Marathon Trading Investment Management LLC Invests $1.37 Million in Conagra Brands $CAG

Posted by Francis Steltz on Jun 15th, 2026

Marathon Trading Investment Management LLC purchased a new position in shares of Conagra Brands (NYSE:CAG – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 78,986 shares of the company’s stock, valued at approximately $1,367,000.

Other hedge funds have also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC acquired a new stake in Conagra Brands during the 2nd quarter worth $26,000. MUFG Securities EMEA plc purchased a new position in shares of Conagra Brands in the second quarter worth about $29,000. Harbour Investments Inc. boosted its position in Conagra Brands by 80.4% during the fourth quarter. Harbour Investments Inc. now owns 1,573 shares of the company’s stock worth $27,000 after acquiring an additional 701 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in Conagra Brands during the 3rd quarter valued at about $33,000. Finally, Thurston Springer Miller Herd & Titak Inc. grew its stake in Conagra Brands by 100.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 2,000 shares of the company’s stock valued at $35,000 after acquiring an additional 1,000 shares in the last quarter. 83.75% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Conagra Brands news, Director John J. Mulligan purchased 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, for a total transaction of $250,425.00. Following the acquisition, the director owned 20,728 shares in the company, valued at $296,617.68. This trade represents a 542.13% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Richard H. Lenny acquired 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were acquired at an average cost 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. The trade was a 12.23% increase in their position. The SEC filing for this purchase provides additional information. 0.57% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CAG. BNP Paribas Exane decreased their target price on shares of Conagra Brands from $16.00 to $14.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. JPMorgan Chase & Co. dropped their price target on Conagra Brands from $17.00 to $14.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. Royal Bank Of Canada cut their price target on Conagra Brands from $20.00 to $17.00 and set a “sector perform” rating for the company in a report on Thursday, April 2nd. Wells Fargo & Company reduced their price objective on Conagra Brands from $14.00 to $13.00 and set an “underweight” rating on the stock in a research report on Monday, May 18th. Finally, Stifel Nicolaus lowered their price objective on Conagra Brands from $17.00 to $15.00 and set a “hold” rating on the stock in a research note on Tuesday, April 21st. One research analyst has rated the stock with a Buy rating, eleven have given a Hold rating and six have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $14.33.

Check Out Our Latest Report on Conagra Brands

Conagra Brands Stock Performance

NYSE:CAG opened at $13.73 on Monday. The company’s 50-day moving average is $14.05 and its two-hundred day moving average is $16.34. Conagra Brands has a 1-year low of $12.53 and a 1-year high of $22.49. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.90 and a quick ratio of 0.30. The firm has a market capitalization of $6.57 billion, a price-to-earnings ratio of -137.31 and a beta of -0.02.

Conagra Brands (NYSE:CAG – Get Free Report) last announced its quarterly earnings results on Wednesday, April 1st. The company reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.01). The firm had revenue of $2.79 billion for the quarter, compared to analyst estimates of $2.76 billion. Conagra Brands had a positive return on equity of 10.15% and a negative net margin of 0.39%.The firm’s quarterly revenue was down 1.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.51 EPS. Analysts forecast that Conagra Brands will post 1.7 EPS for the current year.

Conagra Brands Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 3rd. Shareholders of record on Thursday, April 30th were paid a dividend of $0.35 per share. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $1.40 annualized dividend and a yield of 10.2%. Conagra Brands’s dividend payout ratio (DPR) is -1,400.00%.

Conagra Brands Company Profile

(Free Report)

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.