CONAGRA BRANDS, INC.
boothcheck covers CONAGRA BRANDS, INC. (CAG) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The gap between what this company earned last year and what it earns through a cycle is the entire story: reported operating income of $269.3 million on the trailing year against segment operating profit of roughly 1.6 billion dollars before the items management classifies as not comparable. • Servicing the borrowings has first claim on that profit, and the FY2026 10-K reports that ⟦Interest paid was $374.2 million, $426.7 million, and $444.2 million in fiscal 2026, 2025, and 2024, respectivel
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758 institutional managers reported holding CAG in 13F filings for the quarter ended 2026-03-31. Together they hold about 85% of the company; the top 10 hold 50%. 110 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 52.9M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (3.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CAG's share count is about flat over the past five years ($279.30M of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $1.40 a share annually. Cash returned over the past three years: $1.83B in dividends and $79.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CAG over the trailing three years: 2023: 1 buy totaling $252k; 2025: 1 buy totaling $187k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CAG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-14 | -0.2% | -12.0% |
| 2023-10-06 | -0.5% | +11.8% |
| 2024-01-05 | -3.6% | -0.3% |
| 2024-04-05 | +7.0% | -4.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CAG's latest 8-K filings: 2026-07-28 (items 1.01, 2.03, 8.01, 9.01); 2026-07-28 (items 5.02); 2026-07-15 (items 2.02, 9.01); 2026-06-23 (items 5.02); 2026-05-07 (items 5.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.