Zacks Research Predicts Weaker Earnings for Campbell’s

The Campbell’s Company (NASDAQ:CPB) – Analysts at Zacks Research reduced their FY2027 EPS estimates for shares of Campbell’s in a research report issued to clients and investors on Wednesday, March 25th. Zacks Research analyst Team now forecasts that the company will post earnings of $2.26 per share for the year, down from their previous forecast of $2.59. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Campbell’s’ current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell’s’ FY2028 earnings at $2.35 EPS.

Campbell’s (NASDAQ:CPB) last posted its earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share for the quarter, missing the consensus estimate of $0.57 by ($0.06). The business had revenue of $2.56 billion for the quarter. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The company’s quarterly revenue was down 4.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS.

CPB has been the subject of several other reports. DA Davidson restated a “neutral” rating and set a $30.00 price objective on shares of Campbell’s in a research report on Thursday, March 12th. Bank of America dropped their price target on Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a research report on Thursday, March 12th. Weiss Ratings cut Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft reduced their price objective on Campbell’s from $28.00 to $23.00 and set a “hold” rating on the stock in a research report on Thursday, March 12th. Finally, Stephens dropped 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, eleven have issued a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat.com, Campbell’s has a consensus rating of “Reduce” and an average price target of $27.65.

Campbell’s Price Performance

CPB stock opened at $21.99 on Monday. The company’s 50 day simple moving average is $25.69 and its 200-day simple moving average is $28.51. The firm has a market capitalization of $6.56 billion, a PE ratio of 12.02 and a beta of -0.02. Campbell’s has a 12 month low of $20.62 and a 12 month high of $40.59. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.51.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Campbell’s by 3.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock worth $777,000 after acquiring an additional 685 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in Campbell’s by 4.3% in the first quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock valued at $26,369,000 after purchasing an additional 27,374 shares during the period. Empowered Funds LLC acquired a new position in Campbell’s during the first quarter worth approximately $446,000. Woodline Partners LP increased its position in Campbell’s by 40.9% during the first quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after purchasing an additional 4,827 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in Campbell’s by 333.3% during the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after purchasing an additional 750 shares during the period. Institutional investors and hedge funds own 52.35% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the 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 transaction, the executive vice president owned 43,777 shares in the company, 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. Corporate insiders own 19.78% of the company’s stock.

Campbell’s Dividend Announcement

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

Campbell’s News Summary

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)

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.