First Trust Advisors LP Sells 83,451 Shares of The Campbell’s Company $CPB

First Trust Advisors LP reduced its holdings in The Campbell’s Company (NASDAQ:CPB) by 4.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,809,123 shares of the company’s stock after selling 83,451 shares during the quarter. First Trust Advisors LP’s holdings in Campbell’s were worth $57,132,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. SBI Securities Co. Ltd. grew its stake in shares of Campbell’s by 66.8% in the second quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after purchasing an additional 385 shares during the last quarter. Parvin Asset Management LLC bought a new position in Campbell’s during the 2nd quarter worth $35,000. Geneos Wealth Management Inc. lifted its holdings in Campbell’s by 333.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after buying an additional 750 shares during the period. Rothschild Investment LLC lifted its holdings in Campbell’s by 85.5% during the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock worth $40,000 after buying an additional 586 shares during the period. Finally, Kentucky Trust Co grew its position in shares of Campbell’s by 40.0% in the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock valued at $44,000 after buying an additional 400 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

Campbell’s News Summary

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

• Positive Sentiment: New CEO Cassandra Green is intensifying focus on supply-chain efficiency and cost initiatives that could drive margin improvement over coming quarters — a potential catalyst for re-rating if execution reduces COGS and SG&A. Should Campbell’s Elevated Supply Chain Focus Under Cassandra Green Shift the Margin Story for CPB?
• Positive Sentiment: Some value-focused commentary argues CPB may be an attractive rebound opportunity after a roughly one-year share-price slide, highlighting a lower valuation that could draw bargain hunters or activist interest. Is Campbell Soup (CPB) Now An Opportunity After A 36% One-Year Share Price Slide?
• Neutral Sentiment: Analysts remain mixed on CPB: some see upside from cost moves and stable cash flows, while others point to weak top-line trends and margin pressure — expect divergent sell-side views ahead of the quarter. Analysts’ Opinions Are Mixed on These Consumer Goods Stocks
• Neutral Sentiment: Pre-earnings coverage and previews are focusing investor attention on Q2 guidance, margin outlook and whether management provides clearer timing for supply-chain improvements; these previews can increase volatility but are informational rather than directional. Campbell’s Company Q2 2026 earnings preview
• Negative Sentiment: Barron’s flags that CPB is now among the smallest S&P 500 constituents and could face index reconstitution risk; potential removal from the S&P 500 would likely reduce passive demand and add selling pressure. Campbell’s Earnings Are Coming. Its Place in the S&P 500 Is at Stake.
• Negative Sentiment: Two banks recently cut price targets (UBS to $24, Morgan Stanley to $27), signaling lower analyst conviction and exerting downward pressure on the stock ahead of earnings. UBS Group Cuts Campbell’s (NASDAQ:CPB) Price Target to $24.00 Morgan Stanley Cuts Campbell’s (NASDAQ:CPB) Price Target to $27.00

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Stifel Nicolaus set a $30.00 price objective on Campbell’s and gave the stock a “hold” rating in a research report on Tuesday, December 9th. Stephens reduced their target price on 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 decreased 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 report on Friday, March 6th. UBS Group dropped their price target on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a research report on Friday, March 6th. Finally, Royal Bank Of Canada reduced their price objective on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, Campbell’s currently has an average rating of “Reduce” and a consensus target price of $31.35.

Campbell’s Trading Down 2.4%

Shares of CPB stock opened at $24.68 on Wednesday. The company has a market cap of $7.36 billion, a P/E ratio of 12.79, a PEG ratio of 8.92 and a beta of -0.03. The stock has a 50 day simple moving average of $27.10 and a two-hundred day simple moving average of $29.55. 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 Campbell’s Company has a fifty-two week low of $24.64 and a fifty-two week high of $42.21.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. The firm had revenue of $2.68 billion for the quarter. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The business’s revenue for the quarter was down 3.4% on a year-over-year basis. Research analysts forecast that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be given a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s payout ratio is presently 80.83%.

Insiders Place Their Bets

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction on Tuesday, December 30th. The shares were 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 approximately $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of the company’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 transaction, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. This represents a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is owned by insiders.

Campbell’s 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.