Campbell’s FY2027 EPS Forecast Decreased by Zacks Research

The Campbell’s Company (NASDAQ:CPB) – Research analysts at Zacks Research cut their FY2027 earnings per share (EPS) estimates for shares of Campbell’s in a report released on Monday, June 22nd. Zacks Research analyst Team now forecasts that the company will earn $1.92 per share for the year, down from their previous estimate of $2.26. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Campbell’s’ current full-year earnings is $2.18 per share.

Campbell’s (NASDAQ:CPB) last released its earnings results on Monday, June 8th. The company reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. The company had revenue of $2.37 billion during the quarter. Campbell’s had a return on equity of 18.04% and a net margin of 6.12%.The business’s quarterly revenue was down 4.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.22 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS.

A number of other equities research analysts have also recently issued reports on CPB. Jefferies Financial Group reaffirmed a “hold” rating and issued a $26.00 price objective on shares of Campbell’s in a research note on Monday, March 2nd. Royal Bank Of Canada lowered their price target on shares of Campbell’s from $23.00 to $21.00 and set a “sector perform” rating for the company in a research note on Tuesday, June 9th. William Blair assumed coverage on shares of Campbell’s in a research report on Tuesday. They set a “market perform” rating for the company. Barclays reduced their price objective on Campbell’s from $21.00 to $19.00 and set an “underweight” rating on the stock in a research note on Monday, June 8th. Finally, Bank of America decreased their price objective on Campbell’s from $20.00 to $18.00 and set an “underperform” rating on the stock in a report on Tuesday, June 9th. Twelve investment analysts have rated the stock with a Hold rating and eight have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $21.88.

Campbell’s Trading Up 4.0%

CPB stock opened at $21.21 on Wednesday. The company has a market capitalization of $6.33 billion, a PE ratio of 10.50 and a beta of 0.02. Campbell’s has a one year low of $19.56 and a one year high of $34.17. The company’s 50 day moving average price is $20.93 and its two-hundred day moving average price is $24.21. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.38 and a current ratio of 0.87.

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 paid a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 7.4%. The ex-dividend date of this dividend is Thursday, July 2nd. Campbell’s’s payout ratio is presently 77.23%.

Institutional Investors Weigh In On Campbell’s

Several institutional investors have recently added to or reduced their stakes in CPB. State Street Corp increased its position in shares of Campbell’s by 1.3% in the second quarter. State Street Corp now owns 11,960,359 shares of the company’s stock valued at $366,585,000 after acquiring an additional 149,679 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Campbell’s by 23.3% during the first quarter. Dimensional Fund Advisors LP now owns 10,239,231 shares of the company’s stock worth $228,026,000 after purchasing an additional 1,933,814 shares during the period. Invesco Ltd. grew its stake in shares of Campbell’s by 21.6% in the fourth quarter. Invesco Ltd. now owns 9,719,409 shares of the company’s stock worth $270,880,000 after purchasing an additional 1,723,676 shares during the last quarter. Two Sigma Investments LP grew its stake in shares of Campbell’s by 534.8% in the third quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock worth $155,916,000 after purchasing an additional 4,159,398 shares during the last quarter. Finally, UBS Group AG increased its holdings in Campbell’s by 175.7% during the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock valued at $117,823,000 after purchasing an additional 2,377,488 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

More Campbell’s News

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

• Positive Sentiment: Campbell’s was named one of America’s 50 Most Community-Minded Companies, earning a 2026 Civic 50 honor that highlights employee volunteering, community investment and social impact. The recognition is positive for brand reputation, though it is unlikely to move earnings materially. Article Title
• Neutral Sentiment: William Blair’s Jon Andersen initiated Campbell’s with a Hold rating, citing solid fundamentals but also execution risk. That suggests investors see stability, but not a strong near-term catalyst. Article Title
• Negative Sentiment: Zacks Research cut multiple earnings estimates for Campbell’s across FY2026 through FY2028 and kept a Strong Sell rating. The lowered EPS outlook signals concern about future profitability and is the clearest negative catalyst in the news flow. Article Title
• Negative Sentiment: Another bearish note argued investors should sell CPB, adding to pressure from the series of downgraded earnings forecasts and reinforcing the market’s caution around growth expectations. Article Title

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.