Andrew D. Vogel, who serves as executive vice president and president of meals at B&G Foods, Inc. (NYSE: BGS), completed sales of 20,000 shares of the company’s common stock on March 13, 2026. The total proceeds from the transaction were $103,762, with trades executed across a price range of $5.1700 to $5.2150 per share and a weighted average sale price of $5.1881.
After these dispositions, Vogel retains direct ownership of 50,679 shares of B&G Foods. The move is recorded alongside a series of corporate developments that have attracted analyst attention.
In its fourth-quarter 2025 report, B&G Foods posted adjusted earnings per share of $0.28, which fell short of the $0.30 forecast. The company did, however, top revenue expectations by reporting $539.6 million versus the $538 million that had been anticipated.
Separately, management announced a strategic divestiture of its Green Giant frozen business and stated plans to acquire College Inn/KB. Those portfolio actions have prompted analysts to revisit their valuation assumptions and price targets for the stock.
Analyst adjustments include a raise by Jefferies to a $5.00 price target from $4.00, which the firm attributed to stabilization in the company’s fourth-quarter performance. TD Cowen increased its target to $4.00 from $3.50, citing the company’s portfolio reshaping. Evercore ISI raised its target to $5.00 from $4.50 and projected a 3% year-over-year increase in 2026 EBITDA to $281 million, a figure the firm expects to exceed consensus.
Taken together, the insider sale, the mixed earnings print, and the announced divestiture and acquisition plans mark a period of active transition for B&G Foods. Analysts have reacted by adjusting their targets, reflecting the company’s recent operational and portfolio developments.
Summary
Vogel sold 20,000 shares for $103,762 on March 13, 2026, at an average of $5.1881 per share and retains 50,679 shares. B&G Foods reported Q4 2025 adjusted EPS of $0.28 on revenue of $539.6 million. The company announced a divestiture of the Green Giant frozen business and plans to acquire College Inn/KB. Several analysts raised price targets following these developments.
Key points
- Insider transaction - Andrew D. Vogel sold 20,000 shares on March 13, 2026, for $103,762 at a weighted average price of $5.1881.
- Financial results - B&G Foods reported Q4 2025 adjusted EPS of $0.28 versus a $0.30 forecast and revenue of $539.6 million versus an expected $538 million.
- Portfolio moves and analyst response - The company plans to divest the Green Giant frozen business and acquire College Inn/KB, prompting several price-target increases from Jefferies, TD Cowen, and Evercore ISI.
Risks and uncertainties
- Earnings shortfall - Adjusted EPS for Q4 2025 was below consensus, introducing uncertainty about near-term profit performance for stakeholders in the consumer packaged foods sector.
- Portfolio execution - The planned divestiture of the Green Giant frozen business and the acquisition of College Inn/KB create execution risk around integration, timing, and expected benefits for the company and its suppliers.
- Analyst expectations - While several firms raised price targets, these adjustments reflect evolving assumptions; changes in operational or market conditions could alter those outlooks and affect investor sentiment in the food manufacturing and consumer staples sectors.