Royal Bank Of Canada Cuts Campbell’s (NASDAQ:CPB) Price Target to $26.00

Campbell’s (NASDAQ:CPB) had its price target trimmed by Royal Bank Of Canada from $30.00 to $26.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a sector perform rating on the stock.

A number of other research firms also recently commented on CPB. Stifel Nicolaus decreased their target price on Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a research report on Thursday. UBS Group set a $24.00 price target on Campbell’s in a research report on Thursday. Weiss Ratings downgraded Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 5th. Stephens decreased their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Finally, DA Davidson reissued a “neutral” rating and issued a $30.00 price objective on shares of Campbell’s in a research note on Thursday. Two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and seven have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Reduce” and an average target price of $27.65.

Campbell’s Price Performance

CPB stock opened at $21.71 on Thursday. The firm has a 50 day moving average of $26.76 and a 200-day moving average of $29.35. The company has a market cap of $6.47 billion, a price-to-earnings ratio of 11.86, a PEG ratio of 8.42 and a beta of -0.03. The company has a current ratio of 1.01, a quick ratio of 0.34 and a debt-to-equity ratio of 1.66. Campbell’s has a 12-month low of $21.59 and a 12-month high of $40.59.

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

Campbell’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be issued a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s payout ratio is 85.25%.

Insider Buying and Selling at Campbell’s

In related news, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction 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 of the company’s stock, valued at $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the sale, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. The SEC filing for this sale provides additional information. 19.78% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Campbell’s

Several hedge funds have recently modified their holdings of the company. Stance Capital LLC purchased a new stake in shares of Campbell’s during the third quarter worth about $27,000. SBI Securities Co. Ltd. lifted its stake in shares of 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 buying an additional 385 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in Campbell’s during the fourth quarter worth approximately $29,000. Sittner & Nelson LLC acquired a new stake in Campbell’s during the fourth quarter worth approximately $29,000. Finally, Los Angeles Capital Management LLC purchased a new stake in Campbell’s in the 4th quarter worth approximately $29,000. 52.35% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Campbell’s

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

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.