Sanford C. Bernstein Cuts Campbell’s (NASDAQ:CPB) Price Target to $27.00

Campbell’s (NASDAQ:CPB) had its target price trimmed by Sanford C. Bernstein from $33.00 to $27.00 in a research report report published on Thursday morning,Benzinga reports. The firm currently has an outperform rating on the stock.

Other research analysts have also recently issued research reports about the company. Royal Bank Of Canada decreased their price target on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a research note on Wednesday, December 10th. Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 price objective on shares of Campbell’s in a research report on Monday, March 2nd. Stifel Nicolaus reduced their price objective on Campbell’s from $30.00 to $25.00 and set a “hold” rating for the company in a report on Thursday. DA Davidson reissued a “neutral” rating and issued a $30.00 target price on shares of Campbell’s in a research report on Thursday, December 11th. Finally, Morgan Stanley lowered their target price on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Thursday. Two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and seven have issued a Sell rating to the stock. According to data from MarketBeat.com, Campbell’s presently has an average rating of “Reduce” and a consensus target price of $27.65.

Campbell’s Trading Up 0.3%

NASDAQ:CPB opened at $21.71 on Thursday. The stock 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 quick ratio of 0.34, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. The company’s 50 day moving average price is $26.76 and its 200-day moving average price is $29.35. Campbell’s has a 52 week low of $21.59 and a 52 week high of $40.59.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings data 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). The firm had revenue of $2.56 billion during the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The firm’s revenue was down 4.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities research analysts forecast that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be paid 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 is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is 85.25%.

Insider Buying and Selling at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the 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 transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 43,777 shares in the company, valued at $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 19.78% of the company’s stock.

Institutional Investors Weigh In On Campbell’s

Several hedge funds and other institutional investors have recently made changes to their positions in CPB. Stance Capital LLC bought a new position in shares of Campbell’s in the 3rd quarter worth approximately $27,000. SBI Securities Co. Ltd. grew its position 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 buying an additional 385 shares during the period. Flagship Harbor Advisors LLC bought a new stake in Campbell’s during the fourth quarter valued at approximately $29,000. Sittner & Nelson LLC purchased a new stake in Campbell’s during the fourth quarter valued at approximately $29,000. Finally, Los Angeles Capital Management LLC purchased a new stake in Campbell’s during the fourth quarter valued at approximately $29,000. Hedge funds and other 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.