Morgan Stanley Lowers Campbell’s (NASDAQ:CPB) Price Target to $25.00

Campbell’s (NASDAQ:CPB) had its target price cut by equities research analysts at Morgan Stanley from $27.00 to $25.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Morgan Stanley’s price target would suggest a potential upside of 15.15% from the stock’s current price.

A number of other research analysts have also weighed in on CPB. DA Davidson reaffirmed a “neutral” rating and issued a $30.00 price target on shares of Campbell’s in a research note on Thursday, December 11th. Weiss Ratings lowered shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $26.00 price objective on shares of Campbell’s in a research report on Monday, March 2nd. Stephens reduced their target price on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Finally, Barclays lowered their target price on Campbell’s from $27.00 to $23.00 and set an “underweight” rating for the company in a report on Thursday. Two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus target price of $27.65.

Campbell’s Stock Up 0.3%

Shares of Campbell’s stock opened at $21.71 on Thursday. The company has a market capitalization of $6.47 billion, a P/E ratio of 11.86, a price-to-earnings-growth ratio of 8.40 and a beta of -0.03. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.34. The business has a 50-day moving average of $26.76 and a two-hundred day moving average of $29.37. Campbell’s has a 1 year low of $21.59 and a 1 year high of $40.59.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 earnings per share for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The business had revenue of $2.56 billion for the quarter. During the same quarter in the previous year, the business earned $0.74 EPS. Campbell’s’s quarterly revenue was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts predict that Campbell’s will post 3.15 EPS for the current year.

Insider Transactions at Campbell’s

In related news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction dated 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 approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of the company’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 sale, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. This represents a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 19.78% of the company’s stock.

Institutional Investors Weigh In On Campbell’s

A number of large investors have recently added to or reduced their stakes in CPB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings 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 valued at $777,000 after purchasing an additional 685 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of Campbell’s by 4.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock worth $26,369,000 after buying an additional 27,374 shares during the last quarter. Empowered Funds LLC bought a new stake in shares of Campbell’s during the 1st quarter worth about $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 buying an additional 4,827 shares during the period. Finally, Geneos Wealth Management Inc. grew its stake in Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after buying an additional 750 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

Campbell’s News Roundup

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

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an “outperform” stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a “sell” rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

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.