Intech Investment Management LLC Sells 103,812 Shares of The Campbell’s Company $CPB

Intech Investment Management LLC decreased its position in shares of The Campbell’s Company (NASDAQ:CPB) by 75.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 34,642 shares of the company’s stock after selling 103,812 shares during the quarter. Intech Investment Management LLC’s holdings in Campbell’s were worth $1,094,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Massachusetts Financial Services Co. MA bought a new stake in shares of Campbell’s in the third quarter valued at about $77,940,000. Norges Bank bought a new position in Campbell’s during the 2nd quarter worth about $40,967,000. Qube Research & Technologies Ltd grew its holdings in Campbell’s by 2,283.9% during the 2nd quarter. Qube Research & Technologies Ltd now owns 1,154,599 shares of the company’s stock worth $35,388,000 after acquiring an additional 1,106,166 shares in the last quarter. Worldquant Millennium Advisors LLC increased its position in Campbell’s by 596.3% during the 2nd 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 period. Finally, Jump Financial LLC increased its position in Campbell’s by 5,100.8% during the 2nd quarter. Jump Financial LLC now owns 917,949 shares of the company’s stock valued at $28,135,000 after purchasing an additional 900,299 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 completion of the sale, the executive vice president directly 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. The SEC filing for this sale provides additional information. Corporate insiders own 19.78% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Barclays set a $27.00 price target on shares of Campbell’s in a research report on Friday, January 16th. Sanford C. Bernstein cut their price objective on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating on the stock in a report on Wednesday, December 10th. DA Davidson reissued a “neutral” rating and issued a $30.00 price objective on shares of Campbell’s in a research note on Thursday, December 11th. Wells Fargo & Company lowered their target price on Campbell’s from $30.00 to $28.00 and set an “equal weight” rating for the company in a report on Tuesday, March 3rd. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $26.00 target price on shares of Campbell’s in a research report on Monday, March 2nd. Two investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $31.35.

Campbell’s Stock Up 2.9%

NASDAQ:CPB opened at $25.78 on Friday. The Campbell’s Company has a fifty-two week low of $24.86 and a fifty-two week high of $43.85. The stock has a market capitalization of $7.69 billion, a P/E ratio of 13.36, a P/E/G ratio of 9.07 and a beta of -0.03. 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 company’s 50-day simple moving average is $27.22 and its 200-day simple moving average is $29.68.

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. 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. The company’s 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. On average, equities 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 declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.1%. Campbell’s’s dividend payout ratio is presently 80.83%.

Campbell’s News Summary

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

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.