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CONAGRA BRANDS (CAG) SEC Filings

CAG NYSE

Conagra Brands, Inc. files SEC reports that document material events for its branded packaged food business and NYSE-listed common stock. Recent Form 8-K disclosures cover quarterly operating results, financial-condition updates, Regulation FD guidance, and press-release exhibits related to the company's fiscal-year performance and outlook.

The filings also record governance and corporate-structure matters, including executive officer appointments, board appointments, director committee assignments, compensation arrangements, shareholder voting matters and amendments to the company's bylaws. These records frame Conagra's public-company reporting around results, governance, capital-market disclosure and stockholder meeting procedures.

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Conagra Brands Inc. reports an award of 27,776 restricted stock units to Amy C. Held, EVP & Chief Admin. Officer, on October 1, 2026. Her reported resulting position was 27,776 units. Each unit is a contingent right to receive one share of common stock upon settlement. The units vest 33.33% on October 1, 2027, 33.33% on October 1, 2028, and 33.34% on October 1, 2029.

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Conagra Brands, Inc. (CAG) reported first-quarter fiscal 2027 results for the thirteen weeks ended August 30, 2026. Net sales were $2,595.9 million versus $2,632.6 million a year earlier, while operating profit was $268.4 million versus $347.4 million. Net income rose to $174.3 million from $164.5 million, and diluted earnings per share were $0.36 versus $0.34. Management cited lower sales, input-cost inflation and unfavorable operating leverage as pressures on gross profit, partly offset by productivity.

Operating activities used $4.2 million of cash, compared with $120.6 million generated a year earlier. Conagra issued $500.0 million of 5.40% senior unsecured notes due August 1, 2031; it expects to pay $500.0 million of 5.3% notes and $262.5 million of 7.125% notes maturing in October 2026 using commercial paper and cash on hand. A frozen fried chicken supply-chain initiative is expected to incur approximately $85 million of restructuring charges, including approximately $21 million in cash, and be completed by the end of fiscal 2028. Fiscal 2027 capital expenditures are estimated at approximately $550 million.

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Conagra Brands, Inc. (CAG) reported fiscal 2027 first-quarter net sales of $2,595.9 million, down 1.4% from a year earlier. Net income increased 6.0% to $174.3 million, or $0.36 per diluted share, while operating profit declined 22.7% to $268.4 million. Adjusted net income was $197.3 million, up 4.3%, and adjusted diluted EPS was $0.41. Adjusted gross margin decreased 62 basis points to 23.8%.

Cash from operating activities was an outflow of $4.2 million, versus $120.6 million generated in the prior-year quarter; free cash flow was negative $127.9 million. Adjusted EBITDA increased 2.4% to $451.4 million. Net debt was $7,388.5 million as of August 30, 2026, with a 3.99x net leverage ratio. Conagra reaffirmed fiscal 2027 guidance: organic net sales change of (3)% to (1)% compared with fiscal 2026, adjusted operating margin of 10.0% to 10.5%, and adjusted EPS of $1.40 to $1.50. Assumptions include approximately $550 million in capital expenditures and free cash flow conversion greater than 90%.

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Conagra Brands, Inc. (CAG) reported the results of its September 23, 2026 annual meeting: shareholders elected all 11 director nominees to serve through the 2027 annual meeting and until successors are elected and qualified. They also approved named executive officer compensation on a non-binding, advisory basis, with 146,934,886 votes for and 142,473,328 against.

Shareholders ratified KPMG LLP as independent auditor for fiscal 2027, with 374,109,142 votes for and 8,902,178 against. They approved a shareholder proposal requesting that the Board adopt a policy restricting “blank-check” preferred stock distributions; it received 178,684,044 votes for and 110,924,886 against.

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CONAGRA BRANDS INC. (CAG) reports that Amy C. Held, who serves as EVP & Chief Admin. Officer, has filed an initial statement of beneficial ownership on Form 3. The filing lists no reportable transactions and shows no reported holdings or derivative positions as of the filing date.

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CONAGRA BRANDS INC. (CAG) reported the initial equity holdings of EVP and Chief Growth Officer Raine Burke Elliott. The filing lists direct ownership of 43,970 shares of Common Stock and multiple grants of Restricted Stock Units, each representing a contingent right to receive one share of common stock upon settlement, vesting between 2027 and 2029.

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CONAGRA BRANDS INC. (CAG) reported the initial holdings of executive Jill Kristen Dexter, EVP & President, G&S, in a Form 3. She holds 11,715 shares of Common Stock directly and three grants of restricted stock units (RSUs) covering 2,784, 8,339, and 21,160 underlying shares of Common Stock that vest between July 2027 and July 2029, or earlier upon certain events.

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CONAGRA BRANDS INC. (CAG) director Ruth Ann Marshall reported an acquisition of deferred equity on September 1, 2026. She received the right to receive 1,629.42 shares of common stock in connection with her director fees, which have been deferred under the company’s Directors' Deferred Compensation Plan. These shares will be distributed to her later in line with her Plan election, and deferred amounts may not be transferred until that specified time. Following this award and prior dividend-equivalent accruals, she now holds 228,914.44 shares directly under the Plan, including 5,749.53 shares acquired since her last report through the Plan’s dividend equivalent reinvestment feature, plus 4,116.49 shares held indirectly in a Living Trust, which includes 88.54 shares acquired through dividend reinvestment since her last report.

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Filing
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Conagra Brands outlines board, governance, and performance context for the 2026 annual shareholder meeting. Shareholders of record on July 29, 2026 may vote at the virtual meeting on September 23, 2026 at Noon CDT. The board nominates 11 directors (10 independent plus CEO John Brase) and highlights recent refreshment, including the addition of directors John Mulligan and Pietro Satriano and the planned retirement of Manny Chirico.

The agenda includes four proposals: election of directors; an advisory vote on named executive officer compensation; ratification of KPMG LLP as independent auditor for fiscal 2027; and a shareholder proposal to limit board authority to issue “blank-check” preferred stock, which the board recommends voting against. Conagra reports fiscal 2026 revenue of $11.3B, GAAP loss per share of ($4.00), GAAP operating loss of ($1.6B), and net cash from operating activities of $1.4B. Non‑GAAP metrics include organic net sales of $11.0B, adjusted EPS of $1.72, adjusted operating profit of $1.3B, and free cash flow of $979M with a free cash flow conversion of 119%.

The company emphasizes innovation, better‑for‑you products, and a citizenship framework focused on good food, responsible sourcing, better planet, and stronger communities. Governance features include an independent board chair, fully independent key committees, proxy access, the ability for shareholders to call special meetings and act by written consent, and longstanding clawback and stock ownership policies.

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FAQ

How many CONAGRA BRANDS (CAG) SEC filings are available on StockTitan?

StockTitan tracks 113 SEC filings for CONAGRA BRANDS (CAG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CONAGRA BRANDS (CAG)?

The most recent SEC filing for CONAGRA BRANDS (CAG) was filed on October 2, 2026.