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. filed a current report describing Board approval of Amended and Restated Bylaws, effective May 5, 2026. The new bylaws explicitly permit virtual stockholder meetings in line with Delaware law and remove certain outdated provisions.
The bylaws also update timing for special stockholder meetings and refine requirements around share ownership criteria, information stockholders must provide for annual meeting business and director nominations, and how matters are determined to be properly brought before stockholder meetings.
Conagra Brands Inc ownership report: Vanguard Capital Management beneficially owns 35,254,554 shares of Common Stock, representing 7.36% of the class. The filer reports sole voting power for 4,210,557 shares and sole dispositive power for 35,254,554 shares. The filing states these holdings include securities held for Vanguard funds and managed accounts and lists affiliated Vanguard entities in accordance with SEC Release No. 34-39538.
Conagra Brands Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 23,977,732 shares of Common Stock, representing 5.01% of the class. The filing states Vanguard exercises dispositive power over these shares through Vanguard Portfolio Management LLC and affiliated business divisions.
CONAGRA BRANDS INC. director John J. Mulligan reported an open-market purchase of the company’s Common Stock. On April 14, 2026, he bought 17,500 shares at an average price of $14.3087 per share. Following this transaction, he directly owns 20,728 shares of Conagra Brands common stock.
Conagra Brands director Richard H. Lenny reported an open-market purchase of company stock. He bought 25,000 shares of Common Stock at $14.34 per share, increasing his direct holdings to 229,340.38 shares. This total includes 1,530.56 shares acquired through a dividend equivalent reinvestment feature under the company’s Directors’ Deferred Compensation Plan.
Conagra Brands is implementing a planned CEO transition, appointing John Brase as President and Chief Executive Officer and a director effective June 1, 2026. Sean Connolly will step down from his CEO and board roles on May 31, 2026, with separation benefits available under his existing letter agreement.
Brase’s compensation package includes a $1.15 million annual base salary for fiscal 2027, a target annual cash bonus equal to 150% of salary, and an annual long-term equity award targeted at $7.3 million. He will receive a $200,000 cash sign-on bonus, a sign-on equity package comprising $4.0 million in performance-based restricted stock units and $2.0 million in restricted stock units, relocation benefits and up to $500,000 in relocation stipend, plus a time-sharing arrangement for limited personal use of company aircraft and a double-trigger change-in-control agreement.
Conagra Brands, Inc. reported lower sales but higher quarterly profit while posting a large year-to-date loss driven by non-cash charges and portfolio changes. Net sales for the thirteen weeks ended February 22, 2026 were $2,787.8 million versus $2,841.0 million a year earlier, with net income of $199.8 million and diluted EPS of $0.42 versus $0.30.
For the thirty-nine weeks, net sales were $8,399.5 million versus $8,831.0 million and Conagra recorded a net loss of $299.3 million, compared with net income of $896.4 million, primarily due to a $771.3 million goodwill impairment in Refrigerated & Frozen and $197.0 million of other intangible asset impairments. The company sold its Chef Boyardee business for $607.0 million (recording a $42.7 million gain) and its frozen fish business for $41.9 million. Operating cash flow remained strong at $895.6 million, supporting repayment and refinancing of term loans and senior notes, continued dividends, and restructuring and litigation outflows.
Conagra Brands reported third quarter fiscal 2026 results with lower sales but higher GAAP earnings and weaker adjusted performance. Net sales fell 1.9% to $2.79 billion, while organic net sales rose 2.4% on a 1.9% price/mix increase and 0.5% volume growth.
Gross profit declined 7.4% to $657.7 million and gross margin contracted to 23.6% as cost inflation and unfavorable operating leverage outweighed productivity gains. Net income attributable to Conagra increased 37.7% to $199.8 million, or $0.42 per diluted share, but adjusted net income dropped 22.3% to $188.2 million, or $0.39 per share. Adjusted EBITDA decreased 14.9% to $437.1 million.
Year-to-date, free cash flow was $581.4 million, down 44.2%, while net debt fell to $7.28 billion, a 10.1% reduction versus the prior year period, resulting in a 3.83x net leverage ratio. For fiscal 2026, the company now targets adjusted operating margin near the high end of its ~11.0%–~11.5% range and adjusted EPS of approximately $1.70, the low end of its prior range.
Conagra Brands Inc ownership disclosure: The Vanguard Group filed an amendment reporting 0 shares beneficially owned and 0% of Conagra Brands common stock. The filing states Vanguard completed an internal realignment and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
Conagra Brands director Ruth Ann Marshall reported an equity-based award linked to her director fees. She acquired the right to receive 1,629.3 shares of common stock at a reference price of $19.18 per share under the company’s Directors’ Deferred Compensation Plan, with distribution timing based on her prior election.
After this award, she directly holds 206,228.2 shares and indirectly reports 4,027.95 shares through a living trust, which include additional amounts accumulated via dividend and dividend-equivalent reinvestment features since her last report.