Bridgefront Capital LLC Sells 52,721 Shares of The Campbell’s Company $CPB

Bridgefront Capital LLC cut its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 53.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,216 shares of the company’s stock after selling 52,721 shares during the period. Bridgefront Capital LLC’s holdings in Campbell’s were worth $1,428,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings 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 in the last quarter. Goldman Sachs Group Inc. raised its holdings in Campbell’s by 4.3% in the 1st 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 in the last quarter. Empowered Funds LLC bought a new position in Campbell’s in the 1st quarter worth $446,000. Woodline Partners LP lifted its position in shares of Campbell’s by 40.9% in the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after purchasing an additional 4,827 shares during the period. Finally, Geneos Wealth Management Inc. lifted its position in shares of Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after purchasing an additional 750 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on CPB shares. UBS Group reduced their price target on shares of Campbell’s from $24.00 to $20.00 and set a “sell” rating on the stock in a research report on Friday. Barclays lowered their price objective on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating for the company in a report on Thursday. Stifel Nicolaus reduced their target price on Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a report on Thursday. TD Cowen decreased their target price on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research report on Thursday. Finally, Wells Fargo & Company cut Campbell’s from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $28.00 to $20.00 in a research note on Thursday. Two analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and seven have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus price target of $27.65.

Key Stories 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

Insider Activity at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s 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 completion of 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the business’s 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 completion of the sale, the executive vice president directly owned 43,777 shares in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 19.78% of the company’s stock.

Campbell’s Trading Up 0.3%

Shares of NASDAQ CPB opened at $21.71 on Friday. 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 50-day moving average of $26.76 and a 200 day moving average of $29.35. The stock has a market cap of $6.47 billion, a P/E ratio of 11.86, a price-to-earnings-growth ratio of 8.42 and a beta of -0.03.

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

Campbell’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be paid a $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.2%. Campbell’s’s dividend payout ratio is presently 85.25%.

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.