Campbell’s (NASDAQ:CPB) Shares Up 4.3% – Here’s What Happened

Shares of The Campbell’s Company (NASDAQ:CPB) were up 4.3% on Friday . The company traded as high as $21.87 and last traded at $21.8450. Approximately 1,982,749 shares traded hands during mid-day trading, a decline of 76% from the average daily volume of 8,359,966 shares. The stock had previously closed at $20.95.

Key Headlines Impacting Campbell’s

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

• Positive Sentiment: Rising yield/valuation narrative could attract income/value buyers — a Yahoo piece highlights that shares have slid and the dividend yield has climbed, making CPB look cheaper on several valuation metrics; that dynamic can support short‑term buying and explain today’s uptick. Assessing Campbell’s (CPB) Valuation As Shares Slide And Dividend Yield Climbs
• Neutral Sentiment: Geopolitical/supply risks for staples — an article outlines how a Strait of Hormuz disruption could raise fertilizer and packing costs, which may lift food prices industry‑wide; for Campbell’s this is mixed — potential pricing power vs. higher input costs and volatility. Here Are 7 Ways the Strait of Hormuz Closure Is Affecting Consumer Staples Stocks
• Negative Sentiment: Multiple cuts from Zacks Research — Zacks lowered numerous quarterly and FY2026 EPS estimates (FY down to $2.21 from $2.46) and maintains a “Strong Sell” view, trimming Q3–Q4 2026 and several 2027–2028 quarterly forecasts. These estimate cuts increase downside risk and reflect concerns after the March quarterly miss, which could weigh on investor sentiment and future price performance.
• Negative Sentiment: Bearish coverage spotlighted — MSN labeled Campbell’s a “Bear of the Day,” reinforcing negative market narratives and potentially amplifying selling pressure among momentum or sentiment‑driven investors. Bear of the day: The Campbell’s company (CPB)

Analysts Set New Price Targets

A number of research firms recently issued reports on CPB. Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 price target on shares of Campbell’s in a research note on Monday, March 2nd. Stifel Nicolaus dropped their price objective 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, March 12th. Weiss Ratings downgraded shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. TD Cowen decreased their target price on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a research report on Thursday, March 12th. Finally, Zacks Research downgraded shares of Campbell’s from a “hold” rating to a “strong sell” rating in a report on Thursday, March 12th. Two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and seven have issued a Sell rating to the company. Based on data from MarketBeat.com, Campbell’s has an average rating of “Reduce” and a consensus price target of $27.65.

Campbell’s Stock Performance

The company has a market capitalization of $6.56 billion, a P/E ratio of 12.02 and a beta of -0.03. The business has a 50-day moving average of $25.69 and a 200-day moving average of $28.55. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.51.

Campbell’s (NASDAQ:CPB) last posted 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). Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The firm had revenue of $2.56 billion for the quarter. During the same quarter last year, the business earned $0.74 EPS. The firm’s revenue 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 anticipate that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a yield of 7.1%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio is presently 85.25%.

Insider Transactions at Campbell’s

In other news, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction 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 filing with the SEC, which can be accessed through this link. 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 shares were 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 represents a 20.88% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 19.78% of the company’s stock.

Hedge Funds Weigh In On Campbell’s

A number of large investors have recently bought and sold shares of the business. Stance Capital LLC purchased a new stake in Campbell’s in the third quarter worth $27,000. Flagship Harbor Advisors LLC purchased a new stake in shares of Campbell’s during the fourth quarter valued at $29,000. Sittner & Nelson LLC bought a new position in shares of Campbell’s in the fourth quarter worth about $29,000. Los Angeles Capital Management LLC bought a new position in shares of Campbell’s in the fourth quarter worth about $29,000. Finally, Ankerstar Wealth LLC purchased a new position in Campbell’s in the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 52.35% of the company’s stock.

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.