Fruth Investment Management Acquires New Shares in Conagra Brands $CAG

Fruth Investment Management purchased a new position in shares of Conagra Brands (NYSE:CAG) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 48,000 shares of the company’s stock, valued at approximately $830,000.

Several other institutional investors and hedge funds have also made changes to their positions in CAG. CYBER HORNET ETFs LLC purchased a new stake in shares of Conagra Brands in the 2nd quarter worth about $26,000. True Wealth Design LLC boosted its position in shares of Conagra Brands by 844.4% in the 3rd quarter. True Wealth Design LLC now owns 1,596 shares of the company’s stock worth $29,000 after buying an additional 1,427 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of Conagra Brands in the 2nd quarter worth about $29,000. Spire Wealth Management boosted its position in shares of Conagra Brands by 249.0% in the 3rd quarter. Spire Wealth Management now owns 1,724 shares of the company’s stock worth $32,000 after buying an additional 1,230 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in shares of Conagra Brands in the 3rd quarter worth about $33,000. 83.75% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the stock. Evercore dropped their price objective on shares of Conagra Brands from $19.00 to $18.00 in a research note on Thursday, April 2nd. BNP Paribas Exane cut Conagra Brands from an “outperform” rating to a “neutral” rating and lowered their target price for the company from $19.00 to $16.00 in a report on Thursday, April 9th. Morgan Stanley dropped their price target on Conagra Brands from $19.00 to $17.00 and set an “equal weight” rating for the company in a research report on Thursday, April 2nd. Wells Fargo & Company dropped their price target on Conagra Brands from $15.00 to $14.00 and set an “underweight” rating for the company in a research report on Thursday, April 2nd. Finally, Wall Street Zen raised Conagra Brands from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. One research analyst has rated the stock with a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, Conagra Brands has an average rating of “Reduce” and a consensus target price of $16.07.

Conagra Brands Stock Performance

Conagra Brands stock opened at $14.70 on Friday. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.30 and a current ratio of 0.90. The stock has a fifty day moving average of $17.14 and a two-hundred day moving average of $17.50. The company has a market capitalization of $7.03 billion, a price-to-earnings ratio of -146.94 and a beta of 0.04. Conagra Brands has a fifty-two week low of $14.04 and a fifty-two week high of $25.77.

Conagra Brands (NYSE:CAG) last released its quarterly earnings results on Wednesday, April 1st. The company reported $0.39 earnings per share for the quarter, missing the consensus estimate of $0.40 by ($0.01). The company had revenue of $2.79 billion for the quarter, compared to analysts’ expectations of $2.76 billion. Conagra Brands had a positive return on equity of 10.15% and a negative net margin of 0.39%.The business’s quarterly revenue was down 1.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.51 EPS. On average, analysts anticipate that Conagra Brands will post 2.35 EPS for the current fiscal year.

Conagra Brands Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 3rd. Shareholders of record on Thursday, April 30th will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Thursday, April 30th. This represents a $1.40 annualized dividend and a yield of 9.5%. Conagra Brands’s dividend payout ratio (DPR) is presently -1,400.00%.

Insider Buying and Selling at Conagra Brands

In other Conagra Brands news, Director Richard H. Lenny acquired 25,000 shares of the stock in a transaction dated Tuesday, April 14th. The stock was acquired at an average price of $14.34 per share, with a total value of $358,500.00. Following the completion of the transaction, the director directly owned 229,340 shares in the company, valued at approximately $3,288,735.60. This trade represents a 12.23% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John J. Mulligan acquired 17,500 shares of the stock in a transaction dated Tuesday, April 14th. The stock was acquired at an average cost of $14.31 per share, with a total value of $250,425.00. Following the transaction, the director owned 20,728 shares of the company’s stock, valued at approximately $296,617.68. This trade represents a 542.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.57% of the company’s stock.

Conagra Brands News Roundup

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

• Positive Sentiment: Two directors bought stock at ~\$14.31–\$14.34 per share (John J. Mulligan purchased 17,500 shares; Richard H. Lenny purchased 25,000 shares), signaling insider confidence and supporting the rally. Mulligan Form 4 Lenny Form 4
• Neutral Sentiment: BTIG initiated coverage with a neutral recommendation — a formal analyst presence can boost liquidity and attention but the neutral stance is not a directional endorsement. BTIG Initiates Coverage
• Neutral Sentiment: Conagra recently announced a quarterly dividend of $0.35 (ex-dividend April 30), producing a headline-high yield that may attract income-focused buyers even as underlying profitability remains under pressure. MarketBeat CAG profile
• Negative Sentiment: Zacks Research cut EPS estimates across multiple quarters and fiscal years (FY2026–FY2028), and retains a “Hold” rating — the downgrades lower near‑term earnings expectations and add downward pressure on valuation.
• Negative Sentiment: Several sell/hold analysts have trimmed price targets in recent weeks (Sanford Bernstein, Wells Fargo, Stifel, TD Cowen, Deutsche Bank), keeping consensus sentiment cautious and the street target nearer to the mid‑teens. Why CAG is up today

Conagra Brands 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.