Rep. Gilbert Ray Cisneros, Jr. Buys Conagra Brands (NYSE:CAG) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Conagra Brands (NYSE:CAG). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Conagra Brands stock on November 12th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Conagra Brands Price Performance

Shares of CAG stock traded down $0.46 on Friday, reaching $17.35. The company’s stock had a trading volume of 22,995,207 shares, compared to its average volume of 9,021,784. The company has a market capitalization of $8.30 billion, a P/E ratio of 9.86 and a beta of -0.01. Conagra Brands has a 12-month low of $16.60 and a 12-month high of $28.51. The stock’s 50 day simple moving average is $17.65 and its 200-day simple moving average is $18.99. The company has a quick ratio of 0.44, a current ratio of 1.06 and a debt-to-equity ratio of 0.81.

Conagra Brands (NYSE:CAG) last announced its earnings results 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. The business had revenue of $2.98 billion for the quarter, compared to analyst estimates of $3 billion. Conagra Brands had a return on equity of 11.72% and a net margin of 7.42%.The company’s quarterly revenue was down 6.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.70 EPS. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. As a group, equities analysts predict that Conagra Brands will post 2.35 earnings per share for the current fiscal year.

Conagra Brands Dividend Announcement

The company 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 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 is presently 79.55%.

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

Analyst Upgrades and Downgrades

A number of research firms have commented on CAG. JPMorgan Chase & Co. cut 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 note on Tuesday. Jefferies Financial Group reduced their target price 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. Stifel Nicolaus dropped their price target on Conagra Brands from $21.00 to $19.00 and set a “hold” rating for the company in a research note on Thursday, December 11th. Morgan Stanley upped their price objective on Conagra Brands from $20.00 to $21.00 and gave the stock an “equal weight” rating in a report on Wednesday, September 24th. Finally, Zacks Research raised Conagra Brands from a “strong sell” rating to a “hold” rating in a report on Thursday, October 2nd. One investment analyst has rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $20.25.

Insider Activity at Conagra Brands

In related news, SVP Melissa C. Napier sold 13,011 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $17.19, for a total value of $223,659.09. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

Institutional Trading of Conagra Brands

A number of institutional investors have recently made changes to their positions in CAG. Vanguard Group Inc. raised its holdings in Conagra Brands by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 61,369,876 shares of the company’s stock valued at $1,256,241,000 after buying an additional 966,031 shares during the last quarter. State Street Corp grew its stake in shares of Conagra Brands by 2.3% in the second quarter. State Street Corp now owns 26,202,392 shares of the company’s stock worth $536,363,000 after purchasing an additional 588,435 shares during the last quarter. Invesco Ltd. increased its holdings in Conagra Brands by 25.6% during the 3rd quarter. Invesco Ltd. now owns 15,587,877 shares of the company’s stock valued at $285,414,000 after purchasing an additional 3,173,767 shares during the period. Dimensional Fund Advisors LP raised its position in Conagra Brands by 21.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 14,674,084 shares of the company’s stock valued at $268,672,000 after purchasing an additional 2,618,647 shares during the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Conagra Brands by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 12,870,239 shares of the company’s stock worth $262,405,000 after buying an additional 193,829 shares during the last quarter. Hedge funds and other institutional investors own 83.75% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Conagra Brands

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.