Campbell’s (NASDAQ:CPB) Price Target Lowered to $26.00 at Royal Bank Of Canada

Campbell’s (NASDAQ:CPB) had its price objective lowered by Royal Bank Of Canada from $30.00 to $26.00 in a report published on Thursday,Benzinga reports. The brokerage currently has a sector perform rating on the stock.

Other equities research analysts have also recently issued research reports about 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. Barclays dropped their target price on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating for the company in a research report on Thursday. DA Davidson reiterated a “neutral” rating and set a $30.00 price target on shares of Campbell’s in a research report on Thursday. TD Cowen decreased their price objective on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a research note on Thursday. Finally, Bank of America lowered their price objective on shares of Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a research report on Thursday. Two equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Campbell’s presently has an average rating of “Reduce” and an average target price of $27.88.

Campbell’s Price Performance

Shares of NASDAQ CPB opened at $21.65 on Thursday. The stock has a market capitalization of $6.45 billion, a PE ratio of 11.83, a P/E/G ratio of 8.91 and a beta of -0.03. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.34. The business has a fifty day moving average price of $26.88 and a two-hundred day moving average price of $29.45. Campbell’s has a fifty-two week low of $21.59 and a fifty-two week high of $40.59.

Campbell’s (NASDAQ:CPB) last released its earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The company had revenue of $2.56 billion for the quarter. During the same quarter in the prior year, the business posted $0.74 earnings per share. The business’s quarterly revenue was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts predict that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The business also recently declared 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. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. 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 that occurred on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the transaction, the executive vice president owned 25,264 shares of the company’s stock, valued at $669,748.64. This represents a 9.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the sale, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This represents a 20.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of CPB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Campbell’s by 3.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock valued at $777,000 after acquiring an additional 685 shares in the last quarter. Goldman Sachs Group Inc. grew its position in Campbell’s by 4.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock worth $26,369,000 after acquiring an additional 27,374 shares during the last quarter. Empowered Funds LLC acquired a new position in Campbell’s in the 1st quarter worth about $446,000. Woodline Partners LP raised its position in Campbell’s by 40.9% in the first quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock valued at $664,000 after purchasing an additional 4,827 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in 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. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Campbell’s

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

• Positive Sentiment: Institutional buying and a super‑high yield make CPB attractive to income investors; MarketBeat notes heavy institutional ownership and a dividend yield above 6% after the price decline, which could support the stock as buyers step in. Campbell Soup Company Is High-Priority for Income Watch Lists
• Positive Sentiment: Brand strength: management highlighted Rao’s topping $1B trailing‑12‑month sales and other core Meals & Beverages strength — a sign some portfolio pieces remain resilient. Campbell’s Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Some analysts kept neutral/positive stances: DA Davidson reaffirmed a “neutral” rating with a $30 target, leaving room for upside if execution improves. DA Davidson Reaffirms Neutral
• Negative Sentiment: Q2 results missed: CPB reported $0.51 EPS vs. ~$0.57 expected and revenue down ~4.5% YoY; management cut FY26 adjusted EPS guidance to $2.15–$2.25 (below consensus), which is the principal immediate driver of the share selloff. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Multiple broker price‑target cuts and downgrades (Deutsche Bank, RBC, Morgan Stanley, Stifel, Bernstein and Wells Fargo among others) amplified selling pressure and trimmed near‑term upside expectations. Analyst Price Target Moves
• Negative Sentiment: Category headwinds: weak snacks demand, promotional pressure, tariff impacts and cost/inflation headwinds are pressuring margins and are cited repeatedly by management and analysts as reasons for the weaker outlook. Campbell’s cuts annual forecasts amid macroeconomic pressures
• Negative Sentiment: Market reaction and sentiment: coverage notes the stock hit multi‑year lows, short interest has risen, and commentators (including Wells Fargo / Jim Cramer coverage) are more cautious — adding downside risk until execution or demand improves. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

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.