
Congress trades
Conagra Brands, Inc. (CAG)
NYSE · Consumer Defensive · 110 congress trades · last filed 3 months ago
About Conagra Brands, Inc.
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- Chief executive
- John Brase
- Employees
- 17,400
- Listed since
- -
- Market value
- $6.9B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$3.98
- Dividend yield
- 8.48%
Earnings
6 reported quarters · next on Dec 18, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Sep 30, 2026 | $0.41 | $0.28 | $2.6B | $2.6B | EPS beatRevenue in line |
| Q4 FY2026reported Jul 15, 2026 | $0.47 | $0.46 | $2.9B | $2.9B | EPS beatRevenue in line |
| Q3 FY2026reported Apr 1, 2026 | $0.39 | $0.40 | $2.8B | $2.8B | EPS missRevenue in line |
| Q2 FY2026reported Dec 19, 2025 | $0.45 | $0.44 | $3.0B | $3.0B | EPS beatRevenue in line |
| Q1 FY2026reported Oct 1, 2025 | $0.39 | $0.33 | $2.6B | $2.6B | EPS beatRevenue in line |
| Q4 FY2025reported Jul 10, 2025 | $0.56 | $0.58 | $2.8B | $2.8B | EPS missRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Aug 11, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Sean ConnollyPresident and Chief Executive Officer | $1.4M | $9.0M | $3.3M | $13.7M |
| Dave MarbergerExecutive Vice President and Chief Financial Officer | $860K | $2.2M | $1.2M | $4.3M |
| Thomas McGoughExecutive Vice President and Chief Operating Officer | $860K | $2.2M | $1.1M | $4.2M |
| Noelle O'MaraExecutive Vice President and President, Refrigerated & Frozen | $659K | $1.6M | $891K | $3.2M |
| Alexandre EboliExecutive Vice President and Chief Supply Chain & Transformation Officer | $671K | $1.6M | $832K | $3.1M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 79,589,548 | +58.7% | 16.62% |
| Vanguard Portfolio Management LLC | $393.1M | 29,206,791 | +22.8% | 6.10% |
| Vanguard Capital Management LLC | $290.3M | 21,564,245 | -30.5% | 4.50% |
| AQR Capital Management LLCCliff Asness | $275.9M | 20,496,252 | +180.0% | 4.28% |
| State Street Corp | $222.6M | 16,541,117 | -33.9% | 3.45% |
| Dimensional Fund Advisors LP | $205.6M | 15,275,530 | -20.9% | 3.19% |
| Two Sigma Investments, LP | $177.5M | 13,185,200 | -29.5% | 2.75% |
| Goldman Sachs Group Inc | $167.6M | 12,447,997 | +84.3% | 2.60% |
| Morgan Stanley | $148.7M | 11,048,944 | -21.7% | 2.31% |
| Geode Capital Management, LLC | $116.5M | 8,654,831 | -32.4% | 1.81% |
| ILEX Capital Partners (UK) LLP | $108.9M | 8,087,450 | New | 1.69% |
| Barclays PLC | $94.3M | 7,007,662 | +545.2% | 1.46% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in CAG
20 disclosures of 110 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -4.9%S&P 500 +19.8% · -24.7 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | +9.6%After the saleS&P 500 +1.3% · +8.3 pts vs S&P 500 | Jun 16, 2026 | Jul 2, 2026 | 16d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +10.7%S&P 500 +2.8% · +7.8 pts vs S&P 500 | May 15, 2026 | Jun 8, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +4.1%S&P 500 +9.4% · -5.4 pts vs S&P 500 | Apr 14, 2026 | May 8, 2026 | 24d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -5.5%After the saleS&P 500 +20.3% · -25.8 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -9.4%After the saleS&P 500 +14.7% · -24.1 pts vs S&P 500 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -23.1%S&P 500 +9.8% · -32.9 pts vs S&P 500 | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -12.3%After the saleS&P 500 +9.4% · -21.7 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -10.3%After the saleS&P 500 +9.5% · -19.8 pts vs S&P 500 | Jan 13, 2026 | Feb 6, 2026 | 24d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -16.7%After the saleS&P 500 +9.5% · -26.1 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -14.3%After the saleS&P 500 +11.3% · -25.7 pts vs S&P 500 | Dec 19, 2025 | Jan 12, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -14.3%S&P 500 +11.2% · -25.5 pts vs S&P 500 | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -12.5%S&P 500 +11.5% · -24.0 pts vs S&P 500 | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Gary C. PetersSelf | Stock | Purchase | $1,001 - $15,000 | -14.8%S&P 500 +13.1% · -27.9 pts vs S&P 500 | Nov 14, 2025 | Dec 4, 2025 | 20d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -19.7%After the saleS&P 500 +13.2% · -32.9 pts vs S&P 500 | Oct 9, 2025 | Nov 18, 2025 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -22.9%After the saleS&P 500 +17.4% · -40.3 pts vs S&P 500 | Sep 5, 2025 | Oct 10, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -17.6%S&P 500 +14.5% · -32.1 pts vs S&P 500 | Sep 29, 2025 | Oct 3, 2025 | 4d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -22.9%After the saleS&P 500 +17.4% · -40.3 pts vs S&P 500 | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -20.5%After the saleS&P 500 +20.4% · -40.9 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -21.0%S&P 500 +21.0% · -42.0 pts vs S&P 500 | Aug 5, 2025 | Sep 12, 2025 | 38d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CAG, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 20, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 0.6% |
Estimate, as of Oct 20, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded CAG?
Alan Armstrong, Gilbert Ray Cisneros, Jr., Ro Khanna, Gary C. Peters and Lisa C. McClain disclosed CAG transactions in the filings shown here.
Which members of Congress hold CAG?
1 member of Congress reports a position in CAG in the estimate we hold as of Oct 20, 2026. The estimated position belongs to Gary C. Peters. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are CAG trades disclosed?
Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
