B&G Foods (NYSE:BGS) Releases FY 2026 Earnings Guidance

B&G Foods (NYSE:BGS) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.550-0.650 for the period, compared to the consensus estimate of 0.510. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.8 billion.

Analyst Upgrades and Downgrades

BGS has been the subject of a number of research reports. Barclays lifted their price objective on shares of B&G Foods from $4.00 to $5.00 and gave the stock an “equal weight” rating in a report on Thursday. Weiss Ratings reaffirmed a “sell (d)” rating on shares of B&G Foods in a research report on Monday, December 29th. TD Cowen reissued a “sell” rating on shares of B&G Foods in a report on Wednesday. Finally, Evercore set a $5.00 target price on B&G Foods in a research note on Wednesday. Four research analysts have rated the stock with a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $4.70.

B&G Foods Price Performance

NYSE BGS opened at $5.57 on Friday. The company has a 50-day moving average price of $4.70 and a two-hundred day moving average price of $4.56. B&G Foods has a 52 week low of $3.67 and a 52 week high of $8.06. The stock has a market cap of $445.43 million, a price-to-earnings ratio of -10.31 and a beta of 0.46. The company has a current ratio of 3.32, a quick ratio of 1.30 and a debt-to-equity ratio of 4.30.

B&G Foods (NYSE:BGS) last issued its quarterly earnings data on Tuesday, March 3rd. The company reported $0.28 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.28. B&G Foods had a positive return on equity of 8.43% and a negative net margin of 2.37%.The business had revenue of $539.56 million during the quarter, compared to the consensus estimate of $537.50 million. During the same period in the previous year, the firm posted $0.31 earnings per share. The business’s revenue was down 2.2% on a year-over-year basis. Analysts forecast that B&G Foods will post 0.7 EPS for the current year.

B&G Foods Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.19 per share. This represents a $0.76 dividend on an annualized basis and a dividend yield of 13.6%. The ex-dividend date of this dividend is Tuesday, March 31st. B&G Foods’s dividend payout ratio (DPR) is -140.74%.

Key Stories Impacting B&G Foods

Here are the key news stories impacting B&G Foods this week:

• Positive Sentiment: Company announced a quarterly dividend of $0.19 per share (ex‑dividend March 31), which annualizes to a ~12.9% yield — a strong income offset that may attract yield‑focused investors.
• Positive Sentiment: Management issued FY2026 EPS guidance of $0.55–$0.65, above consensus (~$0.51), signaling improving profitability expectations. Q4 earnings and guidance
• Positive Sentiment: Q4 results: EPS met estimates and sales roughly in line/beat estimates with margin expansion noted — evidence of cost leverage and improving trends after recent portfolio changes. Q4 sales beat article
• Positive Sentiment: Company outlined a $1.655B–$1.695B sales target for 2026 as part of a portfolio transformation, which suggests management sees a clearer path to stable top‑line performance. Sales target article
• Neutral Sentiment: RBC Capital issued a “hold” (or “hold/have a hold”) on the name — a neutral analyst stance that may limit momentum in either direction. RBC hold article
• Neutral Sentiment: Stock drew attention during NYSE composite rotation — a market‑structure/flow event that can cause short‑term volume and volatility but doesn’t change fundamentals. NYSE rotation article
• Negative Sentiment: Barclays raised its target to $5.00 and kept an “equal weight” rating — the new target implies downside versus the current price and signals limited analyst upside. Barclays price target note
• Negative Sentiment: Company’s revenue guidance (~$1.7B) comes in below consensus (~$1.8B), highlighting top‑line pressure after divestitures and likely constraining valuation multiple expansion. Earnings call / guidance transcript

Institutional Trading of B&G Foods

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Canada Pension Plan Investment Board increased its stake in shares of B&G Foods by 51.9% during the second quarter. Canada Pension Plan Investment Board now owns 28,700 shares of the company’s stock valued at $121,000 after acquiring an additional 9,800 shares during the period. WINTON GROUP Ltd acquired a new position in shares of B&G Foods during the 4th quarter valued at $122,000. Mercer Global Advisors Inc. ADV bought a new stake in shares of B&G Foods in the 3rd quarter worth $143,000. XTX Topco Ltd bought a new stake in shares of B&G Foods in the 4th quarter worth $165,000. Finally, Federated Hermes Inc. lifted its holdings in shares of B&G Foods by 701.1% in the fourth quarter. Federated Hermes Inc. now owns 39,414 shares of the company’s stock valued at $169,000 after buying an additional 34,494 shares during the period. 66.15% of the stock is currently owned by institutional investors.

B&G Foods Company Profile

B&G Foods, Inc is a packaged foods holding company that develops, markets and distributes a diversified portfolio of branded shelf-stable and frozen food products. Headquartered in Parsippany, New Jersey, the company serves retail and foodservice customers across the United States and Canada. Through its network of manufacturing facilities, third-party co-packers and distribution partners, B&G Foods supplies grocery chains, mass merchandisers, club stores and e-commerce platforms.

The company’s product portfolio spans multiple categories, including vegetables, beans, soups, sauces and condiments, snacks, cereals and refrigerated or frozen offerings.