CAG Conagra Brands (CAG) Insider Trading, Ownership & Congress Trades
Food & Beverage · Food and kindred products · CIK 0000023217
C-suite buying · 1Congress · 1
Funds added, last quarter
489
13F, latest reported quarter
Conversions, 180 days
24
Codes C/M, not in net · $0 priced
What the filings say about CAG
Insiders, 180 days
+$510.6K net bought
1 buyer
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-06-16
Conagra Brands insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, CONAGRA BRANDS INC. insiders bought a net $510.6K of stock across 24 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 35,000 shares held after it.
- No other insider bought within 30 days.
- 489 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Brase John P bought about $510.6K of CAG on Jul 17, 2026, the largest insider purchase at the company since 2022; 489 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 84.4% of the 20,728 shares held after it.
- 1 other insider bought within 30 days.
- 489 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Mulligan John J bought about $250.4K of CAG on Apr 14, 2026, the largest insider purchase at the company since 2023; 1 other insider bought within 30 days and 489 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Oct 9, 2023.
- +1.0% median (+1.0% mean) 90-day return after 2 previous buys.
- The trade is 10.9% of the 229,340 shares held after it.
- 1 other insider bought within 30 days.
- 489 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LENNY RICHARD H bought about $358.5K of CAG on Apr 14, 2026, the largest insider purchase at the company since 2022; 1 other insider bought within 30 days and 489 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- No other insider sold within 30 days.
- 489 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Corporate Controller Napier Melissa C. sold about $223.7K of CAG on Nov 4, 2025, the largest insider sale at the company since 2024; 489 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 16.6% of the 60,167 shares held after it.
- No other insider bought within 30 days.
- 489 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BROWN THOMAS K bought about $187.2K of CAG on Oct 7, 2025, the largest insider purchase at the company since 2023; 489 funds added in the latest 13F quarter.24 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$510.6K over 180 days
more than 85% of Food & Beverage
Congress
1 member bought in the last year
the lowest in Food & Beverage
Funds
489 funds bought in last quarter
more than 88% of Food & Beverage
Revenue
-2.9% year over year
below 70% of Food & Beverage
Margin
-17.0% net margin
below 79% of Food & Beverage
Buybacks
$44.0M repurchased, FY to 2026-08-30
below 51% of Food & Beverage
Short interest
8.3% of the float short (float per yahoo 2026-10-26) · 2.7 days to cover · settled 2026-09-30
more than 81% of Food & Beverage
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CAG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-14.6%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CAG: institutional holders (13F)
13F holdings, latest reported quarter
79,589,548 sh
$1.1B
29,206,791 sh
$393.1M
21,564,245 sh
$290.3M
20,496,252 sh
$275.9M
16,541,117 sh
$222.6M
Congress trades in CAG
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-06-16 · disclosed 16 days later
$15,001 - $50,000
Bought 2026-05-15 · disclosed 24 days later
$1,001 - $15,000
Bought 2026-04-14 · disclosed 24 days later
$1,001 - $15,000
Sold 2026-03-13 · disclosed 25 days later
$1,001 - $15,000
Bought 2026-02-10 · disclosed 27 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CAG planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
CAG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hillman Value Fund
$2.0M position · as of 2026-06-30
2.6%
Invesco S&P 500 High Dividend Growers ETF
$274.7K position · as of 2026-05-31
