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. director John J. Mulligan filed an initial insider ownership report on Form 3. This filing establishes his status as a reporting person at the company. The report does not list any share transactions, so it is an administrative disclosure rather than a trading event.
Conagra Brands, Inc. expanded its Board of Directors from 11 to 12 members and appointed John Mulligan and Pietro Satriano as new directors, effective immediately, to serve until successors are elected and qualified or they resign or are removed.
The Board determined both are independent under New York Stock Exchange standards and the company’s governance principles, and that Mr. Satriano is financially literate under SEC regulations. Mulligan will serve on the Human Resources and Nominating Corporate Governance Committees, while Satriano will join the Audit/Finance Committee.
As non-employee directors, each will receive a prorated cash retainer and a prorated annual equity award, including restricted stock units valued at approximately $60,000 each, to be granted on March 2, 2026, with the number of units based on the average closing stock price over the prior 30 trading days.
Conagra Brands, Inc. filed an 8-K to share a press release reaffirming its financial guidance for fiscal 2026 ahead of its presentation at the 2026 Consumer Analyst Group of New York conference. The company is maintaining its previously issued outlook for the year.
Conagra also now expects free cash flow conversion to be approximately 100% for the full fiscal 2026 year, compared with its earlier expectation of about 90%. The company highlights ongoing innovation, with new product launches planned for calendar 2026, and notes that it generated nearly $12 billion in net sales in fiscal 2025.
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.