CAGNYSEFood and Kindred ProductsFiscal year ends May 30
CONAGRA BRANDS INC.
Financials through Q1 FY2027, quarter ended Aug 30, 2026Last filing: 10-Q on Sep 30, 2026
$14.03−0.44 (-3.04%)
Close on Oct 19, 2026
- Market cap
- $6.73B
- P/E (TTM)
- –
- Dividend yield
- 9.98%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.9%
424M of 477M shares
Institutional holders
783
161 new, 156 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
3 buys · 1 sales
Net bought $895.92K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 64,450,818 | 13.50% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 29,471,552 | 6.15% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 25,308,895 | 5.28% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CAG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 79,589,548 | 16.67% | $1.07B | +29,439,770 | 0.02% |
| Vanguard Portfolio Management LLC | 29,206,791 | 6.12% | $393.12M | +5,426,315 | 0.02% |
| Vanguard Capital Management LLC | 21,564,245 | 4.52% | $290.25M | −9,479,752 | 0.01% |
| Aqr Capital Management LLC | 20,496,252 | 4.29% | $275.88M | +13,175,575 | 0.10% |
| State Street Corp | 16,541,117 | 3.46% | $222.64M | −8,483,683 | 0.01% |
| Dimensional Fund Advisors LP | 15,275,530 | 3.20% | $205.63M | −4,048,259 | 0.04% |
| Two Sigma Investments, LP | 13,185,200 | 2.76% | $177.47M | −5,512,998 | 0.13% |
| Goldman Sachs Group Inc | 12,447,997 | 2.61% | $167.55M | +5,692,827 | 0.01% |
| Morgan Stanley | 11,048,944 | 2.31% | $148.72M | −3,055,710 | 0.01% |
| Geode Capital Management, LLC | 8,654,831 | 1.81% | $116.52M | −4,152,325 | 0.01% |
| Ilex Capital Partners (UK) LLP | 8,087,450 | 1.69% | $108.86M | New | 2.23% |
| Barclays PLC | 7,007,662 | 1.47% | $94.32M | +5,921,506 | 0.02% |
| Qube Research & Technologies Ltd | 6,912,678 | 1.45% | $93.04M | New | 0.09% |
| Quantinno Capital Management LP | 6,834,371 | 1.43% | $91.99M | +4,671,959 | 0.11% |
| Lsv Asset Management | 5,666,061 | 1.19% | $76.27K | −84,894 | 0.14% |
| Hotchkis & Wiley Capital Management LLC | 5,615,737 | 1.18% | $75.59M | +811,540 | 0.22% |
| First Trust Advisors LP | 5,154,098 | 1.08% | $69.37M | +637,668 | 0.04% |
| Citadel Advisors LLC | 4,788,334 | 1.00% | $64.45M | −6,294,280 | 0.01% |
| Charles Schwab Investment Management Inc | 4,670,407 | 0.98% | $62.86M | −757,823 | 0.01% |
| Millennium Management LLC | 4,454,751 | 0.93% | $59.96M | −104,750 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 783 | 424M | 88.9% | 161 / 324 | 210 / 156 | 128M | 111M |
| Q1 2026 | 792 | 408M | 85.5% | 130 / 288 | 250 / 124 | 124M | 65M |
| Q4 2025 | 796 | 411M | 86.1% | 137 / 260 | 298 / 102 | 46M | 49M |
| Q3 2025 | 774 | 414M | 86.8% | 106 / 289 | 278 / 157 | 73M | 100M |
| Q2 2025 | 837 | 441M | 92.4% | 135 / 345 | 242 / 127 | 66M | 35M |
| Q1 2025 | 838 | 411M | 86.1% | 98 / 315 | 280 / 97 | 46M | 44M |
| Q4 2024 | 851 | 412M | 86.2% | 124 / 288 | 319 / 131 | 43M | 42M |
| Q3 2024 | 873 | 412M | 86.3% | 110 / 291 | 333 / 99 | 88M | 45M |
| Q2 2024 | 871 | 417M | 87.3% | 119 / 332 | 268 / 81 | 41M | 52M |
| Q1 2024 | 846 | 429M | 90.0% | 90 / 316 | 293 / 87 | 43M | 27M |
| Q4 2023 | 853 | 415M | 86.8% | 136 / 259 | 337 / 82 | 42M | 33M |
