WINTON GROUP Ltd Makes New Investment in The Campbell’s Company $CPB

Posted by Alanna Baker on Mar 13th, 2026

WINTON GROUP Ltd acquired a new position in shares of The Campbell’s Company (NASDAQ:CPB – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 24,751 shares of the company’s stock, valued at approximately $782,000.

Several other institutional investors have also recently made changes to their positions in the company. Parkside Financial Bank & Trust raised its position in shares of Campbell’s by 21.4% in the third quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock worth $61,000 after acquiring an additional 342 shares during the period. Keybank National Association OH grew its position in shares of Campbell’s by 1.1% during the 3rd quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock valued at $1,034,000 after acquiring an additional 353 shares during the period. J.W. Cole Advisors Inc. increased its stake in shares of Campbell’s by 1.9% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock valued at $611,000 after purchasing an additional 375 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in shares of Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after purchasing an additional 385 shares in the last quarter. Finally, Kentucky Trust Co raised its holdings in Campbell’s by 40.0% in the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock worth $44,000 after purchasing an additional 400 shares during the period. 52.35% of the stock is owned by hedge funds and other institutional investors.

Campbell’s Price Performance

NASDAQ:CPB traded up $0.47 during trading hours on Friday, hitting $22.12. 2,145,190 shares of the stock were exchanged, compared to its average volume of 7,978,048. The firm’s fifty day moving average price is $26.88 and its 200 day moving average price is $29.45. The Campbell’s Company has a 52-week low of $21.59 and a 52-week high of $40.59. The company has a market cap of $6.59 billion, a P/E ratio of 12.07, a P/E/G ratio of 8.91 and a beta of -0.03. The company has a current ratio of 1.01, a quick ratio of 0.34 and a debt-to-equity ratio of 1.66.

Campbell’s (NASDAQ:CPB – Get Free Report) last released its earnings results 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). The firm had revenue of $2.56 billion during the quarter. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. Campbell’s’s quarterly revenue was down 4.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities research analysts anticipate that The Campbell’s Company will post 3.15 EPS for the current fiscal 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 paid a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a yield of 7.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s payout ratio is 80.83%.

Campbell’s News Summary

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

Positive Sentiment: MarketBeat highlights that the share-price drop has pushed CPB’s yield higher and that institutional buyers are accumulating, which could provide downside support for the stock. Campbell Soup Company Is High-Priority for Income Watch Lists
Neutral Sentiment: DA Davidson reaffirmed a neutral rating (with a $30 target), reflecting mixed views — some analysts see upside if execution improves, while others remain cautious. DA Davidson rating note
Negative Sentiment: Q2 results missed expectations: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5–5% year-over-year; management cited weak snacks demand and cost pressures — the core immediate catalyst for the stock drop. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
Negative Sentiment: Commentary called this “one of the worst quarters” in years: organic sales fell and the company pointed to promotional pressure, execution issues, tariffs and inflationary costs weighing on margins and outlook. Campbell’s posts one of worst quarters in years: revenues fell 5%, organic sales dropped 3%
Negative Sentiment: Following the results, multiple analysts trimmed price targets and ratings (Deutsche Bank cut its target to $23 and moved to hold; other firms lowered targets or moved to equal-weight/sector-perform), increasing near-term selling pressure. Price Target Lowered to $23.00 at Deutsche Bank Aktiengesellschaft
Negative Sentiment: Coverage notes and newswires report the shares gapped down and hit multi‑year lows after the guidance cut and soft commentary on snacks — momentum that likely amplified the decline today. Campbell’s Shares Gap Down Following Weak Earnings
Negative Sentiment: Barron’s summarises a broader analyst caution (Wells Fargo and others warning on staples) — the sector headwinds (inflation, promotional activity, shifting consumer budgets) raise the risk that near-term recovery will be slow. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

Insider Buying and Selling at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of the firm’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 transaction, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction dated 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 $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Royal Bank Of Canada lowered their price target on Campbell’s from $30.00 to $26.00 and set a “sector perform” rating on the stock in a research report on Thursday. Deutsche Bank Aktiengesellschaft reduced their target price on Campbell’s from $28.00 to $23.00 and set a “hold” rating for the company in a research note on Thursday. TD Cowen decreased their target price on Campbell’s from $29.00 to $24.00 and set a “hold” rating on the stock in a research report on Thursday. Sanford C. Bernstein dropped their price target on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Stephens cut their price target on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a report on Monday, December 8th. Two analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat, Campbell’s has a consensus rating of “Reduce” and a consensus price target of $27.88.

View Our Latest Analysis on Campbell’s

Campbell’s Profile

(Free Report)

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.