Campbell’s (NASDAQ:CPB) Posts Earnings Results, Misses Estimates By $0.06 EPS

Campbell’s (NASDAQ:CPB) released its quarterly earnings results on Wednesday. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.06), FiscalAI reports. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The company had revenue of $2.56 billion during the quarter. During the same period in the prior year, the company posted $0.74 EPS. The company’s quarterly revenue was down 4.5% compared to the same quarter last year.

Campbell’s Trading Down 2.2%

Shares of Campbell’s stock opened at $24.13 on Wednesday. The stock has a market cap of $7.19 billion, a PE ratio of 12.50, a price-to-earnings-growth ratio of 8.92 and a beta of -0.03. The firm has a fifty day moving average price of $27.10 and a 200 day moving average price of $29.55. Campbell’s has a 1 year low of $23.41 and a 1 year high of $40.59. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.82 and a quick ratio of 0.34.

Campbell’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be paid a $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.5%. Campbell’s’s dividend payout ratio is presently 80.83%.

Insider Transactions at Campbell’s

In other news, EVP Anthony Sanzio sold 2,700 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the sale, the executive vice president directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 19.78% of the company’s stock.

Hedge Funds Weigh In On Campbell’s

Large investors have recently bought and sold shares of the business. Parkside Financial Bank & Trust increased its holdings in shares of Campbell’s by 21.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock worth $61,000 after buying an additional 342 shares during the last quarter. Keybank National Association OH lifted its stake in Campbell’s by 1.1% during the third quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock worth $1,034,000 after purchasing an additional 353 shares in the last quarter. J.W. Cole Advisors Inc. lifted its stake in Campbell’s by 1.9% during the second quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock worth $611,000 after purchasing an additional 375 shares in the last quarter. Public Employees Retirement System of Ohio increased its stake in Campbell’s by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company’s stock worth $1,913,000 after purchasing an additional 376 shares during the period. Finally, Steward Partners Investment Advisory LLC boosted its stake in shares of Campbell’s by 8.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company’s stock valued at $142,000 after purchasing an additional 380 shares during the period. Institutional investors and hedge funds own 52.35% of the company’s stock.

Key Campbell’s News

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

• Positive Sentiment: Rao’s and brand momentum: Management highlighted in the Q2 release that the Rao’s brand surpassed $1 billion in trailing 12‑month net sales, showing durable premium‑brand strength within Meals & Beverages that could support higher-margin growth over time. Campbell’s Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: Operational focus that could help margins: Coverage highlights the company’s elevated supply‑chain and margin focus under new leadership, which investors may view as a constructive path to restore profitability over time if execution is successful. Should Campbell’s Elevated Supply Chain Focus Under Cassandra Green Shift the Margin Story for CPB?
• Neutral Sentiment: Quarterly headline results: Campbell’s reported Q2 EPS of $0.51 and revenue of $2.56B with a net margin of ~5.7% and ROE of ~21.8% — solid profit metrics but the print alone didn’t offset forward guidance concerns. Campbell’s (CPB) earnings summary
• Neutral Sentiment: Mixed analyst views & valuation debate: Several pieces examine whether CPB’s post‑selloff valuation presents a buying opportunity and show analysts split between optimism on brand recovery and concern over secular pressure on packaged foods. These debates keep sentiment uneven. A Look At Campbell’s (CPB) Valuation As Earnings Concerns And Segment Pressures Intensify
• Negative Sentiment: Guidance cut — biggest near‑term headwind: Campbell’s lowered its full‑year sales and profit outlook, citing budget‑conscious consumers shifting to cheaper alternatives amid macro uncertainty — the guidance reduction is the primary driver of today’s weakness. Campbell’s cuts annual forecasts amid macroeconomic pressures
• Negative Sentiment: S&P 500 membership at risk: Commentary notes Campbell’s has become one of the smaller S&P 500 constituents, and further declines or underperformance could raise the prospect of index removal — a risk that can pressure shares via passive fund flows. Campbell’s Earnings Are Coming. Its Place in the S&P 500 Is at Stake.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on CPB shares. Royal Bank Of Canada lowered their price objective on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a research note on Wednesday, December 10th. DA Davidson reissued a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a research report on Thursday, December 11th. UBS Group decreased their price target on Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a report on Friday, March 6th. Barclays set a $27.00 price target on Campbell’s in a research report on Friday, January 16th. Finally, Morgan Stanley cut their price objective on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Friday, March 6th. Two research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Reduce” and a consensus target price of $31.35.

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.