Market Cap
$6.5B
CAG
CONAGRA BRANDS INC.
$13.35 ▲ +1.10%
Prev close $13.20Market cap$6.5B
ConsensusStrong Sell
12-mo target$14.32 (+7.3%)
▼ Bearish
Analyst conviction 1/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on CAG right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (4%)
Inst. Holders
50 funds
Inst. Value
$4.6B
Inst. Activity
34 buys / 16 sells
Social Sentiment
50° Neutral
SEC Reports
14
Congressional
5 trades
Price chart 30d -17.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CAG — 61.2% short (9.0M / 14.7M)
Short: 9,020,858 | Exempt: 59,875 | TRF Vol: 14,746,135 | Short Ratio: 61.2% | Off-exchange volume (
Sep 1, 2026 Insider
Aug 11, 2026 SEC MARSHALL RUTH ANN was granted 1,629.42 shares
Director @ $16.11 ($26.2K)
Conagra Brands filed definitive additional proxy soliciting materials (DEFA14A) for its 2026 Annual Meeting scheduled fo
DEFA14A — Impact 2/10
Institutional activity in Conagra Brands for 2026-Q2 is mixed: 17 small buyers (net +$9.9M in holdings) versus heavy sel
INST-CLUSTER — Impact 6/10
Conagra Brands completed a $500M public offering of 5.400% Senior Notes due 2031, with net proceeds of $497.3M used alon
8-K — Impact 5/10
Jul 24, 2026 Insider
MARBERGER DAVID S acquired via exercise 11,419 shares
EVP and CFO
Jul 24, 2026 Insider
MARBERGER DAVID S surrendered for taxes 5,059 shares
EVP and CFO @ $14.77 ($74.7K)
Jul 16, 2026 Event
Conagra Brands, Inc. v. Cargill, Inc. et al
Court ruling (mnd) — Docket: 0:23-cv-03549
Analyst ratings buy % -50.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
4% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Oct 1, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 29, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 18, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 14 | 8 | 2 | 4% | |
| Aug 1, 2026 | 0 | 1 | 14 | 8 | 2 | 4% | |
| Jul 1, 2026 | 0 | 1 | 14 | 8 | 2 | 4% | |
| Jun 1, 2026 | 0 | 1 | 16 | 8 | 1 | 4% | |
| May 1, 2026 | 0 | 1 | 17 | 7 | 1 | 4% | |
| Apr 1, 2026 | 0 | 2 | 15 | 7 | 1 | 8% | |
| Mar 1, 2026 | 0 | 2 | 16 | 6 | 1 | 8% | |
| Feb 1, 2026 | 0 | 2 | 16 | 6 | 1 | 8% |
Price targets
Where 16 covering analysts think CAG trades over the next 12 months.
$14.32 +7.3% upside Buy
Current$13.35 Low$11.00 Median$14.00 High$23.00 16 analysts
$11.00$23.00
Analyst rating Hold· 3.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 1 bullish, 5 bearish, 2 mixed, 6 neutral · avg impact 4.7/10.
NEUTRALDEFA14A2/10
Conagra Brands filed definitive additional proxy soliciting materials (DEFA14A) for its 2026 Annual
Aug 11, 2026
BEARISHINST-CLUSTER6/10
Institutional activity in Conagra Brands for 2026-Q2 is mixed: 17 small buyers (net +$9.9M in holdin
Aug 7, 2026
NEUTRAL8-K5/10
Conagra Brands completed a $500M public offering of 5.400% Senior Notes due 2031, with net proceeds
Jul 28, 2026
NEUTRAL8-K2/10
Conagra Brands announced that EVP and COO Thomas McGough will retire by September 4, 2026, and the C
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CAG — 61.2% short (9.0M / 14.7M)
Short: 9,020,858 | Exempt: 59,875 | TRF Vol: 14,746,135 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
earnings
Conagra Brands Reports First Quarter Results
CHICAGO, Sept. 30, 2026 /PRNewswire/ -- Today Conagra Brands, Inc. (NYSE: CAG) reported results for the first quarter of fiscal year 2027, which ended
Sep 30, 2026
earnings_result
CAG Q1 2027 Earnings: EPS $0.41 (+43.2% vs est)
Sep 30, 2026
short_volume
Short Volume: CAG — 62.1% short (12.2M / 19.7M)
Short: 12,231,730 | Exempt: 47,192 | TRF Vol: 19,693,108 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
earnings_calendar
CAG Q1 2027 Earnings Scheduled — 2026-09-29
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.30–$0.39 | -23.6% | -15.8% | 4↑ 6↓ | $2.9B | 14 |
| Next Q | $0.34 | $0.30–$0.36 | -12.7% | -7.2% | 3↑ 7↓ | $2.7B | 14 |
| Current FY | $1.46 | $1.42–$1.50 | -15.2% | +0.8% | 1↑ 12↓ | $10.8B | 16 |
