Campbell’s (NASDAQ:CPB) Price Target Lowered to $24.00 at UBS Group

Campbell’s (NASDAQ:CPB) had its price objective lowered by UBS Group from $26.00 to $24.00 in a research note issued to investors on Friday morning,Benzinga reports. The firm currently has a sell rating on the stock.

Several other research firms have also recently weighed in on CPB. Stifel Nicolaus set a $30.00 price target on Campbell’s and gave the company a “hold” rating in a report on Tuesday, December 9th. Stephens decreased their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Royal Bank Of Canada lowered their target price on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. DA Davidson reissued a “neutral” rating and issued a $30.00 price target on shares of Campbell’s in a research note on Thursday, December 11th. Finally, Barclays set a $27.00 price target on shares of Campbell’s in a report on Friday, January 16th. Two investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, Campbell’s presently has a consensus rating of “Reduce” and an average target price of $31.35.

Campbell’s Price Performance

Shares of CPB traded up $0.72 during mid-day trading on Friday, reaching $25.78. 8,302,892 shares of the stock traded hands, compared to its average volume of 6,548,287. The company has a market cap of $7.69 billion, a price-to-earnings ratio of 13.36, a price-to-earnings-growth ratio of 8.81 and a beta of -0.03. Campbell’s has a 1 year low of $24.86 and a 1 year high of $43.85. The firm has a fifty day moving average price of $27.22 and a 200 day moving average price of $29.70. The company has a current ratio of 0.82, a quick ratio of 0.34 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping 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 company had revenue of $2.68 billion for the quarter. The company’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 predict that Campbell’s will post 3.15 earnings per share for the current year.

Campbell’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 6.1%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is presently 80.83%.

Insider Activity at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of the 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 transaction, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the transaction, the executive vice president owned 43,777 shares in the company, valued at approximately $1,231,884.78. The trade was a 20.88% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 19.78% of the company’s stock.

Institutional Trading of Campbell’s

Institutional investors have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust boosted its holdings in shares of Campbell’s by 21.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock valued at $61,000 after purchasing an additional 342 shares during the last quarter. Keybank National Association OH lifted its position in shares of Campbell’s by 1.1% in the third quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock worth $1,034,000 after buying an additional 353 shares in the last quarter. J.W. Cole Advisors Inc. boosted its stake in Campbell’s by 1.9% during the second quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock valued at $611,000 after buying an additional 375 shares during the last quarter. Public Employees Retirement System of Ohio grew its holdings in Campbell’s by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company’s stock valued at $1,913,000 after buying an additional 376 shares in the last quarter. Finally, New England Asset Management Inc. grew its holdings in Campbell’s by 0.6% during the 3rd quarter. New England Asset Management Inc. now owns 65,365 shares of the company’s stock valued at $2,064,000 after buying an additional 380 shares in the last quarter. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Campbell’s

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

• Positive Sentiment: MarketBeat highlights CPB as a potential value/dividend play—calls attention to a ~5.9% yield and low P/E versus history, which can attract income and value investors. 3 Undervalued Names Too Cheap to Ignore
• Positive Sentiment: Seeking Alpha argues much bad news is already priced in and upgrades its stance to a hold with a $25 target, signaling limited near-term downside and giving some investors confidence to buy the dividend yield. The Campbell’s Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)
• Neutral Sentiment: Zacks publishes previews and metric-level estimates for CPB’s Q2, highlighting areas (sales, margins, input-cost pressure) that will matter to the quarter—this is informational and increases short-term earnings risk if results miss. Unlocking Q2 Potential of Campbell (CPB)
• Neutral Sentiment: Another Zacks earnings preview reiterates expectations for sales and profit declines driven by snack softness, divestitures and rising costs—useful for positioning into earnings but not a fresh catalyst. Campbell’s Q2 Earnings on the Horizon
• Negative Sentiment: UBS cut its price target to $24 and moved to a “sell” rating — the most bearish recent analyst action and a clear near-term downside signal for sentiment. Benzinga: UBS PT Cut
• Negative Sentiment: Morgan Stanley trimmed its PT from $28 to $27 and kept an “equal weight” stance, a modestly negative revision that reduces upside in analyst consensus. Benzinga: Morgan Stanley PT Cut
• Negative Sentiment: Deutsche Bank and Wells Fargo recently lowered targets and tone on CPB as its outlook weakened—adds to the chorus of cautious sell-side views pressuring the stock. InsiderMonkey: Deutsche Bank, Wells Fargo Cuts
• Negative Sentiment: Reports note CPB hit a new 12‑month low after analyst downgrades and coverage calling for weaker near-term performance, underscoring the price pressure from the sell-side narrative. AmericanBankingNews: Sets New 12-Month Low

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.