B&G Foods, Inc. (BGS) AI Stock Analysis
BGS AI stock analysis summary
AI ResearchB&G Foods, Inc. (BGS) manufactures and distributes shelf-stable and frozen foods under brands such as Green Giant and Ortega. The company generated trailing twelve-month revenue of $1.77B with a net profit margin of -4.0%, while managing net debt of $1.98B as of June 30, 2026. BGS trades at a forward PE of 6.6x and carries a forward dividend yield of 16.59%.
- Market cap
- $186.1M
- Revenue (TTM)
- $1.77B
- P/E
- — fwd 6.6x
- 1Y return
- -43.0% S&P 500 16.8%
- Avg. target
- $4.00 74.7% vs last close
Bull case
- B&G Foods generated positive free cash flow of $70.7M in FY2025.
- The stock offers a forward dividend yield of 16.59% supported by 20 consecutive years of dividend payments.
- The consensus analyst price target of $4.00 represents a 74.7% premium over the last close of $2.29.
Bear case
- The company maintains significant leverage, with total debt of $2.58B and a debt-to-equity ratio of 6.52 as of June 30, 2026.
- Sales have consistently contracted, showing a 5-year revenue CAGR of -1.5% and a latest quarterly revenue decline of 9.7% year-over-year.
- Shareholder payouts have decreased over time, evidenced by a 5-year annualized dividend growth rate of -16.7%.
What B&G Foods does
B&G Foods, Inc. manufactures, sells, and distributes shelf-stable and frozen foods as well as household products across the United States, Canada, and Puerto Rico. Its product portfolio includes frozen and canned vegetables, cooking oils, oatmeal, fruit spreads, canned meats, spices, hot sauces, syrups, pizza crusts, and taco shells under brands such as Green Giant, Cream of Wheat, Emeril's, Ortega, and Spice Islands. The company also markets household goods under the Static Guard brand. It distributes items through supermarket chains, foodservice outlets, mass merchants, warehouse clubs, non-food retailers, and specialty distributors. Headquartered in Parsippany, New Jersey, the business traces its history back to 1822.
Growth and profitability
B&G Foods posted a 5-year revenue CAGR of -1.5% between FY2020 and FY2025. Annual revenue reached $2.16B in FY2022 before decreasing to $2.06B in FY2023, $1.93B in FY2024, and $1.83B in FY2025, which marked a 5.4% revenue decline. Operating margin was 5.3% in FY2025 after dropping to -9.2% in FY2024, while net income stood at -$43.3M compared to -$251.3M in the prior year. In the quarter ending June 30, 2026, revenue fell 9.7% year-over-year and quarterly earnings declined 65.9%, leaving trailing twelve-month revenue at $1.77B with an operating margin of 12.0%.
Balance sheet and cash flow
As of June 30, 2026, B&G Foods held $591.6M in cash and short-term investments and $2.58B in total debt, resulting in net debt of $1.98B. Total assets were $3.36B against shareholders' equity of $395.1M, yielding a debt-to-equity ratio of 6.52 and a current ratio of 1.62. In FY2025, the company delivered operating cash flow of $101.4M and free cash flow of $70.7M, while deploying $30.6M toward capital expenditures and $60.6M toward dividends.
Valuation and performance
B&G Foods trades at a forward PE of 6.6x, below the median of its US-listed Consumer Defensive peers of 14.3x. Its price-to-sales ratio is 0.1x compared to the peer median of 0.7x, while its EV-to-EBITDA ratio of 14.8x is higher than the peer median of 11.7x. The company has a market capitalization of $186.1M and an enterprise value of $2.23B. Over the past year, BGS shares fell 43.0%, trailing the S&P 500 (SPY) gain of 16.8%, and its 5-year return of -86.9% lagged the benchmark return of 83.0%.
BGS dividend
B&G Foods distributes a quarterly dividend with an annual forward payout of $0.38, translating to a dividend yield of 16.59% as of October 16, 2026. The company has paid dividends for 20 consecutive years, although its 5-year annualized dividend growth is -16.7%. In FY2025, total dividends paid were $60.6M with a payout ratio of 6.8%. The last ex-dividend date was September 30, 2026.
What analysts expect
Wall Street coverage includes 4 Hold ratings, 1 Strong Sell rating, and zero Buy or Strong Buy recommendations. The mean price target is $4.00, representing an upside of 74.7% over the last closing price of $2.29. For the fiscal year ending December 31, 2026, analysts project revenue of $1.73B and EPS of $0.55. The company beat EPS estimates in 1 of the last four quarters, and its next earnings date is November 4, 2026.
Key risks and what to watch
- Net debt of $1.98B substantially exceeds the company's market capitalization of $186.1M.
- Quarterly earnings fell 65.9% year-over-year in the period ending June 30, 2026, reflecting bottom-line volatility.
- Short interest stands at 19.3% of the float, indicating elevated negative market positioning.
- Operating margins have experienced wide swings, shifting from -9.2% in FY2024 to 5.3% in FY2025.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this BGS AI stock analysis
This page is an AI-written research summary of B&G Foods, Inc. (BGS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: BGS income statement, BGS balance sheet, BGS key metrics, BGS analyst forecast, BGS chart. See the BGS stock overview for the latest quote and news.
BGS AI stock analysis FAQ
What is the dividend yield on BGS stock?
B&G Foods pays an annual forward dividend of $0.38 per share, which represents a dividend yield of 16.59% as of October 16, 2026.
How much debt does B&G Foods have?
As of June 30, 2026, B&G Foods had total debt of $2.58B and cash and short-term investments of $591.6M, leaving net debt at $1.98B.
What is the Wall Street price target for B&G Foods?
The mean analyst price target is $4.00, which is 74.7% above the last closing price of $2.29.
What are analysts forecasting for BGS in FY2026?
For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.73B and EPS of $0.55, representing an estimated EPS growth of 7.8%.