| Next FY | $1.52 | $1.43–$1.96 | 4.5% | -1.8% | 2↑ 6↓ | $10.8B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.344 | — |
| 7d ago | $0.406 | -0.062 |
| 30d ago | $0.408 | -0.064 |
| 60d ago | $0.408 | -0.064 |
| 90d ago | $0.427 | -0.083 |
Institutional ownership
Which big funds own CAG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.6B total value (339,810,122 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 79,589,548 | $1.1B | 23.4% | ADD +58.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 29,206,791 | $393.1M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,564,245 | $290.3M | 6.3% | TRIM -30.5% |
| AQR CAPITAL MANAGEMENT LLC | 20,496,252 | $275.9M | 6.0% | — |
| STATE STREET CORP | 16,541,117 | $222.6M | 4.9% | TRIM -33.9% |
| DIMENSIONAL FUND ADVISORS LP | 15,275,530 | $205.6M | 4.5% | — |
| TWO SIGMA INVESTMENTS, LP | 13,185,200 | $177.5M | 3.9% | — |
| GOLDMAN SACHS GROUP INC | 12,447,997 | $167.6M | 3.7% | ADD +84.3% |
| MORGAN STANLEY | 11,048,944 | $148.7M | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,654,831 | $116.5M | 2.5% | TRIM -32.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 50,149,778 | 79,589,548 | +58.7% | $1.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 31,043,997 | 21,564,245 | -30.5% | $290.3M |
| STATE STREET CORP | TRIM | 25,024,800 | 16,541,117 | -33.9% | $222.6M |
| GOLDMAN SACHS GROUP INC | ADD | 6,755,170 | 12,447,997 | +84.3% | $167.6M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 12,807,156 | 8,654,831 | -32.4% | $116.5M |
| BARCLAYS PLC | DOUBLED | 1,086,156 | 7,007,662 | +545.2% | $94.3M |
| Qube Research & Technologies Ltd | NEW | — | 6,912,678 | — | $93.0M |
| Quantinno Capital Management LP | DOUBLED | 2,162,412 | 6,834,371 | +216.1% | $92.0M |
| CITADEL ADVISORS LLC | TRIM | 11,082,614 | 4,788,334 | -56.8% | $64.5M |
| UBS Group AG | TRIM | 7,058,313 | 3,674,224 | -47.9% | $49.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | MARSHALL RUTH ANN | Director | AWARD | 1,629.42 | $16.11 | $26.2K |
| Jul 24, 2026 | MARBERGER DAVID S | EVP and CFO | EXERCISE | 11,419 | — | — |
| Jul 24, 2026 | MARBERGER DAVID S | EVP and CFO | TAX W/H | 5,059 | $14.77 | $74.7K |
| Jul 24, 2026 | McGough Thomas M | EVP & COO | EXERCISE | 11,419 | — | — |
| Jul 24, 2026 | Brock Charisse | EVP, Chief HR Officer | TAX W/H | 2,429 | $14.77 | $35.9K |
| Jul 24, 2026 | McGough Thomas M | EVP & COO | TAX W/H | 3,346 | $14.77 | $49.4K |
| Jul 24, 2026 | Brock Charisse | EVP, Chief HR Officer | EXERCISE | 5,481 | — | — |
| Jul 24, 2026 | Eboli Alexandre | EVP, Chief SC & Transformation | TAX W/H | 4,857 | $14.77 | $71.7K |
| Jul 24, 2026 | O'Mara Noelle | EVP & President, R & F | EXERCISE | 34,257 | — | — |
| Jul 24, 2026 | O'Mara Noelle | EVP & President, R & F | EXERCISE | 7,308 | — | — |
Congressional trades
CAG trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Conagra Brands Inc | Jul 3, 2026(18d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Conagra Brands Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Conagra Brands Inc | Apr 8, 2026(27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Conagra Brands Inc | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Conagra Brands Inc | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CAG.
Shares short
40,286,287
Settlement Sep 15, 2026
Change vs prior
-14.0%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈8.4%
Estimate — not % of float
All CAG filing & press-release reports (14)
- DEFA14A reportAug 11, 2026
- INST-CLUSTER reportAug 7, 2026
- 8-K reportJul 28, 2026
- 8-K reportJul 28, 2026
- INSIDER-BUY reportJul 21, 2026
- 424B5 reportJul 21, 2026
- COURT-RULING reportJul 17, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportJul 15, 2026
- 8-K reportJun 24, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportApr 21, 2026
- CLUSTER reportApr 15, 2026
- 8-K reportApr 13, 2026