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portfolios on TandT
Bookmarked by
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users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$291.0M
81M shares
52-week range
$3.35 – $6.38
10% from low
Sector
FOOD AND KINDRED PRODUCTS
Exchange
NYSE
CS
B&G Foods Inc manufactures, sells, and distributes a range of branded, shelf-stable, and frozen food and household products across the United States, Canada, and Puerto Rico. Its products include frozen and canned vegetables, canola and other cooking oils, vegetable shortening, cooking sprays, oatmeal and other hot cereals, fruit spreads, canned meats and beans, bagel chips, spices, seasonings, hot sauces, and wine vinegar. The company's main brands include Crisco, Clabber Girl, Bear Creek, Polaner, Underwood, B&G, Grandma's, New York Style, B&M, Baker's Joy, Regina, TrueNorth, Static Guard, SugarTwin and Brer Rabbit. It operates in four reportable segments: i) Specialty, the majoriy revenue generating segment, ii) Meals, iii) Frozen & Vegetables, iv) Spices & Flavor Solutions.
www.bgfoods.comNo one on the platform currently holds BGS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 420,800 | $2.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-30 | $0.0950 | 2026-10-30 |
| 2026-06-30 | $0.0950 | 2026-07-30 |
| 2026-03-31 | $0.1900 | 2026-04-30 |
| 2025-12-31 | $0.1900 | 2026-01-26 |
| 2025-09-30 | $0.1900 | 2025-10-27 |
| 2025-06-30 | $0.1900 | 2025-07-30 |
| 2025-03-31 | $0.1900 | 2025-04-30 |
| 2024-12-31 | $0.1900 | 2025-01-30 |
| 2024-09-30 | $0.1900 | 2024-10-30 |
| 2024-06-28 | $0.1900 | 2024-07-30 |
No one on the platform has traded BGS yet.
| 2024-03-27 | $0.1900 | 2024-04-30 |
| 2023-12-28 | $0.1900 | 2024-01-30 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BGS Great news Buy American Food products are now mandated to buy from American Companies and American produce for school. $BGS and $CAG looking to add millions in income for the foreseeable future as almost 100% of food served in public school must be USA products. In fact you have to get a waiver to buy non USA now..... B&G Foods School Cafeteria OfferingsB&G Foods packages these iconic brands into large, bulk commercial sizes specifically designed for school breakfast and lunch programs:B&M Baked Beans: For school lunches, B&G Foods provides 116-ounce (7 lb. 4 oz.) institutional cans packed 6 per case. They are popular in schools because they are allergen-free, 99% fat-free, and serve as an excellent source of dietary fiber and protein.Cream of Wheat: For school breakfast programs, B&G Foods offers bulk 28-ounce boxes single-serve instant packets (144 per case). These are heavily utilized in schools because they are enriched with calcium..you can't eat rockets $SPCX
View on StockTwits ↗$BGS Earnings were fine, nothing extraordinary either way. It hit a 10-year low today before the report. The debt load is just so heavy currently. However, when you start to look at the company as an acquisition target (especially by someone with a more robust balance sheet), the picture starts to look different. If an acquirer were to pay a 40% premium to the current stock price and refinance the debt (assuming they have an investment grade credit rating), I'm calculating $35-40M of annual after-tax interest savings (and yes, they might have to wait for specific provisions of the newly issued notes to lapse before refinancing those). Then layer in synergies of say $25-50M annually (depending on the acquirer). Now instead of a $70-80M FCF run rate annually, you're closer to $150M annually, meaning the return on investment of the acquisition could be close to 35-40%, if they pay $5/share for the acquisition. Let's get some strategic acquirers on the phone.
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-11-bg-foods-inc-stock/ $BGS B&G Foods Earnings Transcript
View on StockTwits ↗$BGS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.05 up 58.33% YoY • Reported revenue of $383.27M down -9.70% YoY • B&G Foods, Inc. reaffirmed its full year fiscal 2026 guidance for net sales at $1.735 billion to $1.775 billion, adjusted EBITDA at $275.0 million to $290.0 million, and adjusted diluted EPS at $0.575 to $0.675.
View on StockTwits ↗$BGS Let's get that squeeze going baby, E-trade says Short interest as % of float 16.40%
View on StockTwits ↗$BGS Shit-canning your CEO right before earnings is never a good sign. It had to be done, but the timing is awful IMO.
View on StockTwits ↗$BGS Same old crap. Different CEO. No change. He's just an extension of the other guy. I was hoping they would go outside of the company to get a new iCEO with fresh ideas.
View on StockTwits ↗$BGS doubled down at the close. We'll see about earnings. I think the expectation is that a bad report may be baked into the price. Like the 11 pc dividend here
View on StockTwits ↗$BGS so check my math. For fun just bought 100 shares 3.37/share, sold a 11/20 $3 call for $55. Cost basis now 2.87, if I don’t get called early I’ll also get the .095 cent dividend. So my APY on those shares should be 24% for this 102 day period when I get called. Unless we go under $3.
View on StockTwits ↗$BGS New CEO Mr. Mills held senior leadership positions at Ulta Beauty Inc. and Sears Holding Corp. Nothing says turnaround success like SEARS.
View on StockTwits ↗$BGS new CEO from $TSCO, that stock hasn’t done well. Bullish stance stock in the toilet company needs a turn around plan, this new CEO wants to look good. Bearish, TSCO sucks he might have brought that with him.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.7B | -5.1% | $0.56 | $0.56–$0.56 | 6.5× | 2 |
| 2028 | $1.8B | +1.2% | $0.57 | $0.56–$0.57 | 6.4× | 2 |
| 2029 | $1.8B | +0.5% | $0.52 | $0.52–$0.52 | 7.0× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-11 | $0.06 | $0.06 | +8.4% |
| 2026-05-12 | $0.08 | $0.08 | +0.0% |
| 2026-03-03 | $0.28 | $0.28 | +0.0% |
| 2025-11-05 | $0.11 | $0.15 | +36.4% |
| 2025-08-04 | $0.07 | $0.04 | -42.9% |
| 2025-05-07 | $0.14 | $0.04 | -71.4% |
| 2025-02-25 | $0.30 | $0.31 | +3.3% |
| 2024-11-05 | $0.20 | $0.13 | -35.0% |
| $376M |
| — |
| MAMAMama's Creations, Inc. | $17.12 | +0.78% | $796M | — |
| NATRNature's Sunshine Products, Inc. | $15.21 | -0.59% | $267M | — |
Source: Financial Modeling Prep · peers by sector/industry