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

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

CAG stock traded down $0.46 during midday trading on Friday, reaching $17.35. 22,995,207 shares of the stock were exchanged, compared to its average volume of 9,021,784. Conagra Brands has a 52 week low of $16.60 and a 52 week high of $28.51. The company has a fifty day moving average price of $17.65 and a 200 day moving average price of $18.99. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.06 and a quick ratio of 0.44. The stock has a market capitalization of $8.30 billion, a PE ratio of 9.86 and a beta of -0.01.

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 return on equity of 11.72% and a net margin of 7.42%.The firm had revenue of $2.98 billion for the quarter, compared to analyst estimates of $3 billion. During the same period last year, the firm posted $0.70 earnings per share. The business’s revenue for the quarter was down 6.8% on a year-over-year basis. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. As a group, analysts expect that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Tuesday, January 27th will be issued a dividend of $0.35 per share. 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 (DPR) is 79.55%.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of Conagra Brands by 1.6% during the second quarter. Vanguard Group Inc. now owns 61,369,876 shares of the company’s stock valued at $1,256,241,000 after acquiring an additional 966,031 shares in the last quarter. State Street Corp grew its position in Conagra Brands by 2.3% in the 2nd quarter. State Street Corp now owns 26,202,392 shares of the company’s stock valued at $536,363,000 after purchasing an additional 588,435 shares during the period. Invesco Ltd. increased its stake 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 in the last quarter. Dimensional Fund Advisors LP raised its holdings in Conagra Brands by 21.7% during the third quarter. Dimensional Fund Advisors LP now owns 14,674,084 shares of the company’s stock worth $268,672,000 after buying an additional 2,618,647 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of Conagra Brands by 1.5% in the second quarter. Geode Capital Management LLC now owns 12,870,239 shares of the company’s stock valued at $262,405,000 after buying an additional 193,829 shares in the last quarter. Institutional investors and hedge funds own 83.75% of the company’s stock.

Insider Activity at Conagra Brands

In related news, SVP Melissa C. Napier sold 13,011 shares of the company’s stock in a transaction dated 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 document filed with the SEC, which is available at this link. 0.57% of the stock is currently owned by insiders.

More Conagra Brands News

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

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Wells Fargo & Company cut their price target on shares of Conagra Brands from $20.00 to $19.00 and set an “equal weight” rating on the stock in a report on Friday, December 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Conagra Brands in a research report on Wednesday, October 8th. Morgan Stanley raised their price objective on Conagra Brands from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research report on Wednesday, September 24th. JPMorgan Chase & Co. reduced their target price on Conagra Brands from $20.00 to $19.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, UBS Group lowered their price target on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating for the company in a report on Wednesday, September 24th. One analyst has rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and an average price target of $20.25.

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.