Kingsview Wealth Management LLC acquired a new stake in The Campbell’s Company (NASDAQ:CPB – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 23,197 shares of the company’s stock, valued at approximately $733,000.
Other institutional investors and hedge funds also recently bought and sold shares of the company. SBI Securities Co. Ltd. grew its stake in shares of Campbell’s by 66.8% during the second quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after purchasing an additional 385 shares during the last quarter. Parvin Asset Management LLC bought a new position in Campbell’s in the 2nd quarter worth approximately $35,000. Geneos Wealth Management Inc. lifted its holdings in Campbell’s by 333.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after buying an additional 750 shares in the last quarter. Rothschild Investment LLC lifted its holdings in Campbell’s by 85.5% during the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock worth $40,000 after buying an additional 586 shares in the last quarter. Finally, Kentucky Trust Co boosted its position in Campbell’s by 40.0% in the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock valued at $44,000 after buying an additional 400 shares during the last quarter. Institutional investors and hedge funds own 52.35% of the company’s stock.
Insiders Place Their Bets
In other 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 value of $71,577.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the transaction, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $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. 19.78% of the stock is owned by company insiders.
Campbell’s Price Performance
Campbell’s (NASDAQ:CPB – Get Free Report) last announced its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The firm had revenue of $2.68 billion for the quarter. Campbell’s’s revenue was down 3.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, sell-side analysts forecast that The Campbell’s Company will post 3.15 EPS for the current fiscal year.
Campbell’s Dividend Announcement
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 given a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a yield of 6.1%. Campbell’s’s dividend payout ratio is currently 80.83%.
Wall Street Analyst Weigh In
CPB has been the topic of a number of research reports. Morgan Stanley cut their target price on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating on the stock in a research report on Friday. Stephens reduced their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research note on Monday, December 8th. DA Davidson reaffirmed a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a report on Thursday, December 11th. Stifel Nicolaus set a $30.00 price target on Campbell’s and gave the stock a “hold” rating in a research report on Tuesday, December 9th. Finally, Sanford C. Bernstein lowered their price target on Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a research note on Wednesday, December 10th. Two analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus price target of $31.35.
Read Our Latest Research Report on CPB
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.
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