Analysis of Conagra Brands' Dividend Appeal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy CAG?
Source: NASDAQ.COM
- 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
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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: 19.550
Low
16.00
Averages
18.92
High
22.00
Current: 19.550
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.
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
Conagra Brands (CAG) Shares Drop 35%, Dividend Yield Hits 8.2%
- Stock Price Decline: Conagra Brands' shares have fallen over 35%, pushing the dividend yield up to 8.2%, reflecting market concerns about its future performance and potentially impacting investor confidence.
- Weak Sales Performance: In Q2 of fiscal 2026, Conagra's overall sales declined by 6.8% and organic sales fell by 3%, indicating that the shift towards healthier food options is pressuring its business and further weakening its market position.
- Impairment Loss Impact: The company reported a $0.94 per share impairment charge in Q2, resulting in a loss of $1.39 per share, which suggests that its brand values are below expectations and may affect future capital allocation and investment decisions.
- Dividend Sustainability Risk: Although the quarterly dividend stands at $0.35, the payout ratio has exceeded 100% over the past year, and the board has previously cut dividends when ratios spiked, raising concerns about the sustainability of the dividend and prompting investors to reassess their risk exposure.
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
Conagra Brands (CAG) Shares Drop 35%, Dividend Yield Hits 8.2%
- Stock Price Decline: Conagra Brands' shares have fallen over 35%, pushing the dividend yield up to 8.2%, reflecting market concerns about its future performance and potentially impacting investor confidence.
- Weak Sales Performance: In Q2 of fiscal 2026, Conagra's overall sales declined by 6.8% and organic sales fell by 3%, indicating that the shift towards healthier food options is pressuring its business and further weakening its market position.
- Impairment Loss Impact: The company reported a $0.94 per share impairment charge in Q2, resulting in a loss of $1.39 per share, which suggests that its brand values are below expectations and may affect future capital allocation and investment decisions.
- Dividend Sustainability Risk: Although the quarterly dividend stands at $0.35, the payout ratio has exceeded 100% over the past year, and the board has previously cut dividends when ratios spiked, raising concerns about the sustainability of the dividend and prompting investors to reassess their risk exposure.
See More
