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Conagra Brands Inc. Stock: price and insider trades · United States
1 insider bought €446k of shares over the last 90 days, the latest filed 21 Jul 2026.
Conagra Brands Inc.: what insiders have been doing
Headquartered in Chicago, United States, Conagra Brands Inc. belongs to the Food & Agriculture sector and traces its origins to 1919. Filings by its managers are published through SEC (Form 4). Between 18 October 2025 and 18 October 2026, 19 insiders published 79 filings.
Open-market activity splits into 3 purchases totalling €962k and 1 sale totalling €194k; 3 insiders sit on the buying side and 1 insider on the selling side. Netting one side against the other leaves €768k of net buying. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. On the buying side, the filings list 2 senior executives and 1 chief executive among the declarants. One trade stands out by size: a purchase of €446k from Brase John P, disclosed on 21 July 2026, or 0.0072% of market capitalisation.
With 79 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Looking back to 2016, when coverage begins, insiders filed 7 purchases and 13 sales. The 10-K for the year ended 31 May 2026 shows 11.28 bn USD of revenue and -1.92 bn USD of net income and a dividend of 1.40 USD per share.
The data flag 2 purchases as part of a group of insiders buying within 30 days of each other. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The latest purchase dates back some time: it was published 89 days ago, on 21 July 2026. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. The legal deadline for a Form 4 is two business days after the transaction.
In the same sector, recent insider purchases at Village Farms International, Inc. and Orkla ASA also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
281
Thresholds
n/a
Buy Volume
€3M
7 ops. · all time
Sell Volume
€93M
13 ops. · all time
Who traded when
BuySaleJohn J. Mulligan1 buy
John P. Brase1 buy
Melissa C. Napier1 sale
Richard H. Lenny1 buy
Thomas K. Brown1 buy
Since the insiders bought
- -2.4%Entry US$14.83 · Close 16 Oct 2026 US$14.47
- -4.1%Entry US$14.70 · Close at T+90 US$14.09
- -4.1%Entry US$14.70 · Close at T+90 US$14.09
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Conagra Brands Inc. Hold (neutral), based on 15 analysts. Average price target: US$13.74.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,512 of 24,148 companies
33.3
score / 100
Value48
Quality18
FCF yld15%
Earn yld-29%
EV/EBITDA·
ROE-25%
Gross mgn24%
Net mgn-17%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended May 2026 · cache
US$13.84
Analyst consensus
15 analystsHold
US$11.00Target US$13.74(-1%)US$16.00
Income statement
RevenueUS$11.3B
Gross profitUS$2.7B24% margin
EBITDA-US$1B-9% margin
Net income-US$1.9B-17.0% margin
Valuation
PER (forward)9.2x
P/Book1.0x
Beta0.00
Balance sheet & cash
Market capUS$6.6B
Total debtUS$7.3B
Free Cash FlowUS$978.7M
Debt / Equity121%
Profitability & ownership
ROE-24.9%
ROA4.1%
% insiders0.7%
% institutions91.3%
Last declaration on 3 September 2026
Declarations281 total
1,629.42 shares@ US$16.110.0004% mcap3.1% of flowCommon StockSEC:0001262116-26-000014:0
7,308 shares0Common StockSEC:0001785802-26-000006:2
10,962 shares0Common StockSEC:0001872274-26-000006:0
11,419 shares0Common StockSEC:0001235321-26-000006:0
11,419 shares0Common StockSEC:0001576059-26-000007:0
34,257 shares0Common StockSEC:0001785802-26-000006:0
2,698 shares0Common StockSEC:0002093210-26-000006:0
5,481 shares0Common StockSEC:0001932635-26-000007:0
5,481 shares0Common StockSEC:0001657787-26-000006:0
4,568 shares0Common StockSEC:0001785802-26-000006:1
2,429 shares@ US$14.770.0005% mcap3.3% of flowCommon StockSEC:0001657787-26-000006:1
5,059 shares@ US$14.770.0011% mcap7.3% of flowCommon StockSEC:0001235321-26-000006:1
3,346 shares@ US$14.770.0007% mcap0.6% of flowCommon StockSEC:0001576059-26-000007:1
20,438 shares@ US$14.770.0043% mcap80.0% of flowCommon StockSEC:0001785802-26-000006:3
4,857 shares@ US$14.770.0010% mcap15.7% of flowCommon StockSEC:0001872274-26-000006:1
2,429 shares@ US$14.770.0005% mcap5.7% of flowCommon StockSEC:0001932635-26-000007:1
1,196 shares@ US$14.770.0003% mcap6.2% of flowCommon StockSEC:0002093210-26-000006:1
7,032 shares0Common StockSEC:0001932635-26-000005:0
19,532 shares0Common StockSEC:0001235321-26-000004:0
12,500 shares0Common StockSEC:0001872274-26-000004:0
1,025 shares0Common StockSEC:0002093210-26-000004:0
9,375 shares0Common StockSEC:0001657787-26-000004:0
5,078 shares0Common StockSEC:0001657787-26-000004:1
19,532 shares0Common StockSEC:0001235321-26-000004:1
19,532 shares0Common StockSEC:0001576059-26-000004:0
25 of 281 declarations
About Conagra Brands Inc.
Conagra Brands Inc. is a U.S.-listed packaged-food company traded on the NYSE under the ticker CAG, with headquarters in Chicago, Illinois, United States. For French-speaking investors, it is a large consumer staples player focused on branded foods, with a business profile that is overwhelmingly North American and a meaningful presence through retail, foodservice and other distribution channels. The company traces its roots back more than a century, and it continues to emphasize both its long operating heritage and its ongoing portfolio modernization efforts.
Conagra’s business model is built around a broad portfolio of well-known brands spanning frozen foods, meals, snacks, condiments, desserts and selected refrigerated products. Key brands include Birds Eye, Healthy Choice, Marie Callender’s, Banquet, Duncan Hines, Slim Jim, Reddi-wip and Angie’s BOOMCHICKAPOP, among others. This brand breadth is one of the company’s core competitive advantages: it allows Conagra to participate in multiple consumption occasions, price points and retail categories, while maintaining scale in the U.S. grocery aisles. In industry terms, the company is positioned as one of North America’s leading branded food businesses.
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Strategically, Conagra has been focused on portfolio modernization, innovation and efficiency. The company has highlighted its efforts to align products with evolving consumer preferences around convenience, value and ingredient expectations. In 2025, Conagra announced more than 50 new frozen-food launches and said it would complete the removal of certified FD&C colors from its U.S. frozen portfolio by the end of 2025. These initiatives underline management’s intent to refresh the assortment, defend brand relevance and improve long-term category competitiveness.
Recent news also shows active portfolio reshaping. In June 2025, Conagra entered into a definitive agreement to sell its Van de Kamp’s and Mrs. Paul’s frozen seafood brands to High Liner Foods for $55 million in cash, with proceeds intended to reduce debt. That transaction fits a broader pattern of focusing resources on higher-priority categories and simplifying the portfolio. In its July 2025 fiscal fourth-quarter and full-year release, the company reported lower sales for fiscal 2025 but also discussed margins, earnings and fiscal 2026 guidance, which is important for assessing the company’s operating resilience.
Overall, Conagra is best viewed as a defensive U.S. consumer staples name with strong household brands, deep grocery distribution and an ongoing transformation agenda. For investors following NYSE-listed food companies in the United States, it combines scale, cash flow orientation and active portfolio management in a mature but still strategically relevant category.
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