Campbell's (NASDAQ:CPB) Sets New 1-Year Low - Should You Sell?

Key Points

• The stock hit a new 52-week low intraday at $19.79 and was last around $20.17, with a market cap of $6.01 billion and a P/E of 11.02.
• Analysts have been cutting targets and ratings—MarketBeat shows a consensus rating of “Reduce” (2 Buys, 12 Holds, 8 Sells) and a consensus target price of $26.89.
• Campbell's missed earnings (Q EPS $0.51 vs $0.57 expected) with revenue down 4.5% YoY and management guiding FY2026 EPS of 2.15–2.25 versus analysts' 3.15 estimate; the stock yields 7.7% on a $0.39 quarterly dividend but the payout ratio is a high 85%, signaling potential dividend sustainability risk.

The Campbell's Company (NASDAQ:CPB - Get Free Report)'s stock price hit a new 52-week low during mid-day trading on Tuesday . The company traded as low as $19.79 and last traded at $20.17, with a volume of 9136540 shares traded. The stock had previously closed at $20.43.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Weiss Ratings reissued a "sell (d+)" rating on shares of Campbell's in a research report on Thursday, April 2nd. BNP Paribas Exane reduced their price objective on shares of Campbell's from $22.00 to $19.00 and set an "underperform" rating for the company in a research note on Thursday, April 9th. TD Cowen reduced their price objective on shares of Campbell's from $29.00 to $24.00 and set a "hold" rating for the company in a research note on Thursday, March 12th. Morgan Stanley reduced their price objective on shares of Campbell's from $27.00 to $25.00 and set an "equal weight" rating for the company in a research note on Thursday, March 12th. Finally, DA Davidson reaffirmed a "neutral" rating and issued a $30.00 price target on shares of Campbell's in a research report on Thursday, March 12th. Two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and eight have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Reduce" and a consensus target price of $26.89.

Campbell's Trading Down 1.3%

The company has a market capitalization of $6.01 billion, a price-to-earnings ratio of 11.02 and a beta of 0.03. The company has a 50-day moving average price of $24.49 and a 200-day moving average price of $27.59. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66.

Campbell's (NASDAQ:CPB - Get Free Report) last issued its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.57 by ($0.06). The business had revenue of $2.56 billion during the quarter. Campbell's had a net margin of 5.48% and a return on equity of 19.96%. The business's revenue was down 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.74 earnings per share. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. Research analysts predict that The Campbell's Company will post 3.15 EPS for the current fiscal year.

Campbell's Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be paid a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 7.7%. The ex-dividend date is Thursday, April 2nd. Campbell's's dividend payout ratio (DPR) is presently 85.25%.

Institutional Investors Weigh In On Campbell's

Hedge funds have recently made changes to their positions in the stock. Stance Capital LLC bought a new stake in shares of Campbell's in the third quarter valued at about $27,000. Los Angeles Capital Management LLC bought a new stake in shares of Campbell's in the fourth quarter valued at about $29,000. Geneos Wealth Management Inc. lifted its stake in shares of Campbell's by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company's stock valued at $39,000 after buying an additional 750 shares during the period. Sittner & Nelson LLC bought a new stake in shares of Campbell's in the fourth quarter valued at about $29,000. Finally, Flagship Harbor Advisors LLC bought a new stake in shares of Campbell's in the fourth quarter valued at about $29,000. Institutional investors own 52.35% of the company's stock.

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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