Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks

14. Conagra Brands, Inc. (NYSE:CAG)

Number of Hedge Fund Holders: 40z

Food products giant Conagra Brands, Inc. (NYSE:CAG)’s shares are down by 39% over the past year and by 9.7% year-to-date. Evercore ISI and RBC Capital discussed the firm on April 2nd. RBC Capital cut the share price target to $17 from $20 and kept a Sector Perform rating on the stock. It discussed Conagra Brands, Inc. (NYSE:CAG)’s third-quarter earnings and commented that the results were as expected and demonstrated a marginal growth in organic sales despite soft consumption and a tough operating environment. Among the positives in the quarter were Conagra Brands, Inc. (NYSE:CAG)’s frozen food products and volume growth. Evercore ISI trimmed the share price target to $18 from $19 and kept an In Line rating as it remarked that the food company was focused on cash flow and profits. As for Cramer, the CNBC TV host discussed the impact of weight loss drugs on Conagra Brands, Inc. (NYSE:CAG)’s products throughout 2025. In this appearance, he commented on the growth, earnings, and dividends:

“Yeah I just wanted to talk about how hard it is to be a food company is right. . .Conagra, they’ve got some organic growth. They had some good things to say. But they have food inflation. They’re feeling the squeeze. And that’s, it’s something that’s from the war. We better start focusing on companies whose earnings are going to be hit. And I have to say that it doesn’t seem to matter what you do, there’s always something wrong if you’re a food company these days. And right now it’s input costs and a lot of people concerned about Conagra’s nine percent yield, size of dividend, they swear to me, sacrosanct.”