DA Davidson Issues Negative Estimate for Campbell's Earnings

The Campbell's Company (NASDAQ:CPB - Free Report) - Equities researchers at DA Davidson cut their Q3 2025 earnings per share (EPS) estimates for shares of Campbell's in a report issued on Friday, April 25th. DA Davidson analyst B. Holland now expects that the company will earn $0.65 per share for the quarter, down from their prior forecast of $0.70. DA Davidson currently has a "Neutral" rating and a $39.00 price objective on the stock. The consensus estimate for Campbell's' current full-year earnings is $3.15 per share. DA Davidson also issued estimates for Campbell's' FY2025 earnings at $2.97 EPS and FY2026 earnings at $3.11 EPS.

A number of other analysts have also recently weighed in on the stock. Bank of America dropped their target price on shares of Campbell's from $45.00 to $41.00 and set an "underperform" rating on the stock in a report on Thursday, March 6th. Royal Bank of Canada cut their target price on shares of Campbell's from $51.00 to $44.00 and set a "sector perform" rating on the stock in a report on Thursday, March 6th. Morgan Stanley began coverage on Campbell's in a report on Monday, March 24th. They set an "equal weight" rating and a $40.00 target price for the company. Wells Fargo & Company reduced their price objective on Campbell's from $43.00 to $40.00 and set an "equal weight" rating for the company in a research report on Thursday, March 6th. Finally, JPMorgan Chase & Co. downgraded Campbell's from an "overweight" rating to a "neutral" rating and lowered their price objective for the stock from $48.00 to $37.00 in a research note on Thursday, March 6th. Five research analysts have rated the stock with a sell rating, ten have assigned a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $44.27.

Campbell's Stock Performance

Shares of NASDAQ CPB traded up $0.09 during trading on Monday, reaching $35.98. The stock had a trading volume of 297,557 shares, compared to its average volume of 2,756,639. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.50 and a current ratio of 0.91. The stock has a market cap of $10.73 billion, a PE ratio of 19.67, a P/E/G ratio of 2.71 and a beta of 0.19. Campbell's has a one year low of $35.35 and a one year high of $52.81. The firm's 50 day moving average price is $38.58 and its two-hundred day moving average price is $41.07.

Campbell's (NASDAQ:CPB - Get Free Report) last announced its quarterly earnings data on Wednesday, March 5th. The company reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The company had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.74 billion. Campbell's had a net margin of 5.57% and a return on equity of 23.79%. The firm's quarterly revenue was up 9.3% on a year-over-year basis.

Campbell's Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, April 28th. Investors of record on Thursday, April 3rd were issued a dividend of $0.39 per share. The ex-dividend date of this dividend was Thursday, April 3rd. This represents a $1.56 annualized dividend and a yield of 4.34%. Campbell's's payout ratio is 90.17%.

Insider Buying and Selling at Campbell's

In other news, EVP Charles A. Brawley III sold 2,498 shares of the firm's stock in a transaction dated Monday, March 31st. The shares were sold at an average price of $40.03, for a total transaction of $99,994.94. Following the completion of the transaction, the executive vice president now owns 37,590 shares in the company, valued at approximately $1,504,727.70. This trade represents a 6.23 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 20.19% of the stock is currently owned by corporate insiders.

Institutional Trading of Campbell's

Several institutional investors and hedge funds have recently added to or reduced their stakes in CPB. NBC Securities Inc. bought a new stake in shares of Campbell's during the 1st quarter worth $31,000. Sherman Asset Management Inc. acquired a new position in shares of Campbell's in the 4th quarter valued at $36,000. Principal Securities Inc. increased its stake in Campbell's by 45.5% in the 4th quarter. Principal Securities Inc. now owns 927 shares of the company's stock worth $39,000 after purchasing an additional 290 shares in the last quarter. Kentucky Trust Co acquired a new stake in Campbell's during the 4th quarter worth about $42,000. Finally, Quent Capital LLC lifted its stake in Campbell's by 77.7% during the fourth quarter. Quent Capital LLC now owns 1,100 shares of the company's stock valued at $46,000 after buying an additional 481 shares in the last quarter. 52.35% of the stock is owned by institutional investors and hedge funds.

Campbell's Company Profile

The Campbell's Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.