UBS Group Lowers Campbell’s (NASDAQ:CPB) Price Target to $20.00

Campbell’s (NASDAQ:CPB) had its price target cut by equities researchers at UBS Group from $24.00 to $20.00 in a report released on Friday,Benzinga reports. The firm currently has a “sell” rating on the stock. UBS Group’s target price indicates a potential downside of 7.88% from the company’s current price.

A number of other brokerages have also recently commented on CPB. Stifel Nicolaus cut their price target on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating for the company in a research note on Thursday. DA Davidson restated a “neutral” rating and set a $30.00 price objective on shares of Campbell’s in a research note on Thursday. Wells Fargo & Company cut shares of Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their target price for the company from $28.00 to $20.00 in a report on Thursday. Royal Bank Of Canada cut their target price on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a research note on Thursday. Finally, Morgan Stanley reduced their price target on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday. Two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and seven have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Campbell’s has an average rating of “Reduce” and an average price target of $27.65.

Campbell’s Stock Up 0.3%

NASDAQ:CPB opened at $21.71 on Friday. Campbell’s has a twelve month low of $21.59 and a twelve month high of $40.59. The firm has a market capitalization of $6.47 billion, a price-to-earnings ratio of 11.86, a price-to-earnings-growth 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 stock’s 50 day moving average price is $26.76 and its two-hundred day moving average price is $29.35.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 EPS 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 company had revenue of $2.56 billion during the quarter. During the same period in the previous year, the firm posted $0.74 earnings per share. The company’s 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. Equities research analysts expect that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Insider Activity

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the firm’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 transaction of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Hedge Funds Weigh In On Campbell’s

A number of large investors have recently made changes to their positions in CPB. Stance Capital LLC acquired a new stake in Campbell’s during the 3rd quarter worth approximately $27,000. SBI Securities Co. Ltd. boosted its stake in Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after purchasing an additional 385 shares during the period. Flagship Harbor Advisors LLC acquired a new position in Campbell’s in the 4th quarter valued at $29,000. Sittner & Nelson LLC acquired a new position in Campbell’s in the 4th quarter valued at $29,000. Finally, Los Angeles Capital Management LLC bought a new position in Campbell’s during the 4th quarter worth $29,000. Institutional investors own 52.35% of the company’s stock.

Key Campbell’s News

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.