Conagra Brands Stock (CAG) Opinions on Recent Price Decline

Stock Slide Sparks Debate: Conagra Brands (CAG) has been a hot topic on X recently, with much of the conversation centered on the stock’s significant decline over the past year. Many users are pointing to a disconnect between the company’s modest profit growth and a share price drop of over 22% in the last six months, as reported on the web. This has led to heated discussions about the reasons behind the persistent negative sentiment.

Valuation Questions: A number of posts on X highlight a growing debate over whether the current price reflects a potential opportunity or deeper issues at Conagra. Some argue the stock is being overlooked given its earnings, while others caution about risks tied to declining product sales and recent analyst revisions noted on the web. The rise in short interest, up over 24% as per recent data, is also fueling bearish views.

Institutional Moves: Adding to the buzz, several institutional investors have increased their stakes in CAG, with posts on X noting this as a possible sign of confidence. However, opinions remain split, as some see this as a counterpoint to the broader pessimism, while others question if it’s enough to turn the tide. The mix of perspectives keeps the discussion lively and dynamic.

Note: This discussion summary was generated from an AI condensation of post data.

Conagra Brands Insider Trading Activity

Conagra Brands insiders have traded $CAG stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CAG stock by insiders over the last 6 months:

MELISSA C. NAPIER (SVP, Corporate Controller) sold 13,011 shares for an estimated $223,659
THOMAS K BROWN purchased 10,000 shares for an estimated $187,200

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Conagra Brands Revenue

Conagra Brands had revenues of $2.6B in Q1 2026. This is a decrease of -5.81% from the same period in the prior year.

You can track CAG financials on Quiver Quantitative's CAG stock page.

Conagra Brands Congressional Stock Trading

Members of Congress have traded $CAG stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $CAG stock by members of Congress over the last 6 months:

SENATOR GARY C. PETERS purchased up to $15,000 on 11/14.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 08/05 and 2 sales worth up to $30,000 on 10/09, 09/05.
REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Conagra Brands Hedge Fund Activity

We have seen 389 institutional investors add shares of Conagra Brands stock to their portfolio, and 537 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORDEA INVESTMENT MANAGEMENT AB removed 9,109,629 shares (-90.1%) from their portfolio in Q3 2025, for an estimated $166,797,306
BLACKROCK, INC. removed 8,641,054 shares (-16.8%) from their portfolio in Q3 2025, for an estimated $158,217,698
TWO SIGMA INVESTMENTS, LP added 5,889,542 shares (+239.6%) to their portfolio in Q3 2025, for an estimated $107,837,514
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 5,495,503 shares (+245.5%) to their portfolio in Q3 2025, for an estimated $100,622,659
AQR CAPITAL MANAGEMENT LLC added 5,100,424 shares (+216.2%) to their portfolio in Q3 2025, for an estimated $93,388,763
MACQUARIE GROUP LTD removed 4,935,842 shares (-99.4%) from their portfolio in Q3 2025, for an estimated $90,375,267
QUBE RESEARCH & TECHNOLOGIES LTD added 4,185,486 shares (+241.9%) to their portfolio in Q3 2025, for an estimated $76,636,248

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Conagra Brands Government Contracts

We have seen $475,437 of award payments to $CAG over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Conagra Brands Analyst Ratings

Wall Street analysts have issued reports on $CAG in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

Goldman Sachs issued a "Sell" rating on 11/25/2025
B of A Securities issued a "Underperform" rating on 06/12/2025

To track analyst ratings and price targets for Conagra Brands, check out Quiver Quantitative's $CAG forecast page.

Conagra Brands Price Targets

Multiple analysts have issued price targets for $CAG recently. We have seen 9 analysts offer price targets for $CAG in the last 6 months, with a median target of $20.0.

Here are some recent targets:

Leah Jordan from Goldman Sachs set a target price of $16.0 on 11/25/2025
Chris Carey from Wells Fargo set a target price of $20.0 on 10/02/2025
Nik Modi from RBC Capital set a target price of $22.0 on 10/02/2025
David Palmer from Evercore ISI Group set a target price of $23.0 on 09/24/2025
Megan Alexander from Morgan Stanley set a target price of $21.0 on 09/24/2025
Bryan Adams from UBS set a target price of $19.0 on 09/24/2025
Thomas Palmer from JP Morgan set a target price of $20.0 on 08/20/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.