Ashton Thomas Private Wealth LLC Invests $1.60 Million in The Campbell's Company $CPB

Key Points

• Ashton Thomas Private Wealth LLC initiated a new position in The Campbell's Company, purchasing 57,259 shares worth approximately $1.60 million in Q4, per its 13F filing.
• Campbell's declared a $0.39 quarterly dividend (annualized $1.56) to be paid May 4 with an ex-/record date of April 2, implying a 7.6% yield but a high payout ratio of 85.25%.
• The company recently missed quarterly EPS ($0.51 vs. $0.57 expected) with revenue down 4.5% YoY, set FY2026 guidance of 2.15–2.25 EPS, and carries an average analyst rating of "Reduce" with a $26.06 target.

Ashton Thomas Private Wealth LLC purchased a new position in The Campbell's Company (NASDAQ:CPB - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 57,259 shares of the company's stock, valued at approximately $1,596,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of CPB. Two Sigma Investments LP boosted its stake in shares of Campbell's by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company's stock worth $155,916,000 after buying an additional 4,159,398 shares during the last quarter. Massachusetts Financial Services Co. MA purchased a new position in shares of Campbell's in the 3rd quarter worth $77,940,000. Invesco Ltd. raised its holdings in Campbell's by 42.6% in the 3rd quarter. Invesco Ltd. now owns 7,995,733 shares of the company's stock worth $252,505,000 after purchasing an additional 2,387,575 shares during the period. UBS Group AG raised its holdings in Campbell's by 175.7% in the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company's stock worth $117,823,000 after purchasing an additional 2,377,488 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Campbell's by 287.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company's stock worth $75,078,000 after purchasing an additional 1,763,870 shares during the period. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Campbell's Price Performance

NASDAQ:CPB opened at $20.54 on Wednesday. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. The business's 50-day simple moving average is $22.73 and its two-hundred day simple moving average is $26.78. The stock has a market cap of $6.12 billion, a PE ratio of 11.22 and a beta of 0.03. The Campbell's Company has a 52 week low of $19.76 and a 52 week high of $36.65.

Campbell's (NASDAQ:CPB - Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing analysts' consensus estimates of $0.57 by ($0.06). The business had revenue of $2.56 billion for the quarter. Campbell's had a net margin of 5.48% and a return on equity of 19.96%. The firm's revenue for the quarter was down 4.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.74 earnings per share. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, analysts forecast that The Campbell's Company will post 2.19 EPS for the current fiscal year.

Campbell's Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a yield of 7.6%. Campbell's's dividend payout ratio (DPR) is currently 85.25%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on CPB. BNP Paribas Exane decreased their target price on Campbell's from $22.00 to $19.00 and set an "underperform" rating on the stock in a report on Thursday, April 9th. Stifel Nicolaus decreased their target price on Campbell's from $25.00 to $20.00 and set a "hold" rating on the stock in a report on Tuesday, April 21st. UBS Group decreased their target price on Campbell's from $24.00 to $20.00 and set a "sell" rating on the stock in a report on Friday, March 13th. Jefferies Financial Group reaffirmed a "hold" rating and issued a $26.00 target price on shares of Campbell's in a report on Monday, March 2nd. Finally, Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Campbell's in a report on Thursday, April 2nd. One research analyst has rated the stock with a Buy rating, thirteen have issued a Hold rating and eight have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Reduce" and an average price target of $26.06.

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.

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