Campbell’s (NASDAQ:CPB) Given New $27.00 Price Target at Sanford C. Bernstein

Campbell’s (NASDAQ:CPB) had its price objective trimmed by Sanford C. Bernstein from $33.00 to $27.00 in a research note published on Thursday,Benzinga reports. The firm currently has an outperform rating on the stock.

CPB has been the subject of a number of other research reports. Weiss Ratings cut Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 5th. UBS Group cut their price target on Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a research note on Friday, March 6th. Morgan Stanley reduced their price target on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating on the stock in a report on Thursday. Stifel Nicolaus lowered their price objective on Campbell’s from $30.00 to $25.00 and set a “hold” rating for the company in a research note on Thursday. Finally, Stephens dropped their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a report on Monday, December 8th. Two investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average target price of $27.88.

Campbell’s Stock Performance

Shares of Campbell’s stock opened at $21.65 on Thursday. The company’s 50 day moving average price is $26.88 and its two-hundred day moving average price is $29.45. The firm has a market capitalization of $6.45 billion, a P/E ratio of 11.83, a P/E/G ratio of 8.91 and a beta of -0.03. Campbell’s has a fifty-two week low of $21.59 and a fifty-two week 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.

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 the consensus estimate of $0.57 by ($0.06). Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The company had revenue of $2.56 billion for the quarter. During the same period in the previous year, the business earned $0.74 EPS. The business’s quarterly revenue was down 4.5% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities analysts forecast that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The company 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 $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. Campbell’s’s payout ratio is 80.83%.

Insiders Place Their Bets

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company’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 sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 sale, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in CPB. Stance Capital LLC acquired a new position in shares of Campbell’s in the 3rd quarter valued at about $27,000. SBI Securities Co. Ltd. grew its stake in Campbell’s by 66.8% during 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 period. Flagship Harbor Advisors LLC bought a new stake in Campbell’s in the fourth quarter worth approximately $29,000. Sittner & Nelson LLC bought a new stake in Campbell’s in the fourth quarter worth approximately $29,000. Finally, Los Angeles Capital Management LLC acquired a new position in Campbell’s in the fourth quarter valued at approximately $29,000. 52.35% of the stock is owned by institutional investors.

Key Stories Impacting Campbell’s

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.

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.