Intech Investment Management LLC Decreases Stake in The Campbell’s Company $CPB

Intech Investment Management LLC cut its stake in The Campbell’s Company (NASDAQ:CPB) by 75.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,642 shares of the company’s stock after selling 103,812 shares during the period. Intech Investment Management LLC’s holdings in Campbell’s were worth $1,094,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. SBI Securities Co. Ltd. increased its stake in Campbell’s by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after purchasing an additional 385 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in shares of Campbell’s during the second quarter worth $35,000. Geneos Wealth Management Inc. grew its holdings in shares of Campbell’s by 333.3% during the first 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. Rothschild Investment LLC grew its holdings in shares of Campbell’s by 85.5% during the third quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after buying an additional 586 shares during the last quarter. Finally, Kentucky Trust Co increased its position in shares of Campbell’s by 40.0% in the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock valued at $44,000 after acquiring an additional 400 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Insider Activity

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The stock was 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 of the company’s stock, valued at approximately $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 can be accessed through this link. Also, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the sale, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is owned by company insiders.

Campbell’s Trading Up 2.9%

Shares of Campbell’s stock opened at $25.78 on Friday. The stock has a market cap of $7.69 billion, a PE ratio of 13.36, a price-to-earnings-growth ratio of 9.07 and a beta of -0.03. The firm has a fifty day moving average price of $27.22 and a 200 day moving average price of $29.68. The Campbell’s Company has a 1 year low of $24.86 and a 1 year high of $43.85. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.82 and a quick ratio of 0.34.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, beating the consensus estimate of $0.73 by $0.04. The company had revenue of $2.68 billion for the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm’s revenue for the quarter 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. Equities research analysts predict that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be paid a $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.1%. Campbell’s’s dividend payout ratio is presently 80.83%.

Campbell’s News Summary

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

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. Morgan Stanley reduced their target price on Campbell’s from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Friday. Weiss Ratings downgraded Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 5th. Jefferies Financial Group reissued a “hold” rating and issued a $26.00 price objective on shares of Campbell’s in a report on Monday, March 2nd. Stifel Nicolaus set a $30.00 price objective on Campbell’s and gave the stock a “hold” rating in a research note on Tuesday, December 9th. Finally, Wells Fargo & Company decreased their target price on Campbell’s from $30.00 to $28.00 and set an “equal weight” rating for the company in a report on Tuesday, March 3rd. Two equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of $31.35.

Campbell’s 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.