2.5%
Invesco S&P 500 High Dividend Low Volatility ETF
$74.7M position · as of 2026-05-31
2.3%
Brandes Small Cap Value Fund
$12.2M position · as of 2026-06-30
1.9%
First Trust Consumer Staples AlphaDEX Fund
$4.0M position · as of 2026-07-31
1.8%
John Hancock U.S. High Dividend ETF
$208.3K position · as of 2026-06-30
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Conagra Brands, Inc. Good Government Association
Cycle 2026 · $113K spent
$134.4K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$13.7M
$5.4M
$3.7M
-55%
-12%
2024
$13.1M
-$2.3M
$4.4M
-30%
-5%
2023
$24.0M
$7.3M
$4.3M
-10%
+4%
2022
$18.7M
$31.2M
$4.4M
-2%
+16%
2021
$11.9M
-$896.9K
$3.1M
-10%
+5%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $510.6K bought by insiders over 180 days, 489 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
CAG financials
Revenue growth
-2.9%
XBRL, annual
Net margin
-17.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$11.2B
four quarters, 2025-08-25 to 2026-08-30
Revenue, TTM CAG
| FY May 2026 | $11.3B |
| FY May 2025 | $11.6B |
| FY May 2024 | $12.1B |
| FY May 2023 | $12.3B |
| FY May 2022 | $11.5B |
| Aug 2026 | $2.6B |
| May 2026 | $2.9B |
| Feb 2026 | $2.8B |
| Nov 2025 | $3.0B |
| Aug 2025 | $2.6B |
| May 2025 | $2.8B |
| Feb 2025 | $2.8B |
| Nov 2024 | $3.2B |
At each fiscal year end
Single quarter
Net margin, TTM
-17.0%
net income over revenue, 2025-08-25 to 2026-08-30
Net margin, TTM CAG
| FY May 2026 | -17.0% |
| FY May 2025 | +9.9% |
| FY May 2024 | +2.9% |
| FY May 2023 | +5.6% |
| FY May 2022 | +7.7% |
| Aug 2026 | +6.7% |
| May 2026 | -56.1% |
| Feb 2026 | +7.2% |
| Nov 2025 | -22.3% |
| Aug 2025 | +6.2% |
| May 2025 | +9.2% |
| Feb 2025 | +5.1% |
| Nov 2024 | +8.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$877.0M
operating cash flow minus capex, 2025-08-25 to 2026-08-30
Free cash flow, TTM CAG
| FY May 2026 | $978.7M |
| FY May 2025 | $1.3B |
| FY May 2024 | $1.6B |
| FY May 2023 | $633.2M |
| FY May 2022 | $712.9M |
| Aug 2026 | -$127.9M |
| May 2026 | $397.3M |
| Feb 2026 | $468.8M |
| Nov 2025 | $138.8M |
| Aug 2025 | -$26.2M |
| May 2025 | $260.6M |
| Feb 2025 | $503.2M |
| Nov 2024 | $403.2M |
At each fiscal year end
Single quarter
Debt to equity
1.21x
long-term 2026-08-30 plus current 2026-08-30; equity 2026-08-30
Debt to equity CAG
| FY May 2026 | 1.14x |
| FY May 2025 | 0.81x |
| FY May 2024 | 0.89x |
| FY May 2023 | 0.98x |
| FY May 2022 | 1.00x |
| Aug 2026 | 1.21x |
| May 2026 | 1.14x |
| Feb 2026 | 0.90x |
| Nov 2025 | 0.94x |
| Aug 2025 | 0.93x |
| May 2025 | 0.81x |
| Feb 2025 | 0.93x |
| Nov 2024 | 0.96x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.16x
TTM operating cash flow over long-term 2026-08-30 plus current 2026-08-30
Cash flow to debt CAG
| FY May 2026 | 0.19x |
| FY May 2025 | 0.23x |
| FY May 2024 | 0.27x |
| FY May 2023 | 0.12x |
| FY May 2022 | 0.13x |
| Aug 2026 | 0.16x |
| May 2026 | 0.19x |
| Feb 2026 | 0.17x |
| Nov 2025 | 0.17x |
| Aug 2025 | 0.19x |
| May 2025 | 0.23x |
| Feb 2025 | 0.22x |
| Nov 2024 | 0.23x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-24.9%
TTM net income over average of 2025-08-24 and 2026-08-30
Return on equity CAG
| FY May 2026 | -25.1% |
| FY May 2025 | +13.3% |
| FY May 2024 | +4.0% |
| FY May 2023 | +7.8% |
| FY May 2022 | +10.2% |
| Aug 2026 | -24.9% |
| May 2026 | -25.1% |
| Feb 2026 | -0.5% |
| Nov 2025 | -1.2% |
| Aug 2025 | +9.7% |
| May 2025 | +13.3% |
| Feb 2025 | +3.7% |
| Nov 2024 | +5.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-9.8%
TTM net income over average of 2025-08-24 and 2026-08-30
Return on assets CAG
| FY May 2026 | -10.0% |
| FY May 2025 | +5.5% |
| FY May 2024 | +1.6% |
| FY May 2023 | +3.1% |
| FY May 2022 | +4.0% |
| Aug 2026 | -9.8% |
| May 2026 | -10.0% |
| Feb 2026 | -0.2% |
| Nov 2025 | -0.5% |
| Aug 2025 | +4.0% |
| May 2025 | +5.5% |
| Feb 2025 | +1.5% |
