B&G Foods (NYSE:BGS) Announces Earnings Results, Hits Estimates

B&G Foods (NYSE:BGS) released its earnings results on Tuesday. The company reported $0.28 EPS for the quarter, hitting the consensus estimate of $0.28, FiscalAI reports. B&G Foods had a positive return on equity of 8.50% and a negative net margin of 13.61%.The firm had revenue of $539.56 million during the quarter, compared to analysts’ expectations of $537.50 million. During the same period in the previous year, the firm posted $0.31 EPS. B&G Foods’s revenue for the quarter was down 2.2% on a year-over-year basis.

Here are the key takeaways from B&G Foods’ conference call:

• Closed the sale of Green Giant U.S. Frozen to Seneca for about $63.2 million and entered a co-pack agreement expected to generate roughly $100 million/year of manufacturing revenue (modest profit), with proceeds being used to fund the pending acquisition of College Inn & Kitchen Basics.
• Management issued FY2026 guidance of $1.655B–$1.695B in net sales and $265M–$275M in adjusted EBITDA, expecting base-business improvement (+0.4% assumed) and reporting a strong start to the year (Q1 YTD base sales growth ~4%).
• Tariff costs materially pressured margins in FY2025 (~$9.5M for the year; ~$4.4M in Q4), with pricing actions initiated but not fully reflected in Q4, contributing to lower segment EBITDA (notably Spices & Flavor Solutions).
• Fiscal 2025 produced a net loss driven by significant non‑cash impairment charges (e.g., ~$34.8M for Green Giant trademark, ~$26M for Victoria/McCann’s, and ~ $27.8M assets‑held‑for‑sale), which weighed on GAAP results despite positive adjusted EBITDA.
• Balance sheet progress — net debt fell to ~$1.912B (pro forma ~$1.835B including divestiture and deposit) and management expects net-debt-to-EBITDA to approach ~6.0x by mid-year with a longer-term target below 5.5x.

B&G Foods Trading Down 2.5%

BGS opened at $5.05 on Wednesday. The company has a debt-to-equity ratio of 4.29, a quick ratio of 1.30 and a current ratio of 3.20. B&G Foods has a one year low of $3.67 and a one year high of $8.06. The company has a market cap of $403.90 million, a P/E ratio of -1.60 and a beta of 0.46. The business’s 50-day simple moving average is $4.66 and its 200-day simple moving average is $4.54.

More B&G Foods News

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

• Positive Sentiment: FY‑2026 EPS guidance was raised to $0.55–$0.65, above the consensus ~$0.51, implying better margin/earnings outlook from management (offsetting some negative items).
• Positive Sentiment: B&G declared a regular quarterly cash dividend of $0.19 per share (payable Apr 30, 2026) — the 86th consecutive quarterly dividend and a high current yield that supports income investor demand. B&G Foods Declares Regular Quarterly Dividend
• Positive Sentiment: Reported declines in short interest and notable institutional buying (e.g., a large addition by Goldman Sachs reported in filings) reduce immediate short‑pressure and can provide share support. B&G Foods Inc. (BGS) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Earnings call transcript and company press release are available — useful for listening to management commentary on cost actions, divestitures and the extra reporting week that complicates year‑over‑year comparisons. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company issued formal Q4 / full‑year release (includes impacts from prior divestitures and an extra reporting week) — read for adjustments between GAAP and adjusted metrics. B&G Foods Reports Financial Results for Fourth Quarter and Full Year 2025
• Negative Sentiment: Revenue guidance was lowered to about $1.7 billion for FY‑2026 versus Street forecasts near $1.8 billion, signaling top‑line pressure and soft demand in core categories.
• Negative Sentiment: Q4 results were mixed: net sales slipped ~2.2% year‑over‑year and some outlets highlighted a GAAP net loss and a sharp drop in operating profit and cash from operations (the discrepancy reflects GAAP vs. adjusted items). Those operational negatives and the revenue downgrade likely explain near‑term selling pressure. B&G Foods Inc. (BGS) Stock Falls on Q4 2025 Earnings

Hedge Funds Weigh In On B&G Foods

Several hedge funds have recently added to or reduced their stakes in BGS. Northwestern Mutual Wealth Management Co. raised its holdings in B&G Foods by 502.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 7,443 shares of the company’s stock worth $31,000 after purchasing an additional 6,207 shares in the last quarter. Triumph Capital Management purchased a new position in shares of B&G Foods in the 3rd quarter valued at $34,000. Federated Hermes Inc. acquired a new stake in B&G Foods during the 2nd quarter worth $35,000. Integrated Wealth Concepts LLC purchased a new stake in B&G Foods in the third quarter valued at $45,000. Finally, NCM Capital Management LLC acquired a new position in B&G Foods in the third quarter valued at $46,000. 66.15% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on BGS. Weiss Ratings reissued a “sell (d)” rating on shares of B&G Foods in a research report on Monday, December 29th. TD Cowen lifted their price target on shares of B&G Foods from $3.00 to $3.50 and gave the stock a “sell” rating in a research note on Friday, January 16th. Four research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, B&G Foods presently has an average rating of “Reduce” and an average price target of $4.38.

About B&G Foods

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.