Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of The Campbell’s Company (NASDAQ:CPB)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of The Campbell’s Company (NASDAQ:CPB). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Campbell’s stock on December 19th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Campbell’s Stock Performance

Shares of CPB stock traded up $0.70 during midday trading on Wednesday, hitting $26.81. The company had a trading volume of 11,145,058 shares, compared to its average volume of 8,294,895. The company’s 50 day simple moving average is $29.04 and its 200 day simple moving average is $30.86. The Campbell’s Company has a 52-week low of $25.62 and a 52-week high of $43.85. The stock has a market cap of $7.99 billion, a price-to-earnings ratio of 13.89, a PEG ratio of 9.23 and a beta of -0.04. 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 (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.04. The company had revenue of $2.68 billion during the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm’s quarterly revenue was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Research analysts anticipate 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 announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be paid a dividend of $0.39 per share. The ex-dividend date is Thursday, January 8th. This represents a $1.56 annualized dividend and a dividend yield of 5.8%. Campbell’s’s dividend payout ratio is 80.83%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in CPB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Campbell’s by 3.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock valued at $777,000 after purchasing an additional 685 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Campbell’s by 4.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock valued at $26,369,000 after buying an additional 27,374 shares during the last quarter. Empowered Funds LLC bought a new stake in Campbell’s in the 1st quarter valued at approximately $446,000. Woodline Partners LP grew its stake in shares of Campbell’s by 40.9% during the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after acquiring an additional 4,827 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in shares of Campbell’s by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares during the last quarter. Institutional investors and hedge funds own 52.35% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Stifel Nicolaus decreased their price objective on shares of Campbell’s from $34.00 to $30.00 and set a “hold” rating for the company in a report on Wednesday, December 10th. Stephens cut their target price on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a report on Monday, December 8th. Morgan Stanley dropped their price objective on Campbell’s from $33.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Friday, December 5th. Zacks Research raised Campbell’s from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Sanford C. Bernstein dropped their price target on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating on the stock in a research report on Wednesday, December 10th. Three analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and six have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus price target of $32.59.

Insiders Place Their Bets

In other news, EVP Anthony Sanzio sold 2,700 shares of the company’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 transaction, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total value of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. The trade was a 20.88% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by company insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Campbell’s

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.