The Campbell’s Company $CPB Shares Acquired by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC boosted its holdings in The Campbell’s Company (NASDAQ:CPB) by 59.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 65,633 shares of the company’s stock after buying an additional 24,441 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Campbell’s were worth $2,073,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Massachusetts Financial Services Co. MA bought a new stake in shares of Campbell’s during the 3rd quarter worth $77,940,000. Norges Bank purchased a new stake in shares of Campbell’s during the second quarter valued at $40,967,000. Qube Research & Technologies Ltd boosted its position in shares of Campbell’s by 2,283.9% in the 2nd quarter. Qube Research & Technologies Ltd now owns 1,154,599 shares of the company’s stock valued at $35,388,000 after purchasing an additional 1,106,166 shares during the period. Worldquant Millennium Advisors LLC increased its stake in Campbell’s by 596.3% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,086,092 shares of the company’s stock worth $33,289,000 after purchasing an additional 930,120 shares in the last quarter. Finally, Jump Financial LLC raised its holdings in Campbell’s by 5,100.8% during the 2nd quarter. Jump Financial LLC now owns 917,949 shares of the company’s stock worth $28,135,000 after buying an additional 900,299 shares during the period. Institutional investors own 52.35% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Stephens decreased their target price on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a report on Monday, December 8th. Stifel Nicolaus set a $30.00 target price on shares of Campbell’s and gave the company a “hold” rating in a research note on Tuesday, December 9th. Royal Bank Of Canada reduced 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. Morgan Stanley lowered their price target on Campbell’s from $30.00 to $28.00 and set a “cautious” rating on the stock in a report on Friday, January 16th. Finally, Weiss Ratings downgraded Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 5th. Three research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus target price of $32.29.

Insider Activity at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction 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 represents a 20.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. The trade was a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Campbell’s Price Performance

Shares of NASDAQ:CPB opened at $27.98 on Friday. The firm has a market cap of $8.34 billion, a price-to-earnings ratio of 14.50, a P/E/G ratio of 9.48 and a beta of -0.04. The Campbell’s Company has a 1 year low of $25.62 and a 1 year high of $43.85. The company has a current ratio of 0.82, a quick ratio of 0.34 and a debt-to-equity ratio of 1.54. The business has a fifty day simple moving average of $28.04 and a 200 day simple moving average of $30.50.

Campbell’s (NASDAQ:CPB) last issued its 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. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The firm had revenue of $2.68 billion for the quarter. The business’s quarterly 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. As a group, sell-side analysts predict that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Thursday, January 8th will be paid a $0.39 dividend. The ex-dividend date is Thursday, January 8th. This represents a $1.56 dividend on an annualized basis and a yield of 5.6%. Campbell’s’s payout ratio is 80.83%.

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.