Aquatic Capital Management LLC Buys 264,370 Shares of The Campbell’s Company $CPB

Aquatic Capital Management LLC boosted its stake in The Campbell’s Company (NASDAQ:CPB) by 54.2% during the third quarter, Holdings Channel.com reports. The firm owned 751,738 shares of the company’s stock after buying an additional 264,370 shares during the period. Aquatic Capital Management LLC’s holdings in Campbell’s were worth $23,740,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Berkshire Asset Management LLC PA purchased a new position in shares of Campbell’s in the third quarter worth $1,270,000. Wedmont Private Capital raised its holdings in Campbell’s by 840.4% during the 3rd quarter. Wedmont Private Capital now owns 68,808 shares of the company’s stock valued at $2,141,000 after buying an additional 61,491 shares during the last quarter. XTX Topco Ltd purchased a new stake in Campbell’s during the 2nd quarter valued at $1,154,000. Rockefeller Capital Management L.P. bought a new stake in Campbell’s in the 2nd quarter worth $403,000. Finally, Massachusetts Financial Services Co. MA bought a new stake in Campbell’s in the 3rd quarter worth $77,940,000. 52.35% of the stock is owned by hedge funds and other institutional investors.

Campbell’s Trading Up 0.3%

NASDAQ:CPB opened at $21.71 on Friday. The Campbell’s Company has a 12 month low of $21.59 and a 12 month high of $40.59. The company has a current ratio of 1.01, a quick ratio of 0.34 and a debt-to-equity ratio of 1.66. The company has a 50-day moving average price of $26.76 and a 200-day moving average price of $29.35. The stock has a market cap of $6.47 billion, a price-to-earnings ratio of 11.86, a P/E/G ratio of 8.42 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter. During the same period in the prior year, the firm posted $0.74 earnings per share. Campbell’s’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. Equities analysts predict that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be given a $0.39 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.2%. Campbell’s’s dividend payout ratio is currently 85.25%.

Key Stories Impacting Campbell’s

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

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an “outperform” stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a “sell” rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CPB shares. Morgan Stanley lowered their price objective on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a research note on Thursday. Wells Fargo & Company cut Campbell’s from an “equal weight” rating to an “underweight” rating and cut their target price for the stock from $28.00 to $20.00 in a research note on Thursday. TD Cowen reduced their price target on Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a report on Thursday. Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 price target on shares of Campbell’s in a research report on Monday, March 2nd. Finally, Zacks Research lowered Campbell’s from a “hold” rating to a “strong sell” rating in a research report on Thursday. Two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and seven have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and an average target price of $27.65.

Insider Buying and Selling

In related news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction 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 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 SEC filing for this sale provides additional information. Company insiders own 19.78% of the company’s stock.

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.