Campbell’s (NASDAQ:CPB) Trading 4.3% Higher – Should You Buy?

The Campbell’s Company (NASDAQ:CPB)’s stock price rose 4.3% during trading on Friday . The company traded as high as $21.87 and last traded at $21.8450. Approximately 1,982,749 shares were traded during trading, a decline of 76% from the average daily volume of 8,359,966 shares. The stock had previously closed at $20.95.

Trending Headlines about Campbell’s

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

• Neutral Sentiment: Yahoo Finance ran a valuation piece noting shares have fallen, which has pushed the dividend yield higher and made CPB more attractive to income/value buyers. That narrative can support buying interest even when fundamentals are questioned. Article Title
• Neutral Sentiment: An analysis of supply‑chain/headline risk from The Motley Fool discusses how the Strait of Hormuz disruption can raise fertilizer and petrochemical costs, which could increase food input costs industry‑wide. The impact on Campbell’s margins is ambiguous (could pressure input costs but also allow price pass‑through). Article Title
• Negative Sentiment: Zacks Research initiated/issued multiple cuts to CPB near‑term and FY estimates and reiterated a “Strong Sell.” They lowered EPS forecasts across quarters (Q3/Q4 2026, FY2026 and multiple 2027–2028 quarters), trimming FY2026 from $2.46 to $2.21 and signaling weaker near‑term earnings visibility. These earnings revisions are a clear negative fundamental catalyst for the stock. (Zacks Research notes)
• Negative Sentiment: MSN highlighted Campbell’s as a “Bear of the Day,” adding to the negative narrative and potentially weighing on investor sentiment. Article Title

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on CPB shares. Sanford C. Bernstein decreased their price objective on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a research report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft cut their target price on Campbell’s from $28.00 to $23.00 and set a “hold” rating on the stock in a research note on Thursday, March 12th. UBS Group lowered their price target on Campbell’s from $24.00 to $20.00 and set a “sell” rating for the company in a research report on Friday, March 13th. Stephens cut their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Finally, Morgan Stanley reduced their target price on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Thursday, March 12th. Two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and seven have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $27.65.

Campbell’s Price Performance

The firm has a market cap of $6.57 billion, a P/E ratio of 12.04 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 0.51. The firm’s 50 day moving average is $25.77 and its 200 day moving average is $28.67.

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 net margin of 5.48% and a return on equity of 19.96%. The business had revenue of $2.56 billion for the quarter. During the same period last year, the firm earned $0.74 EPS. The business’s revenue was down 4.5% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, analysts anticipate 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. Shareholders of record on Thursday, April 2nd will be issued a $0.39 dividend. This represents a $1.56 annualized dividend and a yield of 7.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s payout ratio is 85.25%.

Insiders Place Their Bets

In related news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. The trade was a 20.88% decrease in their position. The sale 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 stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in CPB. State Street Corp increased its position in shares of Campbell’s by 1.3% during the second quarter. State Street Corp now owns 11,960,359 shares of the company’s stock valued at $366,585,000 after acquiring an additional 149,679 shares in the last quarter. Invesco Ltd. boosted its stake in Campbell’s by 21.6% during the 4th quarter. Invesco Ltd. now owns 9,719,409 shares of the company’s stock valued at $270,880,000 after purchasing an additional 1,723,676 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Campbell’s by 26.9% in the 4th quarter. Dimensional Fund Advisors LP now owns 8,305,417 shares of the company’s stock worth $231,477,000 after purchasing an additional 1,758,460 shares in the last quarter. Two Sigma Investments LP increased its holdings in shares of Campbell’s by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock worth $155,916,000 after purchasing an additional 4,159,398 shares in the last quarter. Finally, UBS Group AG raised its stake in shares of Campbell’s by 175.7% in the third quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock worth $117,823,000 after purchasing an additional 2,377,488 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

About Campbell’s

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.