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CAG · Conagra Brands Inc.
> Ask across nine datasets ⌘K
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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CAG

CONAGRA BRANDS INC.
FOOD & BEVERAGE · FOOD AND KINDRED PRODUCTS · CIK 0000023217
CLUSTER · 3 INSIDERSC-SUITE BUYING · 1CONGRESS · 1☆ WATCH
INSIDER NET · 180D
$1.1M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
3
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
485
13F, latest reported quarter
REVENUE GROWTH
-2.9%
XBRL, annual
NET MARGIN
-17.0%
CONVERSIONS · 180D
24
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net +$1.1M over 180 days
+$510.6K over 90 days
more than 90% of Food & Beverage
CONGRESS
1 member bought in the last year
the lowest in Food & Beverage
FUNDS
485 funds added or opened last quarter
more than 88% of Food & Beverage
REVENUE
-2.9% year over year
below 72% of Food & Beverage
MARGIN
-17.0% net margin
below 79% of Food & Beverage
BUYBACKS
$15.3M repurchased, FY to 2026-05-31
below 66% of Food & Beverage
SHORT
9.0% of shares outstanding short · 2.8 days to cover · settled 2026-07-31
more than 81% of Food & Beverage
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
3 insiders independently bought a net $1.1M while the stock fell 19% over six months — no planned sales are queued against it.
485 funds added or opened positions in the latest 13F quarter, of 789 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -11.0%
-11.0%12M
-28%-15%-2%+11%2025-092025-102025-122026-032026-052026-072026-09 2026-07-17 · Brase John P bought $510.6K2026-04-14 · LENNY RICHARD H bought $358.5K2026-04-14 · Mulligan John J bought $250.4K2025-11-04 · Napier Melissa C. sold $223.7K2025-10-07 · BROWN THOMAS K bought $187.2K
INSIDER BUYINSIDER SELL
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
3 insiders reported buying shares.
The record shows a net $1.1M bought by insiders over 180 days, 485 funds added last quarter, 1 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
HSYCOCORMCFCELHLWAYVITLSAMKOWESTFRPTUTZSTZ
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, CONAGRA BRANDS INC. insiders bought a net $1.1M of stock across 24 Form 4 purchases and sales, with 3 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Brase John P
President and CEO
BUY
2026-07-17
35,000.0
$510.6K
Mulligan John J
Director
BUY
2026-04-14
17,500.0
$250.4K
LENNY RICHARD H
Director
BUY
2026-04-14
25,000.0
$358.5K
Napier Melissa C.
SVP, Corporate Controller
SELL
2025-11-04
13,011.0
$223.7K
BROWN THOMAS K
Director
BUY
2025-10-07
10,000.0
$187.2K
24 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 19 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
79,589,548.0 sh
$1.1B
VANGUARD PORTFOLIO MANAGEMENT LLC
29,206,791.0 sh
$393.1M
VANGUARD CAPITAL MANAGEMENT LLC
21,564,245.0 sh
$290.3M
AQR CAPITAL MANAGEMENT LLC
20,496,252.0 sh
$275.9M
STATE STREET CORP
16,541,117.0 sh
$222.6M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Invesco S&P 500 High Dividend Low Volatility ETF
$107.6M POSITION · AS OF 2026-02-28
3.1%
Invesco S&P 500 Equal Weight Consumer Staples ETF
$5.8M POSITION · AS OF 2026-04-30
2.4%
Hillman Value Fund
$2.0M POSITION · AS OF 2026-03-31
2.4%
Invesco S&P 500 High Dividend Growers ETF
$236.1K POSITION · AS OF 2026-02-28
2.3%
S&P 500 Pure Value Fund
$1.3M POSITION · AS OF 2026-03-31
2.2%
Transamerica TSW Mid Cap Value Opportunities VP
$4.0M POSITION · AS OF 2026-03-31
1.8%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
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
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-052025-052024-052023-05
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)-4.002.400.721.42
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—$150.0M
DIVIDENDS PAID$669.7M$669.2M$659.3M$623.8M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →