Gilman Hill Asset Management LLC Has $8.40 Million Stock Holdings in Conagra Brands $CAG

Gilman Hill Asset Management LLC lifted its stake in Conagra Brands (NYSE:CAG) by 21.7% during the third quarter, Holdings Channel.com reports. The fund owned 458,919 shares of the company’s stock after buying an additional 81,963 shares during the period. Conagra Brands accounts for approximately 1.3% of Gilman Hill Asset Management LLC’s holdings, making the stock its 20th largest holding. Gilman Hill Asset Management LLC’s holdings in Conagra Brands were worth $8,403,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Quaker Wealth Management LLC boosted its position in Conagra Brands by 202.3% during the second quarter. Quaker Wealth Management LLC now owns 1,227 shares of the company’s stock valued at $25,000 after purchasing an additional 2,427 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Conagra Brands during the 2nd quarter worth approximately $26,000. MUFG Securities EMEA plc acquired a new stake in shares of Conagra Brands in the 2nd quarter valued at approximately $29,000. Clearstead Trust LLC grew its stake in shares of Conagra Brands by 522.1% in the second quarter. Clearstead Trust LLC now owns 1,636 shares of the company’s stock valued at $33,000 after buying an additional 1,373 shares in the last quarter. Finally, AlphaCore Capital LLC bought a new position in shares of Conagra Brands in the second quarter valued at $37,000. Institutional investors own 83.75% of the company’s stock.

Trending Headlines about Conagra Brands

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

• Neutral Sentiment: Morgan Stanley kept an equal-weight rating on CAG, signaling no change in conviction from that shop and providing no clear upside catalyst. Morgan Stanley maintains Conagra Brands (CAG) equal-weight recommendation
• Neutral Sentiment: A Globe and Mail roundup highlights mixed analyst views on consumer-packaged-food names including Conagra, underscoring a lack of consensus that can keep volatility elevated but not decisively bullish. Analysts Conflicted on These Consumer Goods Names: Lamb Weston Holdings (LW) and Conagra Brands (CAG)
• Negative Sentiment: Analysts cut forecasts after Conagra’s mixed Q2 results: revenue declined year-over-year and, while EPS slightly beat, the overall tone prompted downward revisions to near-term estimates. That earnings-driven re‑forecasting is a direct headwind for the stock. These Analysts Cut Their Forecasts On Conagra Brands After Q2 Results
• Negative Sentiment: Bank of America lowered its price target to $17 and kept an underperform rating, signaling limited near-term upside and adding selling pressure from a major institutional view. B of A Securities maintains Conagra Brands (CAG) underperform recommendation
• Negative Sentiment: Evercore ISI trimmed its target to $22 (from $23) and stayed “in-line,” reflecting slightly reduced expectations for recovery and contributing to the negative analyst momentum. Evercore ISI adjusts price target on Conagra Brands to $22 from $23; maintains in-line rating
• Negative Sentiment: Deutsche Bank cut its target to $18 and kept a hold rating, and TD Cowen made a similar adjustment to $18 — both moves reinforce the sell/neutral tilt among sell‑side analysts. Deutsche Bank lowers price target on Conagra Brands to $18 from $19; keeps hold rating TD Cowen adjusts price target on Conagra Brands to $18 from $19; maintains hold rating

Analysts Set New Price Targets

Several analysts have issued reports on the stock. JPMorgan Chase & Co. dropped their price target on shares of Conagra Brands from $20.00 to $19.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 16th. TD Cowen lowered their price objective 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. Cowen reaffirmed a “hold” rating on shares of Conagra Brands in a report on Monday. Deutsche Bank Aktiengesellschaft reduced their price target on Conagra Brands from $19.00 to $18.00 and set a “hold” rating for the company in a report on Monday. Finally, Evercore ISI lowered their price target on Conagra Brands from $23.00 to $22.00 and set an “in-line” rating on the stock in a research report on Monday. One research analyst has rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Conagra Brands presently has a consensus rating of “Reduce” and an average target price of $19.29.

Insider Transactions at Conagra Brands

In other Conagra Brands news, SVP Melissa C. Napier sold 13,011 shares of the company’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $17.19, for a total value of $223,659.09. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.57% of the stock is owned by company insiders.

Conagra Brands Stock Performance

Shares of CAG stock opened at $16.97 on Wednesday. Conagra Brands has a 52 week low of $16.60 and a 52 week high of $28.51. The company has a market capitalization of $8.12 billion, a price-to-earnings ratio of -77.13 and a beta of -0.01. The company has a 50-day simple moving average of $17.60 and a 200 day simple moving average of $18.86. 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 (NYSE:CAG) last released its quarterly earnings results on Friday, December 19th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $2.98 billion for the quarter, compared to analysts’ expectations of $3 billion. During the same period in the prior year, the firm earned $0.70 EPS. The business’s revenue 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, sell-side analysts predict that Conagra Brands will post 2.35 earnings per share for the current year.

Conagra Brands Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Tuesday, January 27th will be issued a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 8.3%. The ex-dividend date of this dividend is Tuesday, January 27th. Conagra Brands’s dividend payout ratio (DPR) is presently -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.