The Campbell’s Company (NASDAQ:CPB) Receives Average Rating of “Reduce” from Brokerages

The Campbell’s Company (NASDAQ:CPB) has earned an average recommendation of “Reduce” from the twenty-one brokerages that are presently covering the company, MarketBeat reports. Seven investment analysts have rated the stock with a sell rating, twelve have assigned a hold rating and two have given a buy rating to the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $27.6471.

A number of brokerages have weighed in on CPB. Deutsche Bank Aktiengesellschaft lowered their target price on Campbell’s from $28.00 to $23.00 and set a “hold” rating for the company in a report on Thursday. Zacks Research downgraded shares of Campbell’s from a “hold” rating to a “strong sell” rating in a research report on Thursday. Stephens lowered their price objective 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. Sanford C. Bernstein dropped their target price on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Weiss Ratings cut shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th.

Campbell’s Price Performance

Shares of NASDAQ CPB opened at $21.71 on Monday. The company has a market capitalization of $6.47 billion, a PE ratio of 11.86, a P/E/G ratio of 8.43 and a beta of -0.02. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. Campbell’s has a twelve month low of $21.59 and a twelve month high of $40.59. The firm has a fifty day simple moving average of $26.76 and a 200 day simple moving average of $29.34.

Campbell’s (NASDAQ:CPB) last issued 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 business had revenue of $2.56 billion for the quarter. During the same period in the prior year, the firm posted $0.74 EPS. The company’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. On average, sell-side analysts forecast that Campbell’s will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The company also recently announced 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. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.2%. Campbell’s’s dividend payout ratio (DPR) is currently 85.25%.

Key Stories Impacting 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

Insider Transactions at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of the business’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 completion of the sale, the executive vice president directly owned 25,264 shares of the company’s stock, valued at $669,748.64. The trade was a 9.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’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 value of $325,017.00. Following the transaction, the executive vice president directly 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 SEC filing for this sale provides additional information. Insiders own 19.78% of the company’s stock.

Institutional Trading of Campbell’s

Several hedge funds have recently bought and sold shares of CPB. Stance Capital LLC acquired a new position in Campbell’s during the third quarter worth $27,000. SBI Securities Co. Ltd. increased its position 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 worth $29,000 after acquiring an additional 385 shares in the last quarter. Flagship Harbor Advisors LLC bought a new stake in shares of Campbell’s during the fourth quarter worth about $29,000. Sittner & Nelson LLC acquired a new stake in shares of Campbell’s in the 4th quarter worth about $29,000. Finally, Los Angeles Capital Management LLC bought a new position in Campbell’s in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 52.35% of the company’s stock.

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.