BGS · NYSE · Packaged Foods

B&G Foods

Sells branded pantry staples across retail, foodservice, and specialty grocery channels.

$3.51
After-hours close−0.01 (−0.28%)
At close$3.52(+1.44%)
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Profile

B&G Foods, Inc.BGSConsumer Staples

Sells and distributes a portfolio of Specialty, Meals, Frozen & Vegetables, and Spices & Flavor Solutions brands. The business is centered in North America and is being reshaped through recent divestitures and added broth and stock brands.

Built through acquisitions, the portfolio spans Specialty, Meals, Frozen & Vegetables, and Spices & Flavor Solutions. Core names include Crisco, Clabber Girl, Ortega, Cream of Wheat, Maple Grove Farms, Dash, Spice Islands, Tone's, and the recently added College Inn and Kitchen Basics.

Products move through supermarkets, mass merchants, warehouse clubs, wholesalers, foodservice distributors, specialty food channels, military commissaries, dollar stores, drug stores, and e-tailers, with sales concentrated in North America across the United States, Canada, and Puerto Rico.

Current execution centers on reshaping the brand base: Don Pepino, Sclafani, Le Sueur U.S., and Green Giant U.S. frozen have been sold, while broth and stock brands were added. Reported comparisons are shaped by recent divestitures, co-manufacturing commitments, labor agreements covering nearly half the workforce, and brand-valuation pressure.

Company facts

CEOKenneth C. Keller
ListedMay 23, 2007
ExchangeNYSE
HeadquartersParsippany, NJ
CountryUnited States
Employees2,497
CIK0001278027
ISINUS05508R1068

Key statistics

Market cap$285.7M
EPS (ttm)−$0.8900
P/E (ttm)−3.96
ROE-16.5%
P/B0.7232
P/S0.1613
Dividend yield18.89%
Beta0.11vs XLP 1.02

Year to date −16.2% · Average volume (30d) 2.2M

Analysts

Price target, next 12 months$4.50+27.8%Median of 17 analysts · vs the Aug 28 close
ConsensusHold3 of 17 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 13, 2026BarclaysReiterateEqual Weight$5$4.50
Aug 12, 2026Evercore ISITarget$5$4.50
Jul 22, 2026JefferiesTarget$25$4
Jul 21, 2026BarclaysReiterateEqual Weight$6$5
Apr 14, 2026BarclaysTarget$6

Earnings

EPS

Estimate$0.15
ReportedDue Nov 11, 2026

Revenue

Estimate$435.0M
ReportedDue Nov 11, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 11, 2026Q2 FY26$0.06$0.06+8.4%$394.9M$383.3M−2.9%+4.99%
May 12, 2026Q1 FY26$0.08$0.080.0%$398.8M$408.9M+2.5%−13.41%
Mar 3, 2026Q4 FY25$0.28$0.280.0%$538.0M$539.6M+0.3%+16.24%
Nov 5, 2025Q3 FY25$0.11$0.15+36.4%$537.5M$439.3M−18.3%+24.62%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$425.4M$424.4M$439.3M$539.6M$408.9M$383.3M
Gross profit$86.8M$84.0M$93.7M$118.9M$75.5M$79.6M
Operating income$38.2M$40.1M$52.6M$67.4M$25.3M$34.6M
Net income$835.0K−$9.8M−$19.1M−$15.2M−$32.5M−$4.0M
Diluted EPS$0.01−$0.12−$0.24−$0.19−$0.41−$0.05
Gross margin20.4%19.8%21.3%22.0%18.5%20.8%
Operating margin9.0%9.4%12.0%12.5%6.2%9.0%

Fiscal years (4-quarter sums)FY21 $2.06B · FY22 $2.16B · FY23 $2.06B · FY24 $1.93B · FY25 $1.83B

Revenue by product · Q2 FY26

Specialty Segment$128.9M · 54%
Meals Segment$110.5M · 46%

Revenue by geography · Q2 FY26

Specialty Segment$128.9M · 100%

Balance sheet, Jul 4, 2026Cash & short-term investments $591.6M · Total debt $2.58B · Total assets $3.36B · Shareholders' equity $395.1M

Dividends

Next ex-date
Sep 30, 2026
in 32 days
Annual dividend
$0.67
per share
Dividend yield
18.89%
Schedule
Quarterly
4 payments a year

Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 30, 2026Jun 30Jul 30$0.095cut from $0.19
Mar 31, 2026Mar 31Apr 30$0.19
Dec 31, 2025Dec 31Jan 26$0.19
Sep 30, 2025Sep 30Oct 27$0.19
Jun 30, 2025Jun 30Jul 30$0.19
Mar 31, 2025Mar 31Apr 30$0.19
Dec 31, 2024Dec 31Jan 30$0.19
Sep 30, 2024Sep 30Oct 30$0.19
View details

Ownership

Institutions 60.51%49.11M sharesInsiders 5.14%4.18M sharesOther 34.35%27.88M shares

Shares outstanding 81.17M · Float 77.13M · 95.0% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.6.21M7.65%13FAug 7, 2026
Goldman Sachs Group Inc3.80M4.68%13FAug 14, 2026
Vanguard Capital Management LLC3.46M4.26%13FAug 13, 2026
Dimensional Fund Advisors LP2.99M3.69%13FAug 11, 2026
Charles Schwab Investment Management Inc2.57M3.16%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 13, 2026David L. Wennerdirector−19,500$5.19
Mar 13, 2026Andrew D. Vogelofficer: EVP, PRESIDENT OF MEALS−20,000$5.19
Mar 12, 2026Martin C. Schochofficer: EVP of Supply Chain−11,321$5.40
Nov 26, 2025Dennis M. Mullendirector−18,795$4.50
View details

Peers

  • McCormick & Company

    Scale leader in spices, seasonings, sauces, and flavor solutions

  • Conagra Brands

    Broad frozen, vegetable, baking, and shelf-stable food overlap

  • Campbell's

    Soup, broth, sauces, Mexican sauces, and simple-meal rival

  • General Mills

    Scaled shelf-stable, Mexican, soup, and baking-brand competitor

  • Kraft Heinz

    Condiments, sauces, pantry staples, and branded grocery scale

  • Seneca Foods

    Direct vegetable peer after Green Giant U.S. asset purchases

  • Hormel Foods

    Mexican foods, shelf-stable protein, and snack-nut overlap

  • Post

    Breakfast cereal, hot cereal, pantry, and center-store overlap

CompareAfter-hours close

CompanyPriceChange
B&G Foods$3.51−0.28%$285.7M7.20.2−9.7%
McCormick & Company$55.34+0.07%$14.88B9.217.92.0+16.7%
Conagra Brands$16.05−0.22%$7.70B10.70.7+3.6%
Campbell's$23.49+0.43%$6.98B11.512.50.7−4.4%
General Mills$41.13−1.02%$22.18B13.71.2+1.2%
Kraft Heinz$25.72+0.13%$30.47B12.91.2−1.4%
Seneca Foods$199.85−0.10%$1.37B11.514.00.8+36.2%
Hormel Foods$21.55−0.07%$11.86B34.213.81.0−2.4%
Post$84.16−1.37%$3.87B15.712.10.5−1.8%
Median11.513.30.9−0.1%