Zacks Research Lowers Earnings Estimates for Campbell’s

The Campbell’s Company (NASDAQ:CPB) – Equities research analysts at Zacks Research lowered their FY2025 earnings estimates for shares of Campbell’s in a research report issued to clients and investors on Thursday, June 12th. Zacks Research analyst R. Department now forecasts that the company will earn $2.96 per share for the year, down from their previous forecast of $2.98. The consensus estimate for Campbell’s’ current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell’s’ Q4 2025 earnings at $0.60 EPS, Q1 2026 earnings at $0.88 EPS, Q2 2026 earnings at $0.75 EPS, Q3 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.58 EPS, FY2026 earnings at $2.90 EPS, Q1 2027 earnings at $0.89 EPS, Q2 2027 earnings at $0.77 EPS and FY2027 earnings at $2.98 EPS.

Other research analysts have also recently issued reports about the company. DA Davidson lowered their target price on Campbell’s from $39.00 to $34.00 and set a “neutral” rating on the stock in a report on Monday, June 9th. Stifel Nicolaus lowered their price objective on Campbell’s from $40.00 to $38.00 and set a “hold” rating on the stock in a research note on Tuesday, June 3rd. Consumer Edge reaffirmed an “equal weight” rating on shares of Campbell’s in a research note on Monday, March 17th. Deutsche Bank Aktiengesellschaft reduced their price target on Campbell’s from $43.00 to $39.00 and set a “hold” rating on the stock in a report on Wednesday, May 21st. Finally, Morgan Stanley dropped their price objective on shares of Campbell’s from $40.00 to $35.00 and set an “equal weight” rating for the company in a report on Tuesday, June 3rd. Five investment analysts have rated the stock with a sell rating, eleven have given a hold rating and five have given a buy rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $40.11.

Campbell’s Stock Down 1.6%

Shares of NASDAQ CPB opened at $32.79 on Monday. The stock has a market cap of $9.78 billion, a PE ratio of 17.92, a P/E/G ratio of 2.71 and a beta of 0.11. The company has a current ratio of 0.91, a quick ratio of 0.50 and a debt-to-equity ratio of 1.74. Campbell’s has a 12-month low of $32.73 and a 12-month high of $52.81. The company has a 50-day moving average of $35.59 and a 200 day moving average of $38.50.

Campbell’s (NASDAQ:CPB) last announced its earnings results on Monday, June 2nd. The company reported $0.73 EPS for the quarter, beating analysts’ consensus estimates of $0.65 by $0.08. The business had revenue of $2.48 billion during the quarter, compared to analysts’ expectations of $2.44 billion. Campbell’s had a return on equity of 23.79% and a net margin of 5.57%. The business’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.75 earnings per share.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Principal Securities Inc. increased its stake in Campbell’s by 45.5% in the 4th quarter. Principal Securities Inc. now owns 927 shares of the company’s stock valued at $39,000 after buying an additional 290 shares during the period. SPC Financial Inc. boosted its holdings in shares of Campbell’s by 2.3% in the fourth quarter. SPC Financial Inc. now owns 13,575 shares of the company’s stock valued at $569,000 after acquiring an additional 300 shares in the last quarter. Ascent Wealth Partners LLC boosted its holdings in shares of Campbell’s by 1.5% in the fourth quarter. Ascent Wealth Partners LLC now owns 20,176 shares of the company’s stock valued at $845,000 after acquiring an additional 306 shares in the last quarter. DoubleLine ETF Adviser LP increased its stake in shares of Campbell’s by 2.8% during the fourth quarter. DoubleLine ETF Adviser LP now owns 11,640 shares of the company’s stock worth $487,000 after acquiring an additional 312 shares during the period. Finally, New England Asset Management Inc. lifted its position in Campbell’s by 0.6% in the first quarter. New England Asset Management Inc. now owns 64,690 shares of the company’s stock valued at $2,582,000 after purchasing an additional 370 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Insiders Place Their Bets

In other Campbell’s news, EVP Charles A. Brawley III sold 2,498 shares of Campbell’s stock in a transaction dated Monday, March 31st. The stock was sold at an average price of $40.03, for a total value of $99,994.94. Following the completion of the transaction, the executive vice president now directly owns 37,590 shares of the company’s stock, valued at $1,504,727.70. The trade was a 6.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 20.19% of the stock is owned by insiders.

Campbell’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, August 4th. Shareholders of record on Thursday, July 3rd will be given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 4.76%. The ex-dividend date is Thursday, July 3rd. Campbell’s’s payout ratio is 103.31%.

About Campbell’s

The Campbell’s Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.