Gilman Hill Asset Management LLC Has $8.40 Million Stock Holdings in Conagra Brands $CAG

Gilman Hill Asset Management LLC raised its position in Conagra Brands (NYSE:CAG) by 21.7% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 458,919 shares of the company’s stock after buying an additional 81,963 shares during the period. Conagra Brands comprises approximately 1.3% of Gilman Hill Asset Management LLC’s holdings, making the stock its 20th largest holding. Gilman Hill Asset Management LLC owned about 0.10% of Conagra Brands worth $8,403,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Wellington Management Group LLP boosted its holdings in Conagra Brands by 173.1% in the first quarter. Wellington Management Group LLP now owns 196,589 shares of the company’s stock valued at $5,243,000 after acquiring an additional 124,595 shares during the last quarter. Quantbot Technologies LP bought a new position in shares of Conagra Brands in the 1st quarter valued at about $580,000. T. Rowe Price Investment Management Inc. bought a new stake in shares of Conagra Brands during the first quarter worth approximately $245,000. CW Advisors LLC raised its stake in shares of Conagra Brands by 101.6% during the first quarter. CW Advisors LLC now owns 35,995 shares of the company’s stock worth $960,000 after buying an additional 18,136 shares during the last quarter. Finally, CreativeOne Wealth LLC lifted its holdings in Conagra Brands by 28.2% in the first quarter. CreativeOne Wealth LLC now owns 39,397 shares of the company’s stock valued at $1,051,000 after buying an additional 8,660 shares during the period. Institutional investors own 83.75% of the company’s stock.

Conagra Brands Price Performance

CAG stock opened at $16.97 on Wednesday. The stock has a 50-day moving average price of $17.60 and a two-hundred day moving average price of $18.86. Conagra Brands has a 1 year low of $16.60 and a 1 year high of $28.51. The stock has a market cap of $8.12 billion, a PE ratio of -77.13 and a beta of -0.01. The company has a current ratio of 0.89, a quick ratio of 0.28 and a debt-to-equity ratio of 0.80.

Conagra Brands (NYSE:CAG) last issued its quarterly earnings results on Friday, December 19th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. The company had revenue of $2.98 billion for the quarter, compared to analyst estimates of $3 billion. Conagra Brands had a positive return on equity of 10.59% and a negative net margin of 0.87%.The company’s quarterly revenue was down 6.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.70 earnings per share. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Equities analysts forecast that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Tuesday, January 27th will be paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 8.3%. The ex-dividend date of this dividend is Tuesday, January 27th. Conagra Brands’s dividend payout ratio (DPR) is currently -636.36%.

Insider Activity

In other news, SVP Melissa C. Napier sold 13,011 shares of Conagra Brands stock in a transaction that occurred on Tuesday, November 4th. The shares were 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 SEC, which can be accessed through the SEC website. 0.57% of the stock is owned by company insiders.

Key Stores Impacting Conagra Brands

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

• Neutral Sentiment: Morgan Stanley kept an equal-weight rating on CAG, signaling no change in conviction from that shop and providing no clear upside catalyst. Morgan Stanley maintains Conagra Brands (CAG) equal-weight recommendation
• Neutral Sentiment: A Globe and Mail roundup highlights mixed analyst views on consumer-packaged-food names including Conagra, underscoring a lack of consensus that can keep volatility elevated but not decisively bullish. Analysts Conflicted on These Consumer Goods Names: Lamb Weston Holdings (LW) and Conagra Brands (CAG)
• Negative Sentiment: Analysts cut forecasts after Conagra’s mixed Q2 results: revenue declined year-over-year and, while EPS slightly beat, the overall tone prompted downward revisions to near-term estimates. That earnings-driven re‑forecasting is a direct headwind for the stock. These Analysts Cut Their Forecasts On Conagra Brands After Q2 Results
• Negative Sentiment: Bank of America lowered its price target to $17 and kept an underperform rating, signaling limited near-term upside and adding selling pressure from a major institutional view. B of A Securities maintains Conagra Brands (CAG) underperform recommendation
• Negative Sentiment: Evercore ISI trimmed its target to $22 (from $23) and stayed “in-line,” reflecting slightly reduced expectations for recovery and contributing to the negative analyst momentum. Evercore ISI adjusts price target on Conagra Brands to $22 from $23; maintains in-line rating
• Negative Sentiment: Deutsche Bank cut its target to $18 and kept a hold rating, and TD Cowen made a similar adjustment to $18 — both moves reinforce the sell/neutral tilt among sell‑side analysts. Deutsche Bank lowers price target on Conagra Brands to $18 from $19; keeps hold rating TD Cowen adjusts price target on Conagra Brands to $18 from $19; maintains hold rating

Wall Street Analyst Weigh In

CAG has been the subject of a number of analyst reports. UBS Group lowered their target price on shares of Conagra Brands from $19.00 to $18.00 and set a “neutral” rating for the company in a report on Tuesday. Cowen reaffirmed a “hold” rating on shares of Conagra Brands in a research note on Monday. Deutsche Bank Aktiengesellschaft dropped their price objective on Conagra Brands from $19.00 to $18.00 and set a “hold” rating for the company in a report on Monday. Stifel Nicolaus reduced their target price on Conagra Brands from $21.00 to $19.00 and set a “hold” rating on the stock in a report on Thursday, December 11th. Finally, Bank of America lowered their price target on Conagra Brands from $18.00 to $17.00 and set an “underperform” rating for the company in a research note on Monday. One investment analyst has rated the stock with a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, Conagra Brands presently has an average rating of “Reduce” and a consensus target price of $19.29.

Conagra Brands 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.