Campbell’s (NASDAQ:CPB) Stock Price Up 4.3% – Here’s Why

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

Key Stories Impacting 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

Analyst Ratings Changes

CPB has been the subject of a number of recent analyst reports. Zacks Research lowered Campbell’s from a “hold” rating to a “strong sell” rating in a research report on Thursday, March 12th. Morgan Stanley decreased their price objective on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday, March 12th. Bank of America lowered their price objective on shares of Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a research report on Thursday, March 12th. Sanford C. Bernstein dropped their target price on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a report on Thursday, March 12th. Finally, Barclays cut their target price on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating for the company in a research report on Thursday, March 12th. Two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and seven have issued a Sell rating to the stock. Based on data from MarketBeat.com, Campbell’s currently has a consensus rating of “Reduce” and an average target price of $27.65.

Campbell’s Price Performance

The firm has a 50-day simple moving average of $25.77 and a 200-day simple moving average of $28.67. The firm has a market capitalization of $6.57 billion, a PE 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.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results 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 5.48% and a return on equity of 19.96%. The business had revenue of $2.56 billion for the quarter. During the same period in the prior year, the firm earned $0.74 earnings per share. The firm’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, equities analysts forecast that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Announces Dividend

The firm 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 dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 7.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s dividend payout ratio is currently 85.25%.

Insider Activity at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on 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 directly owned 43,777 shares in the company, valued at $1,231,884.78. This represents a 20.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the sale, the executive vice president owned 25,264 shares of the company’s stock, valued at $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by company insiders.

Institutional Trading of Campbell’s

Several hedge funds have recently bought and sold shares of CPB. Stance Capital LLC purchased a new stake in Campbell’s in the third quarter worth about $27,000. Flagship Harbor Advisors LLC purchased a new position in shares of Campbell’s during the 4th quarter valued at about $29,000. Sittner & Nelson LLC bought a new position in shares of Campbell’s during the 4th quarter valued at approximately $29,000. Los Angeles Capital Management LLC bought a new position in shares of Campbell’s during the 4th quarter valued at approximately $29,000. Finally, Ankerstar Wealth LLC purchased a new stake in Campbell’s in the 4th quarter worth approximately $29,000. Institutional investors own 52.35% of the company’s stock.

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.