Natixis Advisors LLC Trims Stake in The Campbell’s Company $CPB

Natixis Advisors LLC reduced its position in The Campbell’s Company (NASDAQ:CPB) by 57.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 174,395 shares of the company’s stock after selling 236,989 shares during the quarter. Natixis Advisors LLC’s holdings in Campbell’s were worth $4,860,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Hillman Capital Management Inc. grew its stake in Campbell’s by 83.7% in the 3rd quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company’s stock worth $5,464,000 after acquiring an additional 78,824 shares in the last quarter. Berkshire Asset Management LLC PA bought a new position in Campbell’s in the 3rd quarter worth about $1,270,000. Ashton Thomas Private Wealth LLC bought a new position in Campbell’s in the 4th quarter worth about $1,596,000. Tounjian Advisory Partners LLC bought a new position in Campbell’s in the 4th quarter worth about $2,137,000. Finally, Fluent Financial LLC bought a new position in Campbell’s in the 4th quarter worth about $6,173,000. 52.35% of the stock is currently owned by institutional investors.

Campbell’s News Roundup

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

• Positive Sentiment: Campbell’s beat Q3 EPS estimates, reporting $0.50 per share versus the $0.48 consensus, which helped offset some of the concern around softer demand. Campbell’s (CPB) Surpasses Q3 Earnings Estimates
• Positive Sentiment: The company reaffirmed its full-year outlook, suggesting management still expects results to stay within prior guidance despite inflation and weaker consumer spending. Packaged food firm Campbell’s reaffirms annual forecast on weak consumer spending
• Positive Sentiment: Shares rose in early trading after the EPS beat, with investors reacting favorably to better-than-expected profit despite the sales miss. Motorcar Parts Of America, Campbell’s And 3 Stocks To Watch Heading Into Monday
• Neutral Sentiment: Campbell’s reported Q3 revenue of $2.37 billion, down 4.4% year over year, as weaker snack volumes and cautious consumer spending continued to pressure the top line. Campbell’s Reports Third Quarter Fiscal 2026 Results
• Negative Sentiment: Persistent weakness in the snacks business and inflation-driven margin pressure are still the main investor concerns, limiting enthusiasm around the earnings beat. Campbell’s Sales Fall on Continued Weak Demand for Snacks
• Negative Sentiment: Analysts noted that sales missed expectations, reinforcing worries that Campbell’s recovery in its snack segment may take time. The Campbell’s Company: Still Too Early To Take A Bite

Campbell’s Price Performance

NASDAQ CPB opened at $21.49 on Tuesday. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.51 and a current ratio of 1.01. The firm’s 50 day moving average price is $20.89 and its 200-day moving average price is $24.89. The Campbell’s Company has a 52-week low of $19.56 and a 52-week high of $34.56. The company has a market cap of $6.41 billion, a PE ratio of 11.74 and a beta of 0.02.

Campbell’s (NASDAQ:CPB) last posted its earnings results on Monday, June 8th. The company reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The company had revenue of $2.37 billion during the quarter. During the same period in the previous year, the company earned $0.22 EPS. The company’s revenue was down 4.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Sell-side analysts forecast that The Campbell’s Company will post 2.18 EPS for the current fiscal year.

Campbell’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be given a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $1.56 dividend on an annualized basis and a yield of 7.3%. Campbell’s’s dividend payout ratio is presently 85.25%.

Wall Street Analysts Forecast Growth

CPB has been the topic of a number of recent research reports. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Campbell’s in a research note on Thursday. BNP Paribas Exane dropped their price objective on shares of Campbell’s from $22.00 to $19.00 and set an “underperform” rating on the stock in a research note on Thursday, April 9th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Campbell’s from $23.00 to $20.00 and set a “hold” rating on the stock in a research note on Monday, March 30th. Stephens downgraded shares of Campbell’s from an “overweight” rating to an “equal weight” rating and dropped their price objective for the company from $28.00 to $21.00 in a research note on Monday, June 1st. Finally, Wells Fargo & Company downgraded shares of Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their price objective for the company from $20.00 to $18.00 in a research note on Wednesday, April 8th. Thirteen analysts have rated the stock with a Hold rating and seven have issued a Sell rating to the stock. According to MarketBeat, Campbell’s has a consensus rating of “Reduce” and a consensus price target of $22.63.

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.