| Q3 2023 | 810 | 405M | 84.8% | 67 / 302 | 323 / 116 | 25M | 29M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CAG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 28,073,435 | 5.88% | $377.87M | 0.34% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 15,212,972 | 3.19% | $204.77M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 10,979,021 | 2.30% | $147.78M | 0.08% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 10,733,832 | 2.25% | $144.48M | 0.01% | Jun 30, 2026 |
| iShares Select Dividend ETF | 9,383,850 | 1.97% | $136.16M | 0.58% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 6,950,617 | 1.46% | $93.56M | 0.14% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 6,121,721 | 1.28% | $81.30M | 0.01% | May 31, 2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF | 5,623,723 | 1.18% | $74.68M | 2.31% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 5,484,797 | 1.15% | $73.83M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 5,467,655 | 1.15% | $79.34M | 0.41% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 4,392,600 | 0.92% | $59.12M | 0.35% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 4,016,381 | 0.84% | $54.06M | 0.67% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 3,850,500 | 0.81% | $55.87M | 0.08% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 2,569,461 | 0.54% | $34.58M | 0.30% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 2,489,700 | 0.52% | $33.51M | 0.69% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John P. Brase | President and CEO, Director | 35,000 | 0.01% | Jul 24, 2026 |
| Sean Connolly | President and CEO, Director | 1,525,960 | 0.32% | Jul 28, 2025 |
| Amy C. Held | EVP & Chief Admin. Officer | – | – | Sep 17, 2026 |
| Jill Kristen Dexter | EVP & President, G&S | 11,715 | 0.00% | Sep 9, 2026 |
| Burke Elliott Raine | EVP and Chief Growth Officer | 43,970 | 0.01% | Sep 9, 2026 |
| David S. Marberger | EVP and CFO | 359,322 | 0.08% | Jul 28, 2026 |
| Alexandre Eboli | EVP, Chief SC & Transformation | 80,176 | 0.02% | Jul 28, 2026 |
| Thomas M. McGough | EVP & COO | 387,016 | 0.08% | Jul 28, 2026 |
| Charisse Brock | EVP, Chief HR Officer | 191,655 | 0.04% | Jul 28, 2026 |
| Carey Bartell | EVP, GC and Corp. Secretary | 62,650 | 0.01% | Jul 28, 2026 |
| Noelle O'Mara | EVP & President, R & F | 66,664 | 0.01% | Jul 28, 2026 |
| Melissa C. Napier | SVP, Corporate Controller | 5,469 | 0.00% | Jul 28, 2026 |
| William Eric Johnson | SVP, Corporate Controller | 12,784 | 0.00% | Jul 28, 2025 |
| Ruth Ann Marshall | Director | 233,031 | 0.05% | Sep 3, 2026 |
| Richard H. Lenny | Director | 263,895 | 0.06% | Jun 3, 2026 |
| Melissa Lora | Director | 60,675 | 0.01% | Jun 3, 2026 |
| Thomas K. Brown | Director | 73,472 | 0.02% | Jun 3, 2026 |
| John J. Mulligan | Director | 33,597 | 0.01% | Jun 3, 2026 |
| Pietro Satriano | Director | 16,097 | 0.00% | Jun 3, 2026 |
| Denise Paulonis | Director | 36,246 | 0.01% | Jun 3, 2026 |
| Anil Arora | Director | 64,369 | 0.01% | Jun 3, 2026 |
| George Dowdie | Director | 39,259 | 0.01% | Jun 3, 2026 |
| Francisco Fraga | Director | 31,866 | 0.01% | Jun 3, 2026 |
| Emanuel Chirico | Director | 76,159 | 0.02% | Jun 3, 2026 |
| Fran Horowitz | Director | 27,670 | 0.01% | May 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ruth Ann Marshall Director | Sep 1, 2026 | Award | +1,629.42 | $16.11 | $26.25K | 228,914 |
| Thomas M. McGough EVP & COO | Jul 24, 2026 | Option exercise | +11,419 | – | – | 275,313 |
