Brandes Investment Partners LP Grows Position in The Campbell’s Company $CPB

Brandes Investment Partners LP grew its stake in shares of The Campbell’s Company (NASDAQ:CPB) by 91.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 112,984 shares of the company’s stock after acquiring an additional 53,822 shares during the quarter. Brandes Investment Partners LP’s holdings in Campbell’s were worth $3,149,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of CPB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Campbell’s by 3.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock worth $777,000 after buying an additional 685 shares in the last quarter. Goldman Sachs Group Inc. increased its position in Campbell’s by 4.3% during the first quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock worth $26,369,000 after buying an additional 27,374 shares in the last quarter. Empowered Funds LLC purchased a new position in Campbell’s during the first quarter worth $446,000. Woodline Partners LP increased its position in Campbell’s by 40.9% during the first quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after buying an additional 4,827 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased 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 buying an additional 750 shares in the last quarter. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Key Stories Impacting Campbell’s

Here are the key news stories impacting Campbell’s this week:

• Positive Sentiment: Campbell’s director Bennett Dorrance, Jr. disclosed a small insider purchase of 300 shares at $21.45, which can be read as a vote of confidence from management/aligned ownership. SEC filing
• Positive Sentiment: Despite a miss on sales expectations, the company recently beat EPS estimates and reiterated FY2026 guidance, which may be helping investors view the selloff as overdone. CPB Stock Slips Premarket After Earnings – But Retail Still Sees Campbell’s As A ‘Defensive Play’
• Neutral Sentiment: TD Cowen kept a Hold rating, suggesting the stock’s risk/reward remains balanced near current levels. Campbell Soup (CPB) Receives a Hold from TD Cowen
• Neutral Sentiment: Campbell’s earnings call pointed to cost-cutting, portfolio simplification, and inflation pressures, but also highlighted strength in Meals & Beverages. CPB Q3 Earnings Call Highlights Inflation Risks and Snack Reset
• Negative Sentiment: UBS rated Campbell’s a Sell, and Bank of America cut its price target to $18 with an Underperform rating, reinforcing concerns about slower growth and limited upside. Campbell Soup (CPB) Receives a Sell from UBS
• Negative Sentiment: Analysts also flagged weaker sales performance and “major challenges,” which is pressuring sentiment around the stock. Top analysts cut Campbell’s stock target amid major challenges

Campbell’s Price Performance

Shares of NASDAQ:CPB opened at $22.88 on Thursday. The company has a market cap of $6.82 billion, a P/E ratio of 11.33 and a beta of 0.02. The company has a quick ratio of 0.51, a current ratio of 0.87 and a debt-to-equity ratio of 1.53. The Campbell’s Company has a 52 week low of $19.56 and a 52 week high of $34.19. The business has a fifty day simple moving average of $20.91 and a 200-day simple moving average of $24.77.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings data on Monday, June 8th. The company reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. The business had revenue of $2.37 billion during the quarter. Campbell’s had a return on equity of 18.04% and a net margin of 6.12%.Campbell’s’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.22 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Equities research analysts forecast that The Campbell’s Company will post 2.18 EPS for the current year.

Campbell’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd will be given a $0.39 dividend. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.8%. Campbell’s’s payout ratio is currently 77.23%.

Analysts Set New Price Targets

Several research firms have weighed in on CPB. BNP Paribas Exane dropped their price target on Campbell’s from $22.00 to $19.00 and set an “underperform” rating for the company in a research report on Thursday, April 9th. Wells Fargo & Company downgraded Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their price target for the stock from $20.00 to $18.00 in a research report on Wednesday, April 8th. TD Cowen dropped their price target on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research report on Thursday, March 12th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $26.00 price objective on shares of Campbell’s in a research report on Monday, March 2nd. Finally, Barclays lowered their price objective on Campbell’s from $21.00 to $19.00 and set an “underweight” rating for the company in a research report on Monday. Thirteen research analysts have rated the stock with a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $21.88.

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.