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Evercore ISI lowers ConAgra stock price target to $18 on EPS trim
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Evercore ISI lowers ConAgra stock price target to $18 on EPS trim

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Conagra Brands

American multinational consumer packaged goods holding company

Conagra Brands, Inc. (formerly ConAgra Foods) is an American consumer packaged goods holding company that makes and sells products under various brand names that are available in supermarkets, restaurants, and food service establishments. Based on its 2021 revenue, the company ranked 331st on the 20...

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Evercore

Evercore

American financial services company

Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding. Eve...

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Conagra Brands

American multinational consumer packaged goods holding company

Evercore

Evercore

American financial services company

Deep Analysis

Why It Matters

This news matters because it signals potential challenges for ConAgra Brands, a major packaged food company whose products are in many households. The lowered price target and earnings per share (EPS) trim suggest analysts see headwinds affecting profitability, which could impact investor returns and company valuation. This affects shareholders, potential investors, and employees who may be concerned about the company's financial health and strategic direction in a competitive food industry.

Context & Background

  • ConAgra Brands is one of North America's largest packaged food companies with brands like Healthy Choice, Marie Callender's, and Slim Jim.
  • Analyst price target adjustments are common market events that reflect changing expectations about a company's future performance.
  • The packaged food industry faces challenges including inflation, supply chain issues, and shifting consumer preferences toward healthier options.
  • Evercore ISI is a prominent investment banking advisory firm whose analyst opinions can influence market sentiment toward stocks.

What Happens Next

Investors will watch ConAgra's next earnings report to see if the company meets, exceeds, or falls short of revised expectations. Market reaction may include increased stock volatility as traders digest the analyst's revised outlook. ConAgra management may address these concerns in upcoming investor communications or strategic announcements.

Frequently Asked Questions

What does a lowered price target mean for investors?

A lowered price target suggests analysts believe the stock has less upside potential than previously estimated, which may lead some investors to reconsider their positions. This doesn't necessarily mean immediate price drops, but it reflects revised expectations about future performance.

Why would an analyst trim EPS estimates?

Analysts trim EPS estimates when they anticipate factors like rising costs, weaker sales, or competitive pressures that may reduce profitability. This adjustment reflects updated analysis of the company's financial outlook based on recent data or industry trends.

How significant is an $18 price target?

The significance depends on ConAgra's current trading price - if the stock trades below $18, it suggests potential upside; if above, it suggests expected decline. The $18 figure represents Evercore ISI's estimate of fair value based on their financial models.

Should ConAgra shareholders be concerned?

A single analyst adjustment isn't necessarily cause for alarm, but shareholders should monitor whether multiple analysts make similar revisions. Investors should consider this information alongside the company's fundamentals and their own investment strategy.

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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Oil back in sight of $110/bbl after Trump signals Iran war escalation UBS sees gold bull run extending as upside risks build Pharma stocks retreat after report of Trump’s 100% tariffs plan on some drugs Trump says US to hit Iran ‘extremely hard’ in next 2-3 weeks (South Africa Philippines Nigeria) Evercore ISI lowers ConAgra stock price target to $18 on EPS trim By Analyst Ratings Published 04/02/2026, 06:33 AM Evercore ISI lowers ConAgra stock price target to $18 on EPS trim 0 CAG -1.27% Investing.com - Evercore ISI lowered its price target on ConAgra Brands Inc. (NYSE:CAG) to $18 from $19 while maintaining an In Line rating on the stock. The shares currently trade at $15.52, hovering just above their 52-week low of $15.04, though InvestingPro analysis suggests the stock remains undervalued at current levels. The firm trimmed its fiscal 2027 earnings per share estimate to $1.68 from $1.70, representing 2% year-over-year growth. The consensus estimate stands at $1.77. Evercore ISI cited reaccelerating input inflation of 3% or higher as a risk heading into the next fiscal year. The firm also noted that Ardent Mills equity income will be lower than previously expected. The firm said ConAgra’s recent organic sales trends showed improvement, with second-half fiscal 2026 sales up 2% compared to a 2% decline in the first half. Evercore ISI expects the company to prioritize profitability over volume as it maintains its dividend, which carries a 9% yield and 80% payout ratio, and manages its balance sheet with 3.9 times debt to EBITDA. An InvestingPro tip highlights that ConAgra has maintained dividend payments for 51 consecutive years, underscoring management’s commitment to shareholder returns. The new $18 price target equals 10.5 times the firm’s fiscal 2028 EPS estimate of $1.73, representing 3% year-over-year growth. Evercore ISI removed ConAgra from its TAP Outperform List following third-quarter earnings. In o...
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