Campbell’s (NASDAQ:CPB – Get Free Report) had its price target decreased by equities research analysts at Deutsche Bank Aktiengesellschaft from $28.00 to $23.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Deutsche Bank Aktiengesellschaft’s target price points to a potential upside of 4.81% from the stock’s current price.
Other analysts have also recently issued reports about the stock. DA Davidson reissued a “neutral” rating and set a $30.00 price objective on shares of Campbell’s in a research note on Thursday. Stephens lowered their price target on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research report on Monday, December 8th. Bank of America cut their price objective on Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a report on Thursday. Barclays reaffirmed an “underweight” rating and issued a $23.00 price objective on shares of Campbell’s in a research note on Thursday. Finally, Stifel Nicolaus cut their price target on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a report on Thursday. Two research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat.com, Campbell’s has an average rating of “Reduce” and an average price target of $27.88.
Read Our Latest Stock Analysis on Campbell’s
Campbell’s Trading Down 4.3%
Campbell’s (NASDAQ:CPB – Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The business had revenue of $2.56 billion during the quarter. During the same period last year, the business earned $0.74 EPS. Campbell’s’s revenue for the quarter was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities research analysts predict that Campbell’s will post 3.15 EPS for the current year.
Insider Activity
In other news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction on 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 approximately $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the sale, the executive vice president 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 position. The SEC filing for this sale provides additional information. 19.78% of the stock is owned by company insiders.
Hedge Funds Weigh In On Campbell’s
Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust boosted its stake in Campbell’s by 21.4% during the third quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock valued at $61,000 after buying an additional 342 shares during the last quarter. Keybank National Association OH lifted its position in Campbell’s by 1.1% during the third quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock valued at $1,034,000 after purchasing an additional 353 shares during the last quarter. J.W. Cole Advisors Inc. grew its stake in shares of Campbell’s by 1.9% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock worth $611,000 after buying an additional 375 shares in the last quarter. Public Employees Retirement System of Ohio increased its holdings in shares of Campbell’s by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company’s stock worth $1,913,000 after buying an additional 376 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC raised its position in shares of Campbell’s by 8.1% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company’s stock valued at $142,000 after buying an additional 380 shares in the last quarter. 52.35% of the stock is owned by institutional investors.
More Campbell’s News
Here are the key news stories impacting Campbell’s this week:
- Positive Sentiment: Rao’s and Meals & Beverages are bright spots — management said the Rao’s brand exceeded $1B in trailing sales and Meals & Beverages drove in‑market consumption growth, giving a clear growth pocket within the business. Q2 Press Release
- Positive Sentiment: Yield and institutional buying: the share price tumble has pushed yield above 6%+, drawing income investors and reported institutional accumulation that could support a floor to the stock. MarketBeat: Income Watch
- Positive Sentiment: Management flagged margin improvement and cost-control initiatives on the call — these actions could help earnings recovery if execution holds. Seeking Alpha: Margin Signals
- Neutral Sentiment: Some analysts still see upside: DA Davidson reaffirmed a $30 target (neutral), and several firms’ targets remain in the high‑$20s to $30s range despite cuts — showing disagreement on timing of a recovery. TickerReport: DA Davidson
- Neutral Sentiment: Not all shops cut ratings — Sanford Bernstein trimmed its PT but kept an outperform view, reflecting divergent analyst views on long‑term potential vs near‑term headwinds. Benzinga: Analyst Actions
- Negative Sentiment: Q2 results missed expectations: EPS $0.51 vs. ~$0.57 consensus and revenue down ~4.5% y/y to $2.56B — snack demand softened and cost pressures hit margins. Zacks: Q2 Miss
- Negative Sentiment: Guidance cut: management lowered FY26 adjusted EPS to $2.15–$2.25 versus the ~2.42 consensus — the weaker outlook is a primary driver of the selloff. Reuters: Guidance Cut
- Negative Sentiment: Brokerage shops trimmed price targets and downgraded coverage after the results (RBC, Morgan Stanley, Stifel lowered PTs; Wells Fargo warned of inflation and weak consumption), amplifying selling pressure. Benzinga: Price Target Actions Barron’s: Wells Fargo Caution
- Negative Sentiment: Macro & execution headwinds — tariffs, promotional pressure, and weak snacks demand pushed shares to multi‑year lows and raised near‑term execution risk for management’s turnaround plans. Yahoo Finance: Stock Drop
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.
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