Hussman Strategic Advisors Inc. Sells 21,000 Shares of The Campbell’s Company $CPB

Hussman Strategic Advisors Inc. trimmed its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 11.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 168,000 shares of the company’s stock after selling 21,000 shares during the period. Campbell’s accounts for about 1.1% of Hussman Strategic Advisors Inc.’s holdings, making the stock its 2nd largest holding. Hussman Strategic Advisors Inc.’s holdings in Campbell’s were worth $5,305,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Ameritas Advisory Services LLC purchased a new stake in Campbell’s during the second quarter worth approximately $25,000. ORG Partners LLC lifted its position in shares of Campbell’s by 77.3% during the 2nd quarter. ORG Partners LLC now owns 906 shares of the company’s stock worth $29,000 after buying an additional 395 shares during the last quarter. SBI Securities Co. Ltd. boosted its holdings in shares of Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after buying an additional 385 shares in the last quarter. Parvin Asset Management LLC purchased a new position in shares of Campbell’s in the 2nd quarter valued at $35,000. Finally, Geneos Wealth Management Inc. grew its position in shares of Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after buying an additional 750 shares during the last quarter. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Campbell’s Stock Performance

Shares of CPB stock opened at $27.37 on Wednesday. The stock’s 50-day moving average price is $28.26 and its 200 day moving average price is $30.57. The Campbell’s Company has a 52-week low of $25.62 and a 52-week high of $43.85. The stock has a market capitalization of $8.16 billion, a PE ratio of 14.18, a price-to-earnings-growth ratio of 9.53 and a beta of -0.04. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping the consensus estimate 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 business’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. As a group, equities research analysts forecast that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be paid a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 5.7%. The ex-dividend date is Thursday, January 8th. Campbell’s’s dividend payout ratio (DPR) is 80.83%.

Insider Activity

In other news, EVP Charles A. Brawley III sold 11,550 shares of the business’s stock in a transaction dated 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 directly owned 43,777 shares in the company, valued at $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the transaction, the executive vice president directly owned 25,264 shares of the company’s stock, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Weiss Ratings cut shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Zacks Research raised Campbell’s from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. 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 research report on Wednesday, December 10th. UBS Group dropped their price target on Campbell’s from $28.00 to $26.00 and set a “sell” rating on the stock in a research note on Wednesday, December 10th. Finally, Stephens reduced their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Three analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Reduce” and an average price target of $32.29.

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.