The Campbell’s Company (NASDAQ:CPB) Given Consensus Recommendation of “Reduce” by Brokerages

Shares of The Campbell’s Company (NASDAQ:CPB) have been assigned an average recommendation of “Reduce” from the twenty-two ratings firms that are currently covering the firm, Marketbeat reports. Six analysts have rated the stock with a sell recommendation, thirteen have assigned a hold recommendation and three have given a buy recommendation to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $32.2941.

Several research analysts have recently commented on the stock. Weiss Ratings lowered shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 5th. Stephens dropped their price target on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Royal Bank Of Canada decreased their target price on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a report on Wednesday, December 10th. Zacks Research upgraded Campbell’s from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. Finally, Sanford C. Bernstein decreased their price objective on Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a research note on Wednesday, December 10th.

Campbell’s Stock Up 0.9%

Shares of NASDAQ CPB opened at $26.79 on Friday. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average is $28.41 and its two-hundred day moving average is $30.62. Campbell’s has a 52-week low of $25.62 and a 52-week high of $43.85. The firm has a market cap of $7.99 billion, a price-to-earnings ratio of 13.88, a PEG ratio of 9.41 and a beta of -0.04.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The business had revenue of $2.68 billion during the quarter. The firm’s revenue was down 3.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Research analysts predict that Campbell’s will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Thursday, January 8th will be given a $0.39 dividend. The ex-dividend date of this dividend is Thursday, January 8th. This represents a $1.56 dividend on an annualized basis and a dividend yield of 5.8%. Campbell’s’s dividend payout ratio is currently 80.83%.

Insider Buying and Selling at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company’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 completion of the transaction, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Anthony Sanzio sold 2,700 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares in the company, valued at $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 insiders.

Institutional Trading of Campbell’s

Several institutional investors have recently modified their holdings of the stock. Two Sigma Investments LP grew its position in shares of Campbell’s by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock valued at $155,916,000 after buying an additional 4,159,398 shares during the last quarter. Massachusetts Financial Services Co. MA acquired a new position in Campbell’s in the third quarter valued at $77,940,000. Invesco Ltd. grew its holdings in shares of 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 purchasing an additional 2,387,575 shares during the last quarter. UBS Group AG increased its position in shares of Campbell’s by 175.7% during the third quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock worth $117,823,000 after purchasing an additional 2,377,488 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Campbell’s by 287.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company’s stock valued at $75,078,000 after purchasing an additional 1,763,870 shares during the last quarter. 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.