F&V Capital Management LLC Raises Position in Conagra Brands $CAG

F&V Capital Management LLC raised its position in shares of Conagra Brands (NYSE:CAG) by 73.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 892,829 shares of the company’s stock after acquiring an additional 377,361 shares during the quarter. Conagra Brands makes up approximately 3.7% of F&V Capital Management LLC’s holdings, making the stock its 13th largest position. F&V Capital Management LLC owned 0.19% of Conagra Brands worth $16,348,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Edmp Inc. lifted its stake in shares of Conagra Brands by 1.1% in the 2nd quarter. Edmp Inc. now owns 48,675 shares of the company’s stock valued at $996,000 after purchasing an additional 544 shares during the period. Vontobel Holding Ltd. raised its holdings in Conagra Brands by 1.5% in the second quarter. Vontobel Holding Ltd. now owns 36,171 shares of the company’s stock worth $740,000 after purchasing an additional 546 shares in the last quarter. Ameriflex Group Inc. lifted 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 buying an additional 561 shares during the period. DekaBank Deutsche Girozentrale boosted its holdings in shares of Conagra Brands by 0.3% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 172,140 shares of the company’s stock valued at $3,483,000 after buying an additional 585 shares in the last quarter. Finally, Horrell Capital Management Inc. grew its position in shares of Conagra Brands by 2.2% in the 2nd quarter. Horrell Capital Management Inc. now owns 27,427 shares of the company’s stock worth $561,000 after buying an additional 597 shares during the period. Institutional investors own 83.75% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CAG. JPMorgan Chase & Co. lowered their price target on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. UBS Group decreased their target price on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating for the company in a research note on Wednesday, September 24th. Evercore ISI dropped their price target on Conagra Brands from $24.00 to $23.00 and set an “in-line” rating on the stock in a research report on Wednesday, September 24th. Jefferies Financial Group cut their price target on Conagra Brands from $19.00 to $18.00 and set a “hold” rating on the stock in a research note on Thursday, December 11th. Finally, Zacks Research raised Conagra Brands from a “strong sell” rating to a “hold” rating in a research report on Thursday, October 2nd. One investment analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Conagra Brands has a consensus rating of “Reduce” and a consensus price target of $20.25.

Trending Headlines about 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

Insider Activity at Conagra Brands

In related news, SVP Melissa C. Napier sold 13,011 shares of Conagra Brands stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $17.19, for a total value of $223,659.09. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.57% of the stock is owned by company insiders.

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 price-to-earnings ratio of -78.84 and a beta of -0.01. The company has a quick ratio of 0.44, a current ratio of 1.06 and a debt-to-equity ratio of 0.81. The company’s 50 day moving average price is $17.65 and its 200-day moving average price is $18.96. Conagra Brands has a 52 week low of $16.60 and a 52 week high of $28.51.

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

Conagra Brands Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Tuesday, January 27th will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Tuesday, January 27th. This represents a $1.40 annualized dividend and a dividend yield of 8.1%. Conagra Brands’s dividend payout ratio (DPR) is -636.36%.

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.