Welcome to our dedicated page for CONAGRA BRANDS SEC filings (Ticker: CAG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Conagra Brands, Inc. reported weaker results for the quarter and first half ended November 23, 2025, driven by large non-cash impairment charges. Quarterly net sales were $2,979.1 million, down from $3,195.1 million a year ago, and first-half net sales were $5,611.7 million versus $5,990.0 million. A $771.3 million goodwill impairment in the Refrigerated & Frozen unit and $197.0 million in other intangible impairments turned operating profit into a quarterly loss of $597.6 million and a first-half operating loss of $250.2 million.
Conagra posted a quarterly net loss attributable to the company of $663.6 million (loss per share $1.39) versus net income of $284.5 million (EPS $0.59–$0.60) a year earlier, and a first‑half net loss of $499.1 million versus income of $751.3 million. The company completed the sale of its Chef Boyardee business for net proceeds of $607.0 million and its frozen fish business for $41.9 million, recognizing a combined pre‑tax gain of $42.2 million in the first half.
Operating cash flow for the first half was $331.2 million, down from $754.2 million, while investing cash flow benefited from $648.9 million of divestiture proceeds. Conagra refinanced $1.00 billion of 4.60% senior notes with $500.0 million of 5.00% notes due 2030 and $500.0 million of 5.75% notes due 2035 and prepaid $500.0 million of term loans. Total debt remained sizable but covenants under the $2.0 billion revolving credit facility were in compliance, and common stockholders’ equity was $8,090.8 million with 478,369,475 shares outstanding as of November 23, 2025.
Conagra Brands, Inc. reported that it has released a press release covering its second quarter fiscal 2026 financial results. This update is being communicated through a current report, which directs readers to the press release attached as Exhibit 99.1 for full details of the company’s performance in the quarter.
The company notes that the press release and the related financial information are being furnished, not filed, meaning they are not subject to certain liability provisions of the Exchange Act and are not automatically incorporated into other securities law filings. The report is signed on behalf of Conagra by Executive Vice President, General Counsel and Corporate Secretary, Carey Bartell.
Conagra Brands reported that one of its directors acquired 1,768.53 shares of common stock on 12/01/2025 at a price of $17.67 per share. The shares represent deferred director fees under the company’s Directors’ Deferred Compensation Plan and will be issued later based on the director’s prior election. After this transaction, the director beneficially owns 200,983.66 shares directly and 3,968.1 shares indirectly through a living trust, reflecting additional shares accumulated through dividend reinvestment features.
Conagra Brands (CAG) officer reports insider transactions. The SVP, Corporate Controller sold 13,011 shares of common stock on 11/04/2025 at a weighted average price of $17.19, leaving 0 shares beneficially owned following the sale.
The filing also reports an award of 27,589 restricted stock units on 11/03/2025. Each RSU represents one share of common stock and will vest 100% on 11/3/2028, subject to earlier vesting upon certain events.
Conagra Brands (CAG): Form 144 notice of proposed sale. A holder filed to sell up to 13,011 shares of Conagra Brands common stock, with an aggregate market value of $223,626.59. The approximate sale date is 11/04/2025, through Merrill Lynch, on the NYSE.
The shares were acquired through vesting of stock awards on dates from 05/02/2023 to 07/24/2025. Shares outstanding are 478,351,641; this is a baseline figure, not the amount being sold.
Conagra Brands (CAG) reported an insider ownership update. The SVP, Corporate Controller filed a Form 3 effective 10/17/2025, showing 13,011 shares of common stock held directly.
Derivative holdings include restricted stock units for 2,388 shares vesting on July 19, 2026; 5,396 vesting 50% on July 24, 2026 and 2027; and 11,820 vesting 33%, 33%, and 34% on July 17, 2026, 2027, and 2028.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 39,439,917 shares of Conagra Brands (CAG), representing 8.2% of the common stock as of the event date 09/30/2025. The filing lists 37,894,341 shares with sole voting power and 39,439,917 with sole dispositive power, with no shared voting or dispositive power.
BlackRock certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing notes that various persons may receive dividends or sale proceeds from these securities, and no single person has an interest exceeding five percent of the total outstanding common shares.
Director Thomas K. Brown purchased 10,000 shares of Conagra Brands, Inc. common stock on 10/07/2025 at a reported price of $18.72 per share. After the purchase, the director beneficially owns 60,167 shares; that total includes 317 shares acquired through dividend reinvestment since the last report. The transaction was reported on the Form 4 filed by a single reporting person and signed by an attorney-in-fact on 10/09/2025.
This filing records an open-market purchase by an independent director rather than an option exercise or company grant; the purchase increases the director's direct holdings and signals continued insider accumulation at the disclosed price point.
Conagra Brands, Inc. announced a leadership change in its finance organization. The Board of Directors appointed Melissa Napier as Senior Vice President, Corporate Controller and principal accounting officer, effective upon the previously announced departure of William E. Johnson on October 17, 2025. She will report to Executive Vice President and Chief Financial Officer David Marberger.
Ms. Napier, age 55, joined Conagra in April 2022 as Head of Investor Relations and became CFO of the Grocery & Snacks segment in January 2025. She previously held senior finance roles at US Foods, Sara Lee Corp., The Hillshire Brands Company, and Tyson Foods, and began her career in public accountancy, including two years at Deloitte. She is a CPA with an MBA from the University of Notre Dame and a bachelor’s degree in accounting from Wilkes University.
The company states there is no arrangement or understanding with any other person relating to her appointment, no family relationships with directors or executive officers, and no material related-party transactions requiring disclosure. Her compensation for fiscal 2026 was set by the Human Resources Committee consistent with other executive officers as described in Conagra’s 2025 proxy statement.
Thomas M. McGough, Executive Vice President & Chief Operating Officer of Conagra Brands, Inc. (CAG), filed an amended Form 4 reporting insider transactions dated 07/24/2025. The amendment corrects post-transaction beneficial ownership amounts. 11,419 restricted stock units (RSUs) vested on 07/24/2025 (granted 07/24/2024) and were reported as acquired at $0 per share, increasing direct holdings by those shares. The filing shows 5,059 shares were withheld for taxes at an average price of $19.30, reducing the net new shares delivered. After the transactions, Mr. McGough beneficially owns 236,210.67 shares directly and 111,303 shares indirectly (by trust), plus 400 shares indirectly (by spouse).