Arvest Bank Trust Division Takes Position in Conagra Brands $CAG

Arvest Bank Trust Division acquired a new position in Conagra Brands (NYSE:CAG) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 37,191 shares of the company’s stock, valued at approximately $681,000.

Several other hedge funds have also recently bought and sold shares of CAG. DekaBank Deutsche Girozentrale grew its position in Conagra Brands by 0.3% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 172,140 shares of the company’s stock worth $3,483,000 after purchasing an additional 585 shares during the last quarter. Sutton Place Investors LLC boosted its position in shares of Conagra Brands by 1.9% during the third quarter. Sutton Place Investors LLC now owns 31,196 shares of the company’s stock worth $571,000 after buying an additional 585 shares during the period. Horrell Capital Management Inc. grew its holdings in Conagra Brands by 2.2% in the 2nd quarter. Horrell Capital Management Inc. now owns 27,427 shares of the company’s stock worth $561,000 after buying an additional 597 shares in the last quarter. Excalibur Management Corp increased its position in Conagra Brands by 4.3% in the 2nd quarter. Excalibur Management Corp now owns 14,717 shares of the company’s stock valued at $301,000 after acquiring an additional 600 shares during the period. Finally, Farther Finance Advisors LLC raised its stake in Conagra Brands by 5.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 12,036 shares of the company’s stock valued at $220,000 after acquiring an additional 661 shares in the last quarter. 83.75% of the stock is currently owned by institutional investors.

Conagra Brands Stock Performance

Shares of CAG opened at $18.89 on Wednesday. The company has a market capitalization of $9.04 billion, a PE ratio of -85.86 and a beta of -0.01. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.28 and a current ratio of 0.89. The company’s 50 day moving average price is $17.83 and its 200 day moving average price is $18.17. Conagra Brands has a 52 week low of $15.96 and a 52 week high of $28.51.

Conagra Brands (NYSE:CAG) last issued its earnings results on Friday, December 19th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. Conagra Brands had a negative net margin of 0.87% and a positive return on equity of 10.59%. The company had revenue of $2.98 billion during the quarter, compared to analyst estimates of $3 billion. During the same quarter last year, the business posted $0.70 EPS. The company’s revenue for the quarter was down 6.8% on a year-over-year basis. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Research analysts expect that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Shareholders of record on Tuesday, January 27th will be given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 7.4%. The ex-dividend date of this dividend is Tuesday, January 27th. Conagra Brands’s dividend payout ratio is presently -636.36%.

Analyst Ratings Changes

Several research firms have recently issued reports on CAG. TD Cowen reissued a “hold” rating on shares of Conagra Brands in a research note on Monday, December 22nd. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Conagra Brands from $19.00 to $18.00 and set a “hold” rating on the stock in a research report on Monday, December 22nd. JPMorgan Chase & Co. reduced their price target on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating for the company in a research note on Tuesday, December 16th. Wall Street Zen lowered shares of Conagra Brands from a “hold” rating to a “sell” rating in a research note on Saturday, December 27th. Finally, Sanford C. Bernstein cut their target price on Conagra Brands from $21.00 to $18.00 and set a “market perform” rating for the company in a research report on Monday, December 22nd. One analyst has rated the stock with a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $19.00.

Key Stories Impacting Conagra Brands

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

• Positive Sentiment: Management reaffirmed FY‑2026 EPS guidance of $1.70–$1.85 and reiterated free cash flow/cash‑generation strength, removing a potential downside surprise. CONAGRA BRANDS REAFFIRMS FISCAL 2026 GUIDANCE AHEAD OF 2026 CAGNY PRESENTATION
• Positive Sentiment: Analysts and company releases highlighted strong cash generation as a strategic focus, which supports financial flexibility and the ability to invest or return capital. Conagra Reaffirms 2026 Outlook, Highlights Strong Cash Generation
• Positive Sentiment: Wells Fargo raised its price target to $20 from $18 (maintaining an Equal‑Weight rating), implying modest upside from current levels — a small vote of analyst confidence. Wells Fargo Adjusts Price Target on Conagra Brands to $20
• Neutral Sentiment: Management delivered prepared remarks at the Consumer Analyst Group of New York (CAGNY) conference outlining strategy and product innovation plans for 2026; remarks were informative but did not introduce major new catalysts. Conagra Brands Presents at CAGNY – Prepared Remarks
• Negative Sentiment: Despite the reaffirmation, the stock fell as investors reacted to a lack of upside in the update and broader sector concerns; market commentary framed the company’s update as underwhelming. Conagra Falls Despite Reaffirming Fiscal 2026 Guidance
• Negative Sentiment: Coverage noted the company’s business update “didn’t inspire” the market — investors appear concerned about revenue/momentum and preferred to see clearer growth catalysts rather than guidance reiteration. Why Conagra Brands Stock Sank Today

About Conagra Brands

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.