411,384 Shares in The Campbell’s Company $CPB Purchased by Natixis Advisors LLC

Natixis Advisors LLC acquired a new stake in The Campbell’s Company (NASDAQ:CPB) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 411,384 shares of the company’s stock, valued at approximately $12,992,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. SBI Securities Co. Ltd. raised its stake in shares of Campbell’s by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after buying an additional 385 shares during the period. Geneos Wealth Management Inc. lifted its position in shares of Campbell’s by 333.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after buying an additional 750 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in Campbell’s in the 2nd quarter valued at $35,000. Rothschild Investment LLC grew its stake in Campbell’s by 85.5% in the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after acquiring an additional 586 shares during the period. Finally, Kentucky Trust Co increased its holdings in Campbell’s by 40.0% in the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock worth $44,000 after acquiring an additional 400 shares in the last quarter. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the 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 of the company’s stock, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 19.78% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Royal Bank Of Canada reduced their price objective on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a research report on Thursday. Stephens cut their target price on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Morgan Stanley reduced their price target on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a research report on Thursday. Sanford C. Bernstein decreased their price target on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, DA Davidson reiterated a “neutral” rating and set a $30.00 price objective on shares of Campbell’s in a research note on Thursday. Two equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Campbell’s has a consensus rating of “Reduce” and an average price target of $27.88.

Campbell’s News Roundup

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

• Positive Sentiment: Institutional buying and a super‑high yield make CPB attractive to income investors; MarketBeat notes heavy institutional ownership and a dividend yield above 6% after the price decline, which could support the stock as buyers step in. Campbell Soup Company Is High-Priority for Income Watch Lists
• Positive Sentiment: Brand strength: management highlighted Rao’s topping $1B trailing‑12‑month sales and other core Meals & Beverages strength — a sign some portfolio pieces remain resilient. Campbell’s Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Some analysts kept neutral/positive stances: DA Davidson reaffirmed a “neutral” rating with a $30 target, leaving room for upside if execution improves. DA Davidson Reaffirms Neutral
• Negative Sentiment: Q2 results missed: CPB reported $0.51 EPS vs. ~$0.57 expected and revenue down ~4.5% YoY; management cut FY26 adjusted EPS guidance to $2.15–$2.25 (below consensus), which is the principal immediate driver of the share selloff. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Multiple broker price‑target cuts and downgrades (Deutsche Bank, RBC, Morgan Stanley, Stifel, Bernstein and Wells Fargo among others) amplified selling pressure and trimmed near‑term upside expectations. Analyst Price Target Moves
• Negative Sentiment: Category headwinds: weak snacks demand, promotional pressure, tariff impacts and cost/inflation headwinds are pressuring margins and are cited repeatedly by management and analysts as reasons for the weaker outlook. Campbell’s cuts annual forecasts amid macroeconomic pressures
• Negative Sentiment: Market reaction and sentiment: coverage notes the stock hit multi‑year lows, short interest has risen, and commentators (including Wells Fargo / Jim Cramer coverage) are more cautious — adding downside risk until execution or demand improves. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

Campbell’s Stock Performance

NASDAQ:CPB opened at $21.65 on Friday. The company’s 50-day moving average is $26.88 and its two-hundred day moving average is $29.45. The Campbell’s Company has a 1-year low of $21.59 and a 1-year high of $40.59. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.34. The firm has a market capitalization of $6.45 billion, a price-to-earnings ratio of 11.83, a PEG ratio of 8.91 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.06). The firm had revenue of $2.56 billion for the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.Campbell’s’s revenue was down 4.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Analysts forecast that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be given 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 7.2%. Campbell’s’s payout ratio is currently 80.83%.

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.