Campbell’s (NASDAQ:CPB) Given New $25.00 Price Target at Stifel Nicolaus

Campbell’s (NASDAQ:CPB) had its price target cut by Stifel Nicolaus from $30.00 to $25.00 in a research note published on Thursday morning,Benzinga reports. They currently have a hold rating on the stock.

A number of other equities analysts also recently weighed in on CPB. Stephens dropped 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. Jefferies Financial Group reissued a “hold” rating and set a $26.00 price target on shares of Campbell’s in a research note on Monday, March 2nd. Weiss Ratings lowered shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. Morgan Stanley dropped their price objective 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. Finally, Barclays reduced their price objective on Campbell’s from $27.00 to $23.00 and set an “underweight” rating on the stock in a report on Thursday. Two research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $27.88.

Campbell’s Stock Performance

Shares of NASDAQ:CPB opened at $21.65 on Thursday. Campbell’s has a twelve month low of $21.59 and a twelve month high of $40.59. The firm has a market cap of $6.45 billion, a PE ratio of 11.83, a price-to-earnings-growth ratio of 8.91 and a beta of -0.03. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.34 and a current ratio of 1.01. The business has a fifty day moving average of $26.88 and a 200-day moving average of $29.45.

Campbell’s (NASDAQ:CPB) last released 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 business had revenue of $2.56 billion during the quarter. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The firm’s revenue was down 4.5% compared to the same quarter last year. During the same period last year, the company earned $0.74 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities research analysts predict that Campbell’s will post 3.15 EPS for the current fiscal year.

Campbell’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. The ex-dividend date is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is currently 80.83%.

Insider Activity at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the sale, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This represents 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 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 in the company, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is owned by company insiders.

Institutional Trading of Campbell’s

A number of large investors have recently made changes to their positions in CPB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Campbell’s by 3.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock valued at $777,000 after acquiring an additional 685 shares during the period. Goldman Sachs Group Inc. raised its position in shares of Campbell’s by 4.3% during the first quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock worth $26,369,000 after purchasing an additional 27,374 shares during the period. Empowered Funds LLC acquired a new stake in shares of Campbell’s during the first quarter worth about $446,000. Woodline Partners LP lifted its holdings in shares of Campbell’s by 40.9% during the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock valued at $664,000 after purchasing an additional 4,827 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings 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 purchasing an additional 750 shares in the last quarter. Institutional investors own 52.35% of the company’s stock.

More Campbell’s News

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 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.