Update shared on 09 Dec 2025
Analysts have slightly adjusted their price target on Conagra Brands upward to approximately $20.22 per share. This change reflects modest tweaks to their discount rate, long term revenue expectations, and projected profitability and valuation multiples.
What's in the News
- Completed a share repurchase tranche between May 26, 2025 and August 24, 2025, buying back 783,450 shares for $15 million and bringing total repurchases under the long running program to 137,031,434 shares, or 31.32% of shares outstanding (Key Developments)
- Reaffirmed fiscal 2026 guidance, targeting organic net sales growth in a range of negative 1% to positive 1% versus fiscal 2025 (Key Developments)
- Removed from the FTSE All World Index in U.S. dollars, which may affect passive fund ownership tied to that benchmark (Key Developments)
Valuation Changes
- Fair Value Estimate, unchanged at approximately $20.22 per share, indicating no material shift in the intrinsic value assessment.
- Discount Rate, risen slightly from about 6.99% to 7.04%, implying a modestly higher required return on equity.
- Revenue Growth, lowered slightly from approximately negative 0.35% to negative 0.37% per year, reflecting a marginally more cautious top line outlook.
- Net Profit Margin, trimmed slightly from about 8.56% to 8.55%, suggesting a very small downward revision to long term profitability assumptions.
- Future P/E, increased slightly from roughly 12.28x to 12.32x, indicating a marginally higher valuation multiple applied to forward earnings.
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