Dimensional Fund Advisors LP Has $206.74 Million Stake in The Campbell’s Company $CPB

Dimensional Fund Advisors LP lifted its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 16.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 6,546,957 shares of the company’s stock after purchasing an additional 928,843 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Campbell’s were worth $206,738,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. SBI Securities Co. Ltd. lifted its holdings in 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 purchasing an additional 385 shares during the last quarter. Parvin Asset Management LLC acquired a new position in shares of Campbell’s in the second quarter valued at $35,000. Geneos Wealth Management Inc. increased 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. Rothschild Investment LLC increased its holdings in shares of Campbell’s by 85.5% in the third quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after purchasing an additional 586 shares during the last quarter. Finally, Kentucky Trust Co raised its position in shares of Campbell’s by 40.0% in the third quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock valued at $44,000 after purchasing an additional 400 shares during the period. Institutional investors own 52.35% of the company’s stock.

Insider Buying and Selling

In related news, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction that occurred on Friday, January 9th. The stock was 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 represents a 9.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the firm’s 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 approximately $1,231,884.78. This trade represents a 20.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 19.78% of the company’s stock.

Campbell’s News Roundup

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

• Positive Sentiment: MarketBeat highlights CPB as a potential value/dividend play—calls attention to a ~5.9% yield and low P/E versus history, which can attract income and value investors. 3 Undervalued Names Too Cheap to Ignore
• Positive Sentiment: Seeking Alpha argues much bad news is already priced in and upgrades its stance to a hold with a $25 target, signaling limited near-term downside and giving some investors confidence to buy the dividend yield. The Campbell’s Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)
• Neutral Sentiment: Zacks publishes previews and metric-level estimates for CPB’s Q2, highlighting areas (sales, margins, input-cost pressure) that will matter to the quarter—this is informational and increases short-term earnings risk if results miss. Unlocking Q2 Potential of Campbell (CPB)
• Neutral Sentiment: Another Zacks earnings preview reiterates expectations for sales and profit declines driven by snack softness, divestitures and rising costs—useful for positioning into earnings but not a fresh catalyst. Campbell’s Q2 Earnings on the Horizon
• Negative Sentiment: UBS cut its price target to $24 and moved to a “sell” rating — the most bearish recent analyst action and a clear near-term downside signal for sentiment. Benzinga: UBS PT Cut
• Negative Sentiment: Morgan Stanley trimmed its PT from $28 to $27 and kept an “equal weight” stance, a modestly negative revision that reduces upside in analyst consensus. Benzinga: Morgan Stanley PT Cut
• Negative Sentiment: Deutsche Bank and Wells Fargo recently lowered targets and tone on CPB as its outlook weakened—adds to the chorus of cautious sell-side views pressuring the stock. InsiderMonkey: Deutsche Bank, Wells Fargo Cuts
• Negative Sentiment: Reports note CPB hit a new 12‑month low after analyst downgrades and coverage calling for weaker near-term performance, underscoring the price pressure from the sell-side narrative. AmericanBankingNews: Sets New 12-Month Low

Campbell’s Price Performance

NASDAQ:CPB opened at $25.78 on Friday. The Campbell’s Company has a 52 week low of $24.86 and a 52 week high of $43.85. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82. The firm’s 50-day simple moving average is $27.22 and its 200 day simple moving average is $29.68. The firm has a market cap of $7.69 billion, a price-to-earnings ratio of 13.36, a P/E/G ratio of 9.07 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.04. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm had revenue of $2.68 billion during the quarter. Campbell’s’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. As a group, sell-side analysts predict that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be paid a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 6.1%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s payout ratio is 80.83%.

Analyst Ratings Changes

CPB has been the subject of a number of research reports. Morgan Stanley cut their target price on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating for the company in a research note on Friday. UBS Group lowered their price target on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a report on Friday. Jefferies Financial Group restated a “hold” rating and set a $26.00 price objective on shares of Campbell’s in a research report on Monday, March 2nd. Stephens reduced their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a report on Monday, December 8th. Finally, Barclays set a $27.00 target price on Campbell’s in a research report on Friday, January 16th. Two analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $31.35.

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.