Key Points
- Insider sale: EVP Charles Brawley III sold 11,550 shares at an average price of $28.14 on Dec. 30 for $325,017, cutting his stake by 20.88% to 43,777 shares (≈$1.23M).
- Earnings and outlook: Campbell's beat quarterly EPS at $0.77 vs. $0.73 while revenue fell 3.4% to $2.68B; management set FY2026 EPS guidance of 2.40–2.55, analysts project ~3.15 EPS and the consensus rating is "Reduce" with a $32.59 target.
- Dividend: The company declared a $0.39 quarterly dividend ($1.56 annualized) for a ~5.6% yield, with an ex-dividend date of Jan. 8 and payment on Feb. 2.
The Campbell's Company (NASDAQ:CPB - Get Free Report) EVP Charles Brawley III sold 11,550 shares of the company's 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 completion of the transaction, the executive vice president 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink.
Campbell's Stock Down 0.7%
Shares of NASDAQ:CPB opened at $27.87 on Thursday. The firm's 50 day moving average price is $29.78 and its 200 day moving average price is $31.20. The stock has a market cap of $8.31 billion, a price-to-earnings ratio of 14.44, a price-to-earnings-growth ratio of 9.82 and a beta of -0.05. The Campbell's Company has a fifty-two week low of $27.64 and a fifty-two week high of $43.85. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54.
Campbell's (NASDAQ:CPB - Get Free Report) last issued its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.04. The company had revenue of $2.68 billion for the quarter. Campbell's had a return on equity of 21.84% and a net margin of 5.69%.The firm's revenue for the quarter was down 3.4% compared to the same quarter last year. Campbell's has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, equities research analysts predict that The Campbell's Company will post 3.15 earnings per share for the current fiscal year.
Campbell's Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be issued a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 5.6%. The ex-dividend date of this dividend is Thursday, January 8th. Campbell's's dividend payout ratio (DPR) is currently 80.83%.
Wall Street Analysts Forecast Growth
A number of analysts recently commented on the stock. TD Cowen boosted their price objective on shares of Campbell's from $29.00 to $31.00 and gave the stock a "hold" rating in a report on Thursday, September 4th. Cowen reaffirmed a "hold" rating on shares of Campbell's in a research note on Thursday, September 4th. Morgan Stanley dropped their price target on shares of Campbell's from $33.00 to $30.00 and set an "equal weight" rating for the company in a research report on Friday, December 5th. UBS Group lowered their target price on Campbell's from $28.00 to $26.00 and set a "sell" rating for the company in a research note on Wednesday, December 10th. Finally, Zacks Research upgraded shares of Campbell's from a "strong sell" rating to a "hold" rating in a research note on Monday, October 6th. Three equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and five have given a Sell rating to the company's stock. According to data from MarketBeat.com, Campbell's presently has a consensus rating of "Reduce" and a consensus price target of $32.59.
Get Our Latest Stock Analysis on Campbell's
Institutional Inflows and Outflows
Large investors have recently bought and sold shares of the business. Ameritas Advisory Services LLC bought a new position in shares of Campbell's in the second quarter worth about $25,000. Stance Capital LLC bought a new position in Campbell's in the 3rd quarter valued at about $27,000. ORG Partners LLC raised its holdings in Campbell's by 77.3% in the 2nd quarter. ORG Partners LLC now owns 906 shares of the company's stock valued at $29,000 after acquiring an additional 395 shares in the last quarter. SBI Securities Co. Ltd. lifted its position in shares of Campbell's by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company's stock valued at $29,000 after acquiring an additional 385 shares during the period. Finally, Geneos Wealth Management Inc. raised its holdings in Campbell's by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company's stock valued at $39,000 after buying an additional 750 shares during the last quarter. 52.35% of the stock is owned by institutional investors and hedge funds.
Campbell's Company Profile
(
Get 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.
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