| Thomas M. McGough EVP & COO | Jul 24, 2026 | Tax withholding | −3,346 | $14.77 | $49.42K | 271,967 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 24, 2026 | Tax withholding | −4,857 | $14.77 | $71.74K | 80,176 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 24, 2026 | Option exercise | +10,962 | – | – | 85,033 |
| David S. Marberger EVP and CFO | Jul 24, 2026 | Tax withholding | −5,059 | $14.77 | $74.72K | 359,322 |
| David S. Marberger EVP and CFO | Jul 24, 2026 | Option exercise | +11,419 | – | – | 364,381 |
| Melissa C. Napier SVP, Corporate Controller | Jul 24, 2026 | Tax withholding | −1,196 | $14.77 | $17.66K | 5,469 |
| Melissa C. Napier SVP, Corporate Controller | Jul 24, 2026 | Option exercise | +2,698 | – | – | 6,665 |
| Charisse Brock EVP, Chief HR Officer | Jul 24, 2026 | Option exercise | +5,481 | – | – | 191,489 |
| Charisse Brock EVP, Chief HR Officer | Jul 24, 2026 | Tax withholding | −2,429 | $14.77 | $35.88K | 189,060 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 24, 2026 | Option exercise | +5,481 | – | – | 62,650 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 24, 2026 | Tax withholding | −2,429 | $14.77 | $35.88K | 60,221 |
| Noelle O'Mara EVP & President, R & F | Jul 24, 2026 | Option exercise | +34,257 | – | – | 66,664 |
| Noelle O'Mara EVP & President, R & F | Jul 24, 2026 | Option exercise | +7,308 | – | – | 78,540 |
| Noelle O'Mara EVP & President, R & F | Jul 24, 2026 | Option exercise | +4,568 | – | – | 71,232 |
| Noelle O'Mara EVP & President, R & F | Jul 24, 2026 | Tax withholding | −20,438 | $14.77 | $301.87K | 58,102 |
| Melissa C. Napier SVP, Corporate Controller | Jul 22, 2026 | Tax withholding | −455 | $14.83 | $6.75K | 3,967 |
| Melissa C. Napier SVP, Corporate Controller | Jul 22, 2026 | Award | +1,025 | – | – | 4,422 |
| Thomas M. McGough EVP & COO | Jul 22, 2026 | Tax withholding | −5,723 | $14.83 | $84.87K | 263,894 |
| Thomas M. McGough EVP & COO | Jul 22, 2026 | Award | +19,532 | – | – | 269,617 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 22, 2026 | Tax withholding | −5,538 | $14.83 | $82.13K | 74,071 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 22, 2026 | Award | +12,500 | – | – | 79,609 |
| David S. Marberger EVP and CFO | Jul 22, 2026 | Tax withholding | −17,306 | $14.83 | $256.65K | 352,962 |
| David S. Marberger EVP and CFO | Jul 22, 2026 | Award | +19,532 | – | – | 370,268 |
| David S. Marberger EVP and CFO | Jul 22, 2026 | Award | +19,532 | – | – | 350,736 |
| Charisse Brock EVP, Chief HR Officer | Jul 22, 2026 | Tax withholding | −6,404 | $14.83 | $94.97K | 186,008 |
| Charisse Brock EVP, Chief HR Officer | Jul 22, 2026 | Award | +5,078 | – | – | 192,412 |
| Charisse Brock EVP, Chief HR Officer | Jul 22, 2026 | Award | +9,375 | – | – | 187,334 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 22, 2026 | Award | +7,032 | – | – | 60,285 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 22, 2026 | Tax withholding | −3,116 | $14.83 | $46.21K | 57,169 |
| Thomas M. McGough EVP & COO | Jul 19, 2026 | Option exercise | +10,106 | – | – | 253,047 |
| Thomas M. McGough EVP & COO | Jul 19, 2026 | Tax withholding | −2,962 | $14.28 | $42.30K | 250,085 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 19, 2026 | Tax withholding | −1,612 | $14.28 | $23.02K | 53,253 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 19, 2026 | Option exercise | +3,638 | – | – | 54,865 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 19, 2026 | Option exercise | +6,468 | – | – | 69,975 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 19, 2026 | Tax withholding | −2,866 | $14.28 | $40.93K | 67,109 |
