Conagra Brands: An Update On Valuation And Fundamentals

Conagra Brands faces weak demand, margin pressure, and a 36% YoY bottom-line decline but remains attractive for income-focused investors. CAG's defensive appeal is challenged by shifting consumer preferences, volatile sentiment, and a push for healthier diets, making demand forecasts uncertain. The company targets long-term margin improvement through AI-driven operational efficiencies, though results will take years to materialize.

Seeking Alpha • 10 hours ago

The S&P 500 Has a New Yield King. It Looks a Lot Safer Than the Last One.

Conagra Brands currently has the highest payout ratio in the S&P 500 after LyondellBasell slashed its dividend in half.

Barrons • Feb 23, 2026

3 Consumer Stocks to Buy at a Discount

With Conagra Brands, investors can collect a 7.6% dividend, as the company pursues multiple strategies to unlock shareholder value. Macy's is up more than 40% over the past year, but is still trading at a bargain basement valuation.

The Motley Fool • Feb 23, 2026

Is Ultra-High-Yield Conagra Brands a Buy, Sell, or Hold in 2026?

Conagra Brands is a large consumer staples company, but its brands aren't industry leaders. The company's financial performance hasn't been particularly strong.

The Motley Fool • Feb 20, 2026

Readers Spot 8 Ideal Buys Out Of 17 'Safer' Dividend Dogs In January

Sirius XM Holdings and other high-yield ReFa/Ro Dogs offer strong dividend returns, with all top 10 passing the 'dividends from $1k invested exceed share price' test. Analyst projections suggest net gains of 25.77% to 52.74% for the top ten ReFa/Ro Dogs by January 2027, with an average estimated gain of 31.68% on $10k invested. Contrarian yield-based strategies favor underdogs; buying on pullbacks can enhance yield, though caution is warranted for cash-poor stocks with negative free cash flow margins.

Seeking Alpha • Feb 19, 2026

Conagra Brands Announces Appointment of John Mulligan and Pietro Satriano to its Board of Directors

CHICAGO, Feb. 18, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, today announced the appointment of John Mulligan and Pietro Satriano to its board of directors, effective immediately.  With these additions, the Conagra Brands board will increase to 12 members.

PRNewsWire • Feb 18, 2026

High Dividend Packaged Foods: Relative Favorability

The packaged foods industry has broadly declined over the last year with some producers dropping over 20%; dividend yields have expanded to as much as 9.5%. However, a high dividend yield does might not indicate value, profitability, or financial strength. Twenty-three high yield packaged food producers we compared on a matrix of factors including yield, payout ratio, value, growth, profitability, and debt.

Seeking Alpha • Feb 18, 2026

Biggest S&P 500 Winners Last 5, 10, 20 Years

The S&P 500's annualized total return over the last five years has been roughly 13.5%, but the average stock currently in the index has seen an annualized total return about 2.6 percentage points less at just 10.9%.

Seeking Alpha • Feb 19, 2026

Why Conagra Brands Stock Sank Today

It reiterated its fiscal 2026 guidance. Unfortunately, this counts on basically flat sales and a notable decline in adjusted profitability.

The Motley Fool • Feb 17, 2026

Conagra Brands, Inc. (CAG) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

Conagra Brands, Inc. (CAG) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

Seeking Alpha • Feb 17, 2026