Jefferies Financial Group Inc. Invests $765,000 in Conagra Brands $CAG

Posted by Brenda Bartman on Aug 31st, 2026

Jefferies Financial Group Inc. bought a new stake in Conagra Brands (NYSE:CAG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 56,824 shares of the company’s stock, valued at approximately $765,000.

Other large investors have also added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in Conagra Brands in the 2nd quarter worth $1,071,275,000. Norges Bank acquired a new stake in shares of Conagra Brands during the fourth quarter valued at about $145,656,000. Two Sigma Investments LP increased its position in shares of Conagra Brands by 239.6% during the third quarter. Two Sigma Investments LP now owns 8,347,163 shares of the company’s stock worth $152,837,000 after acquiring an additional 5,889,542 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Conagra Brands by 245.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,734,061 shares of the company’s stock worth $141,611,000 after acquiring an additional 5,495,503 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in Conagra Brands by 216.2% in the third quarter. AQR Capital Management LLC now owns 7,459,654 shares of the company’s stock valued at $135,318,000 after purchasing an additional 5,100,424 shares during the last quarter. 83.75% of the stock is owned by institutional investors and hedge funds.

Conagra Brands Stock Down 0.1%

Shares of Conagra Brands stock opened at $16.08 on Monday. The business has a 50-day moving average price of $14.79 and a 200 day moving average price of $15.22. Conagra Brands has a fifty-two week low of $12.53 and a fifty-two week high of $20.32. The firm has a market cap of $7.70 billion, a P/E ratio of -4.02 and a beta of -0.03. The company has a quick ratio of 0.31, a current ratio of 0.90 and a debt-to-equity ratio of 1.02.

Conagra Brands (NYSE:CAG – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $0.47 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.01. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Conagra Brands had a positive return on equity of 10.44% and a negative net margin of 16.99%.Conagra Brands’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.56 EPS. Conagra Brands has set its FY 2027 guidance at 1.400-1.500 EPS. On average, sell-side analysts forecast that Conagra Brands will post 1.45 earnings per share for the current fiscal year.

Conagra Brands Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Investors of record on Thursday, July 30th will be paid a dividend of $0.175 per share. The ex-dividend date is Thursday, July 30th. This represents a $0.70 annualized dividend and a yield of 4.4%. Conagra Brands’s dividend payout ratio (DPR) is -17.50%.

Analyst Ratings Changes

CAG has been the subject of a number of recent analyst reports. UBS Group raised their price objective on Conagra Brands from $13.00 to $14.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Weiss Ratings lowered Conagra Brands from a “sell (d+)” rating to a “sell (d)” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. increased their target price on Conagra Brands from $14.00 to $15.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Evercore decreased their price target on shares of Conagra Brands from $18.00 to $13.00 in a research report on Wednesday, June 10th. Finally, Wells Fargo & Company dropped their price target on shares of Conagra Brands from $14.00 to $13.00 and set an “underweight” rating for the company in a research note on Monday, May 18th. One equities research analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $14.07.

Read Our Latest Research Report on Conagra Brands

Conagra Brands 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.