| Nov 2024 | +2.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital CAG
| FY May 2026 | n/a |
| FY May 2025 | +8.6% |
| FY May 2024 | +3.0% |
| FY May 2023 | +4.7% |
| FY May 2022 | +6.9% |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | +6.0% |
| May 2025 | +8.6% |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-10.6%
operating income (EBIT proxy) over average of 2025-08-24 and 2026-08-30 minus current liabilities
Return on capital employed CAG
| FY May 2026 | -10.6% |
| FY May 2025 | +8.0% |
| FY May 2024 | +4.8% |
| FY May 2023 | +5.9% |
| FY May 2022 | +8.4% |
| Aug 2026 | -10.6% |
| May 2026 | -10.6% |
| Feb 2026 | +2.2% |
| Nov 2025 | +1.9% |
| Aug 2025 | +7.5% |
| May 2025 | +8.0% |
| Feb 2025 | +1.4% |
| Nov 2024 | +3.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing CAG
| FY May 2026 | n/a |
| FY May 2025 | 9.37x |
| FY May 2024 | 42.06x |
| FY May 2023 | 24.54x |
| FY May 2022 | 18.02x |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | 11.17x |
| May 2025 | 9.37x |
| Feb 2025 | 38.49x |
| Nov 2024 | 27.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$14.5B
market value at close 2026-10-23 on 2026-08-30 shares, plus long-term 2026-08-30 plus current 2026-08-30, minus cash 2026-08-30
Enterprise value CAG
| FY May 2026 | $13.4B |
| FY May 2025 | $17.9B |
| FY May 2024 | $21.9B |
| FY May 2023 | $25.1B |
| FY May 2022 | $24.6B |
| Aug 2026 | $15.1B |
| May 2026 | $13.4B |
| Feb 2026 | $16.1B |
| Nov 2025 | $16.1B |
| Aug 2025 | $17.0B |
| May 2025 | $17.9B |
| Feb 2025 | $20.4B |
| Nov 2024 | $21.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+12.4%
TTM free cash flow over market value at close 2026-10-23
FCF yield CAG
| FY May 2026 | +15.4% |
| FY May 2025 | +12.2% |
| FY May 2024 | +11.2% |
| FY May 2023 | +3.8% |
| FY May 2022 | +4.5% |
| Aug 2026 | +11.4% |
| May 2026 | +15.4% |
| Feb 2026 | +9.5% |
| Nov 2025 | +10.3% |
| Aug 2025 | +12.1% |
| May 2025 | +12.2% |
| Feb 2025 | +11.8% |
| Nov 2024 | +11.7% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing CAG
| FY May 2026 | n/a |
| FY May 2025 | 0.04x |
| FY May 2024 | n/a |
| FY May 2023 | n/a |
| FY May 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | 0.15x |
| May 2025 | 0.04x |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-05 | 2025-05 | 2024-05 | 2023-05 | |
|---|---|---|---|---|
| Revenue | $11.3B | $11.6B | $12.1B | $12.3B |
| Gross profit | $2.7B | $3.0B | $3.3B | $3.3B |
| Operating income | -$1.6B | $1.4B | $852.8M | $1.1B |
| Net income | -$1.9B | $1.2B | $347.7M | $683.2M |
| EPS (diluted) | -4.00 | 2.40 | 0.72 | 1.42 |
| Operating cash flow | $1.4B | $1.7B | $2.0B | $995.4M |
| Cash | $218.0M | $68.0M | $77.7M | $93.3M |
| Long-term debt | $6.5B | $6.2B | $7.5B | $7.1B |
| Buybacks | $15.3M | $64.0M | n/a | $150.0M |
| Dividends paid | $669.7M | $669.2M | $659.3M | $623.8M |
SEC XBRL, fiscal years, as known on 2026-10-27
CAG Stock Sonar score 6/7 axes
Find similar shapesCompareCAG ranks highest on risk and compliance (64th percentile) and insider conviction (63rd), and lowest on profitability (24th), among Food & Beverage peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
CAG filings, in plain words
Are Conagra Brands insiders buying or selling CAG?
In the 180 days to 2026-10-27, Conagra Brands insiders were net buyers, a net $510.6K across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded CAG?
Yes. In the year to 2026-10-27, 1 House member disclosed buying CAG and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-06-16.
Read the full summary
In the 180 days to 2026-10-27, Conagra Brands insiders were net buyers of CAG, a net $510.6K across purchases and sales reported on Form 4 by 1 buyer. In the year to 2026-10-27, 1 member of Congress disclosed buying CAG and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-06-16. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
