Campbell’s (NASDAQ:CPB) Receives Neutral Rating from DA Davidson

DA Davidson reaffirmed their neutral rating on shares of Campbell’s (NASDAQ:CPB) in a research report report published on Thursday morning,Benzinga reports. DA Davidson currently has a $30.00 target price on the stock.

CPB has been the topic of several other research reports. Morgan Stanley dropped their target price on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Thursday. UBS Group reduced their price target on Campbell’s from $26.00 to $24.00 and set a “sell” rating for the company in a research report on Friday, March 6th. Royal Bank Of Canada decreased their price objective on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. Stephens cut their target price on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 target price on shares of Campbell’s in a report on Monday, March 2nd. Two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Reduce” and an average price target of $27.88.

Campbell’s Price Performance

CPB opened at $21.65 on Thursday. The firm has a 50-day moving average price of $26.88 and a 200-day moving average price of $29.45. Campbell’s has a twelve month low of $21.59 and a twelve month high of $40.59. The company has a quick ratio of 0.34, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. The company has a market capitalization of $6.45 billion, a price-to-earnings ratio of 11.83, a PEG ratio of 8.91 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing analysts’ consensus estimates 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 quarter in the prior year, the firm earned $0.74 EPS. 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. Equities analysts expect that Campbell’s will post 3.15 EPS for the current year.

Campbell’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is 80.83%.

Insider Buying and Selling at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the transaction, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’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 transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Stance Capital LLC purchased a new stake in Campbell’s in the third quarter valued at approximately $27,000. SBI Securities Co. Ltd. grew its stake in Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after buying an additional 385 shares in the last quarter. Flagship Harbor Advisors LLC bought a new position in shares of Campbell’s in the 4th quarter worth $29,000. Sittner & Nelson LLC purchased a new stake in shares of Campbell’s during the 4th quarter valued at $29,000. Finally, Los Angeles Capital Management LLC purchased a new stake in shares of Campbell’s during the 4th quarter valued at $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: Institutional buying and a super‑high yield make CPB attractive to income investors; MarketBeat notes heavy institutional ownership and a dividend yield above 6% after the price decline, which could support the stock as buyers step in. Campbell Soup Company Is High-Priority for Income Watch Lists
• Positive Sentiment: Brand strength: management highlighted Rao’s topping $1B trailing‑12‑month sales and other core Meals & Beverages strength — a sign some portfolio pieces remain resilient. Campbell’s Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Some analysts kept neutral/positive stances: DA Davidson reaffirmed a “neutral” rating with a $30 target, leaving room for upside if execution improves. DA Davidson Reaffirms Neutral
• Negative Sentiment: Q2 results missed: CPB reported $0.51 EPS vs. ~$0.57 expected and revenue down ~4.5% YoY; management cut FY26 adjusted EPS guidance to $2.15–$2.25 (below consensus), which is the principal immediate driver of the share selloff. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Multiple broker price‑target cuts and downgrades (Deutsche Bank, RBC, Morgan Stanley, Stifel, Bernstein and Wells Fargo among others) amplified selling pressure and trimmed near‑term upside expectations. Analyst Price Target Moves
• Negative Sentiment: Category headwinds: weak snacks demand, promotional pressure, tariff impacts and cost/inflation headwinds are pressuring margins and are cited repeatedly by management and analysts as reasons for the weaker outlook. Campbell’s cuts annual forecasts amid macroeconomic pressures
• Negative Sentiment: Market reaction and sentiment: coverage notes the stock hit multi‑year lows, short interest has risen, and commentators (including Wells Fargo / Jim Cramer coverage) are more cautious — adding downside risk until execution or demand improves. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

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.