Campbell’s (NASDAQ:CPB) Updates FY 2026 Earnings Guidance

Campbell’s (NASDAQ:CPB) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 2.150-2.250 for the period, compared to the consensus earnings per share estimate of 2.170. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several research firms recently commented on CPB. TD Cowen decreased their price target on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a report on Thursday, March 12th. Stifel Nicolaus lowered their target price on Campbell’s from $25.00 to $20.00 and set a “hold” rating on the stock in a research note on Tuesday, April 21st. Barclays lowered their target price on Campbell’s from $21.00 to $19.00 and set an “underweight” rating on the stock in a research note on Monday. UBS Group reduced their price target on Campbell’s from $20.00 to $19.00 and set a “sell” rating for the company in a report on Tuesday, June 2nd. Finally, Bank of America reduced their price target on Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a report on Thursday, March 12th. Thirteen analysts have rated the stock with a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus target price of $22.63.

Campbell’s Stock Performance

Shares of NASDAQ:CPB traded down $0.10 during trading on Monday, reaching $21.58. The stock had a trading volume of 8,231,731 shares, compared to its average volume of 8,269,661. Campbell’s has a 52 week low of $19.56 and a 52 week high of $34.56. The firm has a market capitalization of $6.44 billion, a price-to-earnings ratio of 11.77 and a beta of 0.02. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. The stock has a fifty day simple moving average of $20.88 and a two-hundred day simple moving average of $24.95.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results on Monday, June 8th. The company reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The company had revenue of $2.37 billion for the quarter. During the same period in the prior year, the business earned $0.22 EPS. The company’s revenue for the quarter was down 4.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, analysts anticipate that Campbell’s will post 2.18 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be paid a dividend of $0.39 per share. The ex-dividend date is Thursday, July 2nd. This represents a $1.56 annualized dividend and a yield of 7.2%. Campbell’s’s dividend payout ratio is presently 85.25%.

More Campbell’s News

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

• Positive Sentiment: Campbell’s beat Wall Street’s earnings estimate, reporting $0.50 per share versus $0.48 expected, which reassured investors that profitability is holding up despite a tougher sales environment. Article Title
• Positive Sentiment: The company reaffirmed its full-year outlook, signaling management still expects results to stay on track even with weak consumer spending and inflation-related margin pressure. Article Title
• Neutral Sentiment: Quarterly revenue fell to $2.37 billion, down 4.4% from a year ago, with continued weakness in snacks and softer volumes weighing on growth. Article Title
• Neutral Sentiment: Management said results were generally in line with expectations but remained under pressure from top-line softness, inflation, and supply-chain cost headwinds. Article Title
• Negative Sentiment: Investors are still focused on whether Campbell’s snack business is stabilizing, since persistent weakness there could limit upside even after the earnings beat. Article Title

Institutional Trading of Campbell’s

Hedge funds have recently added to or reduced their stakes in the business. Public Employees Retirement System of Ohio lifted its position in shares of Campbell’s by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company’s stock worth $1,913,000 after acquiring an additional 376 shares during the period. Steward Partners Investment Advisory LLC raised its holdings in shares of Campbell’s by 8.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company’s stock worth $142,000 after buying an additional 380 shares in the last quarter. New England Asset Management Inc. raised its holdings in shares of Campbell’s by 0.6% in the 3rd quarter. New England Asset Management Inc. now owns 65,365 shares of the company’s stock worth $2,064,000 after buying an additional 380 shares in the last quarter. Commonwealth Equity Services LLC increased its holdings in Campbell’s by 0.5% during the 4th quarter. Commonwealth Equity Services LLC now owns 90,311 shares of the company’s stock valued at $2,517,000 after purchasing an additional 440 shares in the last quarter. Finally, Northwest & Ethical Investments L.P. increased its holdings in Campbell’s by 2.0% during the 4th quarter. Northwest & Ethical Investments L.P. now owns 24,897 shares of the company’s stock valued at $694,000 after purchasing an additional 493 shares in the last quarter. 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.