Stifel Nicolaus Has Lowered Expectations for Campbell’s (NASDAQ:CPB) Stock Price

Campbell’s (NASDAQ:CPB) had its price objective cut by equities researchers at Stifel Nicolaus from $30.00 to $25.00 in a report released on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Stifel Nicolaus’ target price suggests a potential upside of 15.15% from the stock’s previous close.

A number of other research analysts have also issued reports on the stock. UBS Group lowered their target price on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a research note on Friday, March 6th. Jefferies Financial Group reissued a “hold” rating and set a $26.00 target price on shares of Campbell’s in a research report on Monday, March 2nd. Wells Fargo & Company downgraded Campbell’s from an “equal weight” rating to an “underweight” rating and lowered their price target for the company from $28.00 to $20.00 in a research report on Thursday. Barclays dropped their price objective on Campbell’s from $27.00 to $23.00 and set an “underweight” rating on the stock in a research note on Thursday. Finally, Stephens cut their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research report on Monday, December 8th. Two analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $27.65.

Campbell’s Stock Up 0.3%

CPB opened at $21.71 on Thursday. The firm has a market cap of $6.47 billion, a P/E ratio of 11.86, a price-to-earnings-growth ratio of 8.40 and a beta of -0.03. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.34 and a current ratio of 1.01. The business has a 50 day moving average price of $26.76 and a 200 day moving average price of $29.37. Campbell’s has a twelve month low of $21.59 and a twelve month high of $40.59.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results 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 for the quarter. During the same quarter in the previous year, the business posted $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. Research analysts forecast that Campbell’s will post 3.15 EPS for the current year.

Insider Transactions at Campbell’s

In related news, EVP Charles A. Brawley III sold 11,550 shares of the business’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following 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 sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Anthony Sanzio sold 2,700 shares of the company’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 value of $71,577.00. Following the completion of the transaction, the executive vice president directly owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by corporate insiders.

Institutional Trading of Campbell’s

Institutional investors have recently modified their holdings of the company. Two Sigma Investments LP increased its position in shares of Campbell’s by 534.8% during the third quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock valued at $155,916,000 after purchasing an additional 4,159,398 shares during the period. Brandywine Managers LLC bought a new position in Campbell’s in the fourth quarter worth $92,793,000. Massachusetts Financial Services Co. MA acquired a new stake in Campbell’s during the third quarter worth $77,940,000. Invesco Ltd. boosted its stake in Campbell’s by 42.6% during the third quarter. Invesco Ltd. now owns 7,995,733 shares of the company’s stock worth $252,505,000 after buying an additional 2,387,575 shares in the last quarter. Finally, UBS Group AG increased its holdings in Campbell’s by 175.7% in the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock valued at $117,823,000 after buying an additional 2,377,488 shares during the period. Institutional investors and hedge funds own 52.35% of the company’s stock.

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

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.