Quinn Opportunity Partners LLC Raises Position in Conagra Brands $CAG

Quinn Opportunity Partners LLC boosted its holdings in Conagra Brands (NYSE:CAG) by 89.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 454,000 shares of the company’s stock after purchasing an additional 214,000 shares during the period. Quinn Opportunity Partners LLC’s holdings in Conagra Brands were worth $8,313,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. NewEdge Advisors LLC lifted its stake in shares of Conagra Brands by 4.2% in the 1st quarter. NewEdge Advisors LLC now owns 23,541 shares of the company’s stock valued at $628,000 after acquiring an additional 954 shares during the last quarter. United Services Automobile Association bought a new position in Conagra Brands during the 1st quarter worth approximately $225,000. Empowered Funds LLC grew its position in Conagra Brands by 5.9% during the 1st quarter. Empowered Funds LLC now owns 36,356 shares of the company’s stock worth $970,000 after acquiring an additional 2,038 shares during the last quarter. Woodline Partners LP increased its stake in Conagra Brands by 40.7% in the 1st quarter. Woodline Partners LP now owns 40,326 shares of the company’s stock worth $1,075,000 after purchasing an additional 11,664 shares during the period. Finally, Savant Capital LLC purchased a new position in Conagra Brands in the 2nd quarter worth approximately $562,000. 83.75% of the stock is currently owned by hedge funds and other institutional investors.

Conagra Brands News Roundup

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

Wall Street Analyst Weigh In

Several analysts have weighed in on CAG shares. The Goldman Sachs Group lowered their price objective on Conagra Brands from $18.00 to $16.00 and set a “sell” rating for the company in a research report on Monday, November 24th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Conagra Brands from $19.00 to $18.00 and set a “hold” rating on the stock in a research note on Monday, December 22nd. Morgan Stanley reiterated an “overweight” rating on shares of Conagra Brands in a report on Wednesday, February 18th. UBS Group reissued a “neutral” rating and set a $20.00 price target on shares of Conagra Brands in a research report on Friday, February 13th. Finally, Bank of America cut their price target on shares of Conagra Brands from $18.00 to $17.00 and set an “underperform” rating on the stock in a report on Monday, December 22nd. One analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Reduce” and an average price target of $18.71.

Conagra Brands Price Performance

Shares of CAG stock opened at $16.41 on Friday. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.28 and a current ratio of 0.89. Conagra Brands has a fifty-two week low of $15.96 and a fifty-two week high of $27.68. The firm has a market cap of $7.85 billion, a P/E ratio of -74.60 and a beta of -0.02. The business’s 50 day moving average price is $18.19 and its 200-day moving average price is $18.09.

Conagra Brands (NYSE:CAG) last announced its earnings results on Friday, December 19th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. Conagra Brands had a positive return on equity of 10.59% and a negative net margin of 0.87%.The company had revenue of $2.98 billion during the quarter, compared to the consensus estimate of $3 billion. During the same quarter in the prior year, the company earned $0.70 earnings per share. The firm’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. On average, equities research analysts anticipate that Conagra Brands will post 2.35 earnings per share for the current year.

Conagra Brands Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 26th. Shareholders of record on Tuesday, January 27th were issued a $0.35 dividend. The ex-dividend date was Tuesday, January 27th. This represents a $1.40 annualized dividend and a yield of 8.5%. Conagra Brands’s dividend payout ratio is -636.36%.

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.