UBS Group Lowers Campbell’s (NASDAQ:CPB) Price Target to $24.00

Campbell’s (NASDAQ:CPB) had its target price decreased by analysts at UBS Group from $26.00 to $24.00 in a report released on Friday,Benzinga reports. The firm presently has a “sell” rating on the stock. UBS Group’s price objective suggests a potential downside of 6.90% from the company’s current price.

CPB has been the subject of a number of other reports. Stifel Nicolaus set a $30.00 price objective on Campbell’s and gave the company a “hold” rating in a research note on Tuesday, December 9th. Stephens lowered their price target on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a report on Monday, December 8th. DA Davidson reiterated a “neutral” rating and issued a $30.00 price target on shares of Campbell’s in a research report on Thursday, December 11th. Morgan Stanley reduced their price objective on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Friday. Finally, Sanford C. Bernstein decreased their price objective on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating on the stock in a research report on Wednesday, December 10th. Two research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, Campbell’s has a consensus rating of “Reduce” and an average price target of $31.35.

Campbell’s Price Performance

Shares of Campbell’s stock opened at $25.78 on Friday. Campbell’s has a one year low of $24.86 and a one year high of $43.85. The stock’s fifty day moving average is $27.22 and its 200 day moving average is $29.68. The stock has a market cap of $7.69 billion, a P/E ratio of 13.36, a P/E/G ratio of 9.07 and a beta of -0.03. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.04. The business had revenue of $2.68 billion during the quarter. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.Campbell’s’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. Sell-side analysts anticipate that Campbell’s will post 3.15 earnings per share for the current year.

Insider Buying and Selling

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of the firm’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 transaction of $325,017.00. Following the completion of the transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Anthony Sanzio sold 2,700 shares of Campbell’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 completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. The trade was a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Campbell’s

Several large investors have recently bought and sold shares of the business. Berkshire Asset Management LLC PA bought a new position in shares of Campbell’s in the 3rd quarter valued at about $1,270,000. Wedmont Private Capital increased its stake in Campbell’s by 840.4% during the third quarter. Wedmont Private Capital now owns 68,808 shares of the company’s stock worth $2,141,000 after acquiring an additional 61,491 shares during the last quarter. XTX Topco Ltd purchased a new stake in Campbell’s during the second quarter valued at approximately $1,154,000. Rockefeller Capital Management L.P. purchased a new stake in Campbell’s during the second quarter valued at approximately $403,000. Finally, Massachusetts Financial Services Co. MA bought a new stake in shares of Campbell’s in the 3rd quarter valued at approximately $77,940,000. Institutional investors own 52.35% of the company’s stock.

Trending Headlines about Campbell’s

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.