The Campbell’s Company (NASDAQ:CPB) Receives Average Recommendation of “Reduce” from Brokerages

Shares of The Campbell’s Company (NASDAQ:CPB) have received a consensus rating of “Reduce” from the twenty analysts that are covering the firm, MarketBeat reports. Seven equities research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and two have assigned a buy rating to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $27.6471.

Several equities research analysts have recently issued reports on CPB shares. Sanford C. Bernstein dropped their price objective on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating for the company in a research report on Thursday, March 12th. TD Cowen reduced their target price on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Campbell’s from $28.00 to $23.00 and set a “hold” rating for the company in a research report on Thursday, March 12th. Stifel Nicolaus cut their price objective on Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a research report on Thursday, March 12th. Finally, Bank of America reduced their price objective on Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a research note on Thursday, March 12th.

Insider Activity at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’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 sale, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the transaction, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Hsbc Holdings PLC grew its holdings in Campbell’s by 2.3% during the 4th quarter. Hsbc Holdings PLC now owns 250,246 shares of the company’s stock valued at $6,979,000 after purchasing an additional 5,726 shares in the last quarter. Rockefeller Capital Management L.P. lifted its holdings in Campbell’s by 18.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 6,680 shares of the company’s stock worth $186,000 after buying an additional 1,045 shares in the last quarter. Employees Provident Fund Board purchased a new position in Campbell’s in the 4th quarter valued at about $5,309,000. Alpine Global Management LLC acquired a new stake in shares of Campbell’s during the fourth quarter valued at about $259,000. Finally, Dean Capital Management grew its stake in shares of Campbell’s by 3.2% during the fourth quarter. Dean Capital Management now owns 47,973 shares of the company’s stock valued at $1,337,000 after acquiring an additional 1,481 shares in the last quarter. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Campbell’s Stock Performance

NASDAQ CPB opened at $21.07 on Monday. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.51. Campbell’s has a 1-year low of $20.80 and a 1-year high of $40.59. The firm has a market capitalization of $6.28 billion, a P/E ratio of 11.51, a P/E/G ratio of 8.16 and a beta of -0.03. The business’s 50-day simple moving average is $26.22 and its 200-day simple moving average is $29.00.

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

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 7.4%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is presently 85.25%.

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.