Gabelli Funds LLC Sells 117,300 Shares of The Campbell’s Company $CPB

Gabelli Funds LLC lowered its stake in The Campbell’s Company (NASDAQ:CPB) by 15.1% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 659,919 shares of the company’s stock after selling 117,300 shares during the period. Gabelli Funds LLC’s holdings in Campbell’s were worth $20,840,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Massachusetts Financial Services Co. MA purchased a new stake in Campbell’s during the 3rd quarter valued at about $77,940,000. Norges Bank bought a new position in Campbell’s during the 2nd quarter worth approximately $40,967,000. Qube Research & Technologies Ltd increased its stake in Campbell’s by 2,283.9% in the 2nd quarter. Qube Research & Technologies Ltd now owns 1,154,599 shares of the company’s stock worth $35,388,000 after purchasing an additional 1,106,166 shares during the period. Worldquant Millennium Advisors LLC lifted its position in Campbell’s by 596.3% in the second quarter. Worldquant Millennium Advisors LLC now owns 1,086,092 shares of the company’s stock valued at $33,289,000 after purchasing an additional 930,120 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Campbell’s by 16.5% during the third quarter. Dimensional Fund Advisors LP now owns 6,546,957 shares of the company’s stock valued at $206,738,000 after purchasing an additional 928,843 shares during the period. Institutional investors own 52.35% of the company’s stock.

Campbell’s Stock Performance

Campbell’s stock opened at $25.78 on Friday. The stock’s 50 day simple moving average is $27.22 and its two-hundred day simple moving average is $29.68. 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 stock has a market cap of $7.69 billion, a price-to-earnings ratio of 13.36, a PEG ratio of 9.07 and a beta of -0.03. The Campbell’s Company has a fifty-two week low of $24.86 and a fifty-two week high of $43.85.

Campbell’s (NASDAQ:CPB) last announced its earnings results 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 firm had revenue of $2.68 billion during the quarter. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.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, analysts expect that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

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

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on CPB shares. Weiss Ratings cut shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Stifel Nicolaus set a $30.00 price target on shares of Campbell’s and gave the company a “hold” rating in a research report on Tuesday, December 9th. Wells Fargo & Company cut their price target on shares of Campbell’s from $30.00 to $28.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 3rd. Morgan Stanley decreased their price objective on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Friday. Finally, Barclays set a $27.00 price objective on shares of Campbell’s in a research note on Friday, January 16th. Two investment 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. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $31.35.

Insider Buying and Selling at Campbell’s

In related news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the transaction, the executive vice president directly 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 sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 19.78% of the company’s stock.

Trending Headlines about Campbell’s

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 Company Profile

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.