BGS
B&G Foods, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 12 to Mar 13 2 days of insider sells: $266.0K by 3 insiders, avg $5.23
- R Jun 4 B&G Foods priced a $475M offering of 11.00% senior notes due 2031, w…
- B Sep 14 1 insider buy $18.0K at $3.21
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $18.0K at an average $3.21. 3 insiders sold $266.0K. Price is 36% below their cost.
- InstitutionsMIXED
Q2 2026: 18 added (0 new), 23 trimmed or exited.
- AnalystsBEARISH
0 of 12 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
31% below its 50-day average. New closing low $2.04 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | $11.9M |
| MORGAN STANLEY | TRIM | $7.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | $5.7M |
| RAYMOND JAMES FINANCIAL INC | ADD | $3.0M |
| Corient Private Wealth LP | ADD | $1.9M |
| JPMORGAN CHASE & CO | ADD | $1.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | $1.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $1.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is below the lowest target. Median implies +47%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Evercore ISI Group MAINTAIN | In-Line |
| Oct 16, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 13, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 12, 2026 | Evercore ISI Group MAINTAIN | In-Line |
| Aug 12, 2026 | TD Cowen MAINTAIN | Sell |
| Jul 21, 2026 | Barclays MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 14, 2026 | Brunts DeAnn L Director | BUY | $18.0K |
| Aug 10, 2026 | Mills Robert D President & CEO | AWARD | 134,408 sh |
| Aug 10, 2026 | Mills Robert D President & CEO | AWARD | 900,000 sh |
| Jun 1, 2026 | Brunts DeAnn L Director | AWARD | 26,915 sh |
| Jun 1, 2026 | Wenner David L Director | AWARD | 26,915 sh |
| Jun 1, 2026 | SHERRILL STEPHEN Director | AWARD | 26,915 sh |
| Jun 1, 2026 | SHERRILL STEPHEN Director | AWARD | $165.0K |
| Jun 1, 2026 | POE ALFRED Director | AWARD | 26,915 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 0 bullish · 2 bearish · 7 neutral- NEUTRAL 8-KOct 13, 2026
B&G Foods sold its B&M baked beans and brown bread brand and Joan of Arc canned beans brand to…
Monitor upcoming quarterly filings for debt reduction quantification and any further portfolio rationalization announcements. The lack of disclosed terms limits near-term price discovery.
- NEUTRAL 8-KOct 6, 2026
B&G Foods and Nortera Foods mutually terminated their asset purchase agreement for the sale of…
The failed sale removes an expected cash inflow and leaves Green Giant Canada on BGS's balance sheet. Watch for the next strategic update — a new sale process, partnership, or restructuring of the…
- BEARISH INST-CLUSTERAug 21, 2026
B&G Foods (BGS) saw a mixed institutional cluster in Q2 2026, with 9 buyers adding $5.7M in net…
The mixed cluster with net selling pressure and zero insider buying suggests continued institutional distribution in BGS. A contrarian entry would require a catalyst such as a meaningful debt…
- NEUTRAL 8-KAug 11, 2026
B&G Foods CEO Casey Keller retired effective August 7, 2026, with a retirement package including…
This is a routine CEO succession with an insider appointment. The new CEO's background in digital/tech transformation at Tractor Supply may signal a strategic pivot, but no financial guidance or…
All BGS filing & press-release reports (9)
- 8-K reportOct 13, 2026
- 8-K reportOct 6, 2026
- INST-CLUSTER reportAug 21, 2026
- 8-K reportAug 11, 2026
- 8-K reportJun 4, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportApr 3, 2026
- CLUSTER reportMar 12, 2026