| Charisse Brock EVP, Chief HR Officer | Jul 19, 2026 | Tax withholding | −5,527 | $14.28 | $78.93K | 177,959 |
| Charisse Brock EVP, Chief HR Officer | Jul 19, 2026 | Option exercise | +4,851 | – | – | 175,604 |
| Charisse Brock EVP, Chief HR Officer | Jul 19, 2026 | Option exercise | +7,882 | – | – | 183,486 |
| Melissa C. Napier SVP, Corporate Controller | Jul 19, 2026 | Option exercise | +2,388 | – | – | 4,582 |
| Melissa C. Napier SVP, Corporate Controller | Jul 19, 2026 | Tax withholding | −1,185 | $14.28 | $16.92K | 3,397 |
| David S. Marberger EVP and CFO | Jul 19, 2026 | Option exercise | +10,106 | – | – | 318,795 |
| David S. Marberger EVP and CFO | Jul 19, 2026 | Tax withholding | −17,907 | $14.28 | $255.71K | 331,204 |
| David S. Marberger EVP and CFO | Jul 19, 2026 | Option exercise | +30,316 | – | – | 349,111 |
| Thomas M. McGough EVP & COO | Jul 17, 2026 | Option exercise | +16,676 | – | – | 247,828 |
| Thomas M. McGough EVP & COO | Jul 17, 2026 | Tax withholding | −4,887 | $14.28 | $69.79K | 242,941 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 17, 2026 | Tax withholding | −4,433 | $14.28 | $63.30K | 51,227 |
| Carey Bartell EVP, GC and Corp. Secretary | Jul 17, 2026 | Option exercise | +10,006 | – | – | 55,660 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 17, 2026 | Tax withholding | −5,320 | $14.28 | $75.97K | 63,507 |
| Alexandre Eboli EVP, Chief SC & Transformation | Jul 17, 2026 | Option exercise | +12,007 | – | – | 68,827 |
| Noelle O'Mara EVP & President, R & F | Jul 17, 2026 | Option exercise | +12,007 | – | – | 37,727 |
| Noelle O'Mara EVP & President, R & F | Jul 17, 2026 | Tax withholding | −5,320 | $14.28 | $75.97K | 32,407 |
| Charisse Brock EVP, Chief HR Officer | Jul 17, 2026 | Option exercise | +8,004 | – | – | 174,299 |
| Charisse Brock EVP, Chief HR Officer | Jul 17, 2026 | Tax withholding | −3,546 | $14.28 | $50.64K | 170,753 |
| Melissa C. Napier SVP, Corporate Controller | Jul 17, 2026 | Tax withholding | −1,746 | $14.28 | $24.93K | 2,194 |
| Melissa C. Napier SVP, Corporate Controller | Jul 17, 2026 | Option exercise | +3,940 | – | – | 3,940 |
| David S. Marberger EVP and CFO | Jul 17, 2026 | Tax withholding | −7,388 | $14.28 | $105.50K | 308,689 |
| David S. Marberger EVP and CFO | Jul 17, 2026 | Option exercise | +16,676 | – | – | 316,077 |
| John P. Brase President and CEO, Director | Jul 17, 2026 | Buy | +35,000 | $14.59 | $510.65K | 35,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Napier Melissa Officer | Nov 4, 2025 | 13,011 | $223.63K | Nov 4, 2025 | Vesting of a Stock Award |
| Thomas M. McGough Officer | Aug 13, 2024 | 40,000 | $1.21M | Aug 13, 2024 | Vesting of a Stock Award |
| Charisse Brock Officer | May 23, 2024 | 15,444 | $469.18K | May 23, 2024 | Exercise of a Stock Award |
| Thomas M. McGough Officer | Aug 2, 2023 | 75,522 | $2.50M | Aug 2, 2023 | Exercise of Stock Award |
| Charisse Brock Officer | Apr 14, 2023 | 7,036 | $260.61K | Apr 14, 2023 | EXERCISE OF STOCK AWARD |
| Thomas M. McGough Officer | Apr 6, 2023 | 45,000 | $1.74M | Apr 6, 2023 | STOCK OPTIONS EXERCISE |