CONAGRA BRANDS INC (CAG)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Insider trading · Form 4

1 insiders bought on the open market in the last 90 days (1 purchases, $510.6K), against 0 sales by 0 insiders ($0). Latest buy: Jul 17, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

1 House members reported buying (2 purchases vs 1 sales). Bought by Democrats. Latest buy: May 15, 2026.

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Insiders

· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

Politicians

· Bought by Members — Last 6 months: bought by a U.S. House member

Financial Screens

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Shareholder Yield — Cash returned through dividends and buybacks

Red Flags

· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10

Key figures

· Dividend Growth — Dividend per share: 1.40 · Dividend yield: 10.5% · Straight dividend years: 19 · 10-yr dividend growth: 55.6%

· Cash Flow (FCF) — Latest FCF: $978.7M · FCF yield: 15.3% · Positive FCF years: 3

· Shareholder Yield — Shareholder yield: 10.7% · of which dividends: 10.5% · of which buybacks: 0.2%

· CEO & CFO Buying — Buy txns: 1 · Buy value: $510.6K · Insiders buying: 1 · Latest buy: Jul 17, 2026

· Insider Net Buying — Buy txns: 1 · Sell txns: 0 · Buy value: $510.6K · Latest buy: Jul 17, 2026

· Bought by Members — Members buying: 1 · Buy txns: 2 · Sell txns: 1 · Latest buy: May 15, 2026

· Distress Risk (Altman Z″) — Z″-Score: 0.65 · Working capital / assets: -0.02 · Retained earnings / assets: 0.24 · EBIT / assets: -0.09 · Equity / liabilities: 0.58

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Politician BEST — appeared in 2 of the last 20 quarterly lists; latest 2026 Q2, ranked #44 of 50.