Alps Advisors Inc. Acquires New Stake in The Campbell’s Company $CPB

Alps Advisors Inc. acquired a new stake in The Campbell’s Company (NASDAQ:CPB) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 85,432 shares of the company’s stock, valued at approximately $2,698,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of Campbell’s by 3.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock worth $777,000 after buying an additional 685 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in Campbell’s by 4.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock valued at $26,369,000 after acquiring an additional 27,374 shares during the last quarter. Empowered Funds LLC purchased a new position in Campbell’s in the 1st quarter worth approximately $446,000. Woodline Partners LP boosted its holdings in shares of Campbell’s by 40.9% during the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after purchasing an additional 4,827 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its position in shares of Campbell’s by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares in the last quarter. Institutional investors and hedge funds own 52.35% of the company’s stock.

Campbell’s Stock Up 0.8%

Shares of NASDAQ CPB opened at $29.15 on Wednesday. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average is $27.76 and its two-hundred day moving average is $30.32. The Campbell’s Company has a 52-week low of $25.62 and a 52-week high of $43.85. The firm has a market cap of $8.69 billion, a price-to-earnings ratio of 15.10, a PEG ratio of 10.16 and a beta of -0.04.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The business had revenue of $2.68 billion during the quarter. The firm’s revenue was down 3.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Research analysts predict that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th were paid a $0.39 dividend. The ex-dividend date of this dividend was Thursday, January 8th. This represents a $1.56 annualized dividend and a dividend yield of 5.4%. Campbell’s’s dividend payout ratio (DPR) is presently 80.83%.

Insider Buying and Selling

In related news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the transaction, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the sale, the executive vice president owned 43,777 shares in the company, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Weiss Ratings downgraded Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Stifel Nicolaus set a $30.00 price target on shares of Campbell’s and gave the company a “hold” rating in a research report on Tuesday, December 9th. DA Davidson reissued a “neutral” rating and issued a $30.00 price objective on shares of Campbell’s in a report on Thursday, December 11th. Sanford C. Bernstein cut their price objective on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company decreased their target price on shares of Campbell’s from $31.00 to $30.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 10th. Three research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $32.29.

Campbell’s Company Profile

Campbell’s (NASDAQ: CPB) is a leading manufacturer of shelf-stable foods and beverages, best known for its iconic soups and broths. Headquartered in Camden, New Jersey, the company offers a diverse portfolio of products designed to meet consumer demand for convenient, affordable meals and snacks. Since its founding in 1869, Campbell’s has grown through a combination of organic innovation and strategic acquisitions to expand its presence in the food industry.

The company’s brand portfolio includes Campbell’s Condensed Soups, V8 juices, Prego pasta sauces, Swanson broths and stocks, Pace salsas and dips, and Pepperidge Farm baked snacks.