Aster Capital Management DIFC Ltd Lowers Stock Holdings in The Campbell’s Company $CPB

Aster Capital Management DIFC Ltd lowered its position in shares of The Campbell’s Company (NASDAQ:CPB) by 83.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,416 shares of the company’s stock after selling 57,267 shares during the period. Aster Capital Management DIFC Ltd’s holdings in Campbell’s were worth $361,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CPB. Handelsbanken Fonder AB boosted its holdings in Campbell’s by 73.7% in the 3rd quarter. Handelsbanken Fonder AB now owns 75,900 shares of the company’s stock valued at $2,397,000 after purchasing an additional 32,200 shares during the period. Integrated Advisors Network LLC raised its position in shares of Campbell’s by 70.8% in the third quarter. Integrated Advisors Network LLC now owns 13,375 shares of the company’s stock worth $422,000 after buying an additional 5,542 shares in the last quarter. US Bancorp DE boosted its stake in Campbell’s by 5.7% during the third quarter. US Bancorp DE now owns 31,742 shares of the company’s stock valued at $1,002,000 after buying an additional 1,720 shares during the period. Mufg Securities Americas Inc. grew its position in Campbell’s by 21.7% during the third quarter. Mufg Securities Americas Inc. now owns 5,307 shares of the company’s stock worth $168,000 after buying an additional 946 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in Campbell’s by 214.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 3,646 shares of the company’s stock worth $115,000 after acquiring an additional 2,488 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on CPB. Barclays set a $27.00 price target on Campbell’s in a research report on Friday, January 16th. UBS Group dropped their target price on shares of Campbell’s from $28.00 to $26.00 and set a “sell” rating for the company in a research report on Wednesday, December 10th. Stifel Nicolaus set a $30.00 price target on shares of Campbell’s and gave the stock a “hold” rating in a report on Tuesday, December 9th. Weiss Ratings downgraded shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Finally, Wells Fargo & Company lowered their price target on Campbell’s from $31.00 to $30.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 10th. Three investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Reduce” and an average target price of $32.29.

Campbell’s Stock Performance

NASDAQ:CPB opened at $26.95 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82. The Campbell’s Company has a fifty-two week low of $25.62 and a fifty-two week high of $43.85. The firm has a market cap of $8.03 billion, a PE ratio of 13.96, a price-to-earnings-growth ratio of 9.43 and a beta of -0.04. The business has a 50 day moving average price of $27.47 and a 200-day moving average price of $29.93.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.04. The company had revenue of $2.68 billion during the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The company’s quarterly revenue was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Equities research analysts predict that The Campbell’s Company will post 3.15 earnings per share 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 issued a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a dividend yield of 5.8%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio is currently 80.83%.

Insider Activity

In related news, 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 sale, the executive vice president directly 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 document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction dated Friday, January 9th. The shares were 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 in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by company insiders.

Campbell’s 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.