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

The Campbell’s Company (NASDAQ:CPB) has received an average recommendation of “Reduce” from the twenty-two analysts that are covering the stock, MarketBeat Ratings reports. Six investment analysts have rated the stock with a sell rating, thirteen have issued a hold rating and three have assigned a buy rating to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $32.2941.

Several brokerages recently commented on CPB. Sanford C. Bernstein reduced their target price on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a report on Wednesday, December 10th. Morgan Stanley cut their price objective on shares of Campbell’s from $30.00 to $28.00 and set a “cautious” rating for the company in a research report on Friday, January 16th. Weiss Ratings downgraded Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Wells Fargo & Company lowered their target price on Campbell’s from $31.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 10th. Finally, UBS Group dropped their price target on Campbell’s from $28.00 to $26.00 and set a “sell” rating for the company in a report on Wednesday, December 10th.

Campbell’s Stock Performance

Shares of NASDAQ CPB opened at $27.11 on Thursday. The company has a current ratio of 0.82, a quick ratio of 0.34 and a debt-to-equity ratio of 1.54. The company has a market capitalization of $8.08 billion, a P/E ratio of 14.05, a P/E/G ratio of 9.42 and a beta of -0.04. Campbell’s has a 12 month low of $25.62 and a 12 month high of $43.85. The stock has a 50 day moving average of $27.61 and a 200-day moving average of $30.05.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The business had revenue of $2.68 billion during the quarter. The firm’s revenue for the quarter was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, equities research analysts predict that Campbell’s will post 3.15 EPS for the current year.

Insider Transactions at Campbell’s

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 shares were 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 position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction that occurred 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 owned 25,264 shares in the company, valued at approximately $669,748.64. The trade was a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 19.78% of the company’s stock.

Institutional Investors Weigh In On Campbell’s

Several institutional investors have recently made changes to their positions in the stock. Stance Capital LLC bought a new position in Campbell’s during the 3rd quarter worth $27,000. SBI Securities Co. Ltd. grew its holdings in shares of Campbell’s by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after purchasing an additional 385 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new stake in shares of Campbell’s during the 4th quarter worth $29,000. Sittner & Nelson LLC bought a new position in shares of Campbell’s in the fourth quarter worth $29,000. Finally, Los Angeles Capital Management LLC acquired a new position in Campbell’s in the fourth quarter valued at about $29,000. 52.35% of the stock is currently owned by institutional investors.

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.