Conagra Brands (CAG) reported first-quarter fiscal 2027 net sales of $2.6 billion, down 1.4% from the prior-year period, while net income rose 6.0% to $174 million. Reported diluted earnings per share increased 5.9% to $0.36 for the quarter ended August 30, 2026.
The company reaffirmed its fiscal 2027 guidance, including organic net sales change of negative 3% to negative 1%, adjusted operating margin of 10.0% to 10.5%, and adjusted EPS of $1.40 to $1.50.
- Reported operating profit was $268 million, down 22.7%, with reported operating margin of 10.3%.
- Gross profit declined 3.4% to $619 million and SG&A expense increased 4.4% to $350 million.
- Net cash used in operating activities was $4 million, and free cash flow was negative $128 million.
- Net debt totaled $7.4 billion at quarter-end, down $193 million from the prior-year period.
$CAG Insider Trading Activity
$CAG insiders have traded $CAG stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CAG stock by insiders over the last 6 months:
- JOHN P BRASE (President and CEO) purchased 35,000 shares for an estimated $510,632
- RICHARD H LENNY purchased 25,000 shares for an estimated $358,500
- JOHN J MULLIGAN purchased 17,500 shares for an estimated $250,402
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CAG Hedge Fund Activity
We have seen 459 institutional investors add shares of $CAG stock to their portfolio, and 349 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 29,439,770 shares (+58.7%) to their portfolio in Q2 2026, for an estimated $396,259,304
- INVESCO LTD. removed 19,281,089 shares (-92.5%) from their portfolio in Q2 2026, for an estimated $259,523,457
- AQR CAPITAL MANAGEMENT LLC added 13,175,575 shares (+180.0%) to their portfolio in Q2 2026, for an estimated $177,343,239
- ILEX CAPITAL PARTNERS (UK) LLP added 8,087,450 shares (+inf%) to their portfolio in Q2 2026, for an estimated $108,857,077
- QUBE RESEARCH & TECHNOLOGIES LTD added 6,912,678 shares (+inf%) to their portfolio in Q2 2026, for an estimated $93,044,645
- NORGES BANK removed 6,266,798 shares (-74.5%) from their portfolio in Q2 2026, for an estimated $84,351,101
- BARCLAYS PLC added 5,921,506 shares (+545.2%) to their portfolio in Q2 2026, for an estimated $79,703,470
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CAG Congressional Stock Trading
Members of Congress have traded $CAG stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CAG stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/15, 04/14 and 1 sale worth up to $50,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
