Fluent Financial LLC Invests $6.17 Million in The Campbell’s Company $CPB

Fluent Financial LLC acquired a new stake in The Campbell’s Company (NASDAQ:CPB) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 221,506 shares of the company’s stock, valued at approximately $6,173,000. Campbell’s accounts for 2.4% of Fluent Financial LLC’s investment portfolio, making the stock its 15th largest position. Fluent Financial LLC owned about 0.07% of Campbell’s at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the stock. Berkshire Asset Management LLC PA acquired a new position in Campbell’s during the 3rd quarter worth approximately $1,270,000. Hillman Capital Management Inc. grew its stake in Campbell’s by 83.7% in the third quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company’s stock valued at $5,464,000 after acquiring an additional 78,824 shares during the period. Wedmont Private Capital increased its holdings in shares of Campbell’s by 840.4% during the third quarter. Wedmont Private Capital now owns 68,808 shares of the company’s stock valued at $2,141,000 after acquiring an additional 61,491 shares in the last quarter. XTX Topco Ltd acquired a new position in shares of Campbell’s during the second quarter worth approximately $1,154,000. Finally, Massachusetts Financial Services Co. MA acquired a new position in shares of Campbell’s during the third quarter worth approximately $77,940,000. 52.35% of the stock is owned by institutional investors.

Key Campbell’s News

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

• Positive Sentiment: Rising yield/valuation narrative could attract income/value buyers — a Yahoo piece highlights that shares have slid and the dividend yield has climbed, making CPB look cheaper on several valuation metrics; that dynamic can support short‑term buying and explain today’s uptick. Assessing Campbell’s (CPB) Valuation As Shares Slide And Dividend Yield Climbs
• Neutral Sentiment: Geopolitical/supply risks for staples — an article outlines how a Strait of Hormuz disruption could raise fertilizer and packing costs, which may lift food prices industry‑wide; for Campbell’s this is mixed — potential pricing power vs. higher input costs and volatility. Here Are 7 Ways the Strait of Hormuz Closure Is Affecting Consumer Staples Stocks
• Negative Sentiment: Multiple cuts from Zacks Research — Zacks lowered numerous quarterly and FY2026 EPS estimates (FY down to $2.21 from $2.46) and maintains a “Strong Sell” view, trimming Q3–Q4 2026 and several 2027–2028 quarterly forecasts. These estimate cuts increase downside risk and reflect concerns after the March quarterly miss, which could weigh on investor sentiment and future price performance.
• Negative Sentiment: Bearish coverage spotlighted — MSN labeled Campbell’s a “Bear of the Day,” reinforcing negative market narratives and potentially amplifying selling pressure among momentum or sentiment‑driven investors. Bear of the day: The Campbell’s company (CPB)

Analyst Ratings Changes

CPB has been the subject of several research reports. Royal Bank Of Canada reduced their price target on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a research report on Thursday, March 12th. TD Cowen lowered their price objective on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a report on Thursday, March 12th. DA Davidson reaffirmed a “neutral” rating and issued a $30.00 price objective on shares of Campbell’s in a research note on Thursday, March 12th. Sanford C. Bernstein reduced their price objective on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating for the company in a report on Thursday, March 12th. Finally, Morgan Stanley decreased their target price on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” 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 company. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $27.65.

Insider Transactions at Campbell’s

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares of the company’s stock, valued at $1,231,884.78. This trade represents a 20.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 19.78% of the company’s stock.

Campbell’s Trading Up 5.0%

Shares of Campbell’s stock opened at $21.99 on Friday. The company has a market capitalization of $6.56 billion, a P/E ratio of 12.02 and a beta of -0.03. The stock has a fifty day simple moving average of $25.69 and a 200 day simple moving average of $28.55. The Campbell’s Company has a 12-month low of $20.62 and a 12-month high of $40.59. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 earnings per share 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 company had revenue of $2.56 billion for the quarter. During the same quarter in the previous year, the business posted $0.74 EPS. The company’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. On average, sell-side analysts anticipate that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Shareholders 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 yield of 7.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s dividend payout ratio is presently 85.25%.

Campbell’s 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.