CAG

CONAGRA BRANDS INC.

NYSE · Food and Kindred Products · Inc. DE · CIK 0000023217
$13.16 -2.95% $6.3B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)24 New Institutional Positions26 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$6.3B
Cap SizeMid Cap
Analyst ConsensusSell (4%)
Inst. Holders50 funds
Inst. Value$4.7B
Inst. Activity24 buys / 26 sells
Insider Activity2B / 0S
Insider Net $$608.9K
Reddit Sentiment50° Neutral
SEC Reports4
Congressional4 trades
Exchange NYSE·Sector Food and Kindred Products·Inc. DE·CIK 0000023217·Prev Close $13.56

Recent Activity

Jun 18, 2026 short_volume
Short Volume: CAG — 60.3% short (3.5M / 5.8M)
Short: 3,480,319 | Exempt: 48,161 | TRF Vol: 5,769,757 | Short Ratio: 60.3% | Off-exchange volume (d
Jun 11, 2026 SEC
A 2025-Q3 institutional cluster for Conagra Brands (CAG) shows 9 buyers adding $316.5M versus 4 sellers reducing $321.3M
INST-CLUSTER — Impact 4/10
Jun 1, 2026 Insider
Brase John P was granted 148,159 shares
President and CEO
Jun 1, 2026 Insider
LENNY RICHARD H was granted 32,888 shares
Director
Jun 1, 2026 Insider
Arora Anil was granted 12,869 shares
Director
Apr 21, 2026 SEC
Conagra Brands reported Q3 FY2026 adjusted EPS of $0.39, missing consensus of $0.46 by 15.2%, on revenue of $2.79B (down
8-K — Impact 7/10
Apr 15, 2026 SEC
Two Conagra Brands directors, Lenny Richard H and Mulligan John J, collectively purchased $609K worth of shares in open-
CLUSTER — Impact 5/10
Inst.
AMERIPRISE FINANCIAL INC — TRIM
7,679,930 shares ($120.7M)

Price Targets

$14.59 +10.6% upside Buy
Current $13.20 Low $12.00 Median $14.00 High $23.00 17 analysts
$12.00 $23.00

Analyst Ratings

Strong Sell4% buy · 26 analysts
0Strong Buy
1Buy
16Hold
8Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 18, 2026 Deutsche Bank MAINTAIN Hold → Hold
Jun 10, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Jun 5, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jun 5, 2026 JP Morgan MAINTAIN Neutral → Neutral
Jun 3, 2026 Bernstein DOWNGRADE Market Perform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.46 ▼ -0.6% $0.44 — $0.48 -18% YoY 16
Next Q $0.37 ▼ -4.6% $0.34 — $0.40 -4% YoY 12
Current FY $1.70 $1.68 — $1.71 -26% YoY 18
Next FY $1.60 ▼ -5.2% $1.41 — $1.81 -5% YoY 18

