Oak Thistle LLC Sells 156,522 Shares of Conagra Brands $CAG

Oak Thistle LLC trimmed its position in Conagra Brands (NYSE:CAG) by 84.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,750 shares of the company’s stock after selling 156,522 shares during the quarter. Oak Thistle LLC’s holdings in Conagra Brands were worth $526,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of CAG. Edmp Inc. grew its stake in shares of Conagra Brands by 1.1% in the second quarter. Edmp Inc. now owns 48,675 shares of the company’s stock valued at $996,000 after acquiring an additional 544 shares in the last quarter. Vontobel Holding Ltd. raised its stake in Conagra Brands by 1.5% during the second quarter. Vontobel Holding Ltd. now owns 36,171 shares of the company’s stock worth $740,000 after buying an additional 546 shares during the last quarter. Ameriflex Group Inc. boosted its position in Conagra Brands by 20.3% during the second quarter. Ameriflex Group Inc. now owns 3,327 shares of the company’s stock valued at $68,000 after acquiring an additional 561 shares during the last quarter. DekaBank Deutsche Girozentrale raised its position in shares of Conagra Brands by 0.3% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 172,140 shares of the company’s stock worth $3,483,000 after acquiring an additional 585 shares in the last quarter. Finally, Horrell Capital Management Inc. increased its holdings in Conagra Brands by 2.2% in the second quarter. Horrell Capital Management Inc. now owns 27,427 shares of the company’s stock worth $561,000 after purchasing an additional 597 shares in the last quarter. Institutional investors and hedge funds own 83.75% of the company’s stock.

Insider Activity at Conagra Brands

In other Conagra Brands news, SVP Melissa C. Napier sold 13,011 shares of the business’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $17.19, for a total value of $223,659.09. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.57% of the company’s stock.

Key Headlines Impacting Conagra Brands

Here are the key news stories impacting Conagra Brands this week:

• Positive Sentiment: Board approved a $0.35 quarterly dividend (7.9% yield), supporting income investors and providing a floor for the stock. Dividend Announcement
• Neutral Sentiment: Q2 reported EPS was $0.45, narrowly beating the consensus $0.44, but revenue was $2.98B (below the ~$3.0B estimate) — a mixed print that removes upside surprise but avoids a clear miss. Quarterly Results
• Neutral Sentiment: Management maintained full‑year sales and profit forecasts, signaling confidence in the plan despite near‑term pressure. That stability is neutral — it prevents a pessimistic reset but offers limited upside. Reuters: Maintains Forecasts
• Negative Sentiment: Company took a large $968M impairment in Q2, weighing on reported results and investor sentiment; such charges can raise questions about portfolio strength and near‑term cash flow optics. MSN: $968M Impairment
• Negative Sentiment: Organic net sales declined (~3%) and total revenue fell ~6.8% year‑over‑year, reflecting softer volumes as consumers pull back — a demand weakness that could pressure margins and growth expectations. Zacks: Sales Decline
• Negative Sentiment: The firm set FY‑2026 EPS guidance at $1.70–$1.85 (slightly below street consensus ~ $1.81) and some analysts have trimmed targets (JPMorgan lowered its price target), which adds downward pressure on the stock. Analyst PT Cut

Conagra Brands Trading Down 2.6%

NYSE CAG opened at $17.35 on Friday. The stock has a market cap of $8.30 billion, a P/E ratio of 9.86 and a beta of -0.01. The company has a current ratio of 1.06, a quick ratio of 0.44 and a debt-to-equity ratio of 0.81. Conagra Brands has a 12 month low of $16.60 and a 12 month high of $28.51. The stock’s fifty day moving average price is $17.65 and its 200-day moving average price is $18.99.

Conagra Brands (NYSE:CAG) last announced its quarterly earnings results on Friday, December 19th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. Conagra Brands had a return on equity of 11.72% and a net margin of 7.42%.The firm had revenue of $2.98 billion for the quarter, compared to the consensus estimate of $3 billion. During the same period in the prior year, the company posted $0.70 earnings per share. The company’s quarterly revenue was down 6.8% on a year-over-year basis. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. As a group, equities analysts forecast that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Tuesday, January 27th will be issued a $0.35 dividend. The ex-dividend date is Tuesday, January 27th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 8.1%. Conagra Brands’s dividend payout ratio is presently 79.55%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on CAG. Royal Bank Of Canada reissued a “sector perform” rating and set a $22.00 target price on shares of Conagra Brands in a research note on Thursday, October 2nd. UBS Group dropped their price target on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating on the stock in a research report on Wednesday, September 24th. JPMorgan Chase & Co. decreased their price target on Conagra Brands from $20.00 to $19.00 and set a “neutral” rating for the company in a report on Tuesday. Evercore ISI reduced their price objective on shares of Conagra Brands from $24.00 to $23.00 and set an “in-line” rating for the company in a research report on Wednesday, September 24th. Finally, Stifel Nicolaus lowered their target price on Conagra Brands from $21.00 to $19.00 and set a “hold” rating on the stock in a research note on Thursday, December 11th. One analyst has rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $20.25.

Conagra Brands Company Profile

Conagra Brands, Inc is a leading packaged foods company based in Chicago, Illinois, with a broad portfolio of shelf-stable, frozen and refrigerated foods marketed under familiar brands. The company develops, produces and distributes a wide range of consumer food products, serving both retail grocery and foodservice channels. Conagra’s product lineup includes frozen entrees, snacks, condiments, baking goods and desserts, providing convenient meal solutions for consumers across North America and select international markets.

Among its well-known brands are Birds Eye, Healthy Choice, Lean Cuisine, Marie Callender’s and Banquet in the frozen foods category, as well as Hunt’s sauces, Orville Redenbacher’s popcorn, Slim Jim meat snacks and Reddi-wip toppings.