Campbell's (NASDAQ:CPB) Stock Price Expected to Rise, UBS Group Analyst Says

Key Points

• UBS raised Campbell’s price target to $19 from $18 but maintained a “sell” rating, implying roughly 9.9% downside from the cited $21.08 share price. The broader analyst consensus remains “Reduce,” with an average target of $20.06.
• Campbell’s quarterly EPS of $0.39 matched estimates, while revenue fell 7.9% year over year to $2.14 billion. The company’s fiscal 2027 outlook calls for declining sales and adjusted EPS of $1.65–$1.80, below analyst expectations.
• Management announced a $500 million cost-reduction plan to improve margins and reduce debt, but also cut the quarterly dividend by 36% to $0.25 per share. Weak snacks demand, brand impairments and consumer spending pressures remain significant concerns.

Campbell's (NASDAQ:CPB - Get Free Report) had its target price upped by analysts at UBS Group from $18.00 to $19.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has a "sell" rating on the stock. UBS Group's price target would indicate a potential downside of 9.86% from the company's current price.

CPB has been the topic of several other reports. BTIG Research reaffirmed a "neutral" rating on shares of Campbell's in a research report on Friday. TD Cowen lifted their price target on Campbell's from $20.00 to $22.00 and gave the company a "hold" rating in a research report on Wednesday, August 19th. Jefferies Financial Group decreased their price objective on Campbell's from $22.00 to $20.00 and set a "hold" rating for the company in a report on Thursday. Weiss Ratings upgraded shares of Campbell's from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday. Finally, Barclays decreased their price target on shares of Campbell's from $19.00 to $18.00 and set an "underweight" rating for the company in a research note on Friday. Thirteen analysts have rated the stock with a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Reduce" and an average target price of $20.06.

Campbell's Stock Down 4.7%

NASDAQ CPB opened at $21.08 on Friday. The stock has a market capitalization of $6.29 billion, a PE ratio of 10.44, a PEG ratio of 2.42 and a beta of 0.03. Campbell's has a 1 year low of $19.56 and a 1 year high of $34.17. The business's 50-day moving average is $22.75 and its 200 day moving average is $22.35. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.87 and a quick ratio of 0.38.

Campbell's (NASDAQ:CPB - Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.39 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.39. The business had revenue of $2.14 billion for the quarter. Campbell's had a net margin of 6.12% and a return on equity of 18.04%. The firm's revenue for the quarter was down 7.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.62 earnings per share. Campbell's has set its FY 2027 guidance at 1.650-1.800 EPS. Sell-side analysts forecast that Campbell's will post 2.18 earnings per share for the current year.

Institutional Investors Weigh In On Campbell's

Institutional investors have recently modified their holdings of the business. Public Employees Retirement System of Ohio raised its holdings in shares of Campbell's by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company's stock valued at $1,913,000 after purchasing an additional 376 shares during the last quarter. Steward Partners Investment Advisory LLC grew its holdings in Campbell's by 8.1% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company's stock valued at $142,000 after purchasing an additional 380 shares during the period. New England Asset Management Inc. raised its stake in Campbell's by 0.6% during the 3rd quarter. New England Asset Management Inc. now owns 65,365 shares of the company's stock worth $2,064,000 after acquiring an additional 380 shares during the period. Horizon Investments LLC raised its position in shares of Campbell's by 10.2% during the 4th quarter. Horizon Investments LLC now owns 4,228 shares of the company's stock valued at $116,000 after purchasing an additional 390 shares during the period. Finally, Commonwealth Equity Services LLC lifted its position in shares of Campbell's by 0.5% in the fourth quarter. Commonwealth Equity Services LLC now owns 90,311 shares of the company's stock valued at $2,517,000 after acquiring an additional 440 shares in the last quarter. 52.35% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Campbell's

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

• Positive Sentiment: Management announced a $500 million cost-reduction program, including workforce reductions and plant closures, with proceeds intended partly for debt reduction. These actions could support margins and the balance sheet over time. Campbell’s slashes 13% of salaried workforce as part of $500M cost-cutting plan
• Positive Sentiment: Meals and Beverages reportedly performed better than the Snacks business, offering a potential stabilizing factor as Campbell’s works to address weakness in brands such as Cape Cod and Kettle.
• Neutral Sentiment: Campbell’s reported quarterly adjusted EPS of $0.39 and revenue of approximately $2.14 billion. EPS matched the company’s stated consensus estimate, while revenue fell 7.9% year over year. The quarter also included the consolidation of La Regina, acquired in May 2026. Campbell's Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: The board cut the quarterly dividend 36%, from $0.39 to $0.25 per share. The reset reduces income appeal but is intended to accelerate debt repayment; the annualized payout implies a yield of roughly 4.5% at the cited price. Campbell's Just Cut a Dividend It Had Not Touched Since 2001 and the Snack Aisle Is Why
• Negative Sentiment: Fiscal 2027 guidance calls for net sales to decline 2%–4% and adjusted EPS of $1.65–$1.80, below the approximately $1.92 analyst consensus. Consumer spending pressure, weaker snacks demand, inflation, tariffs and pricing challenges are expected to weigh on results.
• Negative Sentiment: Adjusted EPS fell 37% from $0.62 a year earlier, while impairment charges tied to the Cape Cod and Kettle trademarks added to concerns about brand performance. Bank of America reiterated an Underperform rating with an $18 price target, below the cited $22.13 share price. Campbell Soup: Dividend Cut, Weak 2027 Outlook Support Underperform Rating

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source