Campbell’s (NASDAQ:CPB) Price Target Cut to $27.00 by Analysts at Morgan Stanley

Campbell’s (NASDAQ:CPB) had its target price lowered by Morgan Stanley from $28.00 to $27.00 in a research note published on Friday morning,Benzinga reports. The firm currently has an equal weight rating on the stock.

A number of other brokerages also recently weighed in on CPB. Royal Bank Of Canada reduced their target price on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a report on Wednesday, December 10th. DA Davidson restated a “neutral” rating and set a $30.00 price objective on shares of Campbell’s in a research report on Thursday, December 11th. Sanford C. Bernstein reduced their price objective on Campbell’s from $39.00 to $33.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 10th. Weiss Ratings cut Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Finally, UBS Group lowered their target price on Campbell’s from $28.00 to $26.00 and set a “sell” rating for the company in a research note on Wednesday, December 10th. Two analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $31.35.

Campbell’s Price Performance

Shares of NASDAQ:CPB traded up $0.72 during midday trading on Friday, hitting $25.78. The stock had a trading volume of 8,302,892 shares, compared to its average volume of 6,548,287. The company’s 50-day moving average price is $27.22 and its 200-day moving average price is $29.70. The company has a market capitalization of $7.69 billion, a P/E ratio of 13.36, a price-to-earnings-growth ratio of 8.81 and a beta of -0.03. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54. Campbell’s has a fifty-two week low of $24.86 and a fifty-two week high of $43.85.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.04. The business had revenue of $2.68 billion for the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The company’s revenue for the quarter was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, equities research analysts predict that Campbell’s will post 3.15 EPS for the current fiscal year.

Campbell’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 6.1%. Campbell’s’s dividend payout ratio (DPR) is 80.83%.

Insiders Place Their Bets

In other news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction dated Tuesday, December 30th. The stock was 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 approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, 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 value of $71,577.00. Following the sale, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 19.78% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in CPB. Hsbc Holdings PLC boosted its position in Campbell’s by 2.3% during the 4th quarter. Hsbc Holdings PLC now owns 250,246 shares of the company’s stock worth $6,979,000 after buying an additional 5,726 shares during the period. Employees Provident Fund Board acquired a new position in Campbell’s in the 4th quarter valued at approximately $5,309,000. Alpine Global Management LLC acquired a new position in Campbell’s in the 4th quarter valued at approximately $259,000. Dean Capital Management increased its position in Campbell’s by 3.2% in the 4th quarter. Dean Capital Management now owns 47,973 shares of the company’s stock valued at $1,337,000 after acquiring an additional 1,481 shares during the period. Finally, Invesco Ltd. raised its stake in shares of Campbell’s by 21.6% during the fourth quarter. Invesco Ltd. now owns 9,719,409 shares of the company’s stock valued at $270,880,000 after acquiring an additional 1,723,676 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

Key Stories Impacting Campbell’s

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

• Positive Sentiment: MarketBeat highlights CPB as a potential value/dividend play—calls attention to a ~5.9% yield and low P/E versus history, which can attract income and value investors. 3 Undervalued Names Too Cheap to Ignore
• Positive Sentiment: Seeking Alpha argues much bad news is already priced in and upgrades its stance to a hold with a $25 target, signaling limited near-term downside and giving some investors confidence to buy the dividend yield. The Campbell’s Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)
• Neutral Sentiment: Zacks publishes previews and metric-level estimates for CPB’s Q2, highlighting areas (sales, margins, input-cost pressure) that will matter to the quarter—this is informational and increases short-term earnings risk if results miss. Unlocking Q2 Potential of Campbell (CPB)
• Neutral Sentiment: Another Zacks earnings preview reiterates expectations for sales and profit declines driven by snack softness, divestitures and rising costs—useful for positioning into earnings but not a fresh catalyst. Campbell’s Q2 Earnings on the Horizon
• Negative Sentiment: UBS cut its price target to $24 and moved to a “sell” rating — the most bearish recent analyst action and a clear near-term downside signal for sentiment. Benzinga: UBS PT Cut
• Negative Sentiment: Morgan Stanley trimmed its PT from $28 to $27 and kept an “equal weight” stance, a modestly negative revision that reduces upside in analyst consensus. Benzinga: Morgan Stanley PT Cut
• Negative Sentiment: Deutsche Bank and Wells Fargo recently lowered targets and tone on CPB as its outlook weakened—adds to the chorus of cautious sell-side views pressuring the stock. InsiderMonkey: Deutsche Bank, Wells Fargo Cuts
• Negative Sentiment: Reports note CPB hit a new 12?month low after analyst downgrades and coverage calling for weaker near-term performance, underscoring the price pressure from the sell-side narrative. AmericanBankingNews: Sets New 12-Month Low

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.