Conagra Brands, Inc. (CAG)
What changed in recent filings
- Revenue -3% YoYQuarter ended May 31, 2026
- Institutions — 2 added · 1 reduced13F · as of end of 2026 Q2
- Risk factors — 3 added · 1 removed · new: Rapid changes in trade policies, including … +210-K May 25, 2025 → May 31, 2026 · filed 3 months ago
- Free cash flow declined recentlyFeb 22, 2026 → Aug 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Conagra Brands, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q3Released Sep 30, 2026Revenue -1.4% YoY · EPS $0.36Released before the open: Sep 29 close → Sep 30 close, the stock moved -4.9% · over the same window, market -0.2% · sector -1.3%
- 26Q2Released Jul 15, 2026Revenue +3.6% YoY · EPS $-3.37Released before the open: Jul 14 close → Jul 15 close, the stock moved -0.4% · over the same window, market +0.4% · sector +0.1%
- 26Q1Released Apr 1, 2026Revenue -1.9% YoY · EPS $0.42Released before the open: Mar 31 close → Apr 1 close, the stock moved -1.3% · over the same window, market +0.8% · sector -0.3%
- 25Q4Released Dec 19, 2025Revenue -6.8% YoY · EPS $-1.39Released before the open: Dec 18 close → Dec 19 close, the stock moved -2.5% · over the same window, market +0.6% · sector -0.5%
The next earnings release is estimated around Dec 18, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Conagra Brands, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 4 → 2026 Q2: 3 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Conagra Brands, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Tudor Investment Corp0.01% of portfolio · since 2024 Q2
- Bridgewater Associates0.01% of portfolio · since 2024 Q3
- Maverick Capital0.01% of portfolio · since 2025 Q4
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Conagra Brands Inc. is a packaged food company that develops, manufactures, and markets a broad portfolio of branded consumer products. Its offerings span frozen meals and vegetables, refrigerated foods, pantry staples, snacks, condiments, and meal solutions sold through retail and foodservice channels. The company’s brand lineup includes widely recognized names such as Birds Eye, Healthy Choice, Marie Callender’s, Slim Jim, Duncan Hines, Reddi-wip, and Hunt’s. Conagra Brands focuses on everyday food categories that serve households, restaurants, and institutional buyers, making it a significant participant in the North American consumer staples market. Headquartered in Chicago, Illinois, Conagra Brands Inc. operates primarily in the United States and remains centered on branded packaged foods that are distributed across major grocery and convenience channels.
What is the Consumer Goods sector?
Staples, sportswear, and food & drink. Defensive dividend names.
Conagra Brands, Inc. is classified under the Consumer Goods sector. See peers below.
Conagra Brands, Inc. key financials
Based on SEC filings · as of Aug 30, 2026
Tap a metric name to see its meaning in the glossary.
Conagra Brands, Inc. vs Consumer Goods sector benchmark
Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
CAG revenue by segment summary
SEC 10-K · segment totals cross-checked against total revenue
2026-05-31 revenue was $11.3B, -2.9% YoY.
The largest segment is Refrigerated And Frozen, 41.1% of revenue — a concentrated structure.
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Conagra Brands, Inc.
Per SEC N-PORT · 2026-07-31 · by weight · factual
CAG on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
Peers · Consumer Goods
CAG FAQ
What is Conagra Brands, Inc. (CAG)?
Conagra Brands Inc. is a packaged food company that develops, manufactures, and markets a broad portfolio of branded consumer products. Its offerings span frozen meals and vegetables, refrigerated foods, pantry staples, snacks, condiments, and meal solutions sold through retail and foodservice channels. The company’s brand lineup includes widely recognized names such as Birds Eye, Healthy Choice, Marie Callender’s, Slim Jim, Duncan Hines, Reddi-wip, and Hunt’s. Conagra Brands focuses on everyday food categories that serve households, restaurants, and institutional buyers, making it a significant participant in the North American consumer staples market. Headquartered in Chicago, Illinois, Conagra Brands Inc. operates primarily in the United States and remains centered on branded packaged foods that are distributed across major grocery and convenience channels.
What sector is Conagra Brands, Inc. in?
Conagra Brands, Inc. is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.
What are Conagra Brands, Inc.'s key financials?
As of Aug 30, 2026 in SEC filings: Revenue growth (YoY) -1.8%, Operating margin 10.3%, Net margin -17.0%, ROE -30.1%, Debt-to-equity 1.21x. Definitions and interpretation are available on Stocklore.
What are Conagra Brands, Inc.'s main revenue segments?
The largest segment is Refrigerated And Frozen, about 41.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Conagra Brands, Inc. (CAG) stock?
On Stocklore you can see CAG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.