Morgan Stanley Issues Pessimistic Forecast for Campbell’s (NASDAQ:CPB) Stock Price

Campbell’s (NASDAQ:CPB) had its price objective cut by stock analysts at Morgan Stanley from $28.00 to $27.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Morgan Stanley’s price objective would indicate a potential upside of 4.73% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Jefferies Financial Group restated a “hold” rating and issued a $26.00 target price on shares of Campbell’s in a research note on Monday, March 2nd. Barclays set a $27.00 price target on Campbell’s in a report on Friday, January 16th. Stifel Nicolaus set a $30.00 price target on Campbell’s and gave the company a “hold” rating in a research note on Tuesday, December 9th. Stephens dropped their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a report on Monday, December 8th. Finally, UBS Group cut their price objective on shares of Campbell’s from $28.00 to $26.00 and set a “sell” rating on the stock in a research report on Wednesday, December 10th. Two equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, Campbell’s currently has a consensus rating of “Reduce” and an average price target of $31.35.

Campbell’s Stock Up 2.9%

CPB stock opened at $25.78 on Friday. The company has a 50 day moving average of $27.22 and a two-hundred day moving average of $29.68. The company has a market cap of $7.69 billion, a price-to-earnings ratio of 13.36, a PEG ratio of 9.07 and a beta of -0.03. Campbell’s has a 12-month low of $24.86 and a 12-month high of $43.85. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, beating the consensus estimate of $0.73 by $0.04. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The business had revenue of $2.68 billion for the quarter. The business’s quarterly revenue was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. On average, equities analysts anticipate that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Insider Transactions at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the transaction, the executive vice president directly owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total value of $325,017.00. Following the completion of the sale, the executive vice president owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 19.78% of the company’s stock.

Institutional Trading of Campbell’s

A number of institutional investors and hedge funds have recently modified their holdings of the company. Stance Capital LLC acquired a new position in Campbell’s in the 3rd quarter valued at $27,000. SBI Securities Co. Ltd. boosted its holdings in Campbell’s by 66.8% during the second quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after acquiring an additional 385 shares during the period. Los Angeles Capital Management LLC bought a new stake in Campbell’s during the fourth quarter valued at about $29,000. 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 during the last quarter. Finally, Sittner & Nelson LLC bought a new position in shares of Campbell’s in the fourth quarter worth about $29,000. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Key Campbell’s News

Here are the key news stories impacting Campbell’s this week:

• Positive Sentiment: MarketBeat highlights CPB as a potential value/dividend play—calls attention to a ~5.9% yield and low P/E versus history, which can attract income and value investors. 3 Undervalued Names Too Cheap to Ignore
• Positive Sentiment: Seeking Alpha argues much bad news is already priced in and upgrades its stance to a hold with a $25 target, signaling limited near-term downside and giving some investors confidence to buy the dividend yield. The Campbell’s Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)
• Neutral Sentiment: Zacks publishes previews and metric-level estimates for CPB’s Q2, highlighting areas (sales, margins, input-cost pressure) that will matter to the quarter—this is informational and increases short-term earnings risk if results miss. Unlocking Q2 Potential of Campbell (CPB)
• Neutral Sentiment: Another Zacks earnings preview reiterates expectations for sales and profit declines driven by snack softness, divestitures and rising costs—useful for positioning into earnings but not a fresh catalyst. Campbell’s Q2 Earnings on the Horizon
• Negative Sentiment: UBS cut its price target to $24 and moved to a “sell” rating — the most bearish recent analyst action and a clear near-term downside signal for sentiment. Benzinga: UBS PT Cut
• Negative Sentiment: Morgan Stanley trimmed its PT from $28 to $27 and kept an “equal weight” stance, a modestly negative revision that reduces upside in analyst consensus. Benzinga: Morgan Stanley PT Cut
• Negative Sentiment: Deutsche Bank and Wells Fargo recently lowered targets and tone on CPB as its outlook weakened—adds to the chorus of cautious sell-side views pressuring the stock. InsiderMonkey: Deutsche Bank, Wells Fargo Cuts
• Negative Sentiment: Reports note CPB hit a new 12‑month low after analyst downgrades and coverage calling for weaker near-term performance, underscoring the price pressure from the sell-side narrative. AmericanBankingNews: Sets New 12-Month Low

About Campbell’s

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.