Campbell’s (NASDAQ:CPB) Given New $25.00 Price Target at Morgan Stanley

Posted by Andrew Walz on Mar 12th, 2026

Campbell’s (NASDAQ:CPB – Get Free Report) had its price target reduced by stock analysts at Morgan Stanley from $27.00 to $25.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Morgan Stanley’s target price would suggest a potential upside of 8.98% from the stock’s current price.

Several other equities research analysts also recently commented on CPB. Royal Bank Of Canada decreased their target price on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a research report on Wednesday, December 10th. DA Davidson reiterated a “neutral” rating and set a $30.00 price target on shares of Campbell’s in a report on Thursday, December 11th. Sanford C. Bernstein dropped their price objective on Campbell’s from $39.00 to $33.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 10th. UBS Group reduced their target price on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating for the company in a research note on Friday, March 6th. Finally, Barclays restated an “underweight” rating on shares of Campbell’s in a report on Thursday. Two equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of $30.94.

View Our Latest Analysis on Campbell’s

Campbell’s Stock Down 7.1%

Shares of NASDAQ:CPB opened at $22.94 on Thursday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82. Campbell’s has a 52-week low of $22.41 and a 52-week high of $40.59. The business’s 50 day simple moving average is $27.00 and its two-hundred day simple moving average is $29.50. The firm has a market cap of $6.84 billion, a P/E ratio of 11.89, a PEG ratio of 8.70 and a beta of -0.03.

Campbell’s (NASDAQ:CPB – Get Free Report) last released its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm had revenue of $2.56 billion for the quarter. During the same period last year, the company posted $0.74 EPS. The firm’s quarterly 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, research analysts forecast that Campbell’s will post 3.15 EPS for the current fiscal year.

Insider Buying and Selling

In other Campbell’s news, 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 transaction of $71,577.00. Following the sale, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction dated 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 in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 19.78% of the company’s stock.

Hedge Funds Weigh In On Campbell’s

A number of large investors have recently modified their holdings of the company. Stance Capital LLC bought a new stake in Campbell’s during the 3rd quarter worth approximately $27,000. SBI Securities Co. Ltd. raised its holdings in shares of Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after acquiring an additional 385 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new position in shares of Campbell’s during the fourth quarter worth about $29,000. Sittner & Nelson LLC bought a new position in shares of Campbell’s in the fourth quarter worth approximately $29,000. Finally, Los Angeles Capital Management LLC purchased a new stake in Campbell’s in the fourth quarter valued at approximately $29,000. 52.35% of the stock is currently owned by institutional investors.

Key Stories Impacting Campbell’s

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

Positive Sentiment: Rao’s and Meals & Beverages showed in-market consumption growth and Rao’s exceeded $1 billion in trailing 12‑month sales, providing a tangible brand-growth bright spot for CPB. Campbell’s Reports Second Quarter Fiscal 2026 Results
Positive Sentiment: Falling share price has pushed yield materially higher; MarketBeat notes institutional buying and argues income investors may view CPB as a high‑priority dividend watch. This supports downside floor/accumulation potential. Campbell Soup Company Is High-Priority for Income Watch Lists
Neutral Sentiment: Management hosted its Q2 call and provided color on strategic steps (cost controls, portfolio focus); the transcript and call slides give guidance detail that investors should read for modeling assumptions. The Campbell’s Company (CPB) Q2 2026 Earnings Call Transcript
Negative Sentiment: Q2 results: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5% to $2.56B — a clear miss that pressured the stock. Campbell’s (NASDAQ:CPB) Misses Q4 CY2025 Sales Expectations, Stock Drops
Negative Sentiment: Company cut FY2026 EPS guidance to $2.15–$2.25 (well below consensus ~2.42), citing weaker snack demand and macro pressures — the guidance reduction is the primary negative driver for near‑term multiple compression. Campbell’s cuts annual forecasts amid macroeconomic pressures
Negative Sentiment: Snacks segment weakness (pretzels, chips) plus tariff and inflation pressures hit margins and sales; several outlets report the stock falling to multi‑year lows as investors reassess medium‑term growth. Tariffs land Campbell’s in a soup, stock hits 52-week low
Negative Sentiment: Analyst cuts, negative media commentary and high short interest amplify downside risk until clearer evidence of snack recovery or margin stabilization appears. Cramer trashes Campbell stock: ‘not a great American company anymore’

Campbell’s Company Profile

(Get Free Report)

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.