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

B&G Foods (NYSE:BGS) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.550-0.650 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on BGS shares. TD Cowen upped their price objective on shares of B&G Foods from $3.00 to $3.50 and gave the stock a “sell” rating in a research report on Friday, January 16th. Weiss Ratings restated a “sell (d)” rating on shares of B&G Foods in a research report on Monday, December 29th. Four equities research analysts have rated the stock with a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average target price of $4.38.

B&G Foods Stock Performance

Shares of B&G Foods stock opened at $5.05 on Wednesday. The company’s 50 day moving average price is $4.66 and its two-hundred day moving average price is $4.54. The firm has a market capitalization of $403.90 million, a P/E ratio of -1.60 and a beta of 0.46. B&G Foods has a fifty-two week low of $3.67 and a fifty-two week high of $8.06. The company has a debt-to-equity ratio of 4.29, a current ratio of 3.20 and a quick ratio of 1.30.

B&G Foods (NYSE:BGS) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $0.28 EPS for the quarter, meeting analysts’ consensus estimates of $0.28. B&G Foods had a positive return on equity of 8.50% and a negative net margin of 13.61%.The company had revenue of $539.56 million during the quarter, compared to analysts’ expectations of $537.50 million. During the same period in the prior year, the company earned $0.31 EPS. B&G Foods’s revenue was down 2.2% compared to the same quarter last year. On average, equities analysts forecast that B&G Foods will post 0.7 earnings per share for the current fiscal year.

Key Stories Impacting B&G Foods

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

• Positive Sentiment: B&G declared a regular quarterly cash dividend of $0.19 per share (86th consecutive quarter), supporting yield‑focused investors and income valuation. Dividend Announcement
• Positive Sentiment: Short interest reportedly fell materially, which can reduce downward pressure from short sellers and is a supportive technical factor. Short Interest Drop
• Positive Sentiment: Goldman Sachs markedly increased its stake in Q4 (reported +2.8M shares), signaling institutional buying interest even as other funds trimmed positions. Quiver Hedge Fund Activity
• Neutral Sentiment: Top‑line was roughly flat to slightly down: Q4 net sales ~$539.6M (-2.2% y/y), essentially near analyst views — a mixed signal (stable volume but soft growth). Earnings Release
• Neutral Sentiment: Analyst/commentary pieces are parsing the outlook and cost trends; some see improving core trends even as overall results are mixed — watch upcoming guidance/comments from management for directional clues. Earnings Outlook
• Negative Sentiment: Profitability and cash flow concerns: one report highlighted a sharp drop in operating profit and a large operating cash outflow (and reported a GAAP net loss in one dataset), which likely prompted investor selling and explains part of the weakness. Earnings / Cash Flow Details
• Negative Sentiment: Material institutional repositioning included several large managers cutting positions (Citadel, Dimensional, Millennium among others), which can add selling pressure even with some buyers present. Institutional Moves
• Negative Sentiment: Insider activity included a notable sale by an executive (reported sale of ~18.8k shares), a small negative signal for sentiment. Insider Trade

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in BGS. Invesco Ltd. raised its holdings in B&G Foods by 23.7% in the 4th quarter. Invesco Ltd. now owns 395,974 shares of the company’s stock valued at $1,703,000 after buying an additional 75,748 shares during the last quarter. Corient Private Wealth LLC increased its position in B&G Foods by 50.0% in the 4th quarter. Corient Private Wealth LLC now owns 52,611 shares of the company’s stock valued at $226,000 after acquiring an additional 17,542 shares during the period. Mercer Global Advisors Inc. ADV increased its position in B&G Foods by 37.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 44,374 shares of the company’s stock valued at $191,000 after acquiring an additional 11,984 shares during the period. Fuller & Thaler Asset Management Inc. bought a new position in shares of B&G Foods during the fourth quarter valued at $382,000. Finally, Empowered Funds LLC raised its stake in shares of B&G Foods by 10.9% during the fourth quarter. Empowered Funds LLC now owns 480,314 shares of the company’s stock valued at $2,065,000 after acquiring an additional 47,061 shares during the last quarter. Institutional investors and hedge funds own 66.15% of the company’s stock.

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.