Campbell’s (NASDAQ:CPB) Trading Down 8% – What’s Next?

The Campbell’s Company (NASDAQ:CPB)’s stock price traded down 8% on Tuesday . The company traded as low as $27.25 and last traded at $27.1290. 2,836,113 shares changed hands during mid-day trading, a decline of 59% from the average session volume of 6,984,752 shares. The stock had previously closed at $29.49.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on CPB shares. Royal Bank Of Canada dropped their target price on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a report on Wednesday, December 10th. Stifel Nicolaus set a $30.00 price target on Campbell’s and gave the stock a “hold” rating in a research note on Tuesday, December 9th. Stephens reduced their target price 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. Weiss Ratings cut Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Finally, UBS Group cut their price target 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. Three investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average price target of $32.29.

Campbell’s Trading Down 5.8%

The company has a 50-day moving average price of $27.73 and a two-hundred day moving average price of $30.24. The stock has a market cap of $8.28 billion, a P/E ratio of 14.39, a P/E/G ratio of 10.35 and a beta of -0.04. The company has a current ratio of 0.82, a quick ratio of 0.34 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping the consensus estimate 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 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. On average, research analysts expect that The Campbell’s Company will post 3.15 EPS for the current fiscal year.

Insider Buying and Selling at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were 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 $669,748.64. This trade represents a 9.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the sale, the executive vice president owned 43,777 shares of the company’s stock, valued at $1,231,884.78. The trade was a 20.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Campbell’s

Institutional investors and hedge funds have recently bought and sold shares of the company. MAC Alpha Capital Management LP bought a new position in shares of Campbell’s during the 4th quarter worth $6,051,000. Amundi increased its position in Campbell’s by 11.2% during the 4th quarter. Amundi now owns 463,131 shares of the company’s stock valued at $12,907,000 after purchasing an additional 46,474 shares during the period. Quantitative Investment Management LLC purchased a new position in Campbell’s during the 4th quarter valued at about $986,000. Advisory Services Network LLC raised its holdings in shares of Campbell’s by 88.2% in the 4th quarter. Advisory Services Network LLC now owns 89,559 shares of the company’s stock valued at $2,496,000 after purchasing an additional 41,978 shares in the last quarter. Finally, Atom Investors LP lifted its position in shares of Campbell’s by 69.4% in the 4th quarter. Atom Investors LP now owns 111,679 shares of the company’s stock worth $3,112,000 after purchasing an additional 45,752 shares during the period. 52.35% of the stock is owned by institutional investors.

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.