Campbell’s FY2027 EPS Forecast Reduced by Zacks Research

The Campbell’s Company (NASDAQ:CPB) – Analysts at Zacks Research cut their FY2027 earnings per share estimates for Campbell’s in a research note issued 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 prior estimate of $2.59. Zacks Research 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 released its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.06). The firm had revenue of $2.56 billion during the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.Campbell’s’s revenue for the quarter was down 4.5% on a year-over-year basis. During the same quarter last year, the business posted $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS.

A number of other brokerages have also recently weighed in on CPB. Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 price target on shares of Campbell’s in a research report on Monday, March 2nd. Royal Bank Of Canada dropped their price objective on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a research report on Thursday, March 12th. Barclays reduced their target price on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating on the stock in a report on Thursday, March 12th. Wells Fargo & Company cut shares of Campbell’s from an “equal weight” rating to an “underweight” rating and decreased their price target for the stock from $28.00 to $20.00 in a research report on Thursday, March 12th. Finally, Stifel Nicolaus lowered their price target on Campbell’s from $30.00 to $25.00 and set a “hold” rating for the company in a report on Thursday, March 12th. 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 stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $27.65.

Campbell’s Price Performance

CPB opened at $21.99 on Monday. The firm has a 50 day moving average price of $25.69 and a 200 day moving average price of $28.51. The company has a market cap of $6.56 billion, a PE ratio of 12.02 and a beta of -0.02. Campbell’s has a 1 year low of $20.62 and a 1 year high of $40.59. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.51 and a current ratio of 1.01.

Campbell’s Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the completion of the transaction, the executive vice president directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Anthony Sanzio sold 2,700 shares of the firm’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 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 19.78% of the company’s stock.

Institutional Trading of Campbell’s

Large investors have recently modified their holdings of the business. Berkshire Asset Management LLC PA acquired a new stake in Campbell’s in the third quarter valued at $1,270,000. Hillman Capital Management Inc. grew its holdings in Campbell’s by 83.7% during the 3rd quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company’s stock worth $5,464,000 after acquiring an additional 78,824 shares in the last quarter. Wedmont Private Capital increased its position in shares of Campbell’s by 840.4% in the 3rd quarter. Wedmont Private Capital now owns 68,808 shares of the company’s stock worth $2,141,000 after purchasing an additional 61,491 shares during the last quarter. XTX Topco Ltd bought a new stake in shares of Campbell’s in the 2nd quarter worth about $1,154,000. Finally, Massachusetts Financial Services Co. MA acquired a new stake in shares of Campbell’s in the 3rd quarter valued at about $77,940,000. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Campbell’s

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)

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.