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

The Campbell’s Company (NASDAQ:CPB) has earned an average rating of “Reduce” from the twenty analysts that are covering the stock, Marketbeat.com reports. Eight equities research analysts have rated the stock with a sell rating and twelve have given a hold rating to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $21.8750.

A number of brokerages have commented on CPB. Sanford C. Bernstein reiterated an “underperform” rating and issued a $19.00 price target (down from $21.00) on shares of Campbell’s in a research note on Tuesday, June 9th. Wells Fargo & Company cut shares of Campbell’s from an “equal weight” rating to an “underweight” rating and cut their price target for the company from $20.00 to $18.00 in a research note on Wednesday, April 8th. Zacks Research cut shares of Campbell’s from a “hold” rating to a “strong sell” rating in a research note on Wednesday, June 10th. Stephens cut shares of Campbell’s from an “overweight” rating to an “equal weight” rating and cut their price target for the company from $28.00 to $21.00 in a research note on Monday, June 1st. Finally, Barclays cut their price target on shares of Campbell’s from $21.00 to $19.00 and set an “underweight” rating for the company in a research note on Monday, June 8th.

Campbell’s Stock Up 4.0%

Campbell’s stock opened at $21.21 on Wednesday. The company has a market cap of $6.33 billion, a P/E ratio of 10.50 and a beta of 0.02. Campbell’s has a 1-year low of $19.56 and a 1-year high of $34.17. The company has a fifty day simple moving average of $20.93 and a 200 day simple moving average of $24.21. The company has a current ratio of 0.87, a quick ratio of 0.38 and a debt-to-equity ratio of 1.53.

Campbell’s (NASDAQ:CPB) last released its earnings results on Monday, June 8th. The company reported $0.50 earnings per share 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 net margin of 6.12% and a return on equity of 18.04%. The firm’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same period last year, the business posted $0.22 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Research analysts anticipate that Campbell’s will post 2.18 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be issued a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $1.56 annualized dividend and a yield of 7.4%. Campbell’s’s dividend payout ratio (DPR) is currently 77.23%.

Institutional Trading of Campbell’s

A number of hedge funds have recently modified their holdings of CPB. Stance Capital LLC bought a new position in Campbell’s in the 3rd quarter valued at about $27,000. Los Angeles Capital Management LLC acquired a new position in shares of Campbell’s in the fourth quarter valued at approximately $29,000. Geneos Wealth Management Inc. grew its position in shares of Campbell’s by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares during the last quarter. Sittner & Nelson LLC bought a new position in shares of Campbell’s during the fourth quarter worth approximately $29,000. Finally, Flagship Harbor Advisors LLC bought a new position in shares of Campbell’s during the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 52.35% of the company’s stock.

Key Campbell’s News

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

• Positive Sentiment: Campbell’s was named one of America’s 50 Most Community-Minded Companies, earning a 2026 Civic 50 honor that highlights employee volunteering, community investment and social impact. The recognition is positive for brand reputation, though it is unlikely to move earnings materially. Article Title
• Neutral Sentiment: William Blair’s Jon Andersen initiated Campbell’s with a Hold rating, citing solid fundamentals but also execution risk. That suggests investors see stability, but not a strong near-term catalyst. Article Title
• Negative Sentiment: Zacks Research cut multiple earnings estimates for Campbell’s across FY2026 through FY2028 and kept a Strong Sell rating. The lowered EPS outlook signals concern about future profitability and is the clearest negative catalyst in the news flow. Article Title
• Negative Sentiment: Another bearish note argued investors should sell CPB, adding to pressure from the series of downgraded earnings forecasts and reinforcing the market’s caution around growth expectations. Article Title

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.