a 100-year history of innovation, it is committed to meeting the evolving food preferences of consumers, demonstrating strong market competitiveness.
See More
Conagra Brands to Present Financial Outlook at CAGNY Conference
- Conference Schedule: Conagra Brands will present at the CAGNY Conference on February 17, 2026, at 9 a.m. ET, where company executives will share insights on business strategies and financial outlook, likely drawing attention from investors and analysts.
- Executive Team Introduction: The presentation will feature CEO Sean Connolly, CFO Dave Marberger, and SVP of Growth Science Bob Nolan, showcasing the company's leadership in the food industry and future growth directions.
- Webcast Availability: The presentation will be available via a video webcast on Conagra Brands' investor relations website, allowing investors unable to attend in person to access the information, with a replay available until February 17, 2027.
- Company Background Information: Conagra Brands is a leading branded food company in North America with nearly $12 billion in annual sales, committed to meeting consumers' evolving food preferences through innovation and collaboration, with brands including Birds Eye and Duncan Hines.
See More
Analysis of Conagra Brands' Dividend Appeal
- Dividend Yield Highlight: Conagra Brands boasts an impressive 8% dividend yield, which is over seven times that of the S&P MidCap 400 index, indicating its appeal in the consumer goods sector despite a market cap of $8.4 billion.
- Poor Market Performance: While the dividend is attractive, Conagra has struggled among its peers, with share price erosion leading to the high yield, reflecting challenges in adapting to healthier eating trends.
- Dividend History Consideration: Conagra is neither a Dividend King nor a Dividend Aristocrat, having experienced several dividend cuts since the 21st century, although it has shown a positive trend in recent years, warranting cautious evaluation.
- Insufficient Advertising and R&D Investment: Conagra's spending on advertising and R&D is lower than its competitors, resulting in a lack of brand strength in the frozen food market, and without a strategic shift, it may struggle to enhance its dividend appeal.
See More
Analysis of Conagra Brands' Dividend Appeal
- Attractive Dividend Yield: Conagra Brands boasts an 8% dividend yield, which is over seven times that of the S&P MidCap 400 index; however, this yield is primarily a result of declining share prices, prompting investors to carefully assess its long-term sustainability.
- Poor Market Performance: Amid a consumer shift towards healthier eating, Conagra has underperformed its peers, diminishing the appeal of its dividend, and its brands like Healthy Choice and Marie Callender's do not hold leading positions in the frozen food market.
- Dividend History Concerns: While Conagra has recently shown commitment to increasing dividends, it has a history of cuts since the early 2000s and does not qualify as a
See More
