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

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Conagra Brands (NYSE:CAG). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $1,001 and $15,000 in Conagra Brands stock on February 10th. 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 Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

Conagra Brands Stock Down 4.7%

Shares of NYSE CAG traded down $0.80 during trading on Thursday, hitting $16.18. 24,815,329 shares of the company traded hands, compared to its average volume of 12,301,396. The firm has a market capitalization of $7.74 billion, a price-to-earnings ratio of -73.55 and a beta of -0.02. The business’s fifty day moving average is $18.20 and its 200 day moving average is $18.11. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.28 and a current ratio of 0.89. Conagra Brands has a fifty-two week low of $15.96 and a fifty-two week high of $27.68.

Conagra Brands (NYSE:CAG) last announced 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. Conagra Brands had a negative net margin of 0.87% and a positive return on equity of 10.59%. The business had revenue of $2.98 billion during the quarter, compared to analyst estimates of $3 billion. During the same quarter in the previous year, the business posted $0.70 EPS. Conagra Brands’s quarterly revenue was down 6.8% on a year-over-year basis. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Equities research analysts predict that Conagra Brands will post 2.35 earnings per share for the current fiscal year.

Conagra Brands Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 26th. Shareholders of record on Tuesday, January 27th were paid a $0.35 dividend. The ex-dividend date of this dividend was Tuesday, January 27th. This represents a $1.40 annualized dividend and a yield of 8.7%. Conagra Brands’s payout ratio is -636.36%.

Key Headlines Impacting Conagra Brands

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

• Positive Sentiment: Conagra announced a major build-out: a planned ~$220M expansion of its Fayetteville, AR production facility, which management says supports capacity and potential margin improvement over time. Conagra Brands Announces $220M Expansion of Arkansas Production Facility
• Positive Sentiment: Some commentators note Conagra started 2026 with an early rally (roughly +8%), suggesting episodic investor interest in the name and income appeal. Is Conagra Stock a Long-Term Buy?
• Neutral Sentiment: Analysis pieces are debating whether the Fayetteville investment reframes Conagra’s “margin-first” capital allocation story — useful context but not an immediate catalyst. Does Conagra Brands’ (CAG) Fayetteville Bet Reframe Its Margin-Focused Investment Narrative?
• Negative Sentiment: Wells Fargo turned more cautious on major packaged-food names and explicitly warned inflation and weak consumption could pressure earnings; the note prompted a downgrade across the group. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.
• Negative Sentiment: Wells Fargo reaffirmed an “underweight” stance and lowered its price target on CAG to $15 (from $20), signaling downside risk and contributing to selling pressure. Benzinga
• Negative Sentiment: Goldman Sachs and other sell-side moves have cut price targets and reiterated bearish views recently; those analyst actions often trigger short-term de-risking in low-momentum, high-yield staples. Conagra Brands slides as fresh sell-side cut pressures sentiment ahead of next earnings
• Negative Sentiment: Options flow shows unusual put buying (roughly 13,957 puts, ~35% above typical daily put volume), indicating traders are hedging or positioning for further downside, which can amplify volatility.
• Negative Sentiment: Market reaction has also been influenced by weak results at a sector peer (Campbell’s), which has pressured sentiment across packaged-food names, including CAG. Why Are Conagra Brands Shares Sliding On Wednesday?

Wall Street Analysts Forecast Growth

CAG has been the topic of several research reports. Evercore lowered their target price on Conagra Brands from $22.00 to $19.00 in a research note on Friday, January 9th. Sanford C. Bernstein decreased their price objective on Conagra Brands from $21.00 to $18.00 and set a “market perform” rating for the company in a report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft lowered their price objective on Conagra Brands from $19.00 to $18.00 and set a “hold” rating on the stock in a research note on Monday, December 22nd. Wells Fargo & Company reiterated an “underweight” rating and set a $15.00 target price (down from $20.00) on shares of Conagra Brands in a research report on Thursday. Finally, Royal Bank Of Canada reduced their target price on shares of Conagra Brands from $22.00 to $20.00 and set a “sector perform” rating for the company in a research note on Monday, December 22nd. One research analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Conagra Brands has a consensus rating of “Reduce” and a consensus target price of $18.71.

Institutional Trading of Conagra Brands

Several hedge funds and other institutional investors have recently bought and sold shares of CAG. CYBER HORNET ETFs LLC purchased a new position in shares of Conagra Brands in the second quarter valued at about $26,000. MUFG Securities EMEA plc purchased a new stake in Conagra Brands in the 2nd quarter worth approximately $29,000. Harbour Investments Inc. increased its stake in shares of Conagra Brands by 80.4% during the fourth quarter. Harbour Investments Inc. now owns 1,573 shares of the company’s stock valued at $27,000 after buying an additional 701 shares during the period. True Wealth Design LLC raised its holdings in shares of Conagra Brands by 844.4% during the third quarter. True Wealth Design LLC now owns 1,596 shares of the company’s stock valued at $29,000 after acquiring an additional 1,427 shares in the last quarter. Finally, Clearstead Trust LLC lifted its stake in Conagra Brands by 522.1% in the second quarter. Clearstead Trust LLC now owns 1,636 shares of the company’s stock worth $33,000 after acquiring an additional 1,373 shares during the period. 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.