Campbell’s (NASDAQ:CPB – Get Free Report) had its target price decreased by investment analysts at Deutsche Bank Aktiengesellschaft from $28.00 to $23.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Deutsche Bank Aktiengesellschaft’s price objective indicates a potential upside of 4.81% from the company’s current price.
Several other research analysts have also commented on CPB. Royal Bank Of Canada cut their price target on Campbell’s from $30.00 to $26.00 and set a “sector perform” rating on the stock in a research report on Thursday. Sanford C. Bernstein lowered their target price on Campbell’s from $33.00 to $27.00 and set an “outperform” rating for the company in a research note on Thursday. Jefferies Financial Group reissued a “hold” rating and issued a $26.00 price target on shares of Campbell’s in a report on Monday, March 2nd. TD Cowen dropped their price objective on Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a report on Thursday. Finally, DA Davidson reiterated a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a research note on Thursday. Two investment 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. According to MarketBeat, the stock currently has a consensus rating of “Reduce” and an average target price of $27.88.
Read Our Latest Analysis on Campbell’s
Campbell’s Trading Down 4.3%
Campbell’s (NASDAQ:CPB – Get Free Report) last posted 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 21.84% and a net margin of 5.69%.The firm had revenue of $2.56 billion for the quarter. During the same quarter last year, the firm posted $0.74 earnings per share. The company’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, research analysts anticipate that Campbell’s will post 3.15 earnings per share for the current fiscal year.
Insider Activity
In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of the business’s 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 completion of the sale, the executive vice president owned 43,777 shares of the company’s stock, valued at $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 value 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. This represents a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by company insiders.
Institutional Trading of Campbell’s
Institutional investors have recently modified their holdings of the company. Hsbc Holdings PLC boosted its holdings in Campbell’s by 2.3% in the fourth quarter. Hsbc Holdings PLC now owns 250,246 shares of the company’s stock valued at $6,979,000 after acquiring an additional 5,726 shares during the last quarter. Employees Provident Fund Board bought a new position in Campbell’s in the 4th quarter valued at approximately $5,309,000. Alpine Global Management LLC bought a new stake in shares of Campbell’s during the fourth quarter worth $259,000. Dean Capital Management lifted its stake in shares of Campbell’s by 3.2% in the 4th 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 during the last quarter. Finally, Invesco Ltd. grew its position in Campbell’s by 21.6% during the 4th quarter. Invesco Ltd. now owns 9,719,409 shares of the company’s stock worth $270,880,000 after acquiring an additional 1,723,676 shares during the last quarter. Institutional investors and hedge funds own 52.35% of the company’s stock.
More Campbell’s News
Here are the key news stories impacting Campbell’s this week:
- Positive Sentiment: Rao’s and Meals & Beverages are bright spots — management said the Rao’s brand exceeded $1B in trailing sales and Meals & Beverages drove in‑market consumption growth, giving a clear growth pocket within the business. Q2 Press Release
- Positive Sentiment: Yield and institutional buying: the share price tumble has pushed yield above 6%+, drawing income investors and reported institutional accumulation that could support a floor to the stock. MarketBeat: Income Watch
- Positive Sentiment: Management flagged margin improvement and cost-control initiatives on the call — these actions could help earnings recovery if execution holds. Seeking Alpha: Margin Signals
- Neutral Sentiment: Some analysts still see upside: DA Davidson reaffirmed a $30 target (neutral), and several firms’ targets remain in the high‑$20s to $30s range despite cuts — showing disagreement on timing of a recovery. TickerReport: DA Davidson
- Neutral Sentiment: Not all shops cut ratings — Sanford Bernstein trimmed its PT but kept an outperform view, reflecting divergent analyst views on long‑term potential vs near‑term headwinds. Benzinga: Analyst Actions
- Negative Sentiment: Q2 results missed expectations: EPS $0.51 vs. ~$0.57 consensus and revenue down ~4.5% y/y to $2.56B — snack demand softened and cost pressures hit margins. Zacks: Q2 Miss
- Negative Sentiment: Guidance cut: management lowered FY26 adjusted EPS to $2.15–$2.25 versus the ~2.42 consensus — the weaker outlook is a primary driver of the selloff. Reuters: Guidance Cut
- Negative Sentiment: Brokerage shops trimmed price targets and downgraded coverage after the results (RBC, Morgan Stanley, Stifel lowered PTs; Wells Fargo warned of inflation and weak consumption), amplifying selling pressure. Benzinga: Price Target Actions Barron’s: Wells Fargo Caution
- Negative Sentiment: Macro & execution headwinds — tariffs, promotional pressure, and weak snacks demand pushed shares to multi‑year lows and raised near‑term execution risk for management’s turnaround plans. Yahoo Finance: Stock Drop
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.
Featured Articles
- Five stocks we like better than Campbell’s
- The Forbes Mineral America Needs
- Read this or regret it forever
- How China Accidentally Created Its Own Rare Earth Rival
- Trump’s NEW Executive Order – BIG Changes Coming to Retirement Accounts
- Central banks just did something they haven’t done since 1967
Receive News & Ratings for Campbell's Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Campbell's and related companies with MarketBeat.com's FREE daily email newsletter.
