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Next Bullish Trade
CAG Conagra Brands, Inc. NYQ
$13.74 +0.29 (+2.16%)
Neutral · +0.78σ

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-02-28 $2.8B $0.2B $0.3B $0.5B 7.2% 10.0%
2025-11-30 $3.0B $-0.7B $0.4B $0.1B -22.3% 12.5%
2025-08-31 $2.6B $0.2B $0.3B $-0.0B 6.2% 11.6%
2025-05-31 $2.8B $0.3B $0.4B $0.3B 9.2% 13.5%
2025-02-28 $2.8B $0.1B $0.3B $0.5B 5.1% 9.4%
2024-11-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-01 0.39 0.40 -2.6%
2025-12-19 0.45 0.44 +3.2%
2025-10-01 0.39 0.33 +17.4%
2025-07-10 0.56 0.58 -3.6%
2025-04-03 0.51 0.53 -3.2%
2024-12-19 0.70 0.67 +3.9%
2024-10-02 0.53 0.60 -11.3%
2024-07-11 0.61 0.57 +6.4%
2024-04-04 0.69 0.65 +6.2%
2024-01-04 0.71 0.68 +4.6%
2023-10-05 0.66 0.60 +10.7%
2023-07-13 0.62 0.59 +4.4%
2023-04-05 0.76 0.64 +18.9%
2023-01-05 0.81 0.66 +21.9%
2022-10-06 0.57 0.52 +9.4%
2022-07-14 0.65 0.63 +2.7%
2022-04-07 0.58 0.58 +0.2%
2022-01-06 0.64 0.68 -5.6%
2021-10-07 0.50 0.48 +3.2%
2021-07-13 0.54 0.52 +4.3%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Consumer Defensive

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
CAG $7B 8.5 0.6 8.0 0.8 24.3% -1.9% 39.0% 9.96%
WMT $963B 42.6 36.8 1.3 23.1 9.7 25.0% 7.3% 19.4% 0.71%
PG $348B 21.9 21.1 4.0 14.9 6.5 51.0% 7.4% 5.8% 3.66%
KO $355B 26.0 23.7 7.2 23.2 10.6 61.7% 12.1% 18.2% 0.88%
PEP $197B 22.6 15.8 2.1 12.8 9.2 54.4% 8.5% 27.8% 4.44%
COST $436B 49.5 43.4 1.5 31.5 26.4 12.9% 21.5% 45.5% 1.60%
PM $287B 26.0 20.2 6.9 18.1 -31.0 67.3% 9.1% -9.3% 2.99%
MO $120B 15.0 12.2 5.9 8.9 -37.4 87.4% 5.3% 106.3% 7.11%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 47.43%

HolderShares% out
Blackrock Inc. 50,149,778 10.48%
Vanguard Capital Management LLC 31,043,997 6.49%
State Street Corporation 25,024,800 5.23%
Vanguard Portfolio Management LLC 23,780,476 4.97%
Invesco Ltd. 20,837,037 4.36%
Dimensional Fund Advisors LP 19,323,789 4.04%
Two Sigma Investments, LP 18,698,198 3.91%
Morgan Stanley 14,104,654 2.95%
Geode Capital Management, LLC 12,807,156 2.68%
Citadel Advisors Llc 11,082,614 2.32%

Insider activity · 90d

15 buys / 0 sells · ratio 15.0 · Finnhub

  • Fraga Francisco BUY 31,866
  • Dowdie George BUY 39,259
  • Brase John P BUY 148,159
  • Paulonis Denise BUY 36,246
  • Satriano Pietro BUY 16,097
  • Mulligan John J BUY 33,597
  • Arora Anil BUY 20,822
  • LORA MELISSA BUY 60,675
  • MARSHALL RUTH ANN BUY 221,535 @ $13.11
  • MARSHALL RUTH ANN BUY 219,533

Analyst estimates

Finnhub
Low
$12.0
Mean
$14.59412
High
$23.0
Analysts
17
Recommendation distribution · period 2026-06-01
1
16
8
1
Revision trend (2026-03-01 → 2026-06-01): net -5 → -8 -3 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
4 2026-06-03 Insider transaction (Form 4) view ·
8-K 2026-05-07 8-K view ·
4 2026-04-15 Insider transaction (Form 4) view ·
4 2026-04-15 Insider transaction (Form 4) view ·
8-K 2026-04-13 8-K view ·
10-Q 2026-04-01 10-Q view ·
8-K 2026-04-01 8-K view ·
4 2026-03-04 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
8-K 2026-02-18 8-K view ·
8-K 2026-02-17 8-K view ·
10-Q 2025-12-19 10-Q view ·
8-K 2025-12-19 8-K view ·
4 2025-12-03 Insider transaction (Form 4) view ·
4 2025-11-05 Insider transaction (Form 4) view ·
4 2025-10-09 Insider transaction (Form 4) view ·
8-K 2025-10-06 8-K view ·
10-Q 2025-10-01 10-Q view ·
8-K 2025-10-01 8-K view ·
8-K 2025-09-22 8-K view ·
8-K 2025-09-19 8-K view ·
4 2025-09-04 Insider transaction (Form 4) view ·
DEF 14A 2025-08-06 DEF 14A view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
4 2025-07-28 Insider transaction (Form 4) view ·
8-K 2025-07-22 8-K view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
4 2025-07-21 Insider transaction (Form 4) view ·
10-K 2025-07-10 10-K view ·
8-K 2025-07-10 8-K view ·
8-K 2025-06-30 8-K view ·
8-K 2025-06-18 8-K view ·
4 2025-06-10 Insider transaction (Form 4) view ·
4 2025-06-04 Insider transaction (Form 4) view ·
4 2025-05-29 Insider transaction (Form 4) view ·
4 2025-05-29 Insider transaction (Form 4) view ·

About

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Marie Callender's, Duncan Hines, Healthy Choice, Slim Jim, Reddi-wip, Angie's, BOOMCHICKAPOP brands. Conagra Brands, Inc. was incorporated in 1919 and is headquartered in Chicago, Illinois.