Conagra Brands Inc.
CAG- Exchange
- NYSE
- Industry
- Food and Kindred Products
- SEC CIK
- 0000023217
No open-market purchases or sales by Conagra Brands Inc. insiders were filed in the last 90 days; 791 institutions reported holding it in 13F filings for Q2 2026, worth $5.71B in total; Maverick Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 11, 2026
- $7.08B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +6 vs. previous quarter
- 791
- 13F valueReported value at the end of Q2 2026
- $5.71B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $11.3B
- −2.9% year over year
- Net income, FY2026
- -$1.92B
- −266.3% year over year
- Free cash flow, FY2026
- $978.7M
- −24.9% year over year
- Revenue, Q1 FY2027
- $2.60B
- −1.4% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $1.92B (17.0% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 44.4M
- Shares sold short
- Change
- +3.15M
- +7.6% vs. previous
- Days to cover
- 4.88
- At average daily volume
Superinvestors holding CAG, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Conagra Brands Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Conagra Brands Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 21, 2026 (view filing)6:01 PM ET | Jul 17 | 4 days | Brase John PPresident and CEO | PPurchase | +35.0K | $14.59 | +$510.6K | New position35.0K after | |
| Apr 15, 2026 (view filing) | Apr 14 | 1 day | Mulligan John JDirector | PPurchase | +17.5K | $14.31 | +$250.4K | +542.1%20.7K after | |
| Apr 15, 2026 (view filing) | Apr 14 | 1 day | Lenny Richard HDirector | PPurchase | +25.0K | $14.34 | +$358.5K | +12.2%229.3K after | |
| Nov 5, 2025 (view filing) | Nov 4 | 1 day | Napier Melissa C.SVP, Corporate Controller | SSale | −13.0K | $17.19 | −$223.7K | −100.0%0 after | |
| Oct 9, 2025 (view filing) | Oct 7 | 2 days | Brown Thomas KDirector | PPurchase | +10.0K | $18.72 | +$187.2K | +19.9%60.2K after | |
| Aug 14, 2024 (view filing) | Aug 13 | 1 day | McGough Thomas MEVP & COO | SSale | −40.0K | $30.29 | −$1.21M | −19.9%161.4K after | |
| May 28, 2024 (view filing) | May 23 | 5 days | Brock CharisseEVP, Chief HR Officer | SSale | −15.4K | $30.37 | −$469.0K | −12.0%113.3K after | |
| Oct 10, 2023 (view filing) | Oct 9 | 1 day | Lenny Richard HDirector | PPurchase | +9.24K | $27.31 | +$252.3K | +5.9%165.2K after | |
| Aug 3, 2023 (view filing) | Aug 2 | 1 day | McGough Thomas MEVP & Co-COO | SSale | −75.5K | $33.07 | −$2.50M | −32.5%157.1K after | |
| Apr 17, 2023 (view filing) | Apr 14 | 3 days | Brock CharisseEVP, Chief HR Officer | SSale | −7.04K | $37.04 | −$260.6K | −6.9%94.8K after |
Top 10 13F holders, Q2 2026
See all 791 holdersThe largest institutional positions in Conagra Brands Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 79,589,548 | $1.07B | 0.02% | +29,439,770+58.7% | Added |
| Vanguard Portfolio Management LLC | 29,206,791 | $393.1M | 0.02% | +5,426,315+22.8% | Added |
| Vanguard Capital Management LLC | 21,564,245 | $290.3M | 0.01% | −9,479,752−30.5% | Reduced |
| AQR Capital Management LLC | 20,496,252 | $275.9M | 0.10% | +13,175,575+180.0% | Added |
| State Street Corp | 16,541,117 | $222.6M | 0.01% | −8,483,683−33.9% | Reduced |
| Dimensional Fund Advisors LP | 15,275,530 | $205.6M | 0.04% | −4,048,259−20.9% | Reduced |
| Two Sigma Investments, LP | 13,185,200 | $177.5M | 0.13% | −5,512,998−29.5% | Reduced |
| Goldman Sachs Group Inc | 12,447,997 | $167.6M | 0.02% | +5,692,827+84.3% | Added |
| Morgan Stanley | 11,048,944 | $148.7M | 0.01% | −3,055,710−21.7% | Reduced |
| Geode Capital Management, LLC | 8,654,831 | $116.5M | 0.01% | −4,152,325−32.4% | Reduced |
Holders of 5% or more of CAG
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Conagra Brands Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 13.50%64.5M shares | +5.30 ppfrom 8.20% | Dec 6, 20243 filings | Jul 8, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G/A | 6.15%29.5M shares | +1.14 ppfrom 5.01% | Apr 29, 20262 filings | Jul 31, 2026 | SEC |
| Vanguard Capital Management LLC | 13G/A | 5.28%25.3M shares | −2.08 ppfrom 7.36% | Apr 29, 20262 filings | Jul 31, 2026 | SEC |
Politician trades
All politician trades in CAG11 members of Congress reported 36 trades in Conagra Brands Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 2, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $15K-$50K |
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| May 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |

Senate · OK · Jul 21, 2026
Buy$1K-$15K

House · CA · Jul 2, 2026
Sell$15K-$50K

House · CA · Jun 8, 2026
Buy$1K-$15K

House · CA · May 8, 2026
Buy$1K-$15K

House · CA · Apr 7, 2026
Sell$1K-$15K