Moody Aldrich Partners LLC Has $4.71 Million Stake in Conagra Brands $CAG

01 Jan 2026, 08:06 by Renee Jackson · The Cerbat Gem

Moody Aldrich Partners LLC raised its stake in Conagra Brands (NYSE:CAG – Free Report) by 221.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 256,974 shares of the company’s stock after buying an additional 176,930 shares during the quarter. Moody Aldrich Partners LLC’s holdings in Conagra Brands were worth $4,705,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in Conagra Brands by 1.6% during the second quarter. Vanguard Group Inc. now owns 61,369,876 shares of the company’s stock worth $1,256,241,000 after buying an additional 966,031 shares in the last quarter. State Street Corp boosted its holdings in Conagra Brands by 2.3% during the 2nd quarter. State Street Corp now owns 26,202,392 shares of the company’s stock worth $536,363,000 after acquiring an additional 588,435 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Conagra Brands by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 12,870,239 shares of the company’s stock worth $262,405,000 after acquiring an additional 193,829 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Conagra Brands by 4.7% in the second quarter. Invesco Ltd. now owns 12,414,110 shares of the company’s stock valued at $254,117,000 after purchasing an additional 554,125 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its position in shares of Conagra Brands by 69.5% during the second quarter. Ameriprise Financial Inc. now owns 10,145,798 shares of the company’s stock valued at $207,685,000 after purchasing an additional 4,160,542 shares in the last quarter. Institutional investors own 83.75% of the company’s stock.

Analyst Ratings Changes

CAG has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Conagra Brands in a research report on Wednesday, October 8th. Cowen reaffirmed a “hold” rating on shares of Conagra Brands in a report on Monday, December 22nd. The Goldman Sachs Group decreased their price target 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. Evercore ISI cut their price objective on Conagra Brands from $23.00 to $22.00 and set an “in-line” rating on the stock in a research report on Monday, December 22nd. Finally, Stifel Nicolaus reduced their price objective on Conagra Brands from $21.00 to $19.00 and set a “hold” rating for the company in a research note on Thursday, December 11th. 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 company’s stock. According to data from MarketBeat, the company has an average rating of “Reduce” and a consensus price target of $19.07.

Check Out Our Latest Report on Conagra Brands

Insider Activity

In related news, SVP Melissa C. Napier sold 13,011 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $17.19, for a total transaction of $223,659.09. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.57% of the stock is currently owned by company insiders.

Conagra Brands Price Performance

Shares of NYSE CAG opened at $17.31 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.28 and a debt-to-equity ratio of 0.80. The stock has a fifty day simple moving average of $17.45 and a two-hundred day simple moving average of $18.68. Conagra Brands has a 1-year low of $16.60 and a 1-year high of $28.51. The firm has a market cap of $8.28 billion, a price-to-earnings ratio of -78.68 and a beta of -0.01.

Conagra Brands (NYSE:CAG – Get Free Report) last issued its quarterly 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. The firm had revenue of $2.98 billion for the quarter, compared to analysts’ expectations of $3 billion. Conagra Brands had a positive return on equity of 10.59% and a negative net margin of 0.87%.The business’s revenue for the quarter was down 6.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.70 EPS. Conagra Brands has set its FY 2026 guidance at 1.700-1.85 EPS. Analysts anticipate that Conagra Brands will post 2.35 earnings per share for the current year.

Conagra Brands Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Tuesday, January 27th will be paid a $0.35 dividend. The ex-dividend date is Tuesday, January 27th. This represents a $1.40 annualized dividend and a dividend yield of 8.1%. Conagra Brands’s dividend payout ratio (DPR) is presently -636.36%.

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.