Quinn Opportunity Partners LLC Raises Stake in Conagra Brands $CAG

Quinn Opportunity Partners LLC raised its stake in shares of Conagra Brands (NYSE:CAG) by 89.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 454,000 shares of the company’s stock after buying an additional 214,000 shares during the quarter. Quinn Opportunity Partners LLC owned about 0.09% of Conagra Brands worth $8,313,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sutton Place Investors LLC boosted its position in shares of Conagra Brands by 1.9% in the third quarter. Sutton Place Investors LLC now owns 31,196 shares of the company’s stock valued at $571,000 after acquiring an additional 585 shares during the period. Blair William & Co. IL increased its holdings in Conagra Brands by 0.5% during the 3rd quarter. Blair William & Co. IL now owns 136,235 shares of the company’s stock worth $2,494,000 after acquiring an additional 633 shares during the period. Farther Finance Advisors LLC lifted its stake in Conagra Brands by 5.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 12,036 shares of the company’s stock worth $220,000 after purchasing an additional 661 shares in the last quarter. Disciplined Equity Management Inc. lifted its stake in Conagra Brands by 0.9% in the 3rd quarter. Disciplined Equity Management Inc. now owns 82,410 shares of the company’s stock worth $1,509,000 after purchasing an additional 700 shares in the last quarter. Finally, Probity Advisors Inc. boosted its holdings in Conagra Brands by 2.5% in the 3rd quarter. Probity Advisors Inc. now owns 29,231 shares of the company’s stock valued at $535,000 after purchasing an additional 718 shares during the period. 83.75% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CAG has been the subject of a number of recent analyst reports. Morgan Stanley restated an “overweight” rating on shares of Conagra Brands in a research report on Wednesday, February 18th. Jefferies Financial Group lowered their price objective on Conagra Brands from $19.00 to $18.00 and set a “hold” rating on the stock in a research report on Thursday, December 11th. Evercore dropped their price objective on Conagra Brands from $22.00 to $19.00 in a research note on Friday, January 9th. Bank of America reduced their target price on Conagra Brands from $18.00 to $17.00 and set an “underperform” rating for the company in a research report on Monday, December 22nd. Finally, Wall Street Zen upgraded Conagra Brands from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. One research analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $18.71.

Key Stories Impacting Conagra Brands

Here are the key news stories impacting Conagra Brands this week:

• Positive Sentiment: Conagra announced a roughly $220M expansion of its Fayetteville, AR production facility, which management says should increase capacity and support margin improvement over time. This is being viewed as a strategic, long-term investment in efficiency and supply. Conagra Expansion
• Positive Sentiment: Market commentary (The Motley Fool) notes Conagra’s stock has started 2026 with strength (early YTD gains), and revisits whether CAG is a long-term buy — supporting bullish investor interest and momentum. Is Conagra a Long-Term Buy?
• Neutral Sentiment: Conagra was listed among stocks that moved significantly yesterday, signaling above-average trading volume and short-term volatility that can amplify reactions to news. Stocks Making Big Moves
• Negative Sentiment: Wells Fargo turned more bearish on large food producers and reiterated an “underweight” on Conagra while cutting its price target to $15 (from $20), citing risks from persistent inflation and sluggish consumer demand that could pressure earnings and the company’s dividend profile — a clear near-term headwind for the stock. Wells Fargo Turns Bearish

Conagra Brands Trading Up 1.5%

Shares of CAG stock opened at $16.41 on Friday. The business has a 50-day moving average price of $18.19 and a two-hundred day moving average price of $18.09. Conagra Brands has a 12-month low of $15.96 and a 12-month high of $27.68. The company has a quick ratio of 0.28, a current ratio of 0.89 and a debt-to-equity ratio of 0.80. The firm has a market cap of $7.85 billion, a P/E ratio of -74.60 and a beta of -0.02.

Conagra Brands (NYSE:CAG) last announced its quarterly earnings data on Friday, December 19th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.44 by $0.01. The firm had revenue of $2.98 billion for the quarter, compared to analyst estimates of $3 billion. Conagra Brands had a positive return on equity of 10.59% and a negative net margin of 0.87%.The company’s revenue was down 6.8% on a year-over-year basis. During the same period in the prior year, the company earned $0.70 EPS. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Equities analysts anticipate that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 26th. Shareholders of record on Tuesday, January 27th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 8.5%. The ex-dividend date was Tuesday, January 27th. Conagra Brands’s dividend payout ratio (DPR) is presently -636.36%.

Conagra Brands Company Profile

Conagra Brands, Inc is a leading packaged foods company based in Chicago, Illinois, with a broad portfolio of shelf-stable, frozen and refrigerated foods marketed under familiar brands. The company develops, produces and distributes a wide range of consumer food products, serving both retail grocery and foodservice channels. Conagra’s product lineup includes frozen entrees, snacks, condiments, baking goods and desserts, providing convenient meal solutions for consumers across North America and select international markets.

Among its well-known brands are Birds Eye, Healthy Choice, Lean Cuisine, Marie Callender’s and Banquet in the frozen foods category, as well as Hunt’s sauces, Orville Redenbacher’s popcorn, Slim Jim meat snacks and Reddi-wip toppings.