Marathon Trading Investment Management LLC Takes Position in The Campbell’s Company $CPB

Marathon Trading Investment Management LLC bought a new stake in shares of The Campbell’s Company (NASDAQ:CPB) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 45,722 shares of the company’s stock, valued at approximately $1,274,000.

Several other institutional investors have also bought and sold shares of the stock. Glen Eagle Advisors LLC lifted its stake in Campbell’s by 133.2% during the 4th quarter. Glen Eagle Advisors LLC now owns 1,434 shares of the company’s stock valued at $40,000 after acquiring an additional 819 shares in the last quarter. Landscape Capital Management L.L.C. grew its stake in shares of Campbell’s by 51.3% in the 4th quarter. Landscape Capital Management L.L.C. now owns 230,274 shares of the company’s stock worth $6,418,000 after acquiring an additional 78,047 shares in the last quarter. Aigen Investment Management LP purchased a new stake in shares of Campbell’s in the fourth quarter valued at about $768,000. Arrowstreet Capital Limited Partnership raised its holdings in shares of Campbell’s by 28.5% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 3,054,427 shares of the company’s stock valued at $85,127,000 after purchasing an additional 677,037 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its position in shares of Campbell’s by 19.7% during the fourth quarter. Kestra Advisory Services LLC now owns 18,842 shares of the company’s stock valued at $525,000 after purchasing an additional 3,099 shares in the last quarter. Institutional investors own 52.35% of the company’s stock.

Campbell’s Price Performance

CPB opened at $22.81 on Monday. The company has a quick ratio of 0.38, a current ratio of 0.87 and a debt-to-equity ratio of 1.53. The stock has a market cap of $6.80 billion, a price-to-earnings ratio of 11.29 and a beta of 0.02. The Campbell’s Company has a twelve month low of $19.56 and a twelve month high of $34.17. The company’s 50-day moving average price is $20.93 and its two-hundred day moving average price is $24.65.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings results on Monday, June 8th. The company reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.48 by $0.02. The company had revenue of $2.37 billion during the quarter. Campbell’s had a net margin of 6.12% and a return on equity of 18.04%. The company’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.22 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts expect that The Campbell’s Company will post 2.18 earnings per share for the current year.

Campbell’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date of this dividend is Thursday, July 2nd. Campbell’s’s dividend payout ratio (DPR) is currently 77.23%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on CPB shares. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Campbell’s from $23.00 to $20.00 and set a “hold” rating for the company in a research report on Monday, March 30th. BTIG Research reaffirmed a “neutral” rating on shares of Campbell’s in a report on Monday, June 8th. TD Cowen decreased their price target on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research report on Thursday, March 12th. Royal Bank Of Canada dropped their price target on Campbell’s from $23.00 to $21.00 and set a “sector perform” rating on the stock in a report on Tuesday, June 9th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Campbell’s in a research report on Thursday, April 2nd. Twelve analysts have rated the stock with a Hold rating and eight have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $21.88.

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.