Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.0B
480M shares
52-week range
$12.53 – $20.32
28% from low
Sector
FOOD AND KINDRED PRODUCTS
Exchange
NYSE
CS
P/S (TTM)
0.6
EV / FCF (TTM)
14.4
Conagra Brands Inc is a packaged food company that operates predominantly in the United States (91% of fiscal 2025 revenue). The majority of its revenue comes from frozen food, including brands like Marie Callender's, Healthy Choice, Banquet, and Birds Eye. Conagra also sells snacks, shelf-stable staples, and refrigerated food through brands like Duncan Hines, Hunt's, Slim Jim, Vlasic, Orville Redenbacher's, Reddi-wip, and Wish-Bone. The company sells through the USA retail channel, with just 9% of fiscal 2025 revenue coming from international markets and 9% from foodservice.
www.conagrabrands.comNo one on the platform currently holds CAG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 704,881 | $12.2M |
| Bridgewater Associatesas of 2026-03-31 | 27,405 | $430.8K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-30 | $0.1750 | 2026-09-02 |
| 2026-04-30 | $0.3500 | 2026-06-03 |
| 2026-01-27 | $0.3500 | 2026-02-26 |
| 2025-10-30 | $0.3500 | 2025-11-26 |
| 2025-07-30 | $0.3500 | 2025-08-28 |
| 2025-04-28 | $0.3500 | 2025-05-29 |
| 2025-01-27 | $0.3500 | 2025-02-27 |
| 2024-10-31 | $0.3500 | 2024-11-27 |
| 2024-08-01 | $0.3500 | 2024-08-29 |
| 2024-04-29 | $0.3500 | 2024-05-30 |
No one on the platform has traded CAG yet.
| 2024-01-29 | $0.3500 | 2024-02-29 |
| 2023-11-01 | $0.3500 | 2023-11-30 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -2.9% | 0.2% | ||||
| Profit Margin % | -17.0% | 1.8% | 5.4% | |||
| Free Cash Flow Margin % | 8.7% | 8.9% | 9.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.2% on the P/E track.
At today's price, your expected annual return is +9.7% on the P/E track.
At today's price, your expected annual return is +13.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $10.8B | -3.9% | $1.45 | $1.35–$1.75 | 10.2× | 8 |
| 2028 | $10.8B | -0.4% | $1.50 | $1.39–$1.87 | 9.8× | 8 |
| 2029 | $10.9B | +0.7% | $1.57 | $1.35–$1.87 | 9.4× | 4 |
| 2030 | $10.9B | +0.6% | $1.62 | $1.60–$1.69 | 9.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-15 | $0.46 | $0.47 | +2.9% |
| 2026-04-01 | $0.40 | $0.39 | -2.9% |
| 2025-12-19 | $0.44 | $0.45 | +3.2% |
| 2025-10-01 | $0.33 | $0.39 | +16.8% |
| 2025-07-10 | $0.58 | $0.56 | -3.4% |
| 2025-04-03 | $0.52 | $0.51 | -2.7% |
| 2024-12-19 | $0.68 | $0.70 | +3.7% |
| 2024-10-02 | $0.60 |
| $0.53 |
| -11.1% |
| $6.6B |
| — |
| POSTPost Holdings, Inc. | $79.37 | -1.02% | $3.6B | — |
| PPCPilgrim's Pride Corporation | $30.25 | +0.03% | $7.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
EVERCORE: Our Food Input Basket “is showing a sharp acceleration .. in grain-based commodities, resins, and freight. .. we are lowering our EPS estimates and price targets for $CAG, $KHC, $CPB, and $GIS by an average of 5% for calendar 2027 as we assume inflation moves up from 4–5% to 6–7%.”
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$CAG Evercore ISI trims price target to $12.50 from $13.00. More negative revisions hitting Conagra as Street expectations bleed lower ahead of their Sept 30 earnings report. The numbers will dictate the trend, IMO.
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$CAG be careful. Someone is calling for 10 .13 1q .
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$CAG what a joke these vanguard and Blackrock shorts .good place to add alot .big joke they are .I'll take the gift .bought in at 13.50ish .so good luck with that .God bless us all .25 years later .we're more divided then ever .help others and be kind to your fellow people ..
View on StockTwits ↗$CAG Just loaded a few October calls down here. Premium looked decent. I think we get an earnings surprise end of the month.
View on StockTwits ↗$CAG run for the hills the sky is falling !buy buy buy .no 13 and certainly no 10 .fear is your enemy .
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$CAG wow they're really hammering this one. preparing to buy some around 14.5
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$CAG this is about over ! There's only so much that is allowed for this to go down .same playbook by vanguard and Blackrock .this is going back up .it took 5 months to build a beautiful base .and I'm a week it came down almost 2 $ that's to create fear .now way oversold .handle is complete .18.50 in time ...
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.