Top Institutional Holders

FundValueMove
BlackRock, Inc.$788.4M
VANGUARD CAPITAL MANAGEMENT LLC$488.0M
STATE STREET CORP$393.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$373.8M
Invesco Ltd.$327.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Brase JohnA$0.00
Jun 1, 2026LENNY RICHARDA$0.00
Jun 1, 2026Arora AnilA$0.00
Jun 1, 2026BROWN THOMASA$0.00
Jun 1, 2026CHIRICO EMANUELA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 2 buys, 2 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Gilbert CisnerosDSELL$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $4.7B total value (298,148,719 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 26 institutions trimmed/exited vs 24 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.50,149,778$788.4M16.8%
2VANGUARD CAPITAL MANAGEMENT LLC31,043,997$488.0M10.4%
3STATE STREET CORP25,024,800$393.4M8.4%
4VANGUARD PORTFOLIO MANAGEMENT LLC23,780,476$373.8M8.0%
5Invesco Ltd.20,837,037$327.6M7.0%
6DIMENSIONAL FUND ADVISORS LP19,323,789$303.8M6.5%
7TWO SIGMA INVESTMENTS, LP18,698,198$293.9M6.3%
8MORGAN STANLEY14,104,654$221.7M4.7%
9CITADEL ADVISORS LLC11,082,614$174.2M3.7%
10AMERIPRISE FINANCIAL INC7,679,930$120.7M2.6%TRIM -29.2%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP7,323,001$115.1M2.5%TRIM -29.6%
12GOLDMAN SACHS GROUP INC6,755,170$106.2M2.3%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,428,230$85.3M1.8%
14HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC4,804,197$75.5M1.6%TRIM -31.1%
15FIRST TRUST ADVISORS LP4,516,430$71.0M1.5%
16DEUTSCHE BANK AG\3,510,854$55.2M1.2%
17VANGUARD FIDUCIARY TRUST CO2,693,001$42.3M0.9%
18FMR LLC2,419,778$38.0M0.8%
19BANK OF AMERICA CORP /DE/2,279,939$35.8M0.8%
20FRANKLIN RESOURCES INC2,234,546$35.1M0.7%DOUBLED +3449.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
AMERIPRISE FINANCIAL INCTRIM10,849,5697,679,930-29.2%$120.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM10,404,0207,323,001-29.6%$115.1M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM6,975,5484,804,197-31.1%$75.5M2026-Q1
FRANKLIN RESOURCES INCDOUBLED62,9502,234,546+3449.7%$35.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED209,2112,097,233+902.4%$33.0M2026-Q1
Nuveen, LLCADD1,104,3171,505,787+36.4%$23.7M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM5,479,9271,415,483-74.2%$22.3M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD748,7421,162,118+55.2%$18.3M2026-Q1
ExodusPoint Capital Management, LPNEW1,082,503$17.0M2026-Q1
HSBC HOLDINGS PLCADD785,9891,036,367+31.9%$16.3M2026-Q1
Gotham Asset Management, LLCTRIM1,832,993991,112-45.9%$15.6M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECNEW854,223$13.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM1,014,703736,363-27.4%$11.6M2026-Q1
Envestnet Portfolio Solutions, Inc.DOUBLED12,766458,581+3492.2%$7.2M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD322,845426,845+32.2%$6.7M2026-Q1
CREDIT AGRICOLE S ADOUBLED52,673349,856+564.2%$5.5M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED35,877243,739+579.4%$3.8M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM337,600236,501-29.9%$3.7M2026-Q1
CWM, LLCADD174,046222,256+27.7%$3.5M2026-Q1
D.A. DAVIDSON & CO.ADD138,238200,325+44.9%$3.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED41,403172,005+315.4%$2.7M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM306,631164,606-46.3%$2.6M2026-Q1
MACKENZIE FINANCIAL CORPADD109,732163,281+48.8%$2.6M2026-Q1
Vanguard Personalized Indexing Management, LLCTRIM222,980162,599-27.1%$2.6M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED52,219138,333+164.9%$2.2M2026-Q1
12 unique insiders with 17 transactions. Net insider value: $608.9K ($608.9K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Brase John PPresident and CEOAWARD148,159
Jun 1, 2026LENNY RICHARD HDirectorAWARD32,888
Jun 1, 2026Arora AnilDirectorAWARD12,869
Jun 1, 2026BROWN THOMAS KDirectorAWARD12,869
Jun 1, 2026CHIRICO EMANUELDirectorAWARD12,869
Jun 1, 2026Mulligan John JDirectorAWARD12,869
Jun 1, 2026MARSHALL RUTH ANNDirectorAWARD12,869
Jun 1, 2026Paulonis DeniseDirectorAWARD12,869
Jun 1, 2026Fraga FranciscoDirectorAWARD12,869
Jun 1, 2026Satriano PietroDirectorAWARD12,869
Jun 1, 2026Dowdie GeorgeDirectorAWARD12,869
Jun 1, 2026LORA MELISSADirectorAWARD12,869
Apr 14, 2026Mulligan John JDirectorBUY17,500$14.31$250.4K
Apr 14, 2026LENNY RICHARD HDirectorBUY25,000$14.34$358.5K
Mar 2, 2026Satriano PietroDirectorAWARD3,228
Mar 2, 2026Mulligan John JDirectorAWARD3,228
Mar 2, 2026MARSHALL RUTH ANNDirectorAWARD1,629.3$19.18$31.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (4% buy). Based on 26 analysts: 0 strong buy, 1 buy, 16 hold, 8 sell, 1 strong sell.

