Royal Bank Of Canada Issues Pessimistic Forecast for Campbell’s (NASDAQ:CPB) Stock Price

Campbell’s (NASDAQ:CPB) had its target price reduced by stock analysts at Royal Bank Of Canada from $30.00 to $26.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “sector perform” rating on the stock. Royal Bank Of Canada’s price target suggests a potential upside of 19.76% from the stock’s current price.

Several other equities research analysts also recently commented on CPB. Bank of America dropped their target price on Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a report 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. Barclays dropped their price target on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating on the stock in a research note on Thursday. Stifel Nicolaus cut their price objective on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a research report on Thursday. Finally, Sanford C. Bernstein reduced their price objective on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating for the company 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, Campbell’s presently has an average rating of “Reduce” and an average price target of $27.65.

Campbell’s Price Performance

CPB stock opened at $21.71 on Thursday. 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 firm has a 50 day moving average price of $26.76 and a 200-day moving average price of $29.37. Campbell’s has a 52-week low of $21.59 and a 52-week high of $40.59. The firm has a market capitalization of $6.47 billion, a price-to-earnings ratio of 11.86, a PEG ratio of 8.40 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share 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 during the quarter. During the same quarter in the prior year, the firm earned $0.74 EPS. The firm’s revenue 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. Equities research analysts forecast that Campbell’s will post 3.15 EPS for the current fiscal year.

Insider Transactions at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at $1,231,884.78. The trade was a 20.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Stance Capital LLC bought a new stake in shares of Campbell’s during the 3rd quarter valued at $27,000. SBI Securities Co. Ltd. raised its holdings in Campbell’s by 66.8% in the 2nd 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 purchased a new position in Campbell’s during the fourth quarter valued at $29,000. Sittner & Nelson LLC purchased a new position in Campbell’s during the fourth quarter valued at $29,000. Finally, Los Angeles Capital Management LLC bought a new stake in Campbell’s during the fourth quarter valued at about $29,000. 52.35% of the stock is currently owned by institutional investors.

Key Headlines Impacting Campbell’s

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

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an “outperform” stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a “sell” rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

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.