FNY Investment Advisers LLC Takes Position in The Campbell’s Company $CPB

FNY Investment Advisers LLC purchased a new position in shares of The Campbell’s Company (NASDAQ:CPB) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 25,000 shares of the company’s stock, valued at approximately $696,000.

A number of other institutional investors have also recently bought and sold shares of CPB. Stance Capital LLC acquired a new position in Campbell’s in the third quarter valued at about $27,000. Geneos Wealth Management Inc. lifted its position 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. Parvin Asset Management LLC acquired a new stake in Campbell’s during the second quarter worth about $35,000. IFP Advisors Inc acquired a new stake in Campbell’s during the third quarter worth about $37,000. Finally, Rothschild Investment LLC increased its holdings in Campbell’s by 85.5% in the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after buying an additional 586 shares during the period. Institutional investors own 52.35% of the company’s stock.

Insider Activity

In related news, EVP Anthony Sanzio sold 2,700 shares of the firm’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 of the company’s stock, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 19.78% of the stock is owned by corporate insiders.

Campbell’s Trading Down 1.7%

Shares of CPB stock opened at $22.01 on Friday. The Campbell’s Company has a 1-year low of $20.62 and a 1-year high of $40.44. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66. The stock has a market cap of $6.56 billion, a price-to-earnings ratio of 12.03 and a beta of 0.03. The stock has a 50-day moving average of $25.36 and a 200-day moving average of $28.27.

Campbell’s (NASDAQ:CPB) last announced its 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 firm had revenue of $2.56 billion for the quarter. During the same period in the previous year, the company earned $0.74 earnings per share. The firm’s revenue was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities research analysts forecast that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms have recently commented on CPB. Morgan Stanley lowered their price target on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday, March 12th. Barclays decreased their target price on Campbell’s from $27.00 to $23.00 and set an “underweight” rating on the stock in a research report on Thursday, March 12th. Sanford C. Bernstein lowered their target price on Campbell’s from $33.00 to $27.00 and set an “outperform” rating for the company in a research note on Thursday, March 12th. UBS Group dropped their target price on shares of Campbell’s from $24.00 to $20.00 and set a “sell” rating for the company in a report on Friday, March 13th. Finally, Stephens reduced their price target on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research note on Monday, December 8th. Two investment 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’s stock. Based on data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $27.47.

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.