Analyst Price Targets

$14.59 mean target +10.6% upside Buy (3.28)
$12.00 Low $23.00 High
MetricValue
Current Price$13.20
Target Low$12.00
Target Mean$14.59
Target Median$14.00
Target High$23.00
# Analysts17
RecommendationBuy (3.28)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.46 $0.44 $0.48 -18.4% -0.6% 1↑ 4↓ $2.9B 4.0% 16
Next Q
2026-08-31
$0.37 $0.34 $0.40 -4.4% -4.6% 0↑ 5↓ $2.6B 0.1% 12
Current FY
2026-05-31
$1.70 $1.68 $1.71 -26.2% -0.2% 0↑ 5↓ $11.3B -2.9% 18
Next FY
2027-05-31
$1.60 $1.41 $1.81 -5.5% -5.2% 0↑ 9↓ $11.1B -1.4% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.457
7d ago$0.457
30d ago$0.460-0.003
60d ago$0.460-0.003
90d ago$0.473-0.016
15 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 18, 2026 Deutsche Bank MAINTAIN Hold Hold
Jun 10, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jun 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jun 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Jun 3, 2026 Bernstein DOWNGRADE Market Perform Underperform
Jun 2, 2026 UBS MAINTAIN Neutral Neutral
May 18, 2026 Wells Fargo MAINTAIN Underweight Underweight
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Stifel MAINTAIN Hold Hold
Apr 14, 2026 BTIG INITIATE Neutral
Apr 9, 2026 BNP Paribas DOWNGRADE Outperform Neutral
Apr 2, 2026 UBS MAINTAIN Neutral Neutral
Apr 2, 2026 BNP Paribas MAINTAIN Outperform Outperform
Apr 2, 2026 Goldman Sachs MAINTAIN Sell Sell
Apr 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 2, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Apr 2, 2026 Barclays MAINTAIN Overweight Overweight
Apr 2, 2026 Stifel MAINTAIN Hold Hold
Apr 2, 2026 Wells Fargo MAINTAIN Underweight Underweight
Apr 2, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 30, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 12, 2026 Wells Fargo DOWNGRADE Equal-Weight Underweight
Feb 18, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 16, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 23, 2025 UBS MAINTAIN Neutral Neutral
Dec 22, 2025 Deutsche Bank MAINTAIN Hold Hold
Dec 22, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Dec 22, 2025 TD Cowen MAINTAIN Hold Hold
Dec 22, 2025 Evercore ISI Group MAINTAIN In-Line In-Line
Dec 22, 2025 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 22, 2025 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260116814%
May 1, 20260117714%
Apr 1, 20260215718%
Mar 1, 20260216618%
Feb 1, 20260216618%
Jan 1, 20260216618%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 14, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Conagra Brands IncMay 11, 2026 (28d)
Mar 13, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Conagra Brands IncApr 8, 2026 (27d)
Feb 10, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Conagra Brands IncMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Conagra Brands IncFeb 16, 2026 (39d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 6, 2026144° Neutral001
Apr 6, 2026144° Neutral001
Jun 18, 2026
short_volume
Short Volume: CAG — 60.3% short (3.5M / 5.8M)
Short: 3,480,319 | Exempt: 48,161 | TRF Vol: 5,769,757 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Jun 17, 2026
short_volume
Short Volume: CAG — 58.0% short (3.2M / 5.6M)
Short: 3,240,632 | Exempt: 9,470 | TRF Vol: 5,585,105 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
short_volume
Short Volume: CAG — 56.8% short (5.2M / 9.2M)
Short: 5,204,899 | Exempt: 21,999 | TRF Vol: 9,160,146 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: CAG — 68.9% short (3.3M / 4.8M)
Short: 3,323,963 | Exempt: 13,459 | TRF Vol: 4,821,821 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: CAG — 67.2% short (5.3M / 7.8M)
Short: 5,266,068 | Exempt: 46,524 | TRF Vol: 7,831,620 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: CAG — 57.9% short (5.1M / 8.7M)
Short: 5,055,949 | Exempt: 32,342 | TRF Vol: 8,727,105 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: CAG — 62.7% short (6.1M / 9.7M)
Short: 6,072,530 | Exempt: 550 | TRF Vol: 9,678,646 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: CAG — 55.2% short (4.0M / 7.2M)
Short: 3,967,195 | Exempt: 23,843 | TRF Vol: 7,184,593 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: CAG — 67.7% short (4.5M / 6.6M)
Short: 4,461,763 | Exempt: 13,004 | TRF Vol: 6,587,852 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: CAG — 65.3% short (6.0M / 9.2M)
Short: 6,034,148 | Exempt: 68,505 | TRF Vol: 9,246,621 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: CAG — 64.5% short (5.2M / 8.1M)
Short: 5,226,355 | Exempt: 194 | TRF Vol: 8,104,193 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CAG — 64.8% short (4.1M / 6.4M)
Short: 4,132,249 | Exempt: 3,682 | TRF Vol: 6,378,761 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: CAG — 56.2% short (6.1M / 10.8M)
Short: 6,065,229 | Exempt: 114,816 | TRF Vol: 10,784,106 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CAG — 58.2% short (4.7M / 8.1M)
Short: 4,686,886 | Exempt: 42,548 | TRF Vol: 8,050,706 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: CAG — 10.7M shares, 87,518 trades
Week starting 2026-05-25. Total ATS volume: 10,723,541 shares across